Bridges Investment Management Inc.

Name: BRIDGES INVESTMENT MANAGEMENT INC 13F holdings, Q2 2024
Creator: BRIDGES INVESTMENT MANAGEMENT INC
Published: 2024-08-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Bridges Investment Management Inc. reported 391 stock positions worth $6.6 billion. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Apple (AAPL, 5.8%) and Amazon.com (AMZN, 4.7%). Compared with Q1 2024, it opened 189 new positions, sold out of 5, added to 183 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +133%) and the biggest sale an exit from Bridges Investment Fund-I (BRGIX).

Most Recent 13F: Q2 2026
Location: OMAHA, NE
CIK: 0001007295
Portfolio Value: $6.6B (Q2 2024)
SEC Filing: 0001007295-24-000004 ↗ filed Aug 13, 2024

Holdings Value

Holdings 391 stocks · $6.6B


MSFT Microsoft Corp.	6.57%	966,674	$432.1M	Add +135.6%
AAPL Apple Inc.	5.76%	1,798,340	$378.8M	Add +99.5%
AMZN Amazon.com Inc.	4.74%	1,613,024	$311.7M	Add +134.7%
GOOGL Alphabet Inc. Class A	4.74%	1,709,464	$311.4M	Add +133.0%
BRK.A Berkshire Hathaway Inc. Class A	3.82%	410	$251.0M	Add +31.8%
IJH iShares Core S&P Midcap ETF	3.58%	4,024,389	$235.5M	Add +60.4%
NVDA Nvidia Corp.	3.30%	1,757,326	$217.1M	Add +63.5%
MA Mastercard Inc. Class A	2.78%	413,814	$182.6M	Add +96.7%
BRK.B Berkshire Hathaway Inc. Class B	2.49%	401,995	$163.5M	Add +69.8%
UNP Union Pacific Corp.	2.43%	704,769	$159.5M	Add +186.4%
UNH Unitedhealth Group Inc.	2.38%	307,733	$156.7M	Add +188.1%
VEA Vanguard Ftse Developed ETF	2.22%	2,953,043	$145.9M	Add +38.1%
IJR iShares Core S&P Small-Cap E	2.10%	1,296,608	$138.3M	Add +58.5%
VWO Vanguard Ftse Emerging Marke	1.96%	2,947,119	$129.0M	Add +41.5%
V Visa Inc. Class A	1.78%	444,615	$116.7M	Add +114.9%
PANW Palo Alto Networks Inc.	1.77%	342,596	$116.1M	Add +91.4%
JPM JPMorgan Chase & Co.	1.72%	558,620	$113.0M	Add +131.9%
ODFL Old Dominion Freight Line	1.65%	615,272	$108.7M	Add +136.0%
SPGI S&P Global Inc.	1.41%	207,321	$92.5M	Add +157.8%
IWF iShares Russell 1000 Growth	1.37%	247,537	$90.2M	Add +44.0%
PGR Progressive Corp.	1.36%	431,480	$89.6M	Add +117.0%
META Meta Platforms Inc. Class A	1.34%	174,142	$87.8M	Add +94.4%
LOW Lowe's Cos Inc.	1.26%	375,240	$82.7M	Add +164.8%
GOOG Alphabet Inc. Class C	1.22%	438,366	$80.4M	Add +56.0%
ADBE Adobe Inc.	1.22%	144,718	$80.4M	Add +117.6%
TMO Thermo Fisher Scientific Inc.	1.14%	135,011	$74.7M	Add +170.6%
BLK BlackRock Finance Inc.	1.10%	92,248	$72.6M	Add +121.1%
ISRG Intuitive Surgical Inc.	1.07%	158,591	$70.5M	Add +137.9%
AVGO Broadcom Inc.	1.06%	43,508	$69.9M	Add +338.9%
IVV iShares Core S&P 500 ETF	1.06%	127,450	$69.7M	Add +79.1%
CASY Casey's General Stores Inc.	1.03%	177,190	$67.6M	Add +110.0%
IWD iShares Russell 1000 Value E	0.95%	359,316	$62.7M	Add +49.9%
NOW ServiceNow Inc.	0.92%	77,136	$60.7M	Add +66.6%
ICE Intercontinental Exchange Inc.	0.83%	397,198	$54.4M	Add +119.6%
VEU Vanguard Ftse All-World Ex-U	0.76%	853,864	$50.1M	Add +31.2%
WFC Wells Fargo & Co.	0.74%	814,487	$48.4M	Add +6978.2%
CTAS Cintas Corp.	0.73%	68,065	$47.7M	Add +190.0%
ZTS Zoetis Inc.	0.72%	274,081	$47.5M	Add +165.4%
CPRT Copart Inc.	0.71%	866,651	$46.9M	Add +164.8%
EOG EOG Resources Inc.	0.67%	351,177	$44.2M	Add +120.1%
KLAC KLA Corp.	0.64%	51,178	$42.2M	Add +656.6%
ALC Alcon Inc. filed as ALCON AG	0.62%	459,856	$41.0M	Add +63.7%
COST Costco Wholesale Corp.	0.62%	48,140	$40.9M	Add +274.0%
LAD Lithia Motors Inc.	0.62%	160,860	$40.6M	Add +118.9%
HD Home Depot Inc.	0.62%	117,911	$40.6M	Add +59.1%
CHE Chemed Corp.	0.58%	70,080	$38.0M	Add +110.7%
PEP Pepsico Inc.	0.55%	218,602	$36.1M	Add +130.8%
BWXT BWX Technologies Inc.	0.52%	359,147	$34.1M	Add +76.3%
ABBV Abbvie Inc.	0.47%	181,039	$31.1M	Add +124.9%
ULTA Ulta Beauty Inc.	0.46%	78,559	$30.3M	Add +128.8%
ATR Aptargroup Inc.	0.46%	214,590	$30.2M	Add +78.0%
AMGN Amgen Inc.	0.45%	94,503	$29.5M	Add +207.8%
AMT American Tower Corp.	0.44%	149,209	$29.0M	Add +118.5%
FINN First Natl of Nebraska Inc.	0.40%	2,258	$26.4M	Add +315.8%
ABT Abbott Laboratories	0.40%	252,646	$26.3M	Add +173.1%
MCD McDonald's Corp.	0.40%	102,282	$26.1M	Add +107.2%
SHW The Sherwin-Williams Co.	0.39%	86,468	$25.8M	Add +128.6%
CVX Chevron Corp.	0.36%	151,947	$23.8M	Add +76.7%
ADP Automatic Data Processing	0.36%	99,517	$23.8M	Add +369.1%
LIN Linde PLC	0.35%	53,097	$23.3M	Add +428.8%
SYK Stryker Corp.	0.34%	66,628	$22.7M	Add +335.4%
IEMG iShares Core MSCI Emerging	0.34%	412,220	$22.1M	Add +12.3%
INTU Intuit Inc.	0.32%	31,987	$21.0M	Add +536.7%
POOL Pool Corp.	0.32%	68,159	$20.9M	Add +170.2%
GNRC Generac Holdings Inc.	0.32%	157,204	$20.8M	Add +75.7%
TGT Target Corp.	0.29%	130,560	$19.3M	Add +185.7%
ACN Accenture PLC Class A	0.29%	63,690	$19.3M	Add +211.6%
LMT Lockheed Martin Corp.	0.28%	39,070	$18.2M	Add +190.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.25%	150,908	$16.6M	Add +470.3%
URI United Rentals Inc.	0.25%	25,080	$16.2M	New
BAH Booz Allen Hamilton Holdings	0.23%	97,502	$15.0M	Add +372.3%
PLD Prologis Inc.	0.23%	132,325	$14.9M	Add +508.8%
VOO Vanguard S&P 500 ETF	0.22%	29,503	$14.8M	Add +1689.1%
ROL Rollins Inc.	0.19%	261,049	$12.7M	Add +440.9%
JNJ Johnson & Johnson	0.19%	86,997	$12.7M	Add +74.2%
HSY The Hershey Co.	0.19%	68,051	$12.5M	Add +353.6%
IWR iShares Russell Mid-Cap ETF	0.18%	149,369	$12.1M	Add +222.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.17%	46,395	$11.2M	Add +292.2%
GHLD Guild Holdings Co. Class A	0.16%	709,741	$10.5M	New
NKE Nike Inc. Class B	0.16%	137,859	$10.4M	Add +283.8%
LLY Eli Lilly & Co.	0.16%	11,361	$10.3M	Add +14.5%
APH Amphenol Corp. Class A	0.15%	149,674	$10.1M	Add +525.7%
ING ING Groep N.V.-Sponsored ADR	0.15%	582,485	$10.0M	Add +11.6%
TPL Texas Pacific Land Corp.	0.15%	13,128	$9.6M	Add +257.2%
ETN Eaton Corp. PLC	0.15%	30,693	$9.6M	Add +163.5%
QDF NT Qual Div ETF	0.15%	143,420	$9.5M	Add +5.4%
GGG Graco Inc.	0.14%	117,617	$9.3M	Add +428.9%
XOM Exxon Mobil Corp.	0.14%	78,812	$9.1M	Add +29.9%
PH Parker Hannifin Corp.	0.14%	17,555	$8.9M	New
MRK Merck & Co. Inc.	0.12%	66,171	$8.2M	Add +49.2%
TXN Texas Instruments Inc.	0.12%	40,193	$7.8M	Add +17.9%
PM Philip Morris International	0.11%	74,541	$7.6M	Add +57.9%
VB Vanguard Most SM-Cap ETF-Usd	0.11%	32,877	$7.2M	Add +161.4%
PG The Procter & Gamble Co.	0.11%	42,186	$7.0M	Add +96.2%
EW Edwards Lifesciences Corp.	0.11%	75,247	$7.0M	Reduce -53.4%
IWB iShares Russell 1000 ETF	0.10%	21,090	$6.3M	New
CMCSA Comcast Corp. Class A	0.09%	155,850	$6.1M	Add +46.0%
WMT Walmart Inc.	0.09%	82,667	$5.6M	Add +44.1%
EPD Enterprise Products Partners	0.08%	192,363	$5.6M	Add +215.6%
IVW iShares S&P 500 Growth ETF	0.08%	57,540	$5.3M	Add +272.1%

Show all 391 holdings

Portfolio Sells Q1 2024 → Q2 2024


BRGIX Bridges Investment Fund-I	Sold out	0.00%	−3.57
EW Edwards Lifesciences Corp.	Reduce -53.4%	0.11%	−0.38
PYPL PayPal Holdings Inc.	Reduce -68.3%	0.02%	−0.10
FEI First Trust MLP and Energy I	Sold out	0.00%	−0.10
HON Honeywell International Inc.	Reduce -4.4%	0.07%	−0.08
CABO Cable One Inc.	Reduce -48.8%	0.01%	−0.05
DIS The Walt Disney Co.	Reduce -11.7%	0.02%	−0.04
TRU Transunion	Reduce -35.4%	0.02%	−0.04
EL Estee Lauder Companies Class A	Sold out	0.00%	−0.04
WBA Walgreens Boots Alliance Inc.	Sold out	0.00%	−0.01
KMB Kimberly-Clark Corp.	Reduce -2.2%	0.01%	−0.01
TROW T Rowe Price Group Inc.	Sold out	0.00%	−0.01

Portfolio Buys Q1 2024 → Q2 2024


GOOGL Alphabet Inc. Class A	Add +133.0%	4.74%	+1.28
MSFT Microsoft Corp.	Add +135.6%	6.57%	+1.18
AAPL Apple Inc.	Add +99.5%	5.76%	+0.94
AMZN Amazon.com Inc.	Add +134.7%	4.74%	+0.87
UNH Unitedhealth Group Inc.	Add +188.1%	2.38%	+0.73
WFC Wells Fargo & Co.	Add +6978.2%	0.74%	+0.72
AVGO Broadcom Inc.	Add +338.9%	1.06%	+0.65
UNP Union Pacific Corp.	Add +186.4%	2.43%	+0.54
KLAC KLA Corp.	Add +656.6%	0.64%	+0.49
SPGI S&P Global Inc.	Add +157.8%	1.41%	+0.34
COST Costco Wholesale Corp.	Add +274.0%	0.62%	+0.33
NVDA Nvidia Corp.	Add +63.5%	3.30%	+0.27
URI United Rentals Inc.	New	0.25%	+0.25
ISRG Intuitive Surgical Inc.	Add +137.9%	1.07%	+0.24
TMO Thermo Fisher Scientific Inc.	Add +170.6%	1.14%	+0.23
CTAS Cintas Corp.	Add +190.0%	0.73%	+0.22
INTU Intuit Inc.	Add +536.7%	0.32%	+0.22
JPM JPMorgan Chase & Co.	Add +131.9%	1.72%	+0.21
LIN Linde PLC	Add +428.8%	0.35%	+0.21
VOO Vanguard S&P 500 ETF	Add +1689.1%	0.22%	+0.20
ADP Automatic Data Processing	Add +369.1%	0.36%	+0.20
CASY Casey's General Stores Inc.	Add +110.0%	1.03%	+0.19
FINN First Natl of Nebraska Inc.	Add +315.8%	0.40%	+0.19
PANW Palo Alto Networks Inc.	Add +91.4%	1.77%	+0.18
ZTS Zoetis Inc.	Add +165.4%	0.72%	+0.18
AMGN Amgen Inc.	Add +207.8%	0.45%	+0.18
ADBE Adobe Inc.	Add +117.6%	1.22%	+0.18
SYK Stryker Corp.	Add +335.4%	0.34%	+0.17
TJX TJX Companies Inc.	Add +470.3%	0.25%	+0.17
GHLD Guild Holdings Co. Class A	New	0.16%	+0.16
PLD Prologis Inc.	Add +508.8%	0.23%	+0.14
PH Parker Hannifin Corp.	New	0.14%	+0.14
BAH Booz Allen Hamilton Holdings	Add +372.3%	0.23%	+0.13
LOW Lowe's Cos Inc.	Add +164.8%	1.26%	+0.13
ROL Rollins Inc.	Add +440.9%	0.19%	+0.12
CPRT Copart Inc.	Add +164.8%	0.71%	+0.12
APH Amphenol Corp. Class A	Add +525.7%	0.15%	+0.11
HSY The Hershey Co.	Add +353.6%	0.19%	+0.10
IWB iShares Russell 1000 ETF	New	0.10%	+0.10
LMT Lockheed Martin Corp.	Add +190.3%	0.28%	+0.09
TPL Texas Pacific Land Corp.	Add +257.2%	0.15%	+0.08
PGR Progressive Corp.	Add +117.0%	1.36%	+0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +292.2%	0.17%	+0.08
IWM iShares Russell 2000 ETF	New	0.08%	+0.08
GGG Graco Inc.	Add +428.9%	0.14%	+0.08
ACN Accenture PLC Class A	Add +211.6%	0.29%	+0.07
ABT Abbott Laboratories	Add +173.1%	0.40%	+0.07
IWR iShares Russell Mid-Cap ETF	Add +222.2%	0.18%	+0.06
QUAL iShares MSCI USA Quality Fac	Add +1347.5%	0.07%	+0.06
NKE Nike Inc. Class B	Add +283.8%	0.16%	+0.05

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