Bridges Investment Management as of Dec. 31, 2023
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 | |
| Berkshire Hathaway (BRK.A) | 5.9 | $179M | 329.00 | 542625.03 | |
| Microsoft Corporation (MSFT) | 5.2 | $157M | 418k | 376.04 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 4.5 | $136M | 492k | 277.15 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $107M | 763k | 139.69 | |
| Amazon (AMZN) | 3.5 | $106M | 698k | 151.94 | |
| Bridges Investment Fund Mfu (BRGIX) | 3.5 | $106M | 1.1M | 93.38 | |
| Vanguard Ftse Developed Market Etf (VEA) | 3.4 | $103M | 2.1M | 47.90 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 3.1 | $94M | 864k | 108.25 | |
| MasterCard Incorporated (MA) | 3.1 | $94M | 219k | 426.51 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 2.9 | $86M | 2.1M | 41.10 | |
| Berkshire Hathaway (BRK.B) | 2.8 | $85M | 239k | 356.66 | |
| Union Pacific Corporation (UNP) | 2.1 | $64M | 260k | 245.62 | |
| UnitedHealth (UNH) | 1.9 | $57M | 109k | 526.47 | |
| Visa (V) | 1.9 | $56M | 215k | 260.35 | |
| NVIDIA Corporation (NVDA) | 1.8 | $56M | 112k | 495.22 | |
| Old Dominion Freight Line (ODFL) | 1.8 | $55M | 135k | 405.33 | |
| Palo Alto Networks (PANW) | 1.8 | $53M | 179k | 294.88 | |
| Ishares Russell 1000 Growth Et Etf (IWF) | 1.7 | $53M | 174k | 303.17 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $42M | 301k | 140.93 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $42M | 244k | 170.10 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $40M | 68k | 596.60 | |
| Home Depot (HD) | 1.3 | $39M | 113k | 346.55 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.3 | $39M | 235k | 165.25 | |
| Vanguard Ftse All-world Ex-us Etf (VEU) | 1.2 | $37M | 655k | 56.14 | |
| BlackRock | 1.2 | $36M | 44k | 811.80 | |
| S&p Global (SPGI) | 1.2 | $35M | 79k | 440.52 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 1.1 | $34M | 72k | 477.63 | |
| Progressive Corporation (PGR) | 1.1 | $33M | 208k | 159.28 | |
| Facebook Inc cl a (META) | 1.1 | $33M | 92k | 353.96 | |
| Servicenow (NOW) | 1.0 | $31M | 44k | 706.49 | |
| Lowe's Companies (LOW) | 1.0 | $29M | 132k | 222.55 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $28M | 53k | 530.79 | |
| Casey's General Stores (CASY) | 0.8 | $24M | 86k | 274.74 | |
| Alcon (ALC) | 0.8 | $23M | 295k | 78.12 | |
| Intuitive Surgical (ISRG) | 0.7 | $22M | 64k | 337.36 | |
| Intercontinental Exchange (ICE) | 0.7 | $21M | 160k | 128.43 | |
| Chemed Corp Com Stk (CHE) | 0.7 | $20M | 35k | 584.75 | |
| EOG Resources (EOG) | 0.6 | $20M | 161k | 120.95 | |
| Ishares Core Msci Emerging Mkt Etf (IEMG) | 0.6 | $19M | 367k | 50.58 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $17M | 35k | 489.99 | |
| Lithia Motors (LAD) | 0.6 | $17M | 52k | 329.28 | |
| Pepsi (PEP) | 0.6 | $17M | 101k | 169.84 | |
| Bwx Technologies (BWXT) | 0.5 | $17M | 216k | 76.73 | |
| Copart (CPRT) | 0.5 | $16M | 334k | 49.00 | |
| Paypal Holdings (PYPL) | 0.5 | $16M | 266k | 61.41 | |
| McDonald's Corporation (MCD) | 0.5 | $15M | 51k | 296.51 | |
| Aptar (ATR) | 0.5 | $15M | 123k | 123.62 | |
| American Tower Reit (AMT) | 0.5 | $15M | 69k | 215.88 | |
| Chevron Corporation (CVX) | 0.4 | $13M | 89k | 149.16 | |
| Edwards Lifesciences (EW) | 0.4 | $13M | 171k | 76.25 | |
| Abbvie (ABBV) | 0.4 | $13M | 82k | 154.97 | |
| Cintas Corporation (CTAS) | 0.4 | $13M | 21k | 602.66 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $12M | 63k | 197.37 | |
| Sherwin-Williams Company (SHW) | 0.4 | $12M | 39k | 311.90 | |
| Cable One (CABO) | 0.4 | $12M | 21k | 556.59 | |
| Generac Holdings (GNRC) | 0.4 | $11M | 86k | 129.24 | |
| Abbott Laboratories (ABT) | 0.3 | $10M | 92k | 110.07 | |
| Broadcom (AVGO) | 0.3 | $9.9M | 8.8k | 1116.25 | |
| Pool Corporation (POOL) | 0.3 | $9.1M | 23k | 398.71 | |
| Johnson & Johnson (JNJ) | 0.3 | $8.7M | 56k | 156.74 | |
| Flexshares Quality Dividend In Etf (QDF) | 0.3 | $8.4M | 136k | 61.53 | |
| Costco Wholesale Corporation (COST) | 0.3 | $8.3M | 13k | 660.08 | |
| Amgen (AMGN) | 0.3 | $8.1M | 28k | 288.02 | |
| Ing Groep Nv Adr (ING) | 0.3 | $7.8M | 522k | 15.02 | |
| Accenture (ACN) | 0.2 | $7.4M | 21k | 350.91 | |
| First Nat'l Of Nebraska (FINN) | 0.2 | $7.0M | 543.00 | 12800.00 | |
| Target Corporation (TGT) | 0.2 | $6.5M | 46k | 142.42 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $6.0M | 60k | 99.98 | |
| Eli Lilly & Co. (LLY) | 0.2 | $5.8M | 10k | 582.92 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $5.3M | 31k | 170.46 | |
| Honeywell International (HON) | 0.2 | $5.3M | 25k | 209.71 | |
| Merck & Co (MRK) | 0.2 | $5.1M | 47k | 109.02 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $4.9M | 11k | 453.24 | |
| Philip Morris International (PM) | 0.2 | $4.6M | 49k | 94.08 | |
| Boeing Company (BA) | 0.2 | $4.6M | 18k | 260.66 | |
| Comcast Corporation (CMCSA) | 0.2 | $4.6M | 104k | 43.85 | |
| Ishares Msci Emerging Mkts Etf Etf (EEM) | 0.1 | $4.1M | 103k | 40.21 | |
| Automatic Data Processing (ADP) | 0.1 | $3.9M | 17k | 232.97 | |
| Linde (LIN) | 0.1 | $3.9M | 9.4k | 410.71 | |
| Nike (NKE) | 0.1 | $3.8M | 35k | 108.57 | |
| Procter & Gamble Company (PG) | 0.1 | $3.7M | 25k | 146.54 | |
| Stryker Corporation (SYK) | 0.1 | $3.6M | 12k | 299.46 | |
| Ishares Russell Mid Cap Etf Etf (IWR) | 0.1 | $3.5M | 45k | 77.73 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $3.5M | 6.0k | 581.30 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.4M | 22k | 157.65 | |
| U.S. Bancorp (USB) | 0.1 | $3.3M | 77k | 43.28 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $3.3M | 2.1k | 1572.45 | |
| Ishares Russell Mid Cap Value Etf (IWS) | 0.1 | $3.1M | 27k | 116.29 | |
| Deere & Company (DE) | 0.1 | $3.1M | 7.8k | 399.87 | |
| First Trust Mlp & Energy Incom Etf | 0.1 | $2.9M | 338k | 8.57 | |
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $2.9M | 19k | 155.33 | |
| Eaton (ETN) | 0.1 | $2.8M | 12k | 240.82 | |
| Intuit (INTU) | 0.1 | $2.8M | 4.4k | 625.03 | |
| Vanguard Mid-cap Index Fund -e Etf (VO) | 0.1 | $2.8M | 12k | 232.64 | |
| Tesla Motors (TSLA) | 0.1 | $2.7M | 11k | 248.48 | |
| Vanguard Small Cap Index Fund Etf (VB) | 0.1 | $2.7M | 13k | 213.33 | |
| Roper Industries (ROP) | 0.1 | $2.7M | 4.9k | 545.17 | |
| Prologis (PLD) | 0.1 | $2.4M | 18k | 133.30 | |
| Altria (MO) | 0.1 | $2.4M | 59k | 40.34 | |
| Transunion (TRU) | 0.1 | $2.3M | 34k | 68.71 | |
| Zurich Financial Services (ZFSVF) | 0.1 | $2.3M | 4.4k | 522.71 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $2.2M | 17k | 127.91 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | 25k | 84.14 | |
| Ishares S&p Small Cap 600 Valu Etf (IJS) | 0.1 | $2.1M | 20k | 103.07 | |
| Oracle Corporation (ORCL) | 0.1 | $2.1M | 20k | 105.43 | |
| TJX Companies (TJX) | 0.1 | $1.9M | 21k | 93.81 | |
| Flexshares Morningstar Us Mark Etf (TILT) | 0.1 | $1.9M | 11k | 182.48 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.8M | 7.4k | 243.83 | |
| Qualcomm (QCOM) | 0.1 | $1.8M | 12k | 144.63 | |
| Hershey Company (HSY) | 0.1 | $1.8M | 9.4k | 186.44 | |
| International Business Machines (IBM) | 0.1 | $1.7M | 11k | 163.55 | |
| Walt Disney Company (DIS) | 0.1 | $1.7M | 18k | 90.29 | |
| Rollins (ROL) | 0.1 | $1.6M | 37k | 43.67 | |
| Fiserv (FI) | 0.1 | $1.6M | 12k | 132.84 | |
| Enterprise Products Partners L MLP (EPD) | 0.1 | $1.6M | 61k | 26.35 | |
| Gra (GGG) | 0.1 | $1.6M | 18k | 86.76 | |
| Verizon Communications (VZ) | 0.1 | $1.6M | 42k | 37.70 | |
| Coca-Cola Company (KO) | 0.1 | $1.6M | 27k | 58.93 | |
| Cisco Systems (CSCO) | 0.0 | $1.4M | 28k | 50.52 | |
| Capital One Financial (COF) | 0.0 | $1.3M | 10k | 131.12 | |
| Caterpillar (CAT) | 0.0 | $1.3M | 4.5k | 295.68 | |
| Pfizer (PFE) | 0.0 | $1.3M | 46k | 28.79 | |
| Nextera Energy (NEE) | 0.0 | $1.2M | 20k | 60.74 | |
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $1.2M | 14k | 88.36 | |
| Plains All American Pipeline L MLP (PAA) | 0.0 | $1.2M | 78k | 15.15 | |
| Ameriprise Financial (AMP) | 0.0 | $1.2M | 3.1k | 379.83 | |
| Energy Transfer MLP (ET) | 0.0 | $1.2M | 85k | 13.80 | |
| Ishares S&p 500 Growth Index F Etf (IVW) | 0.0 | $1.2M | 16k | 75.10 | |
| Flexshares Mstar Developed Mar Etf (TLTD) | 0.0 | $1.2M | 17k | 68.29 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.1M | 19k | 57.45 | |
| General Electric (GE) | 0.0 | $1.1M | 8.3k | 127.63 | |
| Ishares S&p 500 Value Index Fu Etf (IVE) | 0.0 | $1.0M | 6.0k | 173.89 | |
| Moody's Corporation (MCO) | 0.0 | $1.0M | 2.6k | 390.56 | |
| Emerson Electric (EMR) | 0.0 | $961k | 9.9k | 97.33 | |
| Estee Lauder Companies (EL) | 0.0 | $939k | 6.4k | 146.25 | |
| Colgate-Palmolive Company (CL) | 0.0 | $928k | 12k | 79.71 | |
| Booking Holdings (BKNG) | 0.0 | $926k | 261.00 | 3547.22 | |
| Mondelez Int (MDLZ) | 0.0 | $923k | 13k | 72.43 | |
| Vaneck Bdc Income Etf Etf (BIZD) | 0.0 | $920k | 57k | 16.04 | |
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.0 | $918k | 5.8k | 157.80 | |
| Truist Financial Corp equities (TFC) | 0.0 | $910k | 25k | 36.92 | |
| Amphenol Corporation (APH) | 0.0 | $901k | 9.1k | 99.13 | |
| Travelers Companies (TRV) | 0.0 | $822k | 4.3k | 190.49 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $818k | 9.1k | 89.47 | |
| salesforce (CRM) | 0.0 | $799k | 3.0k | 263.14 | |
| Ishares Mortgage Real Estate E Etf (REM) | 0.0 | $759k | 32k | 23.59 | |
| Ecolab (ECL) | 0.0 | $742k | 3.7k | 198.35 | |
| At&t (T) | 0.0 | $724k | 43k | 16.78 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $720k | 1.6k | 436.80 | |
| Leggett & Platt (LEG) | 0.0 | $662k | 25k | 26.17 | |
| Bristol Myers Squibb (BMY) | 0.0 | $653k | 13k | 51.31 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $646k | 9.4k | 68.42 | |
| State Street Corporation (STT) | 0.0 | $645k | 8.3k | 77.46 | |
| Valmont Industries (VMI) | 0.0 | $636k | 2.7k | 233.51 | |
| Marriott International (MAR) | 0.0 | $624k | 2.8k | 225.51 | |
| Te Connectivity Ltd for | 0.0 | $618k | 4.4k | 140.50 | |
| ConAgra Foods (CAG) | 0.0 | $607k | 21k | 28.66 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $581k | 4.8k | 121.52 | |
| Wells Fargo & Company (WFC) | 0.0 | $566k | 12k | 49.22 | |
| Intel Corporation (INTC) | 0.0 | $550k | 11k | 50.25 | |
| General Mills (GIS) | 0.0 | $550k | 8.4k | 65.14 | |
| Wec Energy Group (WEC) | 0.0 | $505k | 6.0k | 84.17 | |
| Ark Fintech Innovation Etf Etf (ARKF) | 0.0 | $484k | 18k | 27.58 | |
| Paychex (PAYX) | 0.0 | $460k | 3.9k | 119.11 | |
| Mueller Industries (MLI) | 0.0 | $453k | 9.6k | 47.15 | |
| Clorox Company (CLX) | 0.0 | $447k | 3.1k | 142.59 | |
| Ark Genomic Revolution Etf Etf (ARKG) | 0.0 | $446k | 14k | 32.81 | |
| Spdr S&p 500 Ser 1 Etf Tr Etf (SPY) | 0.0 | $433k | 911.00 | 475.31 | |
| Lamb Weston Hldgs (LW) | 0.0 | $433k | 4.0k | 108.09 | |
| United Parcel Service (UPS) | 0.0 | $414k | 2.6k | 157.23 | |
| AutoZone (AZO) | 0.0 | $409k | 158.00 | 2585.61 | |
| Ishares S&p Mid Cap 400 Growth Etf (IJK) | 0.0 | $399k | 5.0k | 79.22 | |
| Walgreen Boots Alliance | 0.0 | $373k | 14k | 26.11 | |
| Schwab Us Large Cap Value Etf Etf (SCHV) | 0.0 | $373k | 5.3k | 70.10 | |
| Starbucks Corporation (SBUX) | 0.0 | $371k | 3.9k | 96.01 | |
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $345k | 5.2k | 65.80 | |
| Air Products & Chemicals (APD) | 0.0 | $331k | 1.2k | 273.80 | |
| Ishares S&p Mid Cap Value Etf Etf (IJJ) | 0.0 | $318k | 2.8k | 114.04 | |
| Iqvia Holdings (IQV) | 0.0 | $318k | 1.4k | 231.38 | |
| Ishares S&p Small Cap 600 Grow Etf (IJT) | 0.0 | $310k | 2.5k | 125.14 | |
| Southern Company (SO) | 0.0 | $303k | 4.3k | 70.12 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $302k | 2.1k | 146.22 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $296k | 5.1k | 57.64 | |
| Trinity Industries (TRN) | 0.0 | $283k | 11k | 26.59 | |
| Ishares Edge Msci Usa Quality Etf (QUAL) | 0.0 | $278k | 1.9k | 147.14 | |
| Fair Isaac Corporation (FICO) | 0.0 | $270k | 232.00 | 1164.01 | |
| Vanguard Total Stock Market - Etf (VTI) | 0.0 | $265k | 1.1k | 237.17 | |
| L3harris Technologies (LHX) | 0.0 | $264k | 1.3k | 210.62 | |
| Vanguard Growth Etf Etf (VUG) | 0.0 | $261k | 840.00 | 310.88 | |
| Bp Plc Spons Adr (BP) | 0.0 | $255k | 7.2k | 35.40 | |
| Anthem (ELV) | 0.0 | $251k | 533.00 | 471.56 | |
| Alliant Energy Corporation (LNT) | 0.0 | $250k | 4.9k | 51.30 | |
| T. Rowe Price (TROW) | 0.0 | $244k | 2.3k | 107.69 | |
| Waste Management (WM) | 0.0 | $242k | 1.3k | 179.10 | |
| Duke Energy (DUK) | 0.0 | $236k | 2.4k | 97.04 | |
| American Express Company (AXP) | 0.0 | $234k | 1.3k | 187.34 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $226k | 3.0k | 75.35 | |
| American Electric Power Company (AEP) | 0.0 | $213k | 2.6k | 81.22 | |
| Oneok (OKE) | 0.0 | $208k | 3.0k | 70.22 | |
| Arcosa (ACA) | 0.0 | $207k | 2.5k | 82.64 | |
| Air New Zealand (ANZFF) | 0.0 | $11k | 26k | 0.40 | |
| Cgtv Media Group | 0.0 | $0 | 20k | 0.00 | |
| US GLOBAL NANOSPACE INC Com Stk (USGA) | 0.0 | $0 | 107k | 0.00 |