# BRIDGES INVESTMENT MANAGEMENT INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1007295. Source: https://holderbook.com/funds/1007295-bridges-investment-management-inc/

- Reported value: $8.2B
- Positions: 401
- Weight of the ten largest: 38.8%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $451.8M | 1,264,162 | 5.5% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $449.6M | 5,830,885 | 5.5% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $341.5M | 1,180,277 | 4.2% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $337.5M | 904,889 | 4.1% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $331.3M | 1,390,101 | 4.0% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $317.3M | 4,453,914 | 3.9% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $282.0M | 1,409,406 | 3.4% | 26 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $238.1M | 318 | 2.9% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $231.4M | 678,562 | 2.8% | 30 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $207.7M | 3,479,278 | 2.5% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $197.8M | 1,333,633 | 2.4% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $193.6M | 376,973 | 2.4% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $185.0M | 246,971 | 2.2% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $181.4M | 362,572 | 2.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $160.1M | 489,080 | 1.9% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $154.7M | 409,492 | 1.9% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $150.4M | 498,542 | 1.8% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $139.1M | 405,537 | 1.7% | 31 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $138.9M | 641,260 | 1.7% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $130.6M | 480,021 | 1.6% | 31 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $123.8M | 155,740 | 1.5% | 26 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $105.1M | 186,651 | 1.3% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $100.8M | 247,443 | 1.2% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $99.8M | 282,417 | 1.2% | 31 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $98.5M | 86,985 | 1.2% | 9 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $97.0M | 439,775 | 1.2% | 31 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $84.0M | 384,540 | 1.0% | 31 |
| LITHIA MTRS INC | [LAD](https://holderbook.com/stocks/LAD/) | $80.8M | 278,265 | 1.0% | 13 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $80.8M | 650,736 | 1.0% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $78.4M | 368,450 | 1.0% | 30 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $74.9M | 77,933 | 0.9% | 7 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $74.7M | 187,721 | 0.9% | 16 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $72.7M | 200,409 | 0.9% | 9 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $65.3M | 207,365 | 0.8% | 31 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $64.0M | 170,593 | 0.8% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $63.2M | 126,117 | 0.8% | 31 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $61.5M | 253,556 | 0.7% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $60.6M | 610,865 | 0.7% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $54.3M | 647,813 | 0.7% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $54.2M | 655,304 | 0.7% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $49.6M | 50,718 | 0.6% | 9 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $48.7M | 395,731 | 0.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $48.7M | 193,443 | 0.6% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $48.3M | 799,540 | 0.6% | 31 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $45.3M | 266,472 | 0.6% | 28 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $43.2M | 13,524 | 0.5% | 25 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $41.9M | 44,758 | 0.5% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $38.5M | 218,564 | 0.5% | 21 |
| FIRST NATL NEB INC COM | [FINN](https://holderbook.com/stocks/FINN/) | $38.0M | 2,029 | 0.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $37.6M | 106,516 | 0.5% | 31 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $36.8M | 1,306,876 | 0.4% | 14 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $31.8M | 87,741 | 0.4% | 31 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $31.4M | 69,705 | 0.4% | 29 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $31.3M | 63,774 | 0.4% | 10 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $30.6M | 25,479 | 0.4% | 31 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $28.9M | 486,454 | 0.4% | 9 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $28.8M | 69,295 | 0.4% | 31 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $28.7M | 83,213 | 0.3% | 31 |
| ALCON AG | [ALC](https://holderbook.com/stocks/ALC/) | $27.7M | 412,607 | 0.3% | 28 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $26.8M | 51,674 | 0.3% | 14 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $25.1M | 185,728 | 0.3% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $24.4M | 294,983 | 0.3% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $24.4M | 269,145 | 0.3% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $23.9M | 144,090 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $23.8M | 34,724 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $23.8M | 295,340 | 0.3% | 26 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $23.7M | 87,536 | 0.3% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $23.2M | 103,649 | 0.3% | 31 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $23.2M | 178,669 | 0.3% | 31 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $23.1M | 209,499 | 0.3% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $22.5M | 148,709 | 0.3% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $20.6M | 288,995 | 0.3% | 1 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $20.1M | 135,764 | 0.2% | 9 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $19.4M | 76,239 | 0.2% | 31 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $17.6M | 129,709 | 0.2% | 15 |
| AMERICAN FINANCIAL GROUP INC | [AFG](https://holderbook.com/stocks/AFG/) | $15.7M | 112,410 | 0.2% | 9 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $12.1M | 39,944 | 0.1% | 31 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $11.1M | 66,625 | 0.1% | 8 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $11.1M | 146,834 | 0.1% | 12 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $11.1M | 63,041 | 0.1% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $11.0M | 25,914 | 0.1% | 31 |
| FLEXSHARES TR | [QDF](https://holderbook.com/stocks/QDF/) | $10.9M | 121,348 | 0.1% | 31 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $10.7M | 255,200 | 0.1% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $10.6M | 77,405 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.5M | 92,378 | 0.1% | 31 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $9.8M | 4,930 | 0.1% | 9 |
| ING GROEP N.V. | [ING](https://holderbook.com/stocks/ING/) | $8.7M | 277,987 | 0.1% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $8.7M | 236,597 | 0.1% | 31 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $8.6M | 52,869 | 0.1% | 23 |
| BOOZ ALLEN HAMILTON HLDG COR | [BAH](https://holderbook.com/stocks/BAH/) | $8.6M | 141,869 | 0.1% | 14 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $8.6M | 47,439 | 0.1% | 31 |
| PEM HOLDING COMAPNY, LLC | - | $8.3M | 1 | 0.1% | 8 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $8.0M | 14,337 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $8.0M | 68,142 | 0.1% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $7.5M | 60,323 | 0.1% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $7.5M | 108,908 | 0.1% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $7.4M | 24,631 | 0.1% | 9 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $7.3M | 27,874 | 0.1% | 28 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $7.2M | 56,105 | 0.1% | 31 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $6.6M | 343,257 | 0.1% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.6% | 100% |
| Q1 2026 | -5.4% | -4.6% | -0.8% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.7% | 100% |
| Q1 2025 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2024 | +0.9% | +2.1% | -1.2% | 100% |
| Q3 2024 | +6.7% | +5.4% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $8.2B | 401 |
| Q1 2026 | $7.4B | 394 |
| Q4 2025 | $7.9B | 400 |
| Q3 2025 | $7.8B | 411 |
| Q2 2025 | $7.4B | 406 |
| Q1 2025 | $6.9B | 389 |
| Q4 2024 | $7.2B | 402 |
| Q3 2024 | $7.2B | 400 |
| Q2 2024 | $6.6B | 389 |
| Q1 2024 | $3.2B | 204 |
| Q4 2023 | $3.0B | 202 |
| Q3 2023 | $2.8B | 196 |