BRIDGES INVESTMENT MANAGEMENT INC

CIK

1007295

Location

OMAHA, NE

Portfolio Value

Small $500,817,947

Diversification

Diversified

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 SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.0%

SPY

+76.5%

Annualised alpha

-5.4%

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, 2025

Top 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	Positions
Technology	26.6%	$1,440,531,183	48
Financial Services	20.9%	$1,132,253,215	53
Consumer Cyclical	15.2%	$824,695,004	35
Industrials	12.3%	$666,029,126	73
Communication Services	9.3%	$500,817,947	10
Healthcare	8.6%	$464,041,094	31
Energy	2.5%	$137,584,913	23
Consumer Defensive	2.4%	$131,528,194	20
Basic Materials	1.1%	$61,142,183	12
Real Estate	0.6%	$35,070,968	9
Unclassified	0.2%	$9,582,938	5
Utilities	0.1%	$5,238,003	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $500,817,947 total · Communication Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	1,332,433	-55,178	$383,154,432	−11.8%	76.51%
META	Meta Platforms, Inc. Communication Services	Added	184,587	+481	$105,607,759	−13.1%	21.09%
DIS	Walt Disney Co Communication Services	Reduced	30,742	-380	$2,962,913	−16.3%	0.59%
VZ	Verizon Communications Inc Communication Services	Added	48,635	+145	$2,441,476	+23.6%	0.49%
CMCSA	Comcast Corp Communication Services	Reduced	61,584	-1,158	$1,768,076	+0.6%	0.35%
OMC	Omnicom Group Inc. Communication Services	Reduced	19,930	-167	$1,500,928	−7.5%	0.30%
T	At&T Inc. Communication Services	Reduced	41,954	-113	$1,216,246	+16.4%	0.24%
WMG	Warner Music Group Corp. Communication Services	Held	42,390	0	$1,082,640	−16.7%	0.22%
DV	DoubleVerify Holdings, Inc. Communication Services	Added	85,777	+62,349	$814,880	+204.0%	0.16%
TKO	TKO Group Holdings, Inc. Communication Services	Held	1,332	0	$268,597	−3.5%	0.05%