BRIDGES INVESTMENT MANAGEMENT INC

Position in ULTA — Ulta Beauty, Inc.

CIK 1007295 OMAHA, NE

Position in ULTA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$31,435,560

-$4,709,835 QoQ

Shares Held

69,705

+0.8% QoQ

Ownership

0.163%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#91

of 1,019 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Consumer Cyclical · as of Jun 30, 2026

BRIDGES INVESTMENT MANAGEMENT INC holds $161,241,795 across 3 Specialty Retail names. ULTA ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	155,740	$123,780,593
2	ULTA	Ulta Beauty, Inc. This page	69,705	$31,435,560
3	MUSA	Murphy USA Inc.	11,182	$6,025,642

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,435,560	69,705	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$36,145,395	69,150	-14.6%	Shares	Sole	2026-05-04
2025-12-31	$49,000,364	80,991	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$44,233,167	80,902	-1.7%	Shares	Sole	2025-11-04
2025-06-30	$38,497,842	82,292	+0.8%	Shares	Sole	2025-07-28
2025-03-31	$29,911,862	81,606	+8.9%	Shares	Sole	2025-04-30
2024-12-31	$32,587,129	74,925	-6.0%	Shares	Sole	2025-02-05
2024-09-30	$31,000,021	79,667	+1.4%	Shares	Sole	2024-11-01
2024-06-30	$30,313,559	78,559	+128.8%	Shares	Sole	2024-08-13
2024-03-31	$17,949,946	34,329	-2.7%	Shares	Sole	2024-04-25
2023-12-31	$17,282,436	35,271	-2.3%	Shares	Sole	2024-01-23
2023-09-30	$14,423,339	36,108	-2.5%	Shares	Sole	2023-10-24
2023-06-30	$17,420,670	37,018	+1.6%	Shares	Sole	2023-07-07
2023-03-31	$19,880,394	36,433	-10.9%	Shares	Sole	2023-04-28
2022-12-31	$19,176,049	40,881	+2.0%	Shares	Sole	2023-02-13
2022-09-30	$16,079,693	40,080	+2.6%	Shares	Sole	2022-10-21
2022-06-30	$15,064,557	39,080	+0.5%	Shares	Sole	2022-07-12
2022-03-31	$15,479,208	38,871	+0.6%	Shares	Sole	2022-04-08
2021-12-31	$15,926,631	38,625	+9.4%	Shares	Sole	2022-02-01
2021-09-30	$12,744,083	35,310	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$12,244,406	35,412	-6.4%	Shares	Sole	2021-07-19
2021-03-31	$11,701,156	37,847	+2.1%	Shares	Sole	2021-05-05
2020-12-31	$10,644,732	37,069	+0.8%	Shares	Defined	2021-02-12
2020-09-30	$8,238,879	36,784	-26.1%	Shares	Sole	2020-11-12
2020-06-30	$10,130,517	49,801	+0.5%	Shares	Sole	2020-08-10
2020-03-31	$8,702,419	49,530	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.