BRIDGES INVESTMENT MANAGEMENT INC
Long book
$7.38B
Q1 2026
Positions
396
Top-10 weight
39%
concentration
Last quarter
+13.0%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsBRIDGES INVESTMENT MANAGEMENT INC is an institutional manager, running a $7.38B US long book across 396 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P MIDCAP ETF, ALPHABET INC-CL A, MICROSOFT CORP, APPLE INC, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.1%
Q2 2024
+6.9%
Q3 2024
+1.3%
Q4 2024
-2.8%
Q1 2025
+7.0%
Q2 2025
+6.5%
Q3 2025
+2.0%
Q4 2025
-5.1%
Q1 2026
+13.0%
Sector allocation
Technology 34%
Financials 17%
Consumer discretionary 16%
Services media 9%
Industrials 7%
Healthcare 7%
Other 5%
Energy 2%
Long book by quarter
What does BRIDGES INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 1.3M | $383.2M | 5.2% | -4.0% |
| MSFT MICROSOFT CORP | Technology | 907.1K | $335.8M | 4.5% | +0.4% |
| AAPL APPLE INC | Technology | 1.2M | $313.8M | 4.3% | -9.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4M | $292.9M | 4.0% | -0.9% |
| NVDA NVIDIA CORP | Technology | 1.5M | $258.9M | 3.5% | -0.9% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 337 | $242.0M | 3.3% | -4.5% |
| MA MASTERCARD INC - A | Services media | 378.2K | $189.0M | 2.6% | -0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 355.0K | $170.1M | 2.3% | -3.9% |
| JPM JPMORGAN CHASE & CO | Financials | 493.1K | $145.0M | 2.0% | -0.9% |
| UNP UNION PACIFIC CORP | Industrials | 594.2K | $144.2M | 2.0% | -14.8% |
| ODFL OLD DOMINION FREIGHT LINE | Industrials | 642.4K | $125.5M | 1.7% | -7.1% |
| V VISA INC-CLASS A SHARES | Services media | 405.8K | $122.6M | 1.7% | -0.6% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 155.7K | $113.4M | 1.5% | -1.5% |
| LOW LOWE'S COS INC | Consumer discretionary | 447.2K | $105.7M | 1.4% | +0.2% |
| META META PLATFORMS INC-CLASS A | Technology | 184.6K | $105.6M | 1.4% | +0.3% |
| PANW PALO ALTO NETWORKS INC | Technology | 656.4K | $105.2M | 1.4% | -2.7% |
| AVGO BROADCOM INC | Technology | 335.2K | $103.8M | 1.4% | -3.5% |
| SPGI S&P GLOBAL INC | Services media | 237.5K | $101.0M | 1.4% | +8.0% |
| GOOG ALPHABET INC-CL C | Technology | 292.8K | $84.0M | 1.1% | -4.2% |
| PGR PROGRESSIVE CORP | Financials | 392.6K | $77.8M | 1.1% | -1.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 167.5K | $77.2M | 1.0% | -1.2% |
| BLK BLACKROCK INC | Financials | 77.8K | $74.9M | 1.0% | -2.2% |
| LAD LITHIA MOTORS INC | Consumer discretionary | 285.1K | $71.2M | 1.0% | +0.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 139.5K | $68.6M | 0.9% | -1.4% |
| CSL CARLISLE COS INC | Other | 193.5K | $64.5M | 0.9% | +7.6% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 393.4K | $61.9M | 0.8% | +0.1% |
| KLAC KLA CORP | Other | 41.7K | $61.5M | 0.8% | -16.5% |
| NOW SERVICENOW INC | Technology | 540.2K | $56.5M | 0.8% | +27.5% |
| URI UNITED RENTALS INC | Services media | 72.4K | $52.7M | 0.7% | +4.0% |
| WFC WELLS FARGO & CO | Financials | 652.2K | $51.9M | 0.7% | +0.4% |
| SYK STRYKER CORP | Healthcare | 152.5K | $50.1M | 0.7% | +5.4% |
| EOG EOG RESOURCES INC | Energy | 334.4K | $48.3M | 0.7% | -0.7% |
| CDNS CADENCE DESIGN SYS INC | Technology | 173.5K | $48.2M | 0.7% | +0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 45.0K | $44.8M | 0.6% | -0.6% |
| CTAS CINTAS CORP | Other | 264.5K | $44.7M | 0.6% | -0.6% |
| AZO AUTOZONE INC | Consumer discretionary | 12.6K | $42.5M | 0.6% | +50.8% |
| CPRT COPART INC | Consumer discretionary | 1.3M | $42.0M | 0.6% | +38.3% |
| USB US BANCORP | Financials | 787.5K | $41.0M | 0.6% | -1.2% |
| ABBV ABBVIE INC | Healthcare | 186.1K | $40.5M | 0.5% | -0.7% |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 69.2K | $36.1M | 0.5% | -14.6% |
| HD HOME DEPOT INC | Consumer discretionary | 105.9K | $34.8M | 0.5% | -1.4% |
| FINN FIRST NATL OF NEBRASKA INC | — | 2.0K | $33.5M | 0.5% | -0.5% |
| ALC ALCON INC | Healthcare | 409.0K | $30.8M | 0.4% | -0.8% |
| AMGN AMGEN INC | Healthcare | 87.6K | $30.8M | 0.4% | -1.1% |
| ZTS ZOETIS INC | Healthcare | 248.8K | $29.4M | 0.4% | +44.0% |
| PEP PEPSICO INC | Consumer staples | 188.6K | $29.3M | 0.4% | -0.1% |
| CVX CHEVRON CORP | Energy | 139.2K | $28.8M | 0.4% | -1.0% |
| ABT ABBOTT LABORATORIES | Healthcare | 277.1K | $28.4M | 0.4% | +15.3% |
| APH AMPHENOL CORP-CL A | Technology | 216.5K | $27.4M | 0.4% | +2.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 87.2K | $27.1M | 0.4% | -1.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 869 | $7.88B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 869 | $7.88B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 937 | $7.82B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 888 | $7.40B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 854 | $6.93B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 838 | $7.15B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 839 | $7.15B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 795 | $6.57B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 513 | $3.20B | canonical | SEC ↗ |
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P