BRIDGES INVESTMENT MANAGEMENT INC
Registered adviserFiling Date
Global Rank
#626
/ 8,827
▼ 28
Top Industry
Internet Content & Information
10.4%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$11,307,553,900
Main clients
Diversified
Private funds
1 fund
· Private equity funds
Focus by gross assets, Schedule D of Nov 18, 2024
$73,807,817 gross assets
Registered funds advised
1 series
(0 index, 0 ETFs)
$230,542,123 net assets· N-CEN Dec 31, 2025
LEI
2549009S0BMHGCZ7OD66
Private funds on Schedule D 7.B.(1)
As filed Nov 18, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
$10,080,065 gross assets in 1 fund
Private equity funds
$10,080,065
(1)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $11,307,553,900 | Diversified |
| Apr 2025 to Mar 2026 | $10,380,538,213 | Individuals and high net worth (51%) |
| Aug 2024 to Mar 2025 | $9,882,583,283 | Individuals and high net worth (50%) |
| Apr 2024 to Jul 2024 | $9,145,924,446 | Diversified |
| May 2023 to Mar 2024 | $7,549,835,558 | Diversified |
| Apr 2023 | $7,549,835,558 | Diversified |
4 earlier changes not shown.
Stated strategy
Fundamental active, Long/short hedge, Private markets
Form ADV Part 2A, Sep 11, 2026
· original
In the firm's words
- Fundamental active:
We primarily rely on fundamental analysis in determining which securities to include in your portfolio.
- Long/short hedge:
We also utilize any of the following strategies where appropriate to achieve client investment objectives: • Short term purchases (securities sold within one year of purchase). • Active trading (securities sold within 30 days of purchase). • Short sales.
- Private markets:
Investments in Bridges Private Equity Fund I, LP (“BPEF”) involve a significant degree of risk, relating both to the types of investments contemplated by BPEF and its ability to achieve its investment objectives.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 50.7%, 25.9 effective positions, active share 57.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
13.4% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.7 quarters (12+), a floor since 84.4% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 57.0%; sector active share 19.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
392 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.0%
+0.8 pts
Top 5
33.2%
+0.1 pts
Top 10
50.7%
+0.3 pts
HHI
386
Diversified+20
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 22.5% | $1,836,788,538 |
| Technology | 21.9% | $1,786,748,698 |
| Financial Services | 17.5% | $1,433,001,273 |
| Consumer Cyclical | 10.7% | $877,804,972 |
| Industrials | 9.4% | $765,923,562 |
| Communication Services | 8.4% | $690,186,212 |
| Healthcare | 5.4% | $443,456,918 |
| Consumer Defensive | 1.6% | $126,812,424 |
| Energy | 1.3% | $104,052,142 |
| Basic Materials | 0.8% | $66,438,480 |
| Real Estate | 0.4% | $36,401,732 |
| Utilities | 0.1% | $5,212,472 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +486,554 | 650,736 | $80,801,887 | |
| KLAC | Kla Corp | +456,797 | 498,542 | $150,415,105 | |
| VO | VANGUARD MID-CAP INDEX FUND | +221,631 | 295,340 | $23,795,543 | |
| AVGO | Broadcom Inc. | +74,254 | 409,492 | $154,685,602 | |
| NOW | ServiceNow, Inc. | +70,670 | 610,865 | $60,646,676 | |
| SYK | Stryker Corp | +54,839 | 207,365 | $65,286,795 | |
| IJH | iShares Core S&P Mid-Cap ETF | +48,697 | 5,830,885 | $449,619,540 | |
| CPRT | Copart Inc | +40,874 | 1,306,876 | $36,840,833 | |
| BMI | Badger Meter Inc | +38,359 | 135,764 | $20,144,661 | |
| PH | Parker-Hannifin Corp | +33,522 | 50,718 | $49,608,289 | |
| VUG | VANGUARD GROWTH INDEX FUND | +27,494 | 33,042 | $2,846,237 | |
| TT | Trane Technologies plc | +24,013 | 63,774 | $31,323,236 | |
| VEA | Vanguard FTSE Developed Markets ETF | +23,733 | 4,453,914 | $317,341,372 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +23,605 | 3,479,278 | $207,678,102 | |
| PANW | Palo Alto Networks Inc | +22,141 | 678,562 | $231,403,212 | |
| KO | Coca Cola Co | +21,443 | 75,508 | $6,136,533 | |
| ISRG | Intuitive Surgical Inc | +20,173 | 187,721 | $74,652,886 | |
| GIL | Gildan Activewear Inc. | +18,260 | 53,055 | $2,737,638 | |
| UL | Unilever PLC | +16,220 | 28,576 | $1,717,989 | |
| IVV | iShares Core S&P 500 ETF | +14,763 | 246,971 | $184,954,111 | |
| EFA | iShares MSCI EAFE ETF | +14,615 | 24,881 | $2,584,638 | |
| URI | United Rentals, Inc. | +14,587 | 86,985 | $98,544,436 | |
| XRAY | DENTSPLY SIRONA Inc. | +13,460 | 60,826 | $645,363 | |
| FISV | Fiserv Inc | +13,163 | 42,410 | $2,080,210 | |
| WMT | Walmart Inc. | +12,264 | 92,378 | $10,462,730 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZTS | Zoetis Inc. | −228,396 | 20,413 | $1,466,878 | |
| EOG | Eog Resources Inc | −155,745 | 178,669 | $23,178,728 | |
| UNP | Union Pacific Corp | −114,210 | 480,021 | $130,565,712 | |
| ADBE | Adobe Inc. | −77,782 | 25,948 | $5,319,857 | |
| NVDA | Nvidia Corp | −75,007 | 1,409,406 | $282,008,045 | |
| GOOGL | Alphabet Inc. | −68,271 | 1,264,162 | $451,773,572 | |
| CHE | Chemed Corp | −61,293 | 4,628 | $2,155,443 | |
| POOL | Pool Corp | −60,651 | 10,009 | $2,150,933 | |
| AAPL | Apple Inc. | −56,266 | 1,180,277 | $341,524,951 | |
| IEMG | iShares Trust | −37,501 | 294,983 | $24,436,391 | |
| BWXT | BWX Technologies, Inc. | −19,017 | 26,218 | $5,103,333 | |
| ACLS | Axcelis Technologies Inc | −17,079 | 21,558 | $4,084,161 | |
| AMZN | Amazon Com Inc | −16,078 | 1,390,101 | $331,316,671 | |
| VEU | Vanguard International Equity Index Funds | −14,328 | 647,813 | $54,254,337 | |
| TMO | Thermo Fisher Scientific Inc. | −13,367 | 126,117 | $63,230,018 | |
| BIZD | VanEck BDC Income ETF | −12,160 | 123,645 | $1,565,345 | |
| HON | Honeywell International Inc | −11,124 | 11,126 | $2,491,109 | |
| GOOG | Alphabet Inc. | −10,399 | 282,417 | $99,786,396 | |
| IJR | iShares Core S&P Small-Cap ETF | −8,306 | 1,333,633 | $197,791,108 | |
| MO | Altria Group, Inc. | −8,060 | 43,340 | $3,118,311 | |
| PGR | Progressive Corp | −8,041 | 384,540 | $84,002,762 | |
| ABT | Abbott Laboratories | −7,944 | 269,145 | $24,422,216 | |
| LOW | Lowes Companies Inc | −7,385 | 439,775 | $96,965,988 | |
| BAH | Booz Allen Hamilton Holding Corp | −7,240 | 141,869 | $8,607,192 | |
| LAD | Lithia Motors Inc | −6,797 | 278,265 | $80,833,199 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NFLX | Netflix Inc | 288,995 | $20,634,242 | |
| HONA | Honeywell Aerospace Inc. | 11,125 | $2,459,514 | |
| PAVE | Global X U.S. Infrastructure Development ETF | 17,939 | $1,056,965 | |
| IFF | International Flavors & Fragrances Inc | 7,900 | $625,838 | |
| STX | Seagate Technology Holdings plc | 457 | $441,005 | |
| MU | Micron Technology Inc | 303 | $349,748 | |
| CGDV | Capital Group Dividend Value ETF | 6,866 | $338,356 | |
| DAL | Delta Air Lines, Inc. | 3,435 | $321,722 | |
| BX | Blackstone Inc. | 2,692 | $316,766 | |
| IXN | iShares Global Tech ETF | 2,126 | $307,164 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1,785 | $293,221 | |
| CRWD | CrowdStrike Holdings, Inc. | 364 | $277,782 | |
| BROS | Dutch Bros Inc. | 3,639 | $261,316 | |
| AMAT | Applied Materials Inc | 332 | $240,036 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 494 | $235,917 | |
| MPC | Marathon Petroleum Corp | 906 | $231,636 | |
| TTWO | Take Two Interactive Software Inc | 872 | $217,982 | |
| CEG | Constellation Energy Corp | 848 | $210,617 | |
| DFAT | Dimensional U.S. Targeted Value ETF | 3,000 | $209,700 | |
| FDT | First Trust Developed Markets ex-US AlphaDEX Fund | 2,191 | $207,443 | |
| DOV | DOVER Corp | 902 | $202,300 | |
| CHH | Choice Hotels International Inc | 1,826 | $201,353 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SWK | Stanley Black & Decker, Inc. | 6,835 | $485,695 | |
| MKC | Mccormick & Co Inc | 8,990 | $453,455 | |
| ACWI | iShares MSCI ACWI ETF | 2,514 | $347,862 | |
| WYNN | Wynn Resorts Ltd | 3,104 | $315,211 | |
| TKO | TKO Group Holdings, Inc. | 1,332 | $268,597 | |
| IDXX | Idexx Laboratories Inc | 451 | $253,412 | |
| CSGP | Costar Group, Inc. | 6,000 | $242,040 | |
| CNM | Core & Main, Inc. | 4,839 | $239,046 | |
| ALL | Allstate Corp | 1,148 | $238,026 | |
| CPAY | Corpay, Inc. | 815 | $237,156 | |
| DFAI | Dimensional International Core Equity Market ETF | 5,815 | $226,552 | |
| SITE | SiteOne Landscape Supply, Inc. | 1,684 | $224,157 | |
| PTC | Ptc Inc. | 1,535 | $218,721 | |
| OKE | Oneok Inc | 2,342 | $211,692 | |
| NOC | Northrop Grumman Corp | 310 | $211,493 | |
| THO | Thor Industries Inc | 2,582 | $206,275 | |
| GLDM | World Gold Trust | 2,207 | $204,566 | |
| No positions match the current search. | ||||
392 tracked positions ·
$8,172,827,423 total
· filing declares
906 positions · $8,222,588,038
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 392 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,264,162 | $451,773,572 | 5.53% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 5,830,885 | $449,619,540 | 5.50% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,180,277 | $341,524,951 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 904,889 | $337,541,694 | 4.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,390,101 | $331,316,671 | 4.05% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 4,453,914 | $317,341,372 | 3.88% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,409,406 | $282,008,045 | 3.45% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 318 | $238,134,300 | 2.91% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 678,562 | $231,403,212 | 2.83% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 3,479,278 | $207,678,102 | 2.54% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 1,333,633 | $197,791,108 | 2.42% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 376,973 | $193,613,332 | 2.37% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 246,971 | $184,954,111 | 2.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 362,572 | $181,427,402 | 2.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 489,080 | $160,090,555 | 1.96% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 409,492 | $154,685,602 | 1.89% | |
| KLAC |
Kla Corp
Technology
|
Added | 498,542 | $150,415,105 | 1.84% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 405,537 | $139,135,688 | 1.70% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 641,260 | $138,896,915 | 1.70% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 480,021 | $130,565,712 | 1.60% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 155,740 | $123,780,593 | 1.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 186,651 | $105,138,640 | 1.29% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 247,443 | $100,773,632 | 1.23% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 282,417 | $99,786,396 | 1.22% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 86,985 | $98,544,436 | 1.21% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 439,775 | $96,965,988 | 1.19% | |
| PGR |
Progressive Corp
Financial Services
|
Reduced | 384,540 | $84,002,762 | 1.03% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
Reduced | 278,265 | $80,833,199 | 0.99% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 650,736 | $80,801,887 | 0.99% | |
| RSP |
Victory Portfolios II
|
Added | 368,450 | $78,395,106 | 0.96% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 77,933 | $74,937,254 | 0.92% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 187,721 | $74,652,886 | 0.91% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Added | 200,409 | $72,698,364 | 0.89% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 207,365 | $65,286,795 | 0.80% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 170,593 | $64,026,964 | 0.78% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 126,117 | $63,230,018 | 0.77% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 253,556 | $61,469,579 | 0.75% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 610,865 | $60,646,676 | 0.74% | |
| VEU |
Vanguard International Equity Index Funds
|
Reduced | 647,813 | $54,254,337 | 0.66% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 655,304 | $54,154,322 | 0.66% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 50,718 | $49,608,289 | 0.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 395,731 | $48,718,443 | 0.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 193,443 | $48,677,995 | 0.60% | |
| USB |
US Bancorp De
Financial Services
|
Added | 799,540 | $48,292,215 | 0.59% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 266,472 | $45,321,557 | 0.55% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 13,524 | $43,221,890 | 0.53% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 44,758 | $41,869,765 | 0.51% | |
| APH |
Amphenol Corp
Technology
|
Added | 218,564 | $38,537,203 | 0.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 106,516 | $37,566,062 | 0.46% | |
| CPRT |
Copart Inc
Industrials
|
Added | 1,306,876 | $36,840,833 | 0.45% |
Showing the top 50 of 392 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.