Bridges Investment Management
Latest statistics and disclosures from Bridges Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, MSFT, AAPL, IJH, AMZN, and represent 25.01% of Bridges Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$123M), ODFL (+$28M), ZTS (+$6.8M), LAD (+$6.4M), ICE, LOW, WMT, CTAS, NOW, AVGO.
- Started 5 new stock positions in ROK, TT, AMD, DOW, DFAC.
- Reduced shares in these 10 stocks: HD (-$15M), PYPL (-$14M), BRK.A (-$11M), AAPL (-$9.7M), CABO (-$6.7M), IJR (-$5.1M), GOOGL, MA, NVDA, UNP.
- Sold out of its positions in ELV, MLI, VTI.
- Bridges Investment Management was a net buyer of stock by $69M.
- Bridges Investment Management has $3.2B in assets under management (AUM), dropping by 6.17%.
- Central Index Key (CIK): 0001007295
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Portfolio Holdings for Bridges Investment Management
Bridges Investment Management holds 206 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Berkshire Hathaway (BRK.A) | 6.2 | $197M | -5% | 311.00 | 634440.00 |
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Microsoft Corporation (MSFT) | 5.4 | $173M | 410k | 420.72 |
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Apple (AAPL) | 4.8 | $155M | -5% | 902k | 171.48 |
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Ishares Core S&p Mid Cap Etf Etf (IJH) | 4.8 | $152M | +409% | 2.5M | 60.74 |
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Amazon (AMZN) | 3.9 | $124M | 687k | 180.38 |
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Bridges Investment Fund Mfu (BRGIX) | 3.6 | $114M | -2% | 1.1M | 103.61 |
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Alphabet Inc Class A cs (GOOGL) | 3.5 | $111M | -3% | 734k | 150.93 |
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Vanguard Ftse Developed Market Etf (VEA) | 3.4 | $107M | 2.1M | 50.17 |
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MasterCard Incorporated (MA) | 3.2 | $101M | -4% | 210k | 481.57 |
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Berkshire Hathaway (BRK.B) | 3.1 | $100M | 237k | 420.52 |
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NVIDIA Corporation (NVDA) | 3.0 | $97M | -4% | 108k | 903.56 |
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Ishares Core S&p Small Cap Etf Etf (IJR) | 2.8 | $90M | -5% | 818k | 110.52 |
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Vanguard Ftse Emerging Markets Etf (VWO) | 2.7 | $87M | 2.1M | 41.77 |
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Union Pacific Corporation (UNP) | 1.9 | $61M | -5% | 246k | 245.93 |
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Ishares Russell 1000 Growth Et Etf (IWF) | 1.8 | $58M | 172k | 337.05 |
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Visa (V) | 1.8 | $58M | -3% | 207k | 279.08 |
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Old Dominion Freight Line (ODFL) | 1.8 | $57M | +92% | 261k | 219.31 |
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UnitedHealth (UNH) | 1.7 | $53M | 107k | 494.70 |
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Palo Alto Networks (PANW) | 1.6 | $51M | 179k | 284.13 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $48M | 241k | 200.30 |
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Facebook Inc cl a (META) | 1.4 | $44M | -2% | 90k | 485.58 |
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Ishares Russell 1000 Value Etf Etf (IWD) | 1.3 | $43M | +2% | 240k | 179.11 |
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Alphabet Inc Class C cs (GOOG) | 1.3 | $43M | -6% | 281k | 152.26 |
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Progressive Corporation (PGR) | 1.3 | $41M | -4% | 199k | 206.82 |
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Vanguard Ftse All-world Ex-us Etf (VEU) | 1.2 | $38M | 651k | 58.65 |
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Ishares Core S&p 500 Etf Etf (IVV) | 1.2 | $37M | 71k | 525.73 |
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Lowe's Companies (LOW) | 1.1 | $36M | +7% | 142k | 254.73 |
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Servicenow (NOW) | 1.1 | $35M | +4% | 46k | 762.40 |
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BlackRock (BLK) | 1.1 | $35M | -5% | 42k | 833.70 |
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S&p Global (SPGI) | 1.1 | $34M | 80k | 425.45 |
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Adobe Systems Incorporated (ADBE) | 1.0 | $34M | 67k | 504.60 |
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Thermo Fisher Scientific (TMO) | 0.9 | $29M | -5% | 50k | 581.21 |
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Home Depot (HD) | 0.9 | $28M | -34% | 74k | 383.60 |
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Casey's General Stores (CASY) | 0.8 | $27M | -2% | 84k | 318.45 |
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Intuitive Surgical (ISRG) | 0.8 | $27M | +4% | 67k | 399.09 |
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Intercontinental Exchange (ICE) | 0.8 | $25M | +12% | 181k | 137.43 |
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Alcon (ALC) | 0.7 | $23M | -4% | 281k | 83.29 |
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Lithia Motors (LAD) | 0.7 | $22M | +40% | 74k | 300.86 |
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Chemed Corp Com Stk (CHE) | 0.7 | $21M | -3% | 33k | 641.93 |
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Bwx Technologies (BWXT) | 0.7 | $21M | -5% | 204k | 102.62 |
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EOG Resources (EOG) | 0.6 | $20M | 160k | 127.84 |
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Copart (CPRT) | 0.6 | $19M | -2% | 327k | 57.92 |
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Ishares Core Msci Emerging Mkt Etf (IEMG) | 0.6 | $19M | 367k | 51.60 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $18M | -2% | 34k | 522.88 |
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Zoetis Inc Cl A (ZTS) | 0.5 | $18M | +64% | 103k | 169.21 |
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Aptar (ATR) | 0.5 | $17M | 121k | 143.89 |
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Pepsi (PEP) | 0.5 | $17M | -6% | 95k | 175.01 |
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Cintas Corporation (CTAS) | 0.5 | $16M | +12% | 24k | 687.03 |
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Edwards Lifesciences (EW) | 0.5 | $15M | -5% | 161k | 95.56 |
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Abbvie (ABBV) | 0.5 | $15M | -2% | 81k | 182.10 |
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McDonald's Corporation (MCD) | 0.4 | $14M | -3% | 49k | 281.95 |
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Chevron Corporation (CVX) | 0.4 | $14M | -3% | 86k | 157.74 |
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American Tower Reit (AMT) | 0.4 | $14M | 68k | 197.59 |
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Broadcom (AVGO) | 0.4 | $13M | +12% | 9.9k | 1325.41 |
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Sherwin-Williams Company (SHW) | 0.4 | $13M | -2% | 38k | 347.33 |
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Generac Holdings (GNRC) | 0.4 | $11M | +4% | 90k | 126.14 |
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Abbott Laboratories (ABT) | 0.3 | $11M | 93k | 113.66 |
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Pool Corporation (POOL) | 0.3 | $10M | +9% | 25k | 403.50 |
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Costco Wholesale Corporation (COST) | 0.3 | $9.4M | +2% | 13k | 732.63 |
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Flexshares Quality Dividend In Etf (QDF) | 0.3 | $9.0M | 136k | 65.91 |
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Amgen (AMGN) | 0.3 | $8.7M | +8% | 31k | 284.32 |
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Ing Groep Nv Adr (ING) | 0.3 | $8.6M | 522k | 16.49 |
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Target Corporation (TGT) | 0.3 | $8.1M | 46k | 177.21 |
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Johnson & Johnson (JNJ) | 0.2 | $7.9M | -10% | 50k | 158.19 |
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Eli Lilly & Co. (LLY) | 0.2 | $7.7M | 9.9k | 777.96 |
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Accenture (ACN) | 0.2 | $7.1M | -3% | 20k | 346.61 |
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Exxon Mobil Corporation (XOM) | 0.2 | $7.1M | 61k | 116.24 |
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First Nat'l Of Nebraska (FINN) | 0.2 | $6.8M | 543.00 | 12600.00 |
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Lockheed Martin Corporation (LMT) | 0.2 | $6.1M | +23% | 14k | 454.87 |
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Texas Instruments Incorporated (TXN) | 0.2 | $5.9M | +9% | 34k | 174.21 |
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Merck & Co (MRK) | 0.2 | $5.9M | -5% | 44k | 131.95 |
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Stryker Corporation (SYK) | 0.2 | $5.5M | +28% | 15k | 357.87 |
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Automatic Data Processing (ADP) | 0.2 | $5.3M | +25% | 21k | 249.74 |
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Honeywell International (HON) | 0.2 | $4.9M | -5% | 24k | 205.25 |
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KLA-Tencor Corporation (KLAC) | 0.1 | $4.7M | +13% | 6.8k | 698.57 |
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Linde (LIN) | 0.1 | $4.7M | +6% | 10k | 464.32 |
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Comcast Corporation (CMCSA) | 0.1 | $4.6M | +2% | 107k | 43.35 |
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Philip Morris International (PM) | 0.1 | $4.3M | -4% | 47k | 91.62 |
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Ishares Msci Emerging Mkts Etf Etf (EEM) | 0.1 | $4.0M | -5% | 97k | 41.08 |
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Ishares Russell Mid Cap Etf Etf (IWR) | 0.1 | $3.9M | +2% | 46k | 84.09 |
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Paypal Holdings (PYPL) | 0.1 | $3.7M | -79% | 56k | 66.99 |
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Eaton (ETN) | 0.1 | $3.6M | 12k | 312.68 |
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Procter & Gamble Company (PG) | 0.1 | $3.5M | -14% | 22k | 162.25 |
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Wal-Mart Stores (WMT) | 0.1 | $3.5M | +163% | 57k | 60.17 |
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Nike (NKE) | 0.1 | $3.4M | +3% | 36k | 93.98 |
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Intuit (INTU) | 0.1 | $3.3M | +13% | 5.0k | 650.00 |
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U.S. Bancorp (USB) | 0.1 | $3.2M | -6% | 72k | 44.70 |
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First Trust Mlp & Energy Incom Etf | 0.1 | $3.2M | -2% | 331k | 9.67 |
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Deere & Company (DE) | 0.1 | $3.1M | 7.7k | 410.74 |
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Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $3.1M | +19% | 21k | 148.44 |
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Vanguard Mid-cap Index Fund -e Etf (VO) | 0.1 | $3.0M | 12k | 249.86 |
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Ishares Russell Mid Cap Value Etf (IWS) | 0.1 | $2.9M | -13% | 23k | 125.33 |
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Hershey Company (HSY) | 0.1 | $2.9M | +59% | 15k | 194.50 |
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Vanguard Small Cap Index Fund Etf (VB) | 0.1 | $2.9M | 13k | 228.59 |
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Boeing Company (BA) | 0.1 | $2.9M | -16% | 15k | 192.99 |
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Prologis (PLD) | 0.1 | $2.8M | +21% | 22k | 130.22 |
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Roper Industries (ROP) | 0.1 | $2.7M | 4.9k | 560.84 |
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TJX Companies (TJX) | 0.1 | $2.7M | +27% | 27k | 101.42 |
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Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $2.7M | -10% | 17k | 158.80 |
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Oracle Corporation (ORCL) | 0.1 | $2.4M | 20k | 125.61 |
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Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | 25k | 97.53 |
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Zurich Financial Services (ZFSVF) | 0.1 | $2.4M | 4.4k | 539.43 |
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Altria (MO) | 0.1 | $2.3M | -8% | 54k | 43.62 |
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Rollins (ROL) | 0.1 | $2.2M | +29% | 48k | 46.27 |
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Walt Disney Company (DIS) | 0.1 | $2.2M | -2% | 18k | 122.36 |
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Texas Pacific Land Corp (TPL) | 0.1 | $2.1M | +73% | 3.7k | 578.51 |
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Flexshares Morningstar Us Mark Etf (TILT) | 0.1 | $2.1M | 11k | 198.39 |
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Gra (GGG) | 0.1 | $2.1M | +21% | 22k | 93.46 |
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Cable One (CABO) | 0.1 | $2.0M | -76% | 4.8k | 423.13 |
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Qualcomm (QCOM) | 0.1 | $2.0M | -4% | 12k | 169.30 |
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Transunion (TRU) | 0.1 | $2.0M | -27% | 25k | 79.80 |
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Ishares S&p Small Cap 600 Valu Etf (IJS) | 0.1 | $1.9M | -5% | 19k | 102.76 |
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Tesla Motors (TSLA) | 0.1 | $1.9M | 11k | 175.79 |
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Becton, Dickinson and (BDX) | 0.1 | $1.8M | 7.4k | 247.45 |
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Enterprise Products Partners L MLP (EPD) | 0.1 | $1.8M | 61k | 29.18 |
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International Business Machines (IBM) | 0.1 | $1.6M | -20% | 8.5k | 190.96 |
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Coca-Cola Company (KO) | 0.1 | $1.6M | 26k | 61.18 |
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Capital One Financial (COF) | 0.0 | $1.5M | -5% | 9.8k | 148.89 |
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Cisco Systems (CSCO) | 0.0 | $1.4M | 28k | 49.91 |
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Verizon Communications (VZ) | 0.0 | $1.4M | -20% | 33k | 41.96 |
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Amphenol Corporation (APH) | 0.0 | $1.4M | +31% | 12k | 115.35 |
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General Electric (GE) | 0.0 | $1.4M | -4% | 7.8k | 175.53 |
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Plains All American Pipeline L MLP (PAA) | 0.0 | $1.4M | 78k | 17.56 |
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Energy Transfer MLP (ET) | 0.0 | $1.3M | 85k | 15.73 |
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Ameriprise Financial (AMP) | 0.0 | $1.3M | 3.1k | 438.44 |
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Ishares S&p 500 Growth Index F Etf (IVW) | 0.0 | $1.3M | 16k | 84.44 |
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Nextera Energy (NEE) | 0.0 | $1.3M | 20k | 63.91 |
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Pfizer (PFE) | 0.0 | $1.3M | 46k | 27.75 |
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Carrier Global Corporation (CARR) | 0.0 | $1.2M | +13% | 21k | 58.13 |
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Flexshares Mstar Developed Mar Etf (TLTD) | 0.0 | $1.2M | 17k | 71.66 |
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Estee Lauder Companies (EL) | 0.0 | $1.2M | +21% | 7.8k | 154.15 |
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Ishares S&p 500 Value Index Fu Etf (IVE) | 0.0 | $1.1M | 6.0k | 186.81 |
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Vaneck Bdc Income Etf Etf (BIZD) | 0.0 | $1.1M | +15% | 66k | 16.90 |
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Emerson Electric (EMR) | 0.0 | $1.1M | 9.9k | 113.42 |
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Fiserv (FI) | 0.0 | $1.1M | -44% | 6.8k | 159.82 |
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Colgate-Palmolive Company (CL) | 0.0 | $1.0M | 12k | 90.05 |
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Otis Worldwide Corp (OTIS) | 0.0 | $1.0M | +13% | 10k | 99.27 |
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Moody's Corporation (MCO) | 0.0 | $1.0M | 2.6k | 393.03 |
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Travelers Companies (TRV) | 0.0 | $993k | 4.3k | 230.14 |
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Invesco S&p 500 Equal Weight E Etf (RSP) | 0.0 | $986k | 5.8k | 169.37 |
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Truist Financial Corp equities (TFC) | 0.0 | $961k | 25k | 38.98 |
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Caterpillar (CAT) | 0.0 | $929k | -44% | 2.5k | 366.44 |
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Ishares Mortgage Real Estate E Etf (REM) | 0.0 | $902k | +20% | 39k | 23.24 |
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Booking Holdings (BKNG) | 0.0 | $900k | -4% | 248.00 | 3627.87 |
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Mondelez Int (MDLZ) | 0.0 | $892k | 13k | 70.00 |
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Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $793k | 1.6k | 480.70 |
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Valmont Industries (VMI) | 0.0 | $740k | +19% | 3.2k | 228.28 |
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McCormick & Company, Incorporated (MKC) | 0.0 | $725k | 9.4k | 76.81 |
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At&t (T) | 0.0 | $724k | -4% | 41k | 17.60 |
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Marriott International (MAR) | 0.0 | $698k | 2.8k | 252.31 |
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Bristol Myers Squibb (BMY) | 0.0 | $685k | 13k | 54.23 |
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Wells Fargo & Company (WFC) | 0.0 | $667k | 12k | 57.96 |
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Te Connectivity Ltd for (TEL) | 0.0 | $639k | 4.4k | 145.24 |
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Kimberly-Clark Corporation (KMB) | 0.0 | $591k | -4% | 4.6k | 129.34 |
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State Street Corporation (STT) | 0.0 | $559k | -13% | 7.2k | 77.32 |
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Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $534k | -55% | 6.2k | 86.48 |
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Ark Fintech Innovation Etf Etf (ARKF) | 0.0 | $532k | 18k | 30.33 |
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General Mills (GIS) | 0.0 | $507k | -14% | 7.2k | 69.97 |
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Ishares S&p Mid Cap 400 Growth Etf (IJK) | 0.0 | $505k | +9% | 5.5k | 91.25 |
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AutoZone (AZO) | 0.0 | $498k | 158.00 | 3151.65 |
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Wec Energy Group (WEC) | 0.0 | $493k | 6.0k | 82.12 |
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Intel Corporation (INTC) | 0.0 | $484k | 11k | 44.17 |
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Clorox Company (CLX) | 0.0 | $480k | 3.1k | 153.11 |
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Ecolab (ECL) | 0.0 | $479k | -44% | 2.1k | 230.90 |
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Spdr S&p 500 Ser 1 Etf Tr Etf (SPY) | 0.0 | $477k | 911.00 | 523.07 |
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Leggett & Platt (LEG) | 0.0 | $469k | -3% | 25k | 19.15 |
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ConAgra Foods (CAG) | 0.0 | $453k | -27% | 15k | 29.64 |
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Paychex (PAYX) | 0.0 | $437k | -7% | 3.6k | 122.80 |
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Schwab Us Large Cap Value Etf Etf (SCHV) | 0.0 | $404k | 5.3k | 75.98 |
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Air Products & Chemicals (APD) | 0.0 | $403k | +37% | 1.7k | 242.27 |
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Ark Genomic Revolution Etf Etf (ARKG) | 0.0 | $391k | 14k | 28.76 |
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salesforce (CRM) | 0.0 | $390k | -57% | 1.3k | 301.20 |
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Rockwell Automation (ROK) | 0.0 | $365k | NEW | 1.3k | 291.33 |
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Shell Plc Spon Ads Adr (SHEL) | 0.0 | $351k | 5.2k | 67.04 |
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Johnson Controls International Plc equity (JCI) | 0.0 | $336k | 5.1k | 65.32 |
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Ishares S&p Mid Cap Value Etf Etf (IJJ) | 0.0 | $330k | 2.8k | 118.29 |
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Starbucks Corporation (SBUX) | 0.0 | $326k | -7% | 3.6k | 91.39 |
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Ishares S&p Small Cap 600 Grow Etf (IJT) | 0.0 | $323k | 2.5k | 130.73 |
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Thomson Reuters Corp. (TRI) | 0.0 | $322k | 2.1k | 155.83 |
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Lamb Weston Hldgs (LW) | 0.0 | $320k | -24% | 3.0k | 106.53 |
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Iqvia Holdings (IQV) | 0.0 | $313k | -9% | 1.2k | 252.89 |
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Ishares Edge Msci Usa Quality Etf (QUAL) | 0.0 | $311k | 1.9k | 164.35 |
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Southern Company (SO) | 0.0 | $310k | 4.3k | 71.74 |
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Walgreen Boots Alliance (WBA) | 0.0 | $310k | 14k | 21.69 |
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Fair Isaac Corporation (FICO) | 0.0 | $290k | 232.00 | 1249.61 |
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Vanguard Growth Etf Etf (VUG) | 0.0 | $289k | 840.00 | 344.20 |
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Waste Management (WM) | 0.0 | $288k | 1.3k | 213.15 |
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United Parcel Service (UPS) | 0.0 | $278k | -29% | 1.9k | 148.63 |
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American Express Company (AXP) | 0.0 | $273k | -4% | 1.2k | 227.69 |
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Bp Plc Spons Adr (BP) | 0.0 | $271k | 7.2k | 37.68 |
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Trinity Industries (TRN) | 0.0 | $267k | -10% | 9.6k | 27.85 |
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Alliant Energy Corporation (LNT) | 0.0 | $244k | 4.9k | 50.40 |
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Trane Technologies (TT) | 0.0 | $240k | NEW | 800.00 | 300.20 |
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Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $240k | 3.0k | 79.86 |
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Duke Energy (DUK) | 0.0 | $235k | 2.4k | 96.71 |
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Advanced Micro Devices (AMD) | 0.0 | $228k | NEW | 1.3k | 180.49 |
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T. Rowe Price (TROW) | 0.0 | $228k | -17% | 1.9k | 121.92 |
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American Electric Power Company (AEP) | 0.0 | $226k | 2.6k | 86.10 |
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Oneok (OKE) | 0.0 | $222k | -6% | 2.8k | 80.17 |
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Arcosa (ACA) | 0.0 | $215k | 2.5k | 85.86 |
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L3harris Technologies (LHX) | 0.0 | $214k | -19% | 1.0k | 213.10 |
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Dimensional U.s. Core Equity 2 Etf (DFAC) | 0.0 | $208k | NEW | 6.5k | 31.95 |
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Dow (DOW) | 0.0 | $204k | NEW | 3.5k | 57.93 |
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Air New Zealand (ANZFF) | 0.0 | $9.5k | 26k | 0.36 |
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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
- Bridges Investment Management 2024 Q1 filed April 25, 2024
- Bridges Investment Management 2023 Q4 filed Jan. 23, 2024
- Bridges Investment Management 2023 Q3 filed Oct. 24, 2023
- Bridges Investment Management 2023 Q2 filed July 7, 2023
- Bridges Investment Management 2023 Q1 filed April 28, 2023
- Bridges Investment Management 2022 Q4 filed Feb. 13, 2023
- Bridges Investment Management 2022 Q3 filed Oct. 21, 2022
- Bridges Investment Management 2022 Q2 filed July 12, 2022
- Bridges Investment Management 2022 Q1 filed April 8, 2022
- Bridges Investment Management 2021 Q4 filed Feb. 1, 2022
- Bridges Investment Management 2021 Q3 filed Nov. 12, 2021
- Bridges Investment Management 2021 Q2 filed July 19, 2021
- Bridges Investment Management 2021 Q1 filed May 5, 2021
- Bridges Investment Management 2020 Q4 filed Feb. 12, 2021
- Bridges Investment Management 2020 Q3 filed Nov. 12, 2020
- Bridges Investment Management 2020 Q2 filed Aug. 10, 2020