BRIDGES INVESTMENT MANAGEMENT INC
Filing Date
Global Rank
#490
/ 8,232
▲ 12
Top Industry
Internet Content & Information
9.1%
3Y Alpha vs SPY
-5.3%
Period ended 2 months ago
Filed May 4, 2026 · 40d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.1%
SPY
+76.5%
Annualised alpha
-5.3%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
327 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.1%
−0.4 pts
Top 5
29.3%
−2.2 pts
Top 10
43.6%
−2.7 pts
HHI
274
Diversified−31
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.6% | $1,440,531,183 |
| Financial Services | 20.9% | $1,132,253,215 |
| Consumer Cyclical | 15.2% | $824,695,004 |
| Industrials | 12.3% | $666,029,126 |
| Communication Services | 9.3% | $500,817,947 |
| Healthcare | 8.6% | $464,041,094 |
| Energy | 2.5% | $137,584,913 |
| Consumer Defensive | 2.4% | $131,528,194 |
| Basic Materials | 1.1% | $61,142,183 |
| Real Estate | 0.6% | $35,070,968 |
| Unclassified | 0.2% | $9,582,938 |
| Utilities | 0.1% | $5,238,003 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +350,819 | 1,266,002 | $42,031,266 | |
| NOW | ServiceNow, Inc. | +116,380 | 540,195 | $56,477,386 | |
| PAA | Plains All American Pipeline LP | +85,405 | 256,241 | $5,721,861 | |
| BMI | Badger Meter Inc | +83,619 | 97,405 | $14,839,650 | |
| FND | Floor & Decor Holdings, Inc. | +78,263 | 474,641 | $24,111,762 | |
| ZTS | Zoetis Inc. | +76,079 | 248,809 | $29,411,710 | |
| DV | DoubleVerify Holdings, Inc. | +62,349 | 85,777 | $814,880 | |
| ET | Energy Transfer LP | +40,075 | 339,257 | $6,547,660 | |
| TT | Trane Technologies plc | +38,219 | 39,761 | $16,569,998 | |
| ABT | Abbott Laboratories | +36,712 | 277,089 | $28,448,726 | |
| POOL | Pool Corp | +29,394 | 70,660 | $14,296,636 | |
| DT | Dynatrace, Inc. | +27,678 | 52,308 | $1,934,348 | |
| BAH | Booz Allen Hamilton Holding Corp | +27,520 | 149,109 | $11,634,974 | |
| LSEGY | London Stock Exchange Group plc | +22,610 | 64,830 | $1,933,878 | |
| EPD | Enterprise Products Partners L.P. | +22,270 | 236,597 | $8,952,829 | |
| APG | APi Group Corp | +18,808 | 137,365 | $5,566,028 | |
| FFIN | First Financial Bankshares Inc | +17,734 | 76,834 | $2,262,760 | |
| SPGI | S&P Global Inc. | +17,497 | 237,483 | $101,011,018 | |
| CELH | Celsius Holdings, Inc. | +16,095 | 61,650 | $2,187,341 | |
| CSL | Carlisle Companies Inc | +13,706 | 193,476 | $64,547,462 | |
| BLDR | Builders FirstSource, Inc. | +10,946 | 24,848 | $2,045,735 | |
| XPEL | XPEL, Inc. | +10,824 | 79,062 | $3,499,283 | |
| MPLX | Mplx LP | +10,813 | 114,164 | $6,515,339 | |
| AAON | Aaon, Inc. | +10,412 | 38,189 | $3,160,138 | |
| ACLS | Axcelis Technologies Inc | +10,237 | 38,637 | $3,596,330 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | −187,305 | 45,235 | $9,250,104 | |
| AAPL | Apple Inc. | −131,994 | 1,236,543 | $313,822,246 | |
| UNP | Union Pacific Corp | −102,875 | 594,231 | $144,172,324 | |
| GOOGL | Alphabet Inc. | −55,178 | 1,332,433 | $383,154,432 | |
| ODFL | Old Dominion Freight Line, Inc. | −49,193 | 642,375 | $125,520,074 | |
| ADBE | Adobe Inc. | −18,651 | 103,730 | $25,214,688 | |
| PANW | Palo Alto Networks Inc | −17,966 | 656,421 | $105,237,414 | |
| BRK-B | Berkshire Hathaway Inc | −14,484 | 354,987 | $170,109,769 | |
| NVDA | Nvidia Corp | −12,950 | 1,484,413 | $258,881,626 | |
| AMZN | Amazon Com Inc | −12,476 | 1,406,179 | $292,864,899 | |
| AVGO | Broadcom Inc. | −12,242 | 335,238 | $103,759,511 | |
| ULTA | Ulta Beauty, Inc. | −11,841 | 69,150 | $36,145,395 | |
| USB | US Bancorp De | −9,792 | 787,487 | $40,957,197 | |
| KLAC | Kla Corp | −8,254 | 41,745 | $61,465,754 | |
| WMT | Walmart Inc. | −7,792 | 80,114 | $9,956,566 | |
| ATR | Aptargroup, Inc. | −6,507 | 8,260 | $1,040,924 | |
| PGR | Progressive Corp/Oh/ | −5,537 | 392,581 | $77,825,256 | |
| OXY | Occidental Petroleum Corp /De/ | −5,230 | 18,274 | $1,187,810 | |
| LEG | Leggett & Platt Inc | −5,000 | 22,129 | $218,633 | |
| HLMN | Hillman Solutions Corp. | −4,928 | 30,336 | $252,395 | |
| JPM | Jpmorgan Chase & Co | −4,613 | 493,072 | $145,042,058 | |
| PFE | Pfizer Inc | −4,400 | 46,831 | $1,315,014 | |
| MO | Altria Group, Inc. | −4,338 | 51,400 | $3,391,884 | |
| SCHW | Schwab Charles Corp | −4,250 | 16,066 | $1,509,882 | |
| BAC | Bank Of America Corp /De/ | −3,988 | 49,029 | $2,390,163 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EQBK | Equity Bancshares Inc | 61,876 | $2,747,913 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 21,120 | $1,374,700 | |
| WAT | Waters Corp /De/ | 3,098 | $922,583 | |
| HTFL | Heartflow, Inc. | 17,313 | $421,225 | |
| BOH | Bank Of Hawaii Corp | 4,279 | $317,715 | |
| WDC | Western Digital Corp | 1,013 | $274,006 | |
| PBH | Prestige Consumer Healthcare Inc. | 4,527 | $268,315 | |
| FUL | Fuller H B Co | 4,314 | $266,087 | |
| GTY | Getty Realty Corp /Md/ | 7,601 | $241,711 | |
| CW | Curtiss Wright Corp | 350 | $238,392 | |
| LSTR | Landstar System Inc | 1,377 | $220,746 | |
| NOC | Northrop Grumman Corp /De/ | 310 | $211,493 | |
| ALH | Alliance Laundry Holdings Inc. | 10,053 | $208,499 | |
| D | Dominion Energy, Inc | 3,366 | $208,086 | |
| GLDM | World Gold Trust | 2,207 | $204,566 | |
| BRC | Brady Corp | 2,463 | $200,094 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JKHY | Jack Henry & Associates Inc | 8,030 | $1,465,313 | |
| ATO | Atmos Energy Corp | 5,940 | $995,722 | |
| XPO | XPO, Inc. | 7,176 | $975,289 | |
| ARES | Ares Management Corp | 4,409 | $712,626 | |
| CVNA | Carvana Co. | 1,548 | $653,286 | |
| OTEX | Open Text Corp | 19,620 | $639,219 | |
| ROK | Rockwell Automation, Inc | 1,619 | $629,903 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 1,216 | $483,542 | |
| INSM | INSMED Inc | 2,081 | $362,177 | |
| RDDT | Reddit, Inc. | 1,509 | $346,873 | |
| CHWY | Chewy, Inc. | 9,564 | $316,090 | |
| PODD | Insulet Corp | 1,102 | $313,232 | |
| TRI | Thomson Reuters Corp /Can/ | 2,207 | $291,080 | |
| ZM | Zoom Communications, Inc. | 3,367 | $290,538 | |
| TRMB | Trimble Inc. | 3,681 | $288,406 | |
| BROS | Dutch Bros Inc. | 4,576 | $280,142 | |
| SOLS | Solstice Advanced Materials Inc. | 5,614 | $272,726 | |
| MDB | MongoDB, Inc. | 643 | $269,860 | |
| VEEV | Veeva Systems Inc | 1,079 | $240,865 | |
| CAG | Conagra Brands Inc. | 13,837 | $239,518 | |
| LW | Lamb Weston Holdings, Inc. | 5,570 | $233,326 | |
| TTWO | Take Two Interactive Software Inc | 885 | $226,586 | |
| RLI | Rli Corp | 3,204 | $204,991 | |
| NFLX | Netflix Inc | 2,180 | $204,396 | |
| DASH | DoorDash, Inc. | 887 | $200,887 | |
| No positions match the current search. | ||||
327 positions ·
$5,408,514,768 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 327 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,332,433 | $383,154,432 | 7.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 907,119 | $335,788,239 | 6.21% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,236,543 | $313,822,246 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,406,179 | $292,864,899 | 5.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,484,413 | $258,881,626 | 4.79% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 378,188 | $188,965,415 | 3.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 354,987 | $170,109,769 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 493,072 | $145,042,058 | 2.68% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 594,231 | $144,172,324 | 2.67% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 642,375 | $125,520,074 | 2.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 405,777 | $122,642,039 | 2.27% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 155,741 | $113,357,642 | 2.10% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 447,160 | $105,654,963 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 184,587 | $105,607,759 | 1.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 656,421 | $105,237,414 | 1.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 335,238 | $103,759,511 | 1.92% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 237,483 | $101,011,018 | 1.87% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 392,581 | $77,825,256 | 1.44% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 167,548 | $77,237,951 | 1.43% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 77,841 | $74,860,466 | 1.38% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
Added | 285,062 | $71,185,681 | 1.32% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 139,484 | $68,560,569 | 1.27% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Added | 193,476 | $64,547,462 | 1.19% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 393,435 | $61,879,455 | 1.14% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 41,745 | $61,465,754 | 1.14% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 540,195 | $56,477,386 | 1.04% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 72,398 | $52,746,286 | 0.98% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 652,244 | $51,925,144 | 0.96% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 152,526 | $50,118,517 | 0.93% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 334,414 | $48,346,230 | 0.89% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 173,482 | $48,205,441 | 0.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 45,009 | $44,848,316 | 0.83% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 264,525 | $44,741,757 | 0.83% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 12,581 | $42,495,849 | 0.79% | |
| CPRT |
Copart Inc
Industrials
|
Added | 1,266,002 | $42,031,266 | 0.78% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 787,487 | $40,957,197 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 186,093 | $40,473,365 | 0.75% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Reduced | 69,150 | $36,145,395 | 0.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 105,906 | $34,831,423 | 0.64% | |
| ALC |
Alcon Inc
Healthcare
|
Reduced | 409,022 | $30,819,806 | 0.57% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 87,581 | $30,815,373 | 0.57% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 248,809 | $29,411,710 | 0.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 188,607 | $29,288,780 | 0.54% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 139,217 | $28,803,995 | 0.53% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 277,089 | $28,448,726 | 0.53% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 216,478 | $27,351,994 | 0.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 87,216 | $27,105,859 | 0.50% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 82,849 | $26,557,245 | 0.49% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 51,197 | $25,381,423 | 0.47% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 103,730 | $25,214,688 | 0.47% |