Bridges Investment Management as of March 31, 2020
Portfolio Holdings for Bridges Investment Management
Bridges Investment Management holds 218 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $133M | 524k | 254.29 | |
| Microsoft Corporation (MSFT) | 4.5 | $99M | 626k | 157.71 | |
| Berkshire Hathaway (BRK.A) | 4.2 | $93M | 341.00 | 272000.00 | |
| Amazon (AMZN) | 4.0 | $88M | 45k | 1949.69 | |
| MasterCard Incorporated (MA) | 3.9 | $87M | 359k | 241.56 | |
| iShares S&P MidCap 400 Index (IJH) | 3.1 | $70M | 484k | 143.86 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $69M | 60k | 1161.95 | |
| Union Pacific Corporation (UNP) | 3.1 | $69M | 490k | 141.04 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.1 | $68M | 1.2M | 56.11 | |
| Berkshire Hathaway (BRK.B) | 3.0 | $66M | 360k | 182.83 | |
| Visa (V) | 2.6 | $58M | 360k | 161.12 | |
| iShares Russell 1000 Growth Index (IWF) | 2.6 | $56M | 375k | 150.65 | |
| First Nat'l Of Nebraska (FINN) | 2.5 | $55M | 6.1k | 9000.00 | |
| BlackRock | 2.0 | $45M | 102k | 439.98 | |
| UnitedHealth (UNH) | 1.8 | $39M | 156k | 249.37 | |
| iShares Russell 1000 Value Index (IWD) | 1.7 | $37M | 369k | 99.18 | |
| Facebook Inc cl a (META) | 1.6 | $36M | 213k | 166.79 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.6 | $35M | 853k | 41.02 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $34M | 381k | 90.03 | |
| Home Depot (HD) | 1.4 | $31M | 163k | 186.71 | |
| Vanguard Emerging Markets ETF (VWO) | 1.3 | $29M | 860k | 33.55 | |
| Walt Disney Company (DIS) | 1.3 | $29M | 297k | 96.60 | |
| Lowe's Companies (LOW) | 1.2 | $27M | 314k | 86.04 | |
| Booking Holdings (BKNG) | 1.2 | $27M | 20k | 1345.26 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $27M | 94k | 283.62 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $27M | 84k | 318.24 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $24M | 183k | 131.25 | |
| Alphabet Inc Class C cs (GOOG) | 1.0 | $23M | 20k | 1162.85 | |
| Pepsi (PEP) | 1.0 | $22M | 179k | 120.10 | |
| Johnson & Johnson (JNJ) | 0.9 | $21M | 156k | 131.13 | |
| Paypal Holdings (PYPL) | 0.9 | $19M | 202k | 95.74 | |
| Progressive Corporation (PGR) | 0.9 | $19M | 259k | 73.84 | |
| iShares S&P 500 Index (IVV) | 0.9 | $19M | 73k | 258.39 | |
| Wells Fargo & Company (WFC) | 0.8 | $18M | 627k | 28.70 | |
| Alcon (ALC) | 0.8 | $18M | 351k | 50.82 | |
| Roper Industries (ROP) | 0.8 | $17M | 55k | 311.80 | |
| Vanguard Europe Pacific ETF (VEA) | 0.7 | $16M | 486k | 33.33 | |
| S&p Global (SPGI) | 0.7 | $16M | 63k | 245.07 | |
| Comcast Corporation (CMCSA) | 0.7 | $15M | 442k | 34.38 | |
| Transunion (TRU) | 0.7 | $15M | 229k | 66.18 | |
| Sherwin-Williams Company (SHW) | 0.7 | $15M | 32k | 459.44 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $14M | 426k | 33.62 | |
| Fiserv (FI) | 0.6 | $14M | 150k | 94.99 | |
| McDonald's Corporation (MCD) | 0.6 | $13M | 81k | 165.34 | |
| Iaa | 0.6 | $13M | 447k | 29.96 | |
| SVB Financial (SIVBQ) | 0.6 | $13M | 88k | 151.09 | |
| Starbucks Corporation (SBUX) | 0.6 | $13M | 199k | 65.75 | |
| Chevron Corporation (CVX) | 0.6 | $12M | 171k | 72.46 | |
| Palo Alto Networks (PANW) | 0.6 | $12M | 75k | 163.97 | |
| Boeing Company (BA) | 0.5 | $11M | 75k | 149.12 | |
| Autodesk (ADSK) | 0.5 | $11M | 70k | 156.10 | |
| salesforce (CRM) | 0.5 | $11M | 74k | 143.97 | |
| Abbott Laboratories (ABT) | 0.5 | $10M | 130k | 78.91 | |
| Intercontinental Exchange (ICE) | 0.4 | $9.7M | 120k | 80.74 | |
| Amgen (AMGN) | 0.4 | $9.6M | 48k | 202.75 | |
| Servicemaster Global | 0.4 | $9.6M | 357k | 27.00 | |
| iShares Russell 2000 Value Index (IWN) | 0.4 | $9.5M | 116k | 82.25 | |
| iShares Russell Midcap Value Index (IWS) | 0.4 | $9.5M | 148k | 63.98 | |
| Abbvie (ABBV) | 0.4 | $8.9M | 117k | 76.17 | |
| NVIDIA Corporation (NVDA) | 0.4 | $8.7M | 33k | 263.58 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $8.7M | 50k | 175.68 | |
| Philip Morris International (PM) | 0.4 | $8.6M | 118k | 72.97 | |
| Delta Air Lines (DAL) | 0.4 | $8.4M | 296k | 28.53 | |
| Iqvia Holdings (IQV) | 0.4 | $8.4M | 78k | 107.86 | |
| Capital One Financial (COF) | 0.3 | $7.0M | 139k | 50.42 | |
| Ecolab (ECL) | 0.3 | $7.0M | 45k | 155.84 | |
| Accenture (ACN) | 0.3 | $6.4M | 39k | 163.27 | |
| Honeywell International (HON) | 0.3 | $6.3M | 47k | 133.79 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $6.1M | 180k | 34.13 | |
| Target Corporation (TGT) | 0.3 | $6.0M | 64k | 92.99 | |
| Procter & Gamble Company (PG) | 0.3 | $5.8M | 53k | 109.98 | |
| Merck & Co (MRK) | 0.3 | $5.7M | 74k | 76.96 | |
| Flexshares Tr qualt divd idx (QDF) | 0.2 | $5.5M | 153k | 35.99 | |
| EOG Resources (EOG) | 0.2 | $5.3M | 148k | 35.93 | |
| U.S. Bancorp (USB) | 0.2 | $5.2M | 152k | 34.44 | |
| Eaton (ETN) | 0.2 | $5.1M | 66k | 77.69 | |
| Costco Wholesale Corporation (COST) | 0.2 | $5.1M | 18k | 285.17 | |
| Verizon Communications (VZ) | 0.2 | $4.9M | 91k | 53.74 | |
| International Business Machines (IBM) | 0.2 | $4.9M | 44k | 110.91 | |
| Wal-Mart Stores (WMT) | 0.2 | $4.8M | 42k | 113.66 | |
| Altria (MO) | 0.2 | $4.8M | 123k | 38.67 | |
| Edwards Lifesciences (EW) | 0.2 | $4.3M | 23k | 188.59 | |
| Cisco Systems (CSCO) | 0.2 | $4.3M | 109k | 39.31 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $4.2M | 52k | 81.04 | |
| United Technologies Corporation | 0.2 | $4.1M | 43k | 94.29 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | 105k | 37.95 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $3.9M | 39k | 99.92 | |
| Nike (NKE) | 0.2 | $3.6M | 43k | 82.72 | |
| Intel Corporation (INTC) | 0.2 | $3.5M | 65k | 54.10 | |
| Casey's General Stores (CASY) | 0.2 | $3.4M | 26k | 132.44 | |
| ING Groep (ING) | 0.2 | $3.3M | 645k | 5.15 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $3.2M | 9.5k | 338.89 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $3.2M | 74k | 43.15 | |
| Flexshares Tr m star dev mkt (TLTD) | 0.1 | $3.1M | 68k | 46.44 | |
| Zurich Financial Services (ZFSVF) | 0.1 | $3.1M | 8.8k | 354.89 | |
| PNC Financial Services (PNC) | 0.1 | $3.1M | 33k | 95.70 | |
| 3M Company (MMM) | 0.1 | $2.9M | 21k | 136.55 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.9M | 43k | 66.37 | |
| ConAgra Foods (CAG) | 0.1 | $2.7M | 93k | 29.36 | |
| Pfizer (PFE) | 0.1 | $2.7M | 82k | 32.64 | |
| Nextera Energy (NEE) | 0.1 | $2.6M | 11k | 240.46 | |
| Becton, Dickinson and (BDX) | 0.1 | $2.6M | 11k | 229.82 | |
| Oracle Corporation (ORCL) | 0.1 | $2.2M | 46k | 48.34 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.1 | $2.2M | 22k | 99.99 | |
| Stryker Corporation (SYK) | 0.1 | $2.2M | 13k | 166.36 | |
| Qualcomm (QCOM) | 0.1 | $2.1M | 31k | 67.68 | |
| TJX Companies (TJX) | 0.1 | $2.1M | 44k | 47.80 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $2.0M | 50k | 40.47 | |
| Valmont Industries (VMI) | 0.1 | $1.9M | 18k | 105.95 | |
| Linde | 0.1 | $1.9M | 11k | 172.96 | |
| Coca-Cola Company (KO) | 0.1 | $1.8M | 40k | 44.26 | |
| Continental Resources | 0.1 | $1.8M | 232k | 7.64 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $1.8M | 15k | 115.45 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | 31k | 55.75 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.7M | 7.2k | 236.79 | |
| Automatic Data Processing (ADP) | 0.1 | $1.7M | 12k | 136.66 | |
| Mondelez Int (MDLZ) | 0.1 | $1.7M | 33k | 50.06 | |
| Broadridge Financial Solutions (BR) | 0.1 | $1.6M | 16k | 94.82 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | 11k | 138.60 | |
| Flexshares Tr mstar emkt (TLTE) | 0.1 | $1.5M | 40k | 38.14 | |
| Lamb Weston Hldgs (LW) | 0.1 | $1.5M | 26k | 57.17 | |
| Interactive Brokers (IBKR) | 0.1 | $1.5M | 34k | 43.18 | |
| Deere & Company (DE) | 0.1 | $1.4M | 10k | 138.07 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $1.4M | 9.9k | 141.22 | |
| BP (BP) | 0.1 | $1.4M | 56k | 24.42 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $1.4M | 10k | 130.58 | |
| Texas Pacific Land Trust | 0.1 | $1.3M | 3.4k | 383.84 | |
| FLEXSHARES TR MORNSTAR usmkt (TILT) | 0.1 | $1.2M | 13k | 93.52 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 9.5k | 127.94 | |
| At&t (T) | 0.1 | $1.2M | 41k | 29.16 | |
| United Parcel Service (UPS) | 0.1 | $1.2M | 13k | 93.28 | |
| Leggett & Platt (LEG) | 0.1 | $1.1M | 42k | 26.70 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.1M | 6.7k | 165.26 | |
| Medtronic (MDT) | 0.0 | $1.1M | 12k | 90.08 | |
| Mueller Industries (MLI) | 0.0 | $1.0M | 42k | 23.95 | |
| Ameriprise Financial (AMP) | 0.0 | $952k | 9.3k | 102.35 | |
| General Dynamics Corporation (GD) | 0.0 | $934k | 7.1k | 132.36 | |
| General Electric Company | 0.0 | $926k | 117k | 7.92 | |
| Emerson Electric (EMR) | 0.0 | $918k | 19k | 47.71 | |
| Caterpillar (CAT) | 0.0 | $896k | 7.7k | 115.83 | |
| Dominion Resources (D) | 0.0 | $895k | 12k | 72.16 | |
| T. Rowe Price (TROW) | 0.0 | $854k | 8.7k | 98.31 | |
| Wec Energy Group (WEC) | 0.0 | $832k | 9.5k | 88.01 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $816k | 12k | 69.89 | |
| Southern Company (SO) | 0.0 | $805k | 15k | 53.94 | |
| Te Connectivity Ltd for | 0.0 | $800k | 13k | 63.02 | |
| Bank of America Corporation (BAC) | 0.0 | $798k | 38k | 21.28 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $794k | 8.3k | 95.91 | |
| Dupont De Nemours (DD) | 0.0 | $792k | 23k | 34.10 | |
| Tiffany & Co. | 0.0 | $777k | 6.0k | 129.50 | |
| State Street Corporation (STT) | 0.0 | $775k | 15k | 53.23 | |
| Broadcom (AVGO) | 0.0 | $757k | 3.2k | 236.84 | |
| Enterprise Products Partners (EPD) | 0.0 | $719k | 50k | 14.30 | |
| Stanley Black & Decker (SWK) | 0.0 | $714k | 7.1k | 100.11 | |
| Chubb (CB) | 0.0 | $701k | 6.3k | 111.62 | |
| Dow (DOW) | 0.0 | $684k | 24k | 29.06 | |
| Aerojet Rocketdy | 0.0 | $651k | 16k | 42.00 | |
| Clorox Company (CLX) | 0.0 | $635k | 3.7k | 170.00 | |
| Cintas Corporation (CTAS) | 0.0 | $601k | 3.5k | 173.53 | |
| Tor Dom Bk Cad (TD) | 0.0 | $596k | 14k | 42.32 | |
| Amdocs Ltd ord (DOX) | 0.0 | $582k | 11k | 54.93 | |
| Martin Marietta Materials (MLM) | 0.0 | $582k | 3.0k | 191.67 | |
| Travelers Companies (TRV) | 0.0 | $577k | 5.8k | 99.04 | |
| Moody's Corporation (MCO) | 0.0 | $550k | 2.6k | 211.54 | |
| V.F. Corporation (VFC) | 0.0 | $546k | 10k | 54.06 | |
| Anthem (ELV) | 0.0 | $538k | 2.4k | 227.27 | |
| Kansas City Southern | 0.0 | $483k | 3.8k | 127.24 | |
| Raytheon Company | 0.0 | $459k | 3.5k | 130.74 | |
| American Electric Power Company (AEP) | 0.0 | $454k | 5.7k | 80.00 | |
| Canadian Natl Ry (CNI) | 0.0 | $431k | 5.6k | 77.69 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $428k | 5.3k | 81.42 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $424k | 5.3k | 80.00 | |
| Air Products & Chemicals (APD) | 0.0 | $418k | 2.1k | 200.00 | |
| Royal Dutch Shell | 0.0 | $401k | 12k | 34.78 | |
| Magellan Midstream Partners | 0.0 | $380k | 10k | 36.50 | |
| Hershey Company (HSY) | 0.0 | $359k | 2.7k | 133.80 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $346k | 2.5k | 138.82 | |
| Nicolet Bankshares (NIC) | 0.0 | $344k | 6.3k | 54.60 | |
| Waste Management (WM) | 0.0 | $341k | 3.7k | 92.31 | |
| CenturyLink | 0.0 | $337k | 36k | 9.31 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $331k | 1.9k | 177.42 | |
| Yum! Brands (YUM) | 0.0 | $328k | 4.8k | 68.50 | |
| Walgreen Boots Alliance | 0.0 | $327k | 7.1k | 45.95 | |
| General Mills (GIS) | 0.0 | $320k | 6.0k | 53.15 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $317k | 2.8k | 114.29 | |
| Enbridge (ENB) | 0.0 | $312k | 11k | 28.95 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $309k | 1.2k | 260.50 | |
| Corteva (CTVA) | 0.0 | $305k | 13k | 23.75 | |
| American States Water Company (AWR) | 0.0 | $286k | 3.5k | 81.71 | |
| American Express Company (AXP) | 0.0 | $281k | 3.1k | 90.00 | |
| Duke Energy (DUK) | 0.0 | $281k | 3.5k | 81.20 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $279k | 929.00 | 300.43 | |
| Paychex (PAYX) | 0.0 | $274k | 4.4k | 62.86 | |
| Marsh & McLennan Companies | 0.0 | $262k | 3.0k | 86.55 | |
| NVR (NVR) | 0.0 | $259k | 101.00 | 2564.36 | |
| Intuit (INTU) | 0.0 | $257k | 1.1k | 230.43 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $256k | 1.8k | 143.32 | |
| Marriott International (MAR) | 0.0 | $254k | 3.4k | 75.02 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $251k | 5.7k | 44.23 | |
| Rawhide Pictures, Llc - Reagan | 0.0 | $250k | 5.00 | 50000.00 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $248k | 2.4k | 103.32 | |
| Phillips 66 (PSX) | 0.0 | $242k | 4.5k | 54.29 | |
| Alliant Energy Corporation (LNT) | 0.0 | $237k | 4.9k | 48.37 | |
| ConocoPhillips (COP) | 0.0 | $231k | 7.6k | 30.30 | |
| Allstate Corporation (ALL) | 0.0 | $229k | 2.5k | 91.41 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $217k | 4.0k | 53.66 | |
| Trinity Industries (TRN) | 0.0 | $216k | 14k | 16.00 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $209k | 1.6k | 127.28 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $202k | 3.0k | 68.47 | |
| Danaher Corporation (DHR) | 0.0 | $201k | 1.5k | 138.29 | |
| ProShares Ultra Technology (ROM) | 0.0 | $200k | 1.8k | 111.11 | |
| Schlumberger (SLB) | 0.0 | $140k | 10k | 13.60 | |
| Energy Transfer Equity (ET) | 0.0 | $89k | 19k | 4.59 | |
| Plains All American Pipeline (PAA) | 0.0 | $79k | 15k | 5.16 | |
| Air New Zealand (ANZFF) | 0.0 | $13k | 26k | 0.49 | |
| American Golf Car | 0.0 | $0 | 100k | 0.00 | |
| Cgtv Media Group | 0.0 | $0 | 20k | 0.00 | |
| US GLOBAL NANOSPACE INC Com Stk (USGA) | 0.0 | $0 | 107k | 0.00 |