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BRIDGES INVESTMENT MANAGEMENT INC — 13F Holdings & Portfolio

CIK 1007295 · latest 13F-HR filed 2026-08-07

Backtest portfolio

BRIDGES INVESTMENT MANAGEMENT INC manages $8.22B in 13F-reported U.S. long-equity assets across 906 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (2.75%), IJH (2.43%), GOOGL (2.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 19, added to 246, and trimmed 67.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
P.O. BOX 542021
OMAHA, NE 68154
Phone
(402) 397-4700
Filing Manager
BRIDGES INVESTMENT MANAGEMENT INC
OMAHA, NE
Signatory
Nick Wilwerding
CEO
Loading holdings…
AUM

$8.22B

Long-equity book

Holdings

906

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+24 / −19 / ↑246 / ↓67

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PALO ALTO NETWORKS INC COM$126.2M +119.9%
  • KLA CORP COM$88.9M +144.7%
  • ALPHABET INC CL A$68.6M +17.9%
  • ISHARES CORE S&P MID CAP ETF$59.1M +15.1%
  • BROADCOM INC$50.9M +49.1%
Show all 246 →

Top Trims

  • ZOETIS INC-$27.9M -95.0%
  • EOG RESOURCES INC.-$25.2M -52.1%
  • CHEMED CORP COM-$22.7M -91.3%
  • ADOBE INC COM-$19.9M -78.9%
  • UNION PACIFIC CORP COM-$13.6M -9.4%
Show all 67 →

New Positions

  • NETFLIX$20.6M
  • HONEYWELL INTL INC$2.5M
  • HONEYWELL AEROSPACE INC$2.5M
  • GLOBAL X U.S. INFRASTRUCTURE D$1.1M
  • INTL FLAVORS & FRAGRANCE$625.8K
Show all 24 →

Exited Positions

  • HONEYWELL INTERNATIONAL INC CO$5.0M
  • STANLEY BLACK & DECKER, INC.$485.7K
  • MCCORMICK & COMPANY, INC.$453.5K
  • ITT CORP$392.5K
  • ISHARES MSCI ACWI ETF$347.9K
Show all 19 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC CL A GOOGL 02079K305 $226.5M 2.75% 633,715 SH
2 ISHARES CORE S&P MID CAP ETF IJH 464287507 $199.9M 2.43% 2,592,288 SH
3 ALPHABET INC CL A GOOGL 02079K305 $192.8M 2.34% 539,504 SH
4 NVIDIA CORPORATION NVDA 67066G104 $174.0M 2.12% 869,535 SH
5 MICROSOFT CORP COM MSFT 594918104 $166.9M 2.03% 447,502 SH
6 APPLE INC AAPL 037833100 $163.8M 1.99% 566,157 SH
7 AMAZON.COM INC AMZN 023135106 $159.0M 1.93% 666,992 SH
8 BERKSHIRE HATHAWAY INC CLASS A BRK.A 084670108 $157.3M 1.91% 210 SH
9 AMAZON.COM INC AMZN 023135106 $150.0M 1.82% 629,210 SH
10 VANGUARD FTSE DEVELOPED MARKET VEA 921943858 $148.2M 1.80% 2,079,804 SH
11 ISHARES CORE S&P MID CAP ETF IJH 464287507 $145.0M 1.76% 1,880,370 SH
12 APPLE INC AAPL 037833100 $144.3M 1.76% 498,812 SH
13 MICROSOFT CORP COM MSFT 594918104 $143.9M 1.75% 385,660 SH
14 PALO ALTO NETWORKS INC COM PANW 697435105 $116.1M 1.41% 340,306 SH
15 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $105.6M 1.28% 712,241 SH
16 ISHARES CORE S&P MID CAP ETF IJH 464287507 $104.7M 1.27% 1,358,227 SH
17 VANGUARD FTSE DEVELOPED MARKET VEA 921943858 $103.4M 1.26% 1,451,610 SH
18 PALO ALTO NETWORKS INC COM PANW 697435105 $97.5M 1.19% 285,833 SH
19 MASTERCARD MA 57636Q104 $96.8M 1.18% 188,549 SH
20 BERKSHIRE HATHAWAY INC CLASS B BRK.B 084670702 $95.5M 1.16% 190,910 SH
21 ISHARES CORE S&P 500 ETF IVV 464287200 $88.3M 1.07% 117,895 SH
22 JPMORGAN CHASE & CO COM JPM 46625H100 $85.2M 1.04% 260,328 SH
23 NVIDIA CORPORATION NVDA 67066G104 $83.8M 1.02% 418,772 SH
24 VANGUARD FTSE EMERGING MARKETS VWO 922042858 $82.3M 1.00% 1,378,943 SH
25 KLA CORP COM KLAC 482480100 $80.9M 0.98% 268,075 SH
26 BROADCOM INC AVGO 11135F101 $80.6M 0.98% 213,280 SH
27 MASTERCARD MA 57636Q104 $77.7M 0.94% 151,219 SH
28 VANGUARD FTSE EMERGING MARKETS VWO 922042858 $77.5M 0.94% 1,297,912 SH
29 CASEYS GEN STORES COM CASY 147528103 $77.3M 0.94% 97,227 SH
30 UNION PACIFIC CORP COM UNP 907818108 $74.6M 0.91% 274,221 SH
31 VISA INC. CLASS A V 92826C839 $70.3M 0.85% 204,878 SH
32 OLD DOMINION FREIGHT LINE, INC ODFL 679580100 $69.7M 0.85% 321,562 SH
33 META PLATFORMS INC META 30303M102 $66.4M 0.81% 117,909 SH
34 VANGUARD FTSE DEVELOPED MARKET VEA 921943858 $65.7M 0.80% 922,500 SH
35 KLA CORP COM KLAC 482480100 $63.4M 0.77% 210,052 SH
36 BROADCOM INC AVGO 11135F101 $63.0M 0.77% 166,845 SH
37 JPMORGAN CHASE & CO COM JPM 46625H100 $62.9M 0.76% 192,029 SH
38 BERKSHIRE HATHAWAY INC CLASS B BRK.B 084670702 $61.1M 0.74% 122,195 SH
39 OLD DOMINION FREIGHT LINE, INC ODFL 679580100 $59.8M 0.73% 276,046 SH
40 UNITED RENTALS INC COM URI 911363109 $59.8M 0.73% 52,745 SH
41 VISA INC. CLASS A V 92826C839 $59.1M 0.72% 172,176 SH
42 ISHARES CORE S&P 500 ETF IVV 464287200 $58.3M 0.71% 77,877 SH
43 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $57.8M 0.70% 389,438 SH
44 ALPHABET INC CL C GOOG 02079K107 $53.7M 0.65% 151,903 SH
45 WELLS FARGO & CO DEL COM WFC 949746101 $53.0M 0.64% 641,358 SH
46 ISHARES RUSSELL 1000 GROWTH ET IWF 464287614 $52.2M 0.63% 420,494 SH
47 S & P GLOBAL INC SPGI 78409V104 $49.9M 0.61% 122,569 SH
48 BERKSHIRE HATHAWAY INC CLASS A BRK.A 084670108 $47.9M 0.58% 64 SH
49 VANGUARD FTSE EMERGING MARKETS VWO 922042858 $47.9M 0.58% 802,423 SH
50 UNION PACIFIC CORP COM UNP 907818108 $47.8M 0.58% 175,685 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $8.22B 906 0001007295-26-000005
2026-03-31 2026-05-04 $7.38B 890 0001007295-26-000004
2025-12-31 2026-02-10 $7.88B 869 0001007295-26-000001