BRIDGES INVESTMENT MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1007295 · latest 13F-HR filed 2026-05-04
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.
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AUM
$7.38B
Long-equity book
Holdings
890
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+22 / −29 / ↑133 / ↓142
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CASEYS GEN STORES COM$25.9M +29.7%
- VANGUARD FTSE DEVELOPED MARKET$23.7M +9.1%
- OLD DOMINION FREIGHT LINE, INC$17.1M +15.8%
- TRANE TECHOLOGIES PLC$16.0M +2661.0%
- AUTOZONE INC COM$14.2M +50.2%
Top Trims
- MICROSOFT CORP COM-$101.1M -23.1%
- APPLE INC-$58.2M -15.7%
- ALPHABET INC CL A-$51.2M -11.8%
- AMAZON.COM INC-$34.6M -10.6%
- BWX TECHNOLOGIES INC-$30.9M -77.0%
New Positions
- EQUITY BANCSHARES INC CL A$2.7M
- BEL FUSE INC CL B$2.5M
- VANECK BDC INCOME ETF$1.7M
- SUNBELT RENTALS HOLDINGS INC$1.4M
- WATERS CORP$922.6K
Exited Positions
- ISHARES RUSSELL 2500 ETF$13.8M
- ASHTEAD GROUP PLC SPONRD ADS$1.5M
- JACK HENRY & ASSOCIATES INC$1.5M
- ATMOS ENERGY CORP$995.7K
- XPO INC COM$975.3K
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 | $189.0M | 2.56% | 657,323 | SH |
| 2 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $176.6M | 2.39% | 2,614,620 | SH |
| 3 | MICROSOFT CORP COM | MSFT | 594918104 | $169.8M | 2.30% | 458,685 | SH |
| 4 | ALPHABET INC CL A | GOOGL | 02079K305 | $167.2M | 2.27% | 581,490 | SH |
| 5 | BERKSHIRE HATHAWAY INC CLASS A | BRK.A | 084670108 | $163.7M | 2.22% | 228 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $159.9M | 2.17% | 917,068 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $148.5M | 2.01% | 585,272 | SH |
| 8 | AMAZON.COM INC | AMZN | 023135106 | $142.6M | 1.93% | 684,647 | SH |
| 9 | MICROSOFT CORP COM | MSFT | 594918104 | $139.2M | 1.89% | 376,155 | SH |
| 10 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $134.3M | 1.82% | 2,095,657 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $134.2M | 1.82% | 528,867 | SH |
| 12 | AMAZON.COM INC | AMZN | 023135106 | $130.4M | 1.77% | 626,201 | SH |
| 13 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $122.0M | 1.65% | 1,806,356 | SH |
| 14 | MASTERCARD | MA | 57636Q104 | $97.3M | 1.32% | 194,794 | SH |
| 15 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $93.1M | 1.26% | 1,452,200 | SH |
| 16 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $91.9M | 1.25% | 1,361,212 | SH |
| 17 | ISHARES CORE S&P SMALL CAP ETF | IJR | 464287804 | $90.1M | 1.22% | 724,626 | SH |
| 18 | BERKSHIRE HATHAWAY INC CLASS B | BRK.B | 084670702 | $88.4M | 1.20% | 184,548 | SH |
| 19 | UNION PACIFIC CORP COM | UNP | 907818108 | $86.7M | 1.18% | 357,459 | SH |
| 20 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $80.1M | 1.09% | 272,341 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $77.3M | 1.05% | 443,326 | SH |
| 22 | VANGUARD FTSE EMERGING MARKETS | VWO | 922042858 | $76.2M | 1.03% | 1,409,749 | SH |
| 23 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $75.5M | 1.02% | 115,632 | SH |
| 24 | CASEYS GEN STORES COM | CASY | 147528103 | $73.3M | 0.99% | 100,723 | SH |
| 25 | MASTERCARD | MA | 57636Q104 | $73.0M | 0.99% | 146,060 | SH |
| 26 | VANGUARD FTSE EMERGING MARKETS | VWO | 922042858 | $70.2M | 0.95% | 1,298,318 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $68.1M | 0.92% | 118,985 | SH |
| 28 | VISA INC. CLASS A | V | 92826C839 | $64.2M | 0.87% | 212,452 | SH |
| 29 | OLD DOMINION FREIGHT LINE, INC | ODFL | 679580100 | $60.0M | 0.81% | 307,313 | SH |
| 30 | BERKSHIRE HATHAWAY INC CLASS B | BRK.B | 084670702 | $57.5M | 0.78% | 119,967 | SH |
| 31 | PALO ALTO NETWORKS INC COM | PANW | 697435105 | $56.9M | 0.77% | 354,625 | SH |
| 32 | OLD DOMINION FREIGHT LINE, INC | ODFL | 679580100 | $56.7M | 0.77% | 290,340 | SH |
| 33 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $56.5M | 0.77% | 882,324 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $54.9M | 0.74% | 177,293 | SH |
| 35 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $53.9M | 0.73% | 183,335 | SH |
| 36 | LOWES COMPANIES COM | LOW | 548661107 | $51.3M | 0.69% | 216,949 | SH |
| 37 | S & P GLOBAL INC | SPGI | 78409V104 | $51.1M | 0.69% | 120,164 | SH |
| 38 | WELLS FARGO & CO DEL COM | WFC | 949746101 | $51.1M | 0.69% | 641,622 | SH |
| 39 | VISA INC. CLASS A | V | 92826C839 | $49.9M | 0.68% | 164,966 | SH |
| 40 | UNION PACIFIC CORP COM | UNP | 907818108 | $49.8M | 0.67% | 205,315 | SH |
| 41 | LOWES COMPANIES COM | LOW | 548661107 | $47.9M | 0.65% | 202,769 | SH |
| 42 | ISHARES CORE S&P SMALL CAP ETF | IJR | 464287804 | $47.7M | 0.65% | 383,714 | SH |
| 43 | BERKSHIRE HATHAWAY INC CLASS A | BRK.A | 084670108 | $46.0M | 0.62% | 64 | SH |
| 44 | ISHARES RUSSELL 1000 GROWTH ET | IWF | 464287614 | $44.8M | 0.61% | 104,992 | SH |
| 45 | ALPHABET INC CL C | GOOG | 02079K107 | $44.6M | 0.60% | 155,453 | SH |
| 46 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $44.4M | 0.60% | 67,912 | SH |
| 47 | S & P GLOBAL INC | SPGI | 78409V104 | $43.2M | 0.59% | 101,527 | SH |
| 48 | PROGRESSIVE CORP | PGR | 743315103 | $42.9M | 0.58% | 216,336 | SH |
| 49 | BROADCOM INC | AVGO | 11135F101 | $41.7M | 0.57% | 134,849 | SH |
| 50 | CARLISLE COMPANIES INCORPORATE | CSL | 142339100 | $40.5M | 0.55% | 121,369 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $7.38B | 890 | 0001007295-26-000004 |
| 2025-12-31 | 2026-02-10 | $7.88B | 869 | 0001007295-26-000001 |