Bridges Investment Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Bridges Investment Management Inc. reported 401 stock positions worth $8.2 billion. Its top holding was Alphabet Class A (GOOGL) at 5.5% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.5%) and Apple (AAPL, 4.2%). Compared with Q1 2026, it opened 22 new positions, sold out of 18, added to 186 and reduced 91. The biggest buy was Palo Alto Networks (PANW, shares +3%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $8.2B (Q2 2026)
- SEC Filing
- 0001007295-26-000005 ↗ filed Aug 7, 2026
Holdings Value
Holdings 401 stocks · $8.2B
| GOOGL Alphabet Inc. Class A | 5.49% | 1,264,162 | $451.8M | Reduce -5.1% |
| IJH iShares Core S&P Midcap ETF | 5.47% | 5,830,885 | $449.6M | Add +0.8% |
| AAPL Apple Inc. | 4.15% | 1,180,277 | $341.5M | Reduce -4.5% |
| MSFT Microsoft Corp. | 4.11% | 904,889 | $337.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 4.03% | 1,390,101 | $331.3M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 3.86% | 4,453,914 | $317.3M | Add +0.5% |
| NVDA Nvidia Corp. | 3.43% | 1,409,406 | $282.0M | Reduce -5.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.90% | 318 | $238.1M | Reduce -5.6% |
| PANW Palo Alto Networks Inc. | 2.81% | 678,562 | $231.4M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 2.53% | 3,479,278 | $207.7M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 2.41% | 1,333,633 | $197.8M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 2.35% | 376,973 | $193.6M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 2.25% | 246,971 | $185.0M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 362,572 | $181.4M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 1.95% | 489,080 | $160.1M | Reduce -0.8% |
| AVGO Broadcom Inc. | 1.88% | 409,492 | $154.7M | Add +22.1% |
| KLAC KLA Corp. | 1.83% | 498,542 | $150.4M | Add +19.4% |
| V Visa Inc. Class A | 1.69% | 405,537 | $139.1M | Reduce -0.1% |
| ODFL Old Dominion Freight Line | 1.69% | 641,260 | $138.9M | Reduce -0.2% |
| UNP Union Pacific Corp. | 1.59% | 480,021 | $130.6M | Reduce -19.2% |
| CASY Casey's General Stores Inc. | 1.51% | 155,740 | $123.8M | Reduce 0.0% |
| META Meta Platforms Inc. Class A | 1.28% | 186,651 | $105.1M | Add +1.1% |
| SPGI S&P Global Inc. | 1.23% | 247,443 | $100.8M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 1.21% | 282,417 | $99.8M | Reduce -3.5% |
| URI United Rentals Inc. | 1.20% | 86,985 | $98.5M | Add +20.1% |
| LOW Lowe's Cos Inc. | 1.18% | 439,775 | $97.0M | Reduce -1.6% |
| PGR Progressive Corp. | 1.02% | 384,540 | $84.0M | Reduce -2.0% |
| LAD Lithia Motors Inc. | 0.98% | 278,265 | $80.8M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.98% | 650,736 | $80.8M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.95% | 368,450 | $78.4M | Add +1.3% |
| BLK BlackRock Inc. | 0.91% | 77,933 | $74.9M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.91% | 187,721 | $74.7M | Add +12.0% |
| CSL Carlisle Cos Inc. | 0.88% | 200,409 | $72.7M | Add +3.6% |
| SYK Stryker Corp. | 0.79% | 207,365 | $65.3M | Add +36.0% |
| CDNS Cadence Design SYS Inc. | 0.78% | 170,593 | $64.0M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 126,117 | $63.2M | Reduce -9.6% |
| IWD iShares Russell 1000 Value E | 0.75% | 253,556 | $61.5M | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.74% | 610,865 | $60.6M | Add +13.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.66% | 647,813 | $54.3M | Reduce -2.2% |
| WFC Wells Fargo & Co. | 0.66% | 655,304 | $54.2M | Add +0.5% |
| PH Parker Hannifin Corp. | 0.60% | 50,718 | $49.6M | Add +194.9% |
| ICE Intercontinental Exchange Inc. | 0.59% | 395,731 | $48.7M | Add +0.6% |
| ABBV Abbvie Inc. | 0.59% | 193,443 | $48.7M | Add +4.0% |
| USB US Bancorp | 0.59% | 799,540 | $48.3M | Add +1.5% |
| CTAS Cintas Corp. | 0.55% | 266,472 | $45.3M | Add +0.7% |
| AZO AutoZone Inc. | 0.53% | 13,524 | $43.2M | Add +7.5% |
| COST Costco Wholesale Corp. | 0.51% | 44,758 | $41.9M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 0.47% | 218,564 | $38.5M | Add +1.0% |
| FINN First Natl of Nebraska Inc. | 0.46% | 2,029 | $38.0M | Reduce -0.1% |
| HD Home Depot Inc. | 0.46% | 106,516 | $37.6M | Add +0.6% |
| CPRT Copart Inc. | 0.45% | 1,306,876 | $36.8M | Add +3.2% |
| AMGN Amgen Inc. | 0.39% | 87,741 | $31.8M | Add +0.2% |
| ULTA Ulta Beauty Inc. | 0.38% | 69,705 | $31.4M | Add +0.8% |
| TT Trane Technologies PLC | 0.38% | 63,774 | $31.3M | Add +60.4% |
| LLY Eli Lilly & Co. | 0.37% | 25,479 | $30.6M | Add +2.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.35% | 486,454 | $28.9M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.35% | 69,295 | $28.8M | Add +3.0% |
| SHW The Sherwin-Williams Co. | 0.35% | 83,213 | $28.7M | Add +0.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.34% | 412,607 | $27.7M | Add +0.9% |
| LIN Linde PLC | 0.33% | 51,674 | $26.8M | Add +0.9% |
| PEP Pepsico Inc. | 0.31% | 185,728 | $25.1M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.30% | 294,983 | $24.4M | Reduce -11.3% |
| ABT Abbott Laboratories | 0.30% | 269,145 | $24.4M | Reduce -2.9% |
| CVX Chevron Corp. | 0.29% | 144,090 | $23.9M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 0.29% | 34,724 | $23.8M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 295,340 | $23.8M | Add +0.2% |
| MCD McDonald's Corp. | 0.29% | 87,536 | $23.7M | Add +0.4% |
| ADP Automatic Data Processing | 0.28% | 103,649 | $23.2M | Add +2.4% |
| EOG EOG Resources Inc. | 0.28% | 178,669 | $23.2M | Reduce -46.6% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 209,499 | $23.1M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 148,709 | $22.5M | Add +1.2% |
| NFLX Netflix Inc. | 0.25% | 288,995 | $20.6M | New |
| BMI Badger Meter Inc. | 0.24% | 135,764 | $20.1M | Add +39.4% |
| JNJ Johnson & Johnson | 0.24% | 76,239 | $19.4M | Add +1.2% |
| PLD Prologis Inc. | 0.21% | 129,709 | $17.6M | Add +1.0% |
| AFG American Financial Group Inc. | 0.19% | 112,410 | $15.7M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 39,944 | $12.1M | Reduce -0.0% |
| MRSH Marsh & McLennan Cos | 0.14% | 66,625 | $11.1M | Reduce -7.0% |
| GGG Graco Inc. | 0.14% | 146,834 | $11.1M | Add +0.7% |
| HSY The Hershey Co. | 0.13% | 63,041 | $11.1M | Reduce -0.8% |
| ETN Eaton Corp. PLC | 0.13% | 25,914 | $11.0M | Reduce -0.3% |
| QDF NT Qual Div ETF | 0.13% | 121,348 | $10.9M | Reduce -0.3% |
| ROL Rollins Inc. | 0.13% | 255,200 | $10.7M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.13% | 77,405 | $10.6M | Add +6.1% |
| WMT Walmart Inc. | 0.13% | 92,378 | $10.5M | Add +15.3% |
| FIX Comfort Systems USA Inc. | 0.12% | 4,930 | $9.8M | Reduce -15.4% |
| ING ING Groep N.V.-Sponsored ADR | 0.11% | 277,987 | $8.7M | No change |
| EPD Enterprise Products Partners | 0.11% | 236,597 | $8.7M | No change |
| AMT American Tower Corp. | 0.11% | 52,869 | $8.6M | Add +0.2% |
| BAH Booz Allen Hamilton Holdings | 0.10% | 141,869 | $8.6M | Reduce -4.9% |
| PM Philip Morris International | 0.10% | 47,439 | $8.6M | Add +2.2% |
| PEM HOLDING COMAPNY, LLC | 0.10% | 1 | $8.3M | No change |
| MSCI MSCI Inc. | 0.10% | 14,337 | $8.0M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.10% | 68,142 | $8.0M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.09% | 60,323 | $7.5M | Reduce -8.0% |
| EEM iShares MSCI Emerging Market | 0.09% | 108,908 | $7.5M | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.09% | 24,631 | $7.4M | Reduce -1.5% |
| INTU Intuit Inc. | 0.09% | 27,874 | $7.3M | Reduce -6.1% |
| MRK Merck & Co. Inc. | 0.09% | 56,105 | $7.2M | Add +0.5% |
| ET Energy Transfer LP | 0.08% | 343,257 | $6.6M | Add +1.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -0.3% | 4.11% | −0.44 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -5.6% | 2.90% | −0.38 |
| ZTS Zoetis Inc. | Reduce -91.8% | 0.02% | −0.38 |
| EOG EOG Resources Inc. | Reduce -46.6% | 0.28% | −0.37 |
| UNP Union Pacific Corp. | Reduce -19.2% | 1.59% | −0.37 |
| CHE Chemed Corp. | Reduce -93.0% | 0.03% | −0.31 |
| ADBE Adobe Inc. | Reduce -75.0% | 0.06% | −0.28 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 1.18% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 2.35% | −0.21 |
| POOL Pool Corp. | Reduce -85.8% | 0.03% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.6% | 0.77% | −0.16 |
| AAPL Apple Inc. | Reduce -4.5% | 4.15% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.51% | −0.10 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.31% | −0.09 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.30% | −0.09 |
| INTU Intuit Inc. | Reduce -6.1% | 0.09% | −0.09 |
| ACN Accenture PLC Class A | Reduce -8.0% | 0.09% | −0.08 |
| NVDA Nvidia Corp. | Reduce -5.0% | 3.43% | −0.08 |
| BWXT BWX Technologies Inc. | Reduce -42.0% | 0.06% | −0.06 |
| BAH Booz Allen Hamilton Holdings | Reduce -4.9% | 0.10% | −0.05 |
| HSY The Hershey Co. | Reduce -0.8% | 0.13% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -43.8% | 0.05% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -7.0% | 0.14% | −0.03 |
| PGR Progressive Corp. | Reduce -2.0% | 1.02% | −0.03 |
| CASY Casey's General Stores Inc. | Reduce 0.0% | 1.51% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 1.95% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -11.3% | 0.30% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.2% | 0.66% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.03% | −0.01 |
| ODFL Old Dominion Freight Line | Reduce -0.2% | 1.69% | −0.01 |
| MDT Medtronic PLC | Reduce -22.4% | 0.02% | −0.01 |
| TPL Texas Pacific Land Corp. | Reduce -26.0% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.07% | −0.01 |
| MO Altria Group Inc. | Reduce -15.7% | 0.04% | −0.01 |
| CELH Celsius Holdings Inc. | Reduce -0.4% | 0.02% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.5% | 0.02% | −0.01 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.1% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -7.6% | 0.02% | −0.01 |
| ITT Itt Corp. | Sold out | 0.00% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.00 |
| TGT Target Corp. | Reduce -7.6% | 0.04% | −0.00 |
| BIZD Vaneck BDC Income ETF | Reduce -8.9% | 0.02% | −0.00 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.4% | 0.03% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -15.2% | 0.03% | −0.00 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.00 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.00 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +3.4% | 2.81% | +1.39 |
| KLAC KLA Corp. | Add +19.4% | 1.83% | +1.00 |
| URI United Rentals Inc. | Add +20.1% | 1.20% | +0.48 |
| AVGO Broadcom Inc. | Add +22.1% | 1.88% | +0.48 |
| PH Parker Hannifin Corp. | Add +194.9% | 0.60% | +0.39 |
| NFLX Netflix Inc. | New | 0.25% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +6.4% | 2.25% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 5.47% | +0.18 |
| TT Trane Technologies PLC | Add +60.4% | 0.38% | +0.16 |
| SYK Stryker Corp. | Add +36.0% | 0.79% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +3.0% | 0.35% | +0.10 |
| APH Amphenol Corp. Class A | Add +1.0% | 0.47% | +0.10 |
| LLY Eli Lilly & Co. | Add +2.1% | 0.37% | +0.06 |
| BMI Badger Meter Inc. | Add +39.4% | 0.24% | +0.04 |
| ABBV Abbvie Inc. | Add +4.0% | 0.59% | +0.04 |
| USB US Bancorp | Add +1.5% | 0.59% | +0.03 |
| FERG Ferguson Enterprises Inc. | Add +852.5% | 0.03% | +0.03 |
| FND Floor & Decor Holdings Inc. Class A | Add +2.5% | 0.35% | +0.02 |
| CAT Caterpillar Inc. | Add +1.3% | 0.08% | +0.02 |
| KO The Coca-Cola Co. | Add +39.7% | 0.07% | +0.02 |
| LSCC Lattice Semiconductor Corp. | Add +0.4% | 0.06% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +142.4% | 0.03% | +0.02 |
| TYL Tyler Technologies Inc. | Add +134.3% | 0.04% | +0.02 |
| BELFB Bel Fuse Inc. Class B | Add +0.4% | 0.05% | +0.02 |
| AAON Aaon Inc. | Add +0.4% | 0.06% | +0.02 |
| GNRC Generac Holdings Inc. | Add +0.4% | 0.06% | +0.02 |
| PAVE Global X US Infrastructure | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 3.86% | +0.01 |
| AMD Advanced Micro Devices | Add +19.5% | 0.02% | +0.01 |
| UL Unilever PLC-Sponsored ADR | Add +131.3% | 0.02% | +0.01 |
| KNSL Kinsale Capital Group Inc. | Add +49.1% | 0.04% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +54.6% | 0.03% | +0.01 |
| CSL Carlisle Cos Inc. | Add +3.6% | 0.88% | +0.01 |
| RBA RB Global Inc. | Add +23.2% | 0.04% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.5% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +4.2% | 0.04% | +0.01 |
| GE General Electric | Add +2.4% | 0.05% | +0.01 |
| CBRE CBRE Group Inc. Class A | Add +92.6% | 0.02% | +0.01 |
| NXPI NXP Semiconductors NV | Add +30.9% | 0.02% | +0.01 |
| ALLE Allegion PLC | Add +90.9% | 0.02% | +0.01 |
| JCI Johnson Controls Internation | Add +51.6% | 0.02% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +1.1% | 0.09% | +0.01 |
| IFF Intl Flavors & Fragrances | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +17.5% | 0.04% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +1.3% | 0.95% | +0.01 |
| GIL Gildan Activewear Inc. | Add +52.5% | 0.03% | +0.01 |
| BDX Becton Dickinson and Co. | Add +45.9% | 0.03% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 0.07% | +0.01 |
| PPG PPG Industries Inc. | Add +20.4% | 0.03% | +0.01 |
| C Citigroup Inc. | Add +28.3% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 401 | $8.2B | GOOGL, IJH, AAPL, MSFT, AMZN |
| Q1 2026 | 396 | $7.4B | IJH, GOOGL, MSFT, AAPL, AMZN |
| Q4 2025 | 403 | $7.9B | MSFT, GOOGL, IJH, AAPL, AMZN |
| Q3 2025 | 414 | $7.8B | MSFT, GOOGL, AAPL, AMZN, IJH |
| Q2 2025 | 409 | $7.4B | MSFT, AMZN, AAPL, IJH, GOOGL |
| Q1 2025 | 392 | $6.9B | AAPL, MSFT, BRK.A, AMZN, IJH |
| Q4 2024 | 405 | $7.2B | AAPL, MSFT, AMZN, GOOGL, BRK.A |
| Q3 2024 | 402 | $7.2B | MSFT, AAPL, AMZN, BRK.A, GOOGL |
| Q2 2024 | 391 | $6.6B | MSFT, AAPL, AMZN, GOOGL, BRK.A |
| Q1 2024 | 206 | $3.2B | BRK.A, MSFT, AAPL, IJH, AMZN |