Bridges Investment Management Inc

13F filer · CIK 0001007295

Reported Aug 7, 2026

13F portfolio value$8.22BU.S. long equity reported on 13F

Positions337Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight33.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026337 positions
GOOGLAlphabet Inc.	$452M	5.49%	0.01%	Not reported	Q4 2015
AAPLApple Inc.	$342M	4.15%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$338M	4.11%	0.01%	Not reported	Q2 2013
AMZNAmazon Com Inc	$331M	4.03%	0.01%	Not reported	Q2 2013
NVDANvidia Corp	$282M	3.43%	0.01%	Not reported	Q4 2018
BRK.ABerkshire Hathaway Inc	$238M	2.90%	Not reported	Not reported	Q2 2013
PANWPalo Alto Networks Inc	$231M	2.81%	0.08%	Not reported	Q1 2019
MAMastercard Inc	$194M	2.35%	0.03%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$181M	2.21%	Not reported	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$160M	1.95%	0.02%	Not reported	Q2 2013
AVGOBroadcom Inc.	$155M	1.88%	0.01%	Not reported	Q3 2017
KLACKla Corp	$150M	1.83%	0.04%	Not reported	Q4 2018
VVisa Inc.	$139M	1.69%	0.02%	Not reported	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$139M	1.69%	0.31%	Not reported	Q4 2016
UNPUnion Pacific Corp	$131M	1.59%	0.08%	Not reported	Q2 2013
CASYCaseys General Stores Inc	$124M	1.51%	0.42%	Not reported	Q1 2020
METAMeta Platforms, Inc.	$105M	1.28%	Not reported	Not reported	Q1 2015
SPGIS&P Global Inc.	$101M	1.23%	0.08%	Not reported	Q1 2018
GOOGAlphabet Inc.	$99.8M	1.21%	Not reported	Not reported	Q4 2015
URIUnited Rentals, Inc.	$98.5M	1.20%	0.14%	Not reported	Q2 2019
LOWLowes Companies Inc	$97M	1.18%	0.08%	Not reported	Q1 2016
PGRProgressive Corp	$84M	1.02%	0.07%	Not reported	Q4 2018
LADLithia Motors Inc	$80.8M	0.98%	1.26%	Not reported	Q2 2023
BLKBlackRock, Inc.	$74.9M	0.91%	0.05%	Not reported	Q2 2013
ISRGIntuitive Surgical Inc	$74.7M	0.91%	0.05%	Not reported	Q2 2019
CSLCarlisle Companies Inc	$72.7M	0.88%	0.50%	Not reported	Q2 2024
SYKStryker Corp	$65.3M	0.79%	0.05%	Not reported	Q3 2017
CDNSCadence Design Systems Inc	$64M	0.78%	0.06%	Not reported	Q3 2024
TMOThermo Fisher Scientific Inc.	$63.2M	0.77%	0.03%	Not reported	Q4 2016
NOWServiceNow, Inc.	$60.6M	0.74%	0.06%	Not reported	Q2 2019
WFCWells Fargo & Company	$54.2M	0.66%	0.02%	Not reported	Q2 2013
PHParker-Hannifin Corp	$49.6M	0.60%	0.04%	Not reported	Q2 2024
ICEIntercontinental Exchange, Inc.	$48.7M	0.59%	0.07%	Not reported	Q1 2018
ABBVAbbVie Inc.	$48.7M	0.59%	0.01%	Not reported	Q2 2013
USBUS Bancorp \de\	$48.3M	0.59%	0.05%	Not reported	Q2 2013
CTASCintas Corp	$45.3M	0.55%	0.07%	Not reported	Q3 2019
AZOAutozone Inc	$43.2M	0.53%	0.08%	Not reported	Q4 2013
COSTCostco Wholesale Corp	$41.9M	0.51%	0.01%	Not reported	Q2 2013
APHAmphenol Corp	$38.5M	0.47%	0.02%	Not reported	Q2 2019
HDHome Depot, Inc.	$37.6M	0.46%	0.01%	Not reported	Q2 2013
CPRTCopart Inc	$36.8M	0.45%	0.14%	Not reported	Q1 2023
AMGNAmgen Inc	$31.8M	0.39%	0.02%	Not reported	Q2 2013
ULTAUlta Beauty, Inc.	$31.4M	0.38%	0.16%	Not reported	Q2 2019
TTTrane Technologies plc	$31.3M	0.38%	0.03%	Not reported	Q1 2024
LLYELI LILLY & Co	$30.6M	0.37%	0.00%	Not reported	Q3 2017
FNDFloor & Decor Holdings, Inc.	$28.9M	0.35%	0.46%	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$28.8M	0.35%	0.01%	Not reported	Q1 2018
SHWSherwin Williams Co	$28.7M	0.35%	0.03%	Not reported	Q3 2017
ALCAlcon Inc	$27.7M	0.34%	0.08%	Not reported	Q3 2019
LINLinde PLC	$26.8M	0.33%	0.01%	Not reported	Q4 2018

Q4 2025Reported Feb 10, 2026344 positions
MSFTMicrosoft Corp	$437M	5.54%	0.01%	-1.7%	Q2 2013
GOOGLAlphabet Inc.	$434M	5.51%	0.01%	-11.8%	Q4 2015
AAPLApple Inc.	$372M	4.72%	0.01%	-8.5%	Q2 2013
AMZNAmazon Com Inc	$327M	4.15%	0.01%	-2.2%	Q2 2013
NVDANvidia Corp	$279M	3.54%	0.01%	+0.8%	Q4 2018
BRK.ABerkshire Hathaway Inc	$266M	3.38%	Not reported	-4.1%	Q2 2013
MAMastercard Inc	$217M	2.76%	0.03%	-2.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$186M	2.36%	Not reported	-2.5%	Q2 2013
UNPUnion Pacific Corp	$161M	2.05%	0.12%	+4.4%	Q2 2013
JPMJPMorgan Chase & Co	$160M	2.03%	0.02%	-5.7%	Q2 2013
VVisa Inc.	$143M	1.82%	0.02%	-2.4%	Q2 2013
PANWPalo Alto Networks Inc	$124M	1.58%	0.10%	-1.9%	Q1 2019
METAMeta Platforms, Inc.	$122M	1.54%	Not reported	+1.1%	Q1 2015
AVGOBroadcom Inc.	$120M	1.53%	0.01%	-6.1%	Q3 2017
SPGIS&P Global Inc.	$115M	1.46%	0.07%	+10.5%	Q1 2018
ODFLOld Dominion Freight Line, Inc.	$108M	1.38%	0.33%	+0.6%	Q4 2016
LOWLowes Companies Inc	$108M	1.37%	0.08%	+6.1%	Q1 2016
ISRGIntuitive Surgical Inc	$96.1M	1.22%	0.05%	-0.8%	Q2 2019
GOOGAlphabet Inc.	$95.9M	1.22%	Not reported	-18.6%	Q4 2015
LADLithia Motors Inc	$94.5M	1.20%	1.21%	+8.0%	Q2 2023
PGRProgressive Corp	$90.7M	1.15%	0.07%	-0.4%	Q4 2018
CASYCaseys General Stores Inc	$87.4M	1.11%	0.43%	-9.2%	Q1 2020
BLKBlackRock, Inc.	$85.2M	1.08%	0.05%	-7.8%	Q2 2013
TMOThermo Fisher Scientific Inc.	$82M	1.04%	0.04%	-0.6%	Q4 2016
NOWServiceNow, Inc.	$64.9M	0.82%	0.04%	+11.9%	Q2 2019
ICEIntercontinental Exchange, Inc.	$63.6M	0.81%	0.07%	+3.8%	Q1 2018
KLACKla Corp	$60.8M	0.77%	0.04%	-2.4%	Q4 2018
WFCWells Fargo & Company	$60.6M	0.77%	0.02%	-0.1%	Q2 2013
CSLCarlisle Companies Inc	$57.5M	0.73%	0.44%	+21.4%	Q2 2024
URIUnited Rentals, Inc.	$56.3M	0.71%	0.11%	+2.0%	Q2 2019
CDNSCadence Design Systems Inc	$54M	0.69%	0.06%	+0.3%	Q3 2024
SYKStryker Corp	$50.9M	0.65%	0.04%	+16.0%	Q3 2017
CTASCintas Corp	$50M	0.63%	0.07%	-1.8%	Q3 2019
ULTAUlta Beauty, Inc.	$49M	0.62%	0.18%	+0.1%	Q2 2019
ADBEAdobe Inc.	$42.8M	0.54%	0.03%	-13.0%	Q1 2018
ABBVAbbVie Inc.	$42.8M	0.54%	0.01%	-2.5%	Q2 2013
USBUS Bancorp \de\	$42.5M	0.54%	0.05%	-46.6%	Q2 2013
BWXTBWX Technologies, Inc.	$40.2M	0.51%	0.25%	-18.7%	Q2 2021
COSTCostco Wholesale Corp	$39M	0.50%	0.01%	-4.3%	Q2 2013
HDHome Depot, Inc.	$36.9M	0.47%	0.01%	-3.8%	Q2 2013
CPRTCopart Inc	$35.8M	0.45%	0.09%	+30.5%	Q1 2023
EOGEog Resources Inc	$35.4M	0.45%	0.06%	-8.5%	Q4 2016
ALCAlcon Inc	$32.5M	0.41%	0.08%	-5.2%	Q3 2019
ABTAbbott Laboratories	$30.1M	0.38%	0.01%	-2.3%	Q2 2013
AMGNAmgen Inc	$29M	0.37%	0.02%	-4.0%	Q2 2013
APHAmphenol Corp	$28.6M	0.36%	0.02%	-3.2%	Q2 2019
AZOAutozone Inc	$28.3M	0.36%	0.05%	+1.1%	Q4 2013
MCDMcdonalds Corp	$27.1M	0.34%	0.01%	-5.4%	Q2 2013
PEPPepsico Inc	$27.1M	0.34%	0.01%	-8.2%	Q2 2013
SHWSherwin Williams Co	$26.6M	0.34%	0.03%	-1.8%	Q3 2017

Q3 2025Reported Nov 4, 2025349 positions
MSFTMicrosoft Corp	$476M	6.09%	0.01%	-1.9%	Q2 2013
GOOGLAlphabet Inc.	$382M	4.89%	0.01%	-1.6%	Q4 2015
AAPLApple Inc.	$381M	4.87%	0.01%	-2.2%	Q2 2013
AMZNAmazon Com Inc	$319M	4.07%	0.01%	-1.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$278M	3.55%	Not reported	-3.7%	Q2 2013
NVDANvidia Corp	$277M	3.54%	0.01%	-4.2%	Q4 2018
MAMastercard Inc	$222M	2.84%	0.03%	-0.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$190M	2.43%	Not reported	-0.6%	Q2 2013
JPMJPMorgan Chase & Co	$166M	2.13%	0.02%	-0.6%	Q2 2013
UNPUnion Pacific Corp	$158M	2.02%	0.11%	-0.6%	Q2 2013
VVisa Inc.	$143M	1.82%	0.02%	-0.5%	Q2 2013
PANWPalo Alto Networks Inc	$140M	1.79%	0.10%	-1.6%	Q1 2019
METAMeta Platforms, Inc.	$134M	1.71%	Not reported	-1.4%	Q1 2015
AVGOBroadcom Inc.	$122M	1.56%	0.01%	-6.0%	Q3 2017
LOWLowes Companies Inc	$106M	1.35%	0.08%	+13.4%	Q1 2016
BLKBlackRock, Inc.	$101M	1.29%	0.06%	-0.2%	Q2 2013
PGRProgressive Corp	$98.7M	1.26%	0.07%	-1.1%	Q4 2018
CASYCaseys General Stores Inc	$98.5M	1.26%	0.47%	-0.4%	Q1 2020
SPGIS&P Global Inc.	$96.9M	1.24%	0.07%	-1.1%	Q1 2018
ODFLOld Dominion Freight Line, Inc.	$96.8M	1.24%	0.33%	-0.2%	Q4 2016
GOOGAlphabet Inc.	$91.4M	1.17%	Not reported	+0.2%	Q4 2015
LADLithia Motors Inc	$83.2M	1.06%	1.08%	+3.0%	Q2 2023
ISRGIntuitive Surgical Inc	$76.5M	0.98%	0.05%	-1.4%	Q2 2019
USBUS Bancorp \de\	$72.1M	0.92%	0.10%	-0.2%	Q2 2013
NOWServiceNow, Inc.	$69.7M	0.89%	0.04%	+14.8%	Q2 2019
TMOThermo Fisher Scientific Inc.	$69M	0.88%	0.04%	-1.0%	Q4 2016
URIUnited Rentals, Inc.	$65.1M	0.83%	0.11%	+0.8%	Q2 2019
ICEIntercontinental Exchange, Inc.	$63.8M	0.82%	0.07%	-0.9%	Q1 2018
CDNSCadence Design Systems Inc	$60.6M	0.77%	0.06%	-1.0%	Q3 2024
CTASCintas Corp	$55.6M	0.71%	0.07%	+0.1%	Q3 2019
KLACKla Corp	$55.3M	0.71%	0.04%	+0.1%	Q4 2018
WFCWells Fargo & Company	$54.6M	0.70%	0.02%	-0.2%	Q2 2013
BWXTBWX Technologies, Inc.	$52.7M	0.67%	0.31%	-0.8%	Q2 2021
ADBEAdobe Inc.	$49.6M	0.63%	0.03%	-1.8%	Q1 2018
CSLCarlisle Companies Inc	$48.7M	0.62%	0.35%	+221.3%	Q2 2024
SYKStryker Corp	$46.1M	0.59%	0.03%	+30.3%	Q3 2017
HDHome Depot, Inc.	$45.2M	0.58%	0.01%	+7.6%	Q2 2013
ABBVAbbVie Inc.	$44.5M	0.57%	0.01%	+1.1%	Q2 2013
ULTAUlta Beauty, Inc.	$44.2M	0.57%	0.18%	-1.7%	Q2 2019
COSTCostco Wholesale Corp	$43.8M	0.56%	0.01%	+0.3%	Q2 2013
EOGEog Resources Inc	$41.3M	0.53%	0.07%	+0.4%	Q4 2016
ZTSZoetis Inc.	$38.1M	0.49%	0.06%	-2.7%	Q2 2019
UNHUnitedhealth Group Inc	$36.1M	0.46%	0.01%	-65.6%	Q1 2018
FNDFloor & Decor Holdings, Inc.	$35.5M	0.45%	0.45%	+4.2%	Q2 2024
AZOAutozone Inc	$35.4M	0.45%	0.05%	-1.0%	Q4 2013
ABTAbbott Laboratories	$33M	0.42%	0.01%	+0.6%	Q2 2013
ALCAlcon Inc	$32.4M	0.41%	0.09%	-1.3%	Q3 2019
CPRTCopart Inc	$31.5M	0.40%	0.07%	-3.4%	Q1 2023
CHEChemed Corp	$29.6M	0.38%	0.47%	-7.5%	Q3 2019
SHWSherwin Williams Co	$29M	0.37%	0.03%	+1.1%	Q3 2017

Q2 2025Reported Jul 28, 2025351 positions
MSFTMicrosoft Corp	$466M	6.29%	0.01%	-0.9%	Q2 2013
AMZNAmazon Com Inc	$323M	4.36%	0.01%	+3.9%	Q2 2013
AAPLApple Inc.	$314M	4.24%	0.01%	-7.2%	Q2 2013
GOOGLAlphabet Inc.	$282M	3.81%	0.01%	-1.3%	Q4 2015
BRK.ABerkshire Hathaway Inc	$278M	3.76%	Not reported	-1.8%	Q2 2013
NVDANvidia Corp	$245M	3.31%	0.01%	-0.4%	Q4 2018
MAMastercard Inc	$222M	3.00%	0.03%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$185M	2.50%	Not reported	-2.7%	Q2 2013
UNPUnion Pacific Corp	$155M	2.09%	0.11%	-0.4%	Q2 2013
JPMJPMorgan Chase & Co	$154M	2.08%	0.02%	-0.2%	Q2 2013
VVisa Inc.	$149M	2.01%	0.02%	-1.8%	Q2 2013
PANWPalo Alto Networks Inc	$143M	1.93%	0.10%	-0.7%	Q1 2019
METAMeta Platforms, Inc.	$136M	1.84%	Not reported	+6.9%	Q1 2015
ODFLOld Dominion Freight Line, Inc.	$112M	1.51%	0.33%	+0.7%	Q4 2016
AVGOBroadcom Inc.	$108M	1.46%	0.01%	-1.7%	Q3 2017
PGRProgressive Corp	$108M	1.46%	0.07%	-0.4%	Q4 2018
SPGIS&P Global Inc.	$106M	1.43%	0.07%	-0.5%	Q1 2018
UNHUnitedhealth Group Inc	$94.6M	1.28%	0.03%	+7.1%	Q1 2018
ISRGIntuitive Surgical Inc	$94.2M	1.27%	0.05%	+0.7%	Q2 2019
BLKBlackRock, Inc.	$90.7M	1.23%	0.06%	-1.4%	Q2 2013
CASYCaseys General Stores Inc	$89.3M	1.21%	0.47%	-0.5%	Q1 2020
LADLithia Motors Inc	$86.3M	1.17%	0.99%	+5.9%	Q2 2023
LOWLowes Companies Inc	$82.3M	1.11%	0.07%	+0.1%	Q1 2016
ICEIntercontinental Exchange, Inc.	$70.1M	0.95%	0.07%	-1.2%	Q1 2018
NOWServiceNow, Inc.	$67.8M	0.92%	0.03%	-0.4%	Q2 2019
USBUS Bancorp \de\	$67.6M	0.91%	0.10%	-0.2%	Q2 2013
GOOGAlphabet Inc.	$66.5M	0.90%	Not reported	-0.6%	Q4 2015
CTASCintas Corp	$60.3M	0.81%	0.07%	-1.3%	Q3 2019
TMOThermo Fisher Scientific Inc.	$58.2M	0.79%	0.04%	+2.4%	Q4 2016
ADBEAdobe Inc.	$55.4M	0.75%	0.03%	-1.0%	Q1 2018
CDNSCadence Design Systems Inc	$53.6M	0.72%	0.06%	+32.6%	Q3 2024
WFCWells Fargo & Company	$52.2M	0.71%	0.02%	-4.0%	Q2 2013
URIUnited Rentals, Inc.	$51M	0.69%	0.11%	+14.4%	Q2 2019
COSTCostco Wholesale Corp	$46.7M	0.63%	0.01%	-0.5%	Q2 2013
KLACKla Corp	$45.9M	0.62%	0.00%	-1.0%	Q4 2018
EOGEog Resources Inc	$43.9M	0.59%	0.07%	-0.2%	Q4 2016
ZTSZoetis Inc.	$41.7M	0.56%	0.06%	-1.5%	Q2 2019
BWXTBWX Technologies, Inc.	$41.5M	0.56%	0.32%	+2.0%	Q2 2021
ALCAlcon Inc	$38.9M	0.53%	0.09%	-0.6%	Q3 2019
ULTAUlta Beauty, Inc.	$38.5M	0.52%	0.18%	+0.8%	Q2 2019
HDHome Depot, Inc.	$38M	0.51%	0.01%	-2.3%	Q2 2013
SYKStryker Corp	$37.9M	0.51%	0.03%	+67.0%	Q3 2017
CPRTCopart Inc	$35.6M	0.48%	0.08%	-11.7%	Q1 2023
ABBVAbbVie Inc.	$35.3M	0.48%	0.01%	-1.1%	Q2 2013
FNDFloor & Decor Holdings, Inc.	$35.1M	0.47%	0.43%	+44.0%	Q2 2024
CHEChemed Corp	$34.8M	0.47%	0.49%	+0.7%	Q3 2019
ABTAbbott Laboratories	$33.3M	0.45%	0.01%	-1.4%	Q2 2013
AZOAutozone Inc	$30.9M	0.42%	0.05%	+1.3%	Q4 2013
ADPAutomatic Data Processing Inc	$30.1M	0.41%	0.02%	-2.1%	Q4 2013
SHWSherwin Williams Co	$28.4M	0.38%	0.03%	-0.9%	Q3 2017

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