Bridges Investment Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Bridges Investment Management Inc. reported 409 stock positions worth $7.4 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Amazon.com (AMZN, 4.4%) and Apple (AAPL, 4.2%). Compared with Q1 2025, it opened 24 new positions, sold out of 7, added to 178 and reduced 137. The biggest buy was Amazon.com (AMZN, shares +4%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.4B (Q2 2025)
- SEC Filing
- 0001007295-25-000007 ↗ filed Jul 28, 2025
Holdings Value
Holdings 409 stocks · $7.4B
| MSFT Microsoft Corp. | 6.29% | 936,839 | $466.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 4.36% | 1,472,534 | $323.1M | Add +3.9% |
| AAPL Apple Inc. | 4.24% | 1,529,670 | $313.8M | Reduce -7.2% |
| IJH iShares Core S&P Midcap ETF | 3.84% | 4,581,466 | $284.1M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 3.81% | 1,598,545 | $281.7M | Reduce -1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.76% | 382 | $278.4M | Reduce -1.8% |
| NVDA Nvidia Corp. | 3.31% | 1,550,657 | $245.0M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 3.00% | 394,630 | $221.8M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.50% | 381,044 | $185.1M | Reduce -2.7% |
| VEA Vanguard Ftse Developed ETF | 2.37% | 3,080,951 | $175.6M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 2.16% | 3,226,154 | $159.6M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 2.14% | 1,447,377 | $158.2M | Add +1.0% |
| UNP Union Pacific Corp. | 2.09% | 671,927 | $154.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 2.08% | 530,730 | $153.9M | Reduce -0.2% |
| V Visa Inc. Class A | 2.02% | 420,172 | $149.2M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 1.93% | 698,318 | $142.9M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.84% | 184,759 | $136.4M | Add +6.9% |
| IVV iShares Core S&P 500 ETF | 1.62% | 192,841 | $119.7M | Add +6.0% |
| ODFL Old Dominion Freight Line | 1.51% | 688,961 | $111.8M | Add +0.7% |
| AVGO Broadcom Inc. | 1.46% | 393,367 | $108.4M | Reduce -1.7% |
| PGR Progressive Corp. | 1.46% | 404,372 | $107.9M | Reduce -0.4% |
| SPGI S&P Global Inc. | 1.43% | 201,265 | $106.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 1.28% | 303,336 | $94.6M | Add +7.1% |
| ISRG Intuitive Surgical Inc. | 1.27% | 173,388 | $94.2M | Add +0.7% |
| BLK BlackRock Inc. | 1.23% | 86,470 | $90.7M | Reduce -1.4% |
| CASY Casey's General Stores Inc. | 1.21% | 174,923 | $89.3M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 1.18% | 205,988 | $87.5M | Reduce -3.7% |
| LAD Lithia Motors Inc. | 1.17% | 255,599 | $86.3M | Add +5.9% |
| LOW Lowe's Cos Inc. | 1.11% | 370,974 | $82.3M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.99% | 377,072 | $73.2M | Reduce -2.2% |
| ICE Intercontinental Exchange Inc. | 0.95% | 382,126 | $70.1M | Reduce -1.2% |
| NOW ServiceNow Inc. | 0.92% | 65,990 | $67.8M | Reduce -0.4% |
| USB US Bancorp | 0.91% | 1,494,949 | $67.6M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.90% | 374,707 | $66.5M | Reduce -0.6% |
| CTAS Cintas Corp. | 0.81% | 270,631 | $60.3M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.79% | 143,614 | $58.2M | Add +2.4% |
| ADBE Adobe Inc. | 0.75% | 143,223 | $55.4M | Reduce -1.0% |
| CDNS Cadence Design SYS Inc. | 0.72% | 174,072 | $53.6M | Add +32.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.71% | 784,671 | $52.7M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.71% | 651,917 | $52.2M | Reduce -4.0% |
| URI United Rentals Inc. | 0.69% | 67,713 | $51.0M | Add +14.4% |
| COST Costco Wholesale Corp. | 0.63% | 47,145 | $46.7M | Reduce -0.5% |
| KLAC KLA Corp. | 0.62% | 51,207 | $45.9M | Reduce -0.9% |
| EOG EOG Resources Inc. | 0.59% | 366,794 | $43.9M | Reduce -0.2% |
| ZTS Zoetis Inc. | 0.56% | 267,452 | $41.7M | Reduce -1.5% |
| BWXT BWX Technologies Inc. | 0.56% | 288,401 | $41.5M | Add +2.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.53% | 440,438 | $38.9M | Reduce -0.6% |
| ULTA Ulta Beauty Inc. | 0.52% | 82,292 | $38.5M | Add +0.8% |
| HD Home Depot Inc. | 0.51% | 103,724 | $38.0M | Reduce -2.3% |
| SYK Stryker Corp. | 0.51% | 95,738 | $37.9M | Add +67.0% |
| CPRT Copart Inc. | 0.48% | 726,009 | $35.6M | Reduce -11.7% |
| ABBV Abbvie Inc. | 0.48% | 189,972 | $35.3M | Reduce -1.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.47% | 461,795 | $35.1M | Add +44.0% |
| CHE Chemed Corp. | 0.47% | 71,492 | $34.8M | Add +0.7% |
| ABT Abbott Laboratories | 0.45% | 244,639 | $33.3M | Reduce -1.4% |
| AZO AutoZone Inc. | 0.42% | 8,335 | $30.9M | Add +1.3% |
| ADP Automatic Data Processing | 0.41% | 97,652 | $30.1M | Reduce -2.1% |
| SHW The Sherwin-Williams Co. | 0.38% | 82,783 | $28.4M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.37% | 94,402 | $27.6M | Reduce -3.7% |
| PEP Pepsico Inc. | 0.37% | 206,828 | $27.3M | Reduce -2.9% |
| FINN First Natl of Nebraska Inc. | 0.36% | 2,039 | $27.0M | No change |
| AMGN Amgen Inc. | 0.34% | 91,278 | $25.5M | Reduce -1.6% |
| IEMG iShares Core MSCI Emerging | 0.33% | 411,850 | $24.7M | Reduce -0.3% |
| INTU Intuit Inc. | 0.33% | 31,279 | $24.6M | Reduce -2.0% |
| LIN Linde PLC | 0.33% | 52,298 | $24.5M | Reduce -2.1% |
| CVX Chevron Corp. | 0.29% | 148,448 | $21.3M | Add +0.3% |
| POOL Pool Corp. | 0.28% | 72,202 | $21.0M | Add +1.7% |
| APH Amphenol Corp. Class A | 0.28% | 211,446 | $20.9M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 148,313 | $18.3M | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.24% | 59,952 | $17.9M | Reduce -4.5% |
| LMT Lockheed Martin Corp. | 0.23% | 37,366 | $17.3M | Reduce -4.2% |
| CSL Carlisle Cos Inc. | 0.23% | 46,093 | $17.2M | Add +11.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 59,883 | $16.8M | Add +24.4% |
| VOO Vanguard S&P 500 ETF | 0.23% | 29,366 | $16.7M | Reduce -0.6% |
| MRSH Marsh & McLennan Cos | 0.22% | 73,019 | $16.0M | Reduce -3.0% |
| ROL Rollins Inc. | 0.20% | 256,663 | $14.5M | Reduce -2.5% |
| GHLD Guild Holdings Co. Class A | 0.19% | 704,741 | $13.9M | No change |
| PLD Prologis Inc. | 0.18% | 129,638 | $13.6M | Reduce -3.7% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 147,810 | $13.6M | Add +0.7% |
| AFG American Financial Group Inc. | 0.18% | 104,136 | $13.1M | Add +3.5% |
| AMT American Tower Corp. | 0.17% | 57,696 | $12.8M | Reduce -29.0% |
| BAH Booz Allen Hamilton Holdings | 0.17% | 121,456 | $12.6M | Reduce -1.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.17% | 567,485 | $12.4M | No change |
| PH Parker Hannifin Corp. | 0.17% | 17,640 | $12.3M | Reduce -1.4% |
| GGG Graco Inc. | 0.16% | 139,235 | $12.0M | Add +0.3% |
| JNJ Johnson & Johnson | 0.16% | 77,996 | $11.9M | Add +4.4% |
| TGT Target Corp. | 0.16% | 119,160 | $11.8M | Reduce -1.6% |
| PM Philip Morris International | 0.15% | 61,488 | $11.2M | Reduce -5.2% |
| HSY The Hershey Co. | 0.15% | 64,883 | $10.8M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 0.14% | 28,161 | $10.1M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 41,071 | $9.7M | Add +23.1% |
| QDF NT Qual Div ETF | 0.12% | 124,121 | $9.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.12% | 11,047 | $8.6M | Add +1.1% |
| WMT Walmart Inc. | 0.11% | 86,770 | $8.5M | Reduce -0.3% |
| PEM HOLDING COMAPNY, LLC | 0.11% | 1 | $8.3M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 75,584 | $8.1M | Reduce -1.2% |
| IWB iShares Russell 1000 ETF | 0.10% | 21,557 | $7.3M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.09% | 41,859 | $6.7M | Reduce -1.9% |
| EPD Enterprise Products Partners | 0.09% | 203,738 | $6.3M | Add +5.9% |
| TXN Texas Instruments Inc. | 0.08% | 30,267 | $6.3M | Reduce -8.3% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -7.2% | 4.24% | −1.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.8% | 3.76% | −0.72 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 2.50% | −0.51 |
| ATR Aptargroup Inc. | Reduce -82.9% | 0.08% | −0.38 |
| UNP Union Pacific Corp. | Reduce -0.3% | 2.09% | −0.21 |
| PGR Progressive Corp. | Reduce -0.4% | 1.46% | −0.20 |
| CPRT Copart Inc. | Reduce -11.7% | 0.48% | −0.19 |
| V Visa Inc. Class A | Reduce -1.8% | 2.02% | −0.15 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.48% | −0.10 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.37% | −0.09 |
| EOG EOG Resources Inc. | Reduce -0.2% | 0.59% | −0.09 |
| AMT American Tower Corp. | Reduce -29.0% | 0.17% | −0.08 |
| ALC Alcon Inc. | Reduce -0.6% | 0.53% | −0.08 |
| ZTS Zoetis Inc. | Reduce -1.5% | 0.56% | −0.08 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.34% | −0.07 |
| MCD McDonald's Corp. | Reduce -3.7% | 0.37% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 0.99% | −0.06 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.75% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -3.0% | 0.22% | −0.05 |
| SPGI S&P Global Inc. | Reduce -0.5% | 1.43% | −0.05 |
| HD Home Depot Inc. | Reduce -2.3% | 0.51% | −0.05 |
| ACN Accenture PLC Class A | Reduce -4.5% | 0.24% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.38% | −0.04 |
| PLD Prologis Inc. | Reduce -3.7% | 0.18% | −0.03 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.41% | −0.03 |
| TPL Texas Pacific Land Corp. | Reduce -29.5% | 0.03% | −0.03 |
| LIN Linde PLC | Reduce -2.1% | 0.33% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.45% | −0.03 |
| TGT Target Corp. | Reduce -1.6% | 0.16% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.11% | −0.02 |
| HSY The Hershey Co. | Reduce -3.5% | 0.15% | −0.02 |
| CGNX Cognex Corp. | Sold out | 0.00% | −0.02 |
| EIPI FT Energy Income ETF | Reduce -30.8% | 0.03% | −0.02 |
| TJX TJX Companies Inc. | Reduce -2.1% | 0.25% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -4.2% | 0.23% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.63% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Reduce -1.5% | 0.17% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -1.2% | 0.95% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.09% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -0.5% | 0.03% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.06% | −0.01 |
| ROL Rollins Inc. | Reduce -2.5% | 0.20% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -9.1% | 0.04% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.4% | 0.06% | −0.01 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.01 |
| COP Conocophillips | Reduce -1.0% | 0.02% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.0% | 0.04% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| CROW HOLDINGS REALTY PARTNERS | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Add +3.9% | 4.36% | +0.48 |
| META Meta Platforms Inc. Class A | Add +6.9% | 1.84% | +0.41 |
| CDNS Cadence Design SYS Inc. | Add +32.6% | 0.72% | +0.24 |
| SYK Stryker Corp. | Add +67.0% | 0.51% | +0.20 |
| BWXT BWX Technologies Inc. | Add +2.0% | 0.56% | +0.16 |
| URI United Rentals Inc. | Add +14.4% | 0.69% | +0.15 |
| LAD Lithia Motors Inc. | Add +5.9% | 1.17% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 1.62% | +0.14 |
| FND Floor & Decor Holdings Inc. Class A | Add +44.0% | 0.47% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 2.16% | +0.09 |
| ULTA Ulta Beauty Inc. | Add +0.8% | 0.52% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +24.4% | 0.23% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 1.27% | +0.04 |
| CSL Carlisle Cos Inc. | Add +11.2% | 0.23% | +0.03 |
| FIX Comfort Systems USA Inc. | Add +14.8% | 0.06% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +23.1% | 0.13% | +0.02 |
| ADSK Autodesk Inc. | Add +45.2% | 0.06% | +0.02 |
| APG Api Group Corp. | Add +15.4% | 0.05% | +0.02 |
| EVR Evercore Inc. Class A | Add +15.5% | 0.05% | +0.01 |
| GMS GMS Inc. | Add +15.4% | 0.04% | +0.01 |
| XPO Xpo Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 3.84% | +0.01 |
| BMI Badger Meter Inc. | Add +14.4% | 0.04% | +0.01 |
| WMS Advanced Drainage Systems Inc. | Add +49.9% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +37.0% | 0.03% | +0.01 |
| ACLS Axcelis Technologies Inc. | Add +15.4% | 0.03% | +0.01 |
| COF Capital One Financial Corp. | Add +22.6% | 0.03% | +0.01 |
| CELH Celsius Holdings Inc. | Add +13.3% | 0.03% | +0.01 |
| ALLE Allegion PLC | New | 0.01% | +0.01 |
| XPEL Xpel Inc. | Add +15.4% | 0.03% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.07% | +0.01 |
| FIVE FOUNTAINS APARTMENTS, LLC | New | 0.01% | +0.01 |
| HWKN Hawkins Inc. | Add +15.4% | 0.02% | +0.01 |
| CLH Clean Harbors Inc. | Add +15.5% | 0.03% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.01% | +0.01 |
| NMIH Nmi Holdings Inc. | Add +15.4% | 0.03% | +0.01 |
| CACI Caci International Inc. Class A | Add +15.6% | 0.02% | +0.01 |
| DFIN Donnelley Financial Solution | Add +15.4% | 0.02% | +0.01 |
| GE General Electric | Add +0.9% | 0.03% | +0.01 |
| STT State Street Corp. | Add +1.6% | 0.05% | +0.01 |
| CVNA Carvana Co. | New | 0.01% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +1.7% | 0.10% | +0.01 |
| ABG Asbury Automotive Group | Add +15.0% | 0.03% | +0.00 |
| VRT Vertiv Holdings Co. Class A | New | 0.00% | +0.00 |
| FOXF Fox Factory Holding Corp. | Add +15.4% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.6% | 0.03% | +0.00 |
| DT Dynatrace Inc. | Add +13.3% | 0.02% | +0.00 |
| CHWY Chewy Inc. Class A | New | 0.00% | +0.00 |
| LECO Lincoln Electric Holdings | Add +9.3% | 0.04% | +0.00 |
| C Citigroup Inc. | Add +27.4% | 0.01% | +0.00 |
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 |