Bridges Investment Management

Latest statistics and disclosures from Bridges Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, BRK.A, MSFT, IJH, GOOGL, and represent 25.30% of Bridges Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: IEMG (+$17M), CTAS (+$9.2M), UNP, ISRG, ROL, ABT, PEP, ZTS, TFC, DE.
  • Started 8 new stock positions in ACA, TFC, AXP, ELV, ROL, VTI, EFA, AEP.
  • Reduced shares in these 10 stocks: VWO (-$17M), TRU (-$14M), IJR (-$8.1M), IWS (-$7.2M), IJH (-$7.1M), MSFT (-$6.8M), QUAL, IWD, MA, PANW.
  • Sold out of its position in CRLBF.
  • Bridges Investment Management was a net seller of stock by $-91M.
  • Bridges Investment Management has $3.0B in assets under management (AUM), dropping by 7.16%.
  • Central Index Key (CIK): 0001007295

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Portfolio Holdings for Bridges Investment Management

Bridges Investment Management holds 204 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.1 $185M 958k 192.53
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Berkshire Hathaway (BRK.A) 5.9 $179M 329.00 542625.03
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Microsoft Corporation (MSFT) 5.2 $157M -4% 418k 376.04
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Ishares Core S&p Mid Cap Etf Etf (IJH) 4.5 $136M -4% 492k 277.15
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Alphabet Inc Class A cs (GOOGL) 3.5 $107M -2% 763k 139.69
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Amazon (AMZN) 3.5 $106M 698k 151.94
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Bridges Investment Fund Mfu (BRGIX) 3.5 $106M 1.1M 93.38
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Vanguard Ftse Developed Market Etf (VEA) 3.4 $103M 2.1M 47.90
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Ishares Core S&p Small Cap Etf Etf (IJR) 3.1 $94M -7% 864k 108.25
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MasterCard Incorporated (MA) 3.1 $94M -3% 219k 426.51
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Vanguard Ftse Emerging Markets Etf (VWO) 2.9 $86M -16% 2.1M 41.10
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Berkshire Hathaway (BRK.B) 2.8 $85M 239k 356.66
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Union Pacific Corporation (UNP) 2.1 $64M +2% 260k 245.62
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UnitedHealth (UNH) 1.9 $57M 109k 526.47
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Visa (V) 1.9 $56M -4% 215k 260.35
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NVIDIA Corporation (NVDA) 1.8 $56M -3% 112k 495.22
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Old Dominion Freight Line (ODFL) 1.8 $55M -2% 135k 405.33
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Palo Alto Networks (PANW) 1.8 $53M -6% 179k 294.88
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Ishares Russell 1000 Growth Et Etf (IWF) 1.7 $53M 174k 303.17
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Alphabet Inc Class C cs (GOOG) 1.4 $42M -2% 301k 140.93
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JPMorgan Chase & Co. (JPM) 1.4 $42M -4% 244k 170.10
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Adobe Systems Incorporated (ADBE) 1.3 $40M -2% 68k 596.60
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Home Depot (HD) 1.3 $39M 113k 346.55
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Ishares Russell 1000 Value Etf Etf (IWD) 1.3 $39M -10% 235k 165.25
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Vanguard Ftse All-world Ex-us Etf (VEU) 1.2 $37M 655k 56.14
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BlackRock (BLK) 1.2 $36M 44k 811.80
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S&p Global (SPGI) 1.2 $35M 79k 440.52
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Ishares Core S&p 500 Etf Etf (IVV) 1.1 $34M -9% 72k 477.63
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Progressive Corporation (PGR) 1.1 $33M -8% 208k 159.28
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Facebook Inc cl a (META) 1.1 $33M -2% 92k 353.96
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Servicenow (NOW) 1.0 $31M -2% 44k 706.49
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Lowe's Companies (LOW) 1.0 $29M 132k 222.55
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Thermo Fisher Scientific (TMO) 0.9 $28M 53k 530.79
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Casey's General Stores (CASY) 0.8 $24M -2% 86k 274.74
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Alcon (ALC) 0.8 $23M -2% 295k 78.12
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Intuitive Surgical (ISRG) 0.7 $22M +8% 64k 337.36
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Intercontinental Exchange (ICE) 0.7 $21M -3% 160k 128.43
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Chemed Corp Com Stk (CHE) 0.7 $20M 35k 584.75
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EOG Resources (EOG) 0.6 $20M -3% 161k 120.95
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Ishares Core Msci Emerging Mkt Etf (IEMG) 0.6 $19M +926% 367k 50.58
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $17M -2% 35k 489.99
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Lithia Motors (LAD) 0.6 $17M 52k 329.28
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Pepsi (PEP) 0.6 $17M +6% 101k 169.84
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Bwx Technologies (BWXT) 0.5 $17M -17% 216k 76.73
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Copart (CPRT) 0.5 $16M 334k 49.00
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Paypal Holdings (PYPL) 0.5 $16M -13% 266k 61.41
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McDonald's Corporation (MCD) 0.5 $15M +4% 51k 296.51
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Aptar (ATR) 0.5 $15M -3% 123k 123.62
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American Tower Reit (AMT) 0.5 $15M -8% 69k 215.88
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Chevron Corporation (CVX) 0.4 $13M +2% 89k 149.16
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Edwards Lifesciences (EW) 0.4 $13M -19% 171k 76.25
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Abbvie (ABBV) 0.4 $13M +2% 82k 154.97
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Cintas Corporation (CTAS) 0.4 $13M +271% 21k 602.66
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Zoetis Inc Cl A (ZTS) 0.4 $12M +8% 63k 197.37
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Sherwin-Williams Company (SHW) 0.4 $12M -8% 39k 311.90
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Cable One (CABO) 0.4 $12M -15% 21k 556.59
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Generac Holdings (GNRC) 0.4 $11M -4% 86k 129.24
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Abbott Laboratories (ABT) 0.3 $10M +12% 92k 110.07
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Broadcom (AVGO) 0.3 $9.9M -7% 8.8k 1116.25
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Pool Corporation (POOL) 0.3 $9.1M +5% 23k 398.71
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Johnson & Johnson (JNJ) 0.3 $8.7M +4% 56k 156.74
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Flexshares Quality Dividend In Etf (QDF) 0.3 $8.4M 136k 61.53
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Costco Wholesale Corporation (COST) 0.3 $8.3M +2% 13k 660.08
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Amgen (AMGN) 0.3 $8.1M -6% 28k 288.02
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Ing Groep Nv Adr (ING) 0.3 $7.8M 522k 15.02
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Accenture (ACN) 0.2 $7.4M -5% 21k 350.91
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First Nat'l Of Nebraska (FINN) 0.2 $7.0M 543.00 12800.00
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Target Corporation (TGT) 0.2 $6.5M 46k 142.42
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Exxon Mobil Corporation (XOM) 0.2 $6.0M 60k 99.98
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Eli Lilly & Co. (LLY) 0.2 $5.8M 10k 582.92
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Texas Instruments Incorporated (TXN) 0.2 $5.3M 31k 170.46
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Honeywell International (HON) 0.2 $5.3M +3% 25k 209.71
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Merck & Co (MRK) 0.2 $5.1M +3% 47k 109.02
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Lockheed Martin Corporation (LMT) 0.2 $4.9M -2% 11k 453.24
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Philip Morris International (PM) 0.2 $4.6M -2% 49k 94.08
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Boeing Company (BA) 0.2 $4.6M +2% 18k 260.66
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Comcast Corporation (CMCSA) 0.2 $4.6M -7% 104k 43.85
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Ishares Msci Emerging Mkts Etf Etf (EEM) 0.1 $4.1M 103k 40.21
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Automatic Data Processing (ADP) 0.1 $3.9M 17k 232.97
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Linde (LIN) 0.1 $3.9M 9.4k 410.71
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Nike (NKE) 0.1 $3.8M -7% 35k 108.57
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Procter & Gamble Company (PG) 0.1 $3.7M +14% 25k 146.54
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Stryker Corporation (SYK) 0.1 $3.6M 12k 299.46
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Ishares Russell Mid Cap Etf Etf (IWR) 0.1 $3.5M -3% 45k 77.73
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KLA-Tencor Corporation (KLAC) 0.1 $3.5M -7% 6.0k 581.30
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Wal-Mart Stores (WMT) 0.1 $3.4M +12% 22k 157.65
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U.S. Bancorp (USB) 0.1 $3.3M 77k 43.28
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Texas Pacific Land Corp (TPL) 0.1 $3.3M -7% 2.1k 1572.45
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Ishares Russell Mid Cap Value Etf (IWS) 0.1 $3.1M -69% 27k 116.29
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Deere & Company (DE) 0.1 $3.1M +30% 7.8k 399.87
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First Trust Mlp & Energy Incom Etf (FEI) 0.1 $2.9M 338k 8.57
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Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $2.9M 19k 155.33
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Eaton (ETN) 0.1 $2.8M -2% 12k 240.82
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Intuit (INTU) 0.1 $2.8M -11% 4.4k 625.03
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Vanguard Mid-cap Index Fund -e Etf (VO) 0.1 $2.8M 12k 232.64
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Tesla Motors (TSLA) 0.1 $2.7M +3% 11k 248.48
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Vanguard Small Cap Index Fund Etf (VB) 0.1 $2.7M 13k 213.33
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Roper Industries (ROP) 0.1 $2.7M -5% 4.9k 545.17
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Prologis (PLD) 0.1 $2.4M +40% 18k 133.30
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Altria (MO) 0.1 $2.4M 59k 40.34
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Transunion (TRU) 0.1 $2.3M -85% 34k 68.71
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Zurich Financial Services (ZFSVF) 0.1 $2.3M -11% 4.4k 522.71
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Booz Allen Hamilton Holding Corporation (BAH) 0.1 $2.2M +48% 17k 127.91
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Raytheon Technologies Corp (RTX) 0.1 $2.1M +10% 25k 84.14
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Ishares S&p Small Cap 600 Valu Etf (IJS) 0.1 $2.1M 20k 103.07
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Oracle Corporation (ORCL) 0.1 $2.1M -3% 20k 105.43
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TJX Companies (TJX) 0.1 $1.9M 21k 93.81
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Flexshares Morningstar Us Mark Etf (TILT) 0.1 $1.9M 11k 182.48
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Becton, Dickinson and (BDX) 0.1 $1.8M 7.4k 243.83
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Qualcomm (QCOM) 0.1 $1.8M -4% 12k 144.63
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Hershey Company (HSY) 0.1 $1.8M 9.4k 186.44
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International Business Machines (IBM) 0.1 $1.7M -33% 11k 163.55
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Walt Disney Company (DIS) 0.1 $1.7M -3% 18k 90.29
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Rollins (ROL) 0.1 $1.6M NEW 37k 43.67
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Fiserv (FI) 0.1 $1.6M +78% 12k 132.84
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Enterprise Products Partners L MLP (EPD) 0.1 $1.6M 61k 26.35
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Gra (GGG) 0.1 $1.6M +9% 18k 86.76
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Verizon Communications (VZ) 0.1 $1.6M +21% 42k 37.70
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Coca-Cola Company (KO) 0.1 $1.6M 27k 58.93
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Cisco Systems (CSCO) 0.0 $1.4M -4% 28k 50.52
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Capital One Financial (COF) 0.0 $1.3M -2% 10k 131.12
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Caterpillar (CAT) 0.0 $1.3M +78% 4.5k 295.68
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Pfizer (PFE) 0.0 $1.3M -7% 46k 28.79
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Nextera Energy (NEE) 0.0 $1.2M 20k 60.74
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $1.2M 14k 88.36
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Plains All American Pipeline L MLP (PAA) 0.0 $1.2M 78k 15.15
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Ameriprise Financial (AMP) 0.0 $1.2M 3.1k 379.83
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Energy Transfer MLP (ET) 0.0 $1.2M 85k 13.80
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Ishares S&p 500 Growth Index F Etf (IVW) 0.0 $1.2M 16k 75.10
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Flexshares Mstar Developed Mar Etf (TLTD) 0.0 $1.2M 17k 68.29
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Carrier Global Corporation (CARR) 0.0 $1.1M 19k 57.45
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General Electric (GE) 0.0 $1.1M 8.3k 127.63
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Ishares S&p 500 Value Index Fu Etf (IVE) 0.0 $1.0M 6.0k 173.89
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Moody's Corporation (MCO) 0.0 $1.0M 2.6k 390.56
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Emerson Electric (EMR) 0.0 $961k 9.9k 97.33
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Estee Lauder Companies (EL) 0.0 $939k -25% 6.4k 146.25
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Colgate-Palmolive Company (CL) 0.0 $928k -7% 12k 79.71
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Booking Holdings (BKNG) 0.0 $926k -21% 261.00 3547.22
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Mondelez Int (MDLZ) 0.0 $923k 13k 72.43
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Vaneck Bdc Income Etf Etf (BIZD) 0.0 $920k +28% 57k 16.04
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Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $918k 5.8k 157.80
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Truist Financial Corp equities (TFC) 0.0 $910k NEW 25k 36.92
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Amphenol Corporation (APH) 0.0 $901k 9.1k 99.13
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Travelers Companies (TRV) 0.0 $822k 4.3k 190.49
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Otis Worldwide Corp (OTIS) 0.0 $818k 9.1k 89.47
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salesforce (CRM) 0.0 $799k -4% 3.0k 263.14
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Ishares Mortgage Real Estate E Etf (REM) 0.0 $759k +7% 32k 23.59
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Ecolab (ECL) 0.0 $742k +17% 3.7k 198.35
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At&t (T) 0.0 $724k 43k 16.78
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Vanguard S&p 500 Etf Etf (VOO) 0.0 $720k -11% 1.6k 436.80
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Leggett & Platt (LEG) 0.0 $662k 25k 26.17
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Bristol Myers Squibb (BMY) 0.0 $653k 13k 51.31
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McCormick & Company, Incorporated (MKC) 0.0 $646k 9.4k 68.42
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State Street Corporation (STT) 0.0 $645k -2% 8.3k 77.46
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Valmont Industries (VMI) 0.0 $636k +4% 2.7k 233.51
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Marriott International (MAR) 0.0 $624k 2.8k 225.51
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Te Connectivity Ltd for (TEL) 0.0 $618k 4.4k 140.50
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ConAgra Foods (CAG) 0.0 $607k 21k 28.66
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Kimberly-Clark Corporation (KMB) 0.0 $581k 4.8k 121.52
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Wells Fargo & Company (WFC) 0.0 $566k -10% 12k 49.22
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Intel Corporation (INTC) 0.0 $550k 11k 50.25
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General Mills (GIS) 0.0 $550k 8.4k 65.14
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Wec Energy Group (WEC) 0.0 $505k 6.0k 84.17
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Ark Fintech Innovation Etf Etf (ARKF) 0.0 $484k -25% 18k 27.58
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Paychex (PAYX) 0.0 $460k 3.9k 119.11
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Mueller Industries (MLI) 0.0 $453k +100% 9.6k 47.15
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Clorox Company (CLX) 0.0 $447k -3% 3.1k 142.59
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Ark Genomic Revolution Etf Etf (ARKG) 0.0 $446k -5% 14k 32.81
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Spdr S&p 500 Ser 1 Etf Tr Etf (SPY) 0.0 $433k 911.00 475.31
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Lamb Weston Hldgs (LW) 0.0 $433k 4.0k 108.09
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United Parcel Service (UPS) 0.0 $414k -83% 2.6k 157.23
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AutoZone (AZO) 0.0 $409k -3% 158.00 2585.61
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Ishares S&p Mid Cap 400 Growth Etf (IJK) 0.0 $399k 5.0k 79.22
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Walgreen Boots Alliance (WBA) 0.0 $373k 14k 26.11
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Schwab Us Large Cap Value Etf Etf (SCHV) 0.0 $373k 5.3k 70.10
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Starbucks Corporation (SBUX) 0.0 $371k -32% 3.9k 96.01
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Shell Plc Spon Ads Adr (SHEL) 0.0 $345k 5.2k 65.80
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Air Products & Chemicals (APD) 0.0 $331k 1.2k 273.80
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Ishares S&p Mid Cap Value Etf Etf (IJJ) 0.0 $318k 2.8k 114.04
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Iqvia Holdings (IQV) 0.0 $318k -10% 1.4k 231.38
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Ishares S&p Small Cap 600 Grow Etf (IJT) 0.0 $310k 2.5k 125.14
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Southern Company (SO) 0.0 $303k 4.3k 70.12
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Thomson Reuters Corp. (TRI) 0.0 $302k 2.1k 146.22
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Johnson Controls International Plc equity (JCI) 0.0 $296k 5.1k 57.64
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Trinity Industries (TRN) 0.0 $283k -6% 11k 26.59
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Ishares Edge Msci Usa Quality Etf (QUAL) 0.0 $278k -94% 1.9k 147.14
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Fair Isaac Corporation (FICO) 0.0 $270k 232.00 1164.01
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Vanguard Total Stock Market - Etf (VTI) 0.0 $265k NEW 1.1k 237.17
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L3harris Technologies (LHX) 0.0 $264k -86% 1.3k 210.62
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Vanguard Growth Etf Etf (VUG) 0.0 $261k 840.00 310.88
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Bp Plc Spons Adr (BP) 0.0 $255k -15% 7.2k 35.40
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Anthem (ELV) 0.0 $251k NEW 533.00 471.56
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Alliant Energy Corporation (LNT) 0.0 $250k 4.9k 51.30
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T. Rowe Price (TROW) 0.0 $244k -43% 2.3k 107.69
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Waste Management (WM) 0.0 $242k -6% 1.3k 179.10
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Duke Energy (DUK) 0.0 $236k 2.4k 97.04
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American Express Company (AXP) 0.0 $234k NEW 1.3k 187.34
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $226k NEW 3.0k 75.35
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American Electric Power Company (AEP) 0.0 $213k NEW 2.6k 81.22
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Oneok (OKE) 0.0 $208k -9% 3.0k 70.22
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Arcosa (ACA) 0.0 $207k NEW 2.5k 82.64
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Air New Zealand (ANZFF) 0.0 $11k 26k 0.40
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Cgtv Media Group 0.0 $0 20k 0.00
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US GLOBAL NANOSPACE INC Com Stk (USGA) 0.0 $0 107k 0.00
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Past Filings by Bridges Investment Management

SEC 13F filings are viewable for Bridges Investment Management going back to 2011

View all past filings