Bridges Investment Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Bridges Investment Management Inc. reported 403 stock positions worth $7.9 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and iShares Core S&P Midcap ETF (IJH, 5.0%). Compared with Q3 2025, it opened 24 new positions, sold out of 36, added to 152 and reduced 168. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +35%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.9B (Q4 2025)
- SEC Filing
- 0001007295-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 403 stocks · $7.9B
| MSFT Microsoft Corp. | 5.54% | 903,355 | $436.9M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 5.51% | 1,387,611 | $434.3M | Reduce -11.8% |
| IJH iShares Core S&P Midcap ETF | 5.04% | 6,015,226 | $397.0M | Add +35.4% |
| AAPL Apple Inc. | 4.72% | 1,368,537 | $372.1M | Reduce -8.5% |
| AMZN Amazon.com Inc. | 4.15% | 1,418,655 | $327.5M | Reduce -2.2% |
| NVDA Nvidia Corp. | 3.54% | 1,497,363 | $279.3M | Add +0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.38% | 353 | $266.4M | Reduce -4.1% |
| VEA Vanguard Ftse Developed ETF | 3.30% | 4,165,019 | $260.2M | Add +3.9% |
| MA Mastercard Inc. Class A | 2.76% | 380,742 | $217.4M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.36% | 369,471 | $185.7M | Reduce -2.5% |
| VWO Vanguard Ftse Emerging Marke | 2.28% | 3,337,149 | $179.4M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 2.24% | 257,894 | $176.6M | Add +30.1% |
| UNP Union Pacific Corp. | 2.05% | 697,106 | $161.3M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 2.03% | 497,685 | $160.4M | Reduce -5.7% |
| IJR iShares Core S&P Small-Cap E | 2.02% | 1,323,661 | $159.1M | Add +2.3% |
| V Visa Inc. Class A | 1.82% | 408,040 | $143.1M | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 1.58% | 674,387 | $124.2M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.54% | 184,106 | $121.5M | Add +1.1% |
| AVGO Broadcom Inc. | 1.53% | 347,480 | $120.3M | Reduce -6.1% |
| SPGI S&P Global Inc. | 1.46% | 219,986 | $115.0M | Add +10.5% |
| ODFL Old Dominion Freight Line | 1.38% | 691,568 | $108.4M | Add +0.6% |
| LOW Lowe's Cos Inc. | 1.37% | 446,441 | $107.7M | Add +6.1% |
| ISRG Intuitive Surgical Inc. | 1.22% | 169,622 | $96.1M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.22% | 305,698 | $95.9M | Reduce -18.6% |
| LAD Lithia Motors Inc. | 1.20% | 284,325 | $94.5M | Add +8.0% |
| PGR Progressive Corp. | 1.15% | 398,118 | $90.7M | Reduce -0.4% |
| CASY Casey's General Stores Inc. | 1.11% | 158,168 | $87.4M | Reduce -9.2% |
| BLK BlackRock Inc. | 1.08% | 79,621 | $85.2M | Reduce -7.8% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 141,442 | $82.0M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 1.03% | 172,114 | $81.5M | Reduce -1.3% |
| NOW ServiceNow Inc. | 0.82% | 423,815 | $64.9M | Add +11.9% |
| ICE Intercontinental Exchange Inc. | 0.81% | 392,973 | $63.6M | Add +3.8% |
| KLAC KLA Corp. | 0.77% | 49,999 | $60.8M | Reduce -2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.77% | 316,978 | $60.7M | Add +14.5% |
| WFC Wells Fargo & Co. | 0.77% | 649,938 | $60.6M | Reduce -0.1% |
| CSL Carlisle Cos Inc. | 0.73% | 179,770 | $57.5M | Add +21.4% |
| URI United Rentals Inc. | 0.71% | 69,583 | $56.3M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 0.71% | 267,626 | $56.3M | Reduce -2.0% |
| CDNS Cadence Design SYS Inc. | 0.69% | 172,894 | $54.0M | Add +0.3% |
| SYK Stryker Corp. | 0.65% | 144,689 | $50.9M | Add +16.0% |
| CTAS Cintas Corp. | 0.63% | 266,038 | $50.0M | Reduce -1.8% |
| ULTA Ulta Beauty Inc. | 0.62% | 80,991 | $49.0M | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 643,712 | $47.4M | Add +1.2% |
| ADBE Adobe Inc. | 0.54% | 122,381 | $42.8M | Reduce -13.0% |
| ABBV Abbvie Inc. | 0.54% | 187,387 | $42.8M | Reduce -2.5% |
| USB US Bancorp | 0.54% | 797,279 | $42.5M | Reduce -46.6% |
| BWXT BWX Technologies Inc. | 0.51% | 232,540 | $40.2M | Reduce -18.7% |
| COST Costco Wholesale Corp. | 0.50% | 45,265 | $39.0M | Reduce -4.3% |
| HD Home Depot Inc. | 0.47% | 107,367 | $36.9M | Reduce -3.8% |
| CPRT Copart Inc. | 0.45% | 915,183 | $35.8M | Add +30.4% |
| EOG EOG Resources Inc. | 0.45% | 336,859 | $35.4M | Reduce -8.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.41% | 412,247 | $32.5M | Reduce -5.2% |
| FINN First Natl of Nebraska Inc. | 0.40% | 2,043 | $31.7M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.38% | 240,377 | $30.1M | Reduce -2.3% |
| AMGN Amgen Inc. | 0.37% | 88,593 | $29.0M | Reduce -4.0% |
| APH Amphenol Corp. Class A | 0.36% | 211,268 | $28.6M | Reduce -3.2% |
| AZO AutoZone Inc. | 0.36% | 8,341 | $28.3M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 0.35% | 412,319 | $27.7M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.34% | 88,700 | $27.1M | Reduce -5.4% |
| PEP Pepsico Inc. | 0.34% | 188,855 | $27.1M | Reduce -8.2% |
| SHW The Sherwin-Williams Co. | 0.34% | 82,205 | $26.6M | Reduce -1.8% |
| CHE Chemed Corp. | 0.34% | 61,869 | $26.5M | Reduce -6.4% |
| LLY Eli Lilly & Co. | 0.32% | 23,822 | $25.6M | Add +106.9% |
| ADP Automatic Data Processing | 0.31% | 95,162 | $24.5M | Reduce -3.5% |
| FND Floor & Decor Holdings Inc. Class A | 0.31% | 396,378 | $24.1M | Reduce -17.6% |
| UNH Unitedhealth Group Inc. | 0.29% | 68,137 | $22.5M | Reduce -34.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 145,736 | $22.4M | Reduce -4.0% |
| ZTS Zoetis Inc. | 0.28% | 172,730 | $21.7M | Reduce -33.6% |
| LIN Linde PLC | 0.27% | 50,746 | $21.6M | Reduce -4.1% |
| CVX Chevron Corp. | 0.27% | 140,590 | $21.4M | Reduce -6.6% |
| INTU Intuit Inc. | 0.26% | 30,547 | $20.2M | Reduce -3.4% |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 208,896 | $20.1M | Add +42.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 67,485 | $19.6M | Add +13.3% |
| VOO Vanguard S&P 500 ETF | 0.25% | 30,873 | $19.4M | Add +7.0% |
| ACN Accenture PLC Class A | 0.23% | 68,310 | $18.3M | Reduce -6.4% |
| PLD Prologis Inc. | 0.21% | 127,812 | $16.3M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.20% | 76,622 | $15.9M | Reduce -0.4% |
| ROL Rollins Inc. | 0.19% | 251,765 | $15.1M | Reduce -4.0% |
| PH Parker Hannifin Corp. | 0.19% | 17,054 | $15.0M | Reduce -4.7% |
| AFG American Financial Group Inc. | 0.18% | 106,662 | $14.6M | Reduce -0.3% |
| SMMD iShares Russell 2500 ETF | 0.18% | 184,192 | $13.8M | New |
| MRSH Marsh & McLennan Cos | 0.17% | 73,889 | $13.7M | Reduce -3.0% |
| GGG Graco Inc. | 0.15% | 139,663 | $11.4M | Reduce -2.5% |
| HSY The Hershey Co. | 0.14% | 62,279 | $11.3M | Reduce -5.1% |
| BAH Booz Allen Hamilton Holdings | 0.13% | 121,589 | $10.3M | Reduce -24.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 39,702 | $10.2M | Reduce -0.3% |
| QDF NT Qual Div ETF | 0.13% | 122,512 | $9.9M | Reduce -0.5% |
| WMT Walmart Inc. | 0.12% | 87,906 | $9.8M | Reduce -2.4% |
| POOL Pool Corp. | 0.12% | 41,266 | $9.4M | Reduce -41.0% |
| XOM Exxon Mobil Corp. | 0.12% | 75,460 | $9.1M | Reduce -1.3% |
| AMT American Tower Corp. | 0.11% | 49,527 | $8.7M | Reduce -8.3% |
| ETN Eaton Corp. PLC | 0.11% | 26,283 | $8.4M | Reduce -7.0% |
| PEM HOLDING COMAPNY, LLC | 0.11% | 1 | $8.3M | No change |
| PM Philip Morris International | 0.10% | 49,619 | $8.0M | Reduce -7.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.10% | 277,987 | $7.8M | Reduce -44.8% |
| MSCI MSCI Inc. | 0.09% | 12,621 | $7.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 10,595 | $7.2M | No change |
| EPD Enterprise Products Partners | 0.09% | 214,327 | $6.9M | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.08% | 35,007 | $6.3M | Add +69.7% |
| IWM iShares Russell 2000 ETF | 0.08% | 25,016 | $6.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -1.7% | 5.54% | −0.55 |
| USB US Bancorp | Reduce -46.6% | 0.54% | −0.38 |
| PANW Palo Alto Networks Inc. | Reduce -1.9% | 1.58% | −0.21 |
| ZTS Zoetis Inc. | Reduce -33.6% | 0.28% | −0.21 |
| BLK BlackRock Inc. | Reduce -7.8% | 1.08% | −0.21 |
| GHLD Guild Holdings Co. Class A | Sold out | 0.00% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -34.8% | 0.29% | −0.18 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.1% | 3.38% | −0.17 |
| BWXT BWX Technologies Inc. | Reduce -18.7% | 0.51% | −0.16 |
| POOL Pool Corp. | Reduce -41.0% | 0.12% | −0.16 |
| CASY Casey's General Stores Inc. | Reduce -9.2% | 1.11% | −0.15 |
| AAPL Apple Inc. | Reduce -8.5% | 4.72% | −0.15 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -17.6% | 0.31% | −0.15 |
| PGR Progressive Corp. | Reduce -0.4% | 1.15% | −0.11 |
| HD Home Depot Inc. | Reduce -3.8% | 0.47% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 2.03% | −0.09 |
| ADBE Adobe Inc. | Reduce -13.0% | 0.54% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 2.76% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 2.36% | −0.08 |
| EOG EOG Resources Inc. | Reduce -8.5% | 0.45% | −0.08 |
| CTAS Cintas Corp. | Reduce -1.8% | 0.63% | −0.08 |
| BAH Booz Allen Hamilton Holdings | Reduce -24.5% | 0.13% | −0.08 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -44.8% | 0.10% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -4.3% | 0.50% | −0.06 |
| ADP Automatic Data Processing | Reduce -3.5% | 0.31% | −0.06 |
| LIN Linde PLC | Reduce -4.1% | 0.27% | −0.05 |
| CHE Chemed Corp. | Reduce -6.4% | 0.34% | −0.04 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.38% | −0.04 |
| AVGO Broadcom Inc. | Reduce -6.1% | 1.53% | −0.03 |
| BIZD Vaneck BDC Income ETF | Sold out | 0.00% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.34% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -7.0% | 0.11% | −0.03 |
| CVX Chevron Corp. | Reduce -6.6% | 0.27% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.54% | −0.03 |
| PEP Pepsico Inc. | Reduce -8.2% | 0.34% | −0.03 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.02 |
| FOXF Fox Factory Holding Corp. | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -33.5% | 0.04% | −0.02 |
| AMT American Tower Corp. | Reduce -8.3% | 0.11% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -3.0% | 0.17% | −0.02 |
| ATR Aptargroup Inc. | Reduce -44.0% | 0.02% | −0.02 |
| MCD McDonald's Corp. | Reduce -5.4% | 0.34% | −0.02 |
| INTU Intuit Inc. | Reduce -3.4% | 0.26% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -23.3% | 0.03% | −0.02 |
| WSO Watsco Inc. | Reduce -51.3% | 0.01% | −0.02 |
| DFIN Donnelley Financial Solution | Sold out | 0.00% | −0.01 |
| AFG American Financial Group Inc. | Reduce -0.3% | 0.18% | −0.01 |
| NFLX Netflix Inc. | Reduce -79.5% | 0.00% | −0.01 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Add +35.4% | 5.04% | +1.33 |
| IVV iShares Core S&P 500 ETF | Add +30.1% | 2.24% | +0.54 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 3.30% | +0.23 |
| SPGI S&P Global Inc. | Add +10.5% | 1.46% | +0.22 |
| LLY Eli Lilly & Co. | Add +106.9% | 0.32% | +0.21 |
| SMMD iShares Russell 2500 ETF | New | 0.18% | +0.18 |
| ODFL Old Dominion Freight Line | Add +0.6% | 1.38% | +0.14 |
| LAD Lithia Motors Inc. | Add +8.0% | 1.20% | +0.14 |
| CSL Carlisle Cos Inc. | Add +21.4% | 0.73% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | Add +14.5% | 0.77% | +0.10 |
| MSCI MSCI Inc. | New | 0.09% | +0.09 |
| IWR iShares Russell Mid-Cap ETF | Add +42.0% | 0.26% | +0.07 |
| ULTA Ulta Beauty Inc. | Add +0.1% | 0.62% | +0.06 |
| SYK Stryker Corp. | Add +16.0% | 0.65% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +2.3% | 2.02% | +0.05 |
| CPRT Copart Inc. | Add +30.4% | 0.45% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +3.2% | 2.28% | +0.04 |
| IWN iShares Russell 2000 Value E | Add +69.7% | 0.08% | +0.03 |
| UNP Union Pacific Corp. | Add +4.4% | 2.05% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.3% | 0.25% | +0.02 |
| HESM Hess Midstream LP Class A | New | 0.02% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.2% | 0.60% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +7.0% | 0.25% | +0.02 |
| ASHGY Ashtead Group PLC Spon ADR | New | 0.02% | +0.02 |
| LSEGY London Stock Ex Grp ADR Spon | New | 0.02% | +0.02 |
| XPEL Xpel Inc. | Add +5.2% | 0.04% | +0.02 |
| LOW Lowe's Cos Inc. | Add +6.1% | 1.37% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +58.5% | 0.04% | +0.01 |
| AVY Avery Dennison Corp. | New | 0.01% | +0.01 |
| TW Tradeweb Markets Inc. Class A | Add +92.6% | 0.03% | +0.01 |
| ARMK Aramark | New | 0.01% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +4.9% | 0.07% | +0.01 |
| APG Api Group Corp. | Add +5.2% | 0.06% | +0.01 |
| CCI Crown Castle Inc. | Add +46.2% | 0.02% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +76.1% | 0.01% | +0.01 |
| PAA Plains All Amer Pipeline LP | Add +9.6% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +23.9% | 0.02% | +0.00 |
| CNX CNX Resources Corp. | Add +5.9% | 0.03% | +0.00 |
| VYM Vanguard High DVD Yield ETF | New | 0.00% | +0.00 |
| WMS Advanced Drainage Systems Inc. | Add +5.2% | 0.05% | +0.00 |
| RDDT Reddit Inc. Class A | New | 0.00% | +0.00 |
| IQV Iqvia Holdings Inc. | Add +1.1% | 0.03% | +0.00 |
| JLL Jones Lang Lasalle Inc. | Add +7.9% | 0.03% | +0.00 |
| OPCH Option Care Health Inc. | Add +5.2% | 0.03% | +0.00 |
| TRV The Travelers Cos Inc. | Add +23.2% | 0.02% | +0.00 |
| TER Teradyne Inc. | New | 0.00% | +0.00 |
| Q Qnity Electronics Inc. | New | 0.00% | +0.00 |
| ZM Zoom Communications Inc. | New | 0.00% | +0.00 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.00% | +0.00 |
| BROS Dutch Bros Inc. Class A | New | 0.00% | +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 |