Bridges Investment Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Bridges Investment Management Inc. reported 396 stock positions worth $7.4 billion. Its top holding was iShares Core S&P Midcap ETF (IJH) at 5.3% of the portfolio, followed by Alphabet Class A (GOOGL, 5.2%) and Microsoft (MSFT, 4.5%). Compared with Q4 2025, it opened 22 new positions, sold out of 29, added to 128 and reduced 175. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +6%) and the biggest sale Apple (AAPL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.4B (Q1 2026)
- SEC Filing
- 0001007295-26-000004 ↗ filed May 4, 2026
Holdings Value
Holdings 396 stocks · $7.4B
| IJH iShares Core S&P Midcap ETF | 5.29% | 5,782,188 | $390.5M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 5.19% | 1,332,433 | $383.2M | Reduce -4.0% |
| MSFT Microsoft Corp. | 4.55% | 907,119 | $335.8M | Add +0.4% |
| AAPL Apple Inc. | 4.25% | 1,236,543 | $313.8M | Reduce -9.6% |
| AMZN Amazon.com Inc. | 3.97% | 1,406,179 | $292.9M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 3.85% | 4,430,181 | $283.9M | Add +6.4% |
| NVDA Nvidia Corp. | 3.51% | 1,484,413 | $258.9M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.28% | 337 | $242.0M | Reduce -4.5% |
| MA Mastercard Inc. Class A | 2.56% | 378,188 | $189.0M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 2.53% | 3,455,673 | $186.8M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.31% | 354,987 | $170.1M | Reduce -3.9% |
| IJR iShares Core S&P Small-Cap E | 2.26% | 1,341,939 | $166.8M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 2.06% | 232,208 | $151.7M | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 1.97% | 493,072 | $145.0M | Reduce -0.9% |
| UNP Union Pacific Corp. | 1.95% | 594,231 | $144.2M | Reduce -14.8% |
| ODFL Old Dominion Freight Line | 1.70% | 642,375 | $125.5M | Reduce -7.1% |
| V Visa Inc. Class A | 1.66% | 405,777 | $122.6M | Reduce -0.6% |
| CASY Casey's General Stores Inc. | 1.54% | 155,741 | $113.4M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 1.43% | 447,160 | $105.7M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.43% | 184,587 | $105.6M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 1.43% | 656,421 | $105.2M | Reduce -2.7% |
| AVGO Broadcom Inc. | 1.41% | 335,238 | $103.8M | Reduce -3.5% |
| SPGI S&P Global Inc. | 1.37% | 237,483 | $101.0M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 1.14% | 292,816 | $84.0M | Reduce -4.2% |
| PGR Progressive Corp. | 1.05% | 392,581 | $77.8M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 1.05% | 167,548 | $77.2M | Reduce -1.2% |
| BLK BlackRock Inc. | 1.01% | 77,841 | $74.9M | Reduce -2.2% |
| LAD Lithia Motors Inc. | 0.96% | 285,062 | $71.2M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.95% | 164,182 | $70.0M | Reduce -4.6% |
| RSP Invesco S&P 500 Equal Weight | 0.95% | 363,865 | $69.8M | Add +14.8% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 139,484 | $68.6M | Reduce -1.4% |
| CSL Carlisle Cos Inc. | 0.87% | 193,476 | $64.5M | Add +7.6% |
| ICE Intercontinental Exchange Inc. | 0.84% | 393,435 | $61.9M | Add +0.1% |
| KLAC KLA Corp. | 0.83% | 41,745 | $61.5M | Reduce -16.5% |
| NOW ServiceNow Inc. | 0.77% | 540,195 | $56.5M | Add +27.5% |
| IWD iShares Russell 1000 Value E | 0.74% | 257,253 | $55.0M | Reduce -3.9% |
| URI United Rentals Inc. | 0.71% | 72,398 | $52.7M | Add +4.0% |
| WFC Wells Fargo & Co. | 0.70% | 652,244 | $51.9M | Add +0.3% |
| SYK Stryker Corp. | 0.68% | 152,526 | $50.1M | Add +5.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.67% | 662,141 | $49.7M | Add +2.9% |
| EOG EOG Resources Inc. | 0.66% | 334,414 | $48.3M | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 0.65% | 173,482 | $48.2M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.61% | 45,009 | $44.8M | Reduce -0.6% |
| CTAS Cintas Corp. | 0.61% | 264,525 | $44.7M | Reduce -0.6% |
| AZO AutoZone Inc. | 0.58% | 12,581 | $42.5M | Add +50.8% |
| CPRT Copart Inc. | 0.57% | 1,266,002 | $42.0M | Add +38.3% |
| USB US Bancorp | 0.56% | 787,487 | $41.0M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.55% | 186,093 | $40.5M | Reduce -0.7% |
| ULTA Ulta Beauty Inc. | 0.49% | 69,150 | $36.1M | Reduce -14.6% |
| HD Home Depot Inc. | 0.47% | 105,906 | $34.8M | Reduce -1.4% |
| FINN First Natl of Nebraska Inc. | 0.45% | 2,032 | $33.5M | Reduce -0.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.42% | 409,022 | $30.8M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.42% | 87,581 | $30.8M | Reduce -1.1% |
| ZTS Zoetis Inc. | 0.40% | 248,809 | $29.4M | Add +44.0% |
| PEP Pepsico Inc. | 0.40% | 188,607 | $29.3M | Reduce -0.1% |
| CVX Chevron Corp. | 0.39% | 139,217 | $28.8M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.39% | 277,089 | $28.4M | Add +15.3% |
| APH Amphenol Corp. Class A | 0.37% | 216,478 | $27.4M | Add +2.5% |
| MCD McDonald's Corp. | 0.37% | 87,216 | $27.1M | Reduce -1.7% |
| SHW The Sherwin-Williams Co. | 0.36% | 82,849 | $26.6M | Add +0.8% |
| LIN Linde PLC | 0.34% | 51,197 | $25.4M | Add +0.9% |
| ADBE Adobe Inc. | 0.34% | 103,730 | $25.2M | Reduce -15.2% |
| CHE Chemed Corp. | 0.34% | 65,921 | $24.9M | Add +6.5% |
| FND Floor & Decor Holdings Inc. Class A | 0.33% | 474,641 | $24.1M | Add +19.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 146,917 | $23.5M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.31% | 332,484 | $23.2M | Reduce -19.4% |
| LLY Eli Lilly & Co. | 0.31% | 24,956 | $23.0M | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 73,709 | $21.2M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 0.29% | 35,365 | $21.1M | Add +14.6% |
| ADP Automatic Data Processing | 0.28% | 101,264 | $20.6M | Add +6.4% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 210,148 | $20.4M | Add +0.6% |
| JNJ Johnson & Johnson | 0.25% | 75,302 | $18.4M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.25% | 67,251 | $18.2M | Reduce -1.3% |
| PLD Prologis Inc. | 0.23% | 128,416 | $17.0M | Add +0.5% |
| TT Trane Technologies PLC | 0.22% | 39,761 | $16.6M | Add +2478.5% |
| PH Parker Hannifin Corp. | 0.21% | 17,196 | $15.4M | Add +0.8% |
| BMI Badger Meter Inc. | 0.20% | 97,405 | $14.8M | Add +606.5% |
| AFG American Financial Group Inc. | 0.19% | 112,172 | $14.3M | Add +5.2% |
| POOL Pool Corp. | 0.19% | 70,660 | $14.3M | Add +71.2% |
| ROL Rollins Inc. | 0.18% | 254,837 | $13.6M | Add +1.2% |
| HSY The Hershey Co. | 0.18% | 63,551 | $13.2M | Add +2.0% |
| ACN Accenture PLC Class A | 0.18% | 65,562 | $13.0M | Reduce -4.0% |
| INTU Intuit Inc. | 0.17% | 29,672 | $12.8M | Reduce -2.9% |
| MRSH Marsh & McLennan Cos | 0.17% | 71,671 | $12.4M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.17% | 72,952 | $12.4M | Reduce -3.3% |
| GGG Graco Inc. | 0.17% | 145,795 | $12.3M | Add +4.4% |
| BAH Booz Allen Hamilton Holdings | 0.16% | 149,109 | $11.6M | Add +22.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 39,958 | $10.5M | Add +0.6% |
| WMT Walmart Inc. | 0.13% | 80,114 | $10.0M | Reduce -8.9% |
| QDF NT Qual Div ETF | 0.13% | 121,748 | $9.6M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.13% | 26,004 | $9.3M | Reduce -1.1% |
| BWXT BWX Technologies Inc. | 0.13% | 45,235 | $9.3M | Reduce -80.5% |
| AMT American Tower Corp. | 0.12% | 52,764 | $9.1M | Add +6.5% |
| EPD Enterprise Products Partners | 0.12% | 236,597 | $9.0M | Add +10.4% |
| PEM HOLDING COMAPNY, LLC | 0.11% | 1 | $8.3M | No change |
| FIX Comfort Systems USA Inc. | 0.11% | 5,830 | $8.0M | Reduce -5.2% |
| PM Philip Morris International | 0.10% | 46,414 | $7.7M | Reduce -6.5% |
| MSCI MSCI Inc. | 0.10% | 14,117 | $7.6M | Add +11.8% |
| ING ING Groep N.V.-Sponsored ADR | 0.10% | 277,987 | $7.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 10,686 | $6.9M | Add +0.9% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -9.6% | 4.25% | −0.47 |
| BWXT BWX Technologies Inc. | Reduce -80.5% | 0.13% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 5.19% | −0.32 |
| ADBE Adobe Inc. | Reduce -15.2% | 0.34% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 2.56% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 3.97% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -10.0% | 2.06% | −0.19 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.18 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 1.05% | −0.17 |
| V Visa Inc. Class A | Reduce -0.6% | 1.66% | −0.15 |
| PANW Palo Alto Networks Inc. | Reduce -2.7% | 1.43% | −0.15 |
| ULTA Ulta Beauty Inc. | Reduce -14.6% | 0.49% | −0.13 |
| AVGO Broadcom Inc. | Reduce -3.5% | 1.41% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.93% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.5% | 3.28% | −0.10 |
| PGR Progressive Corp. | Reduce -1.4% | 1.05% | −0.10 |
| UNP Union Pacific Corp. | Reduce -14.8% | 1.95% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -4.6% | 0.95% | −0.08 |
| INTU Intuit Inc. | Reduce -2.9% | 0.17% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 1.14% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.97% | −0.07 |
| BLK BlackRock Inc. | Reduce -2.2% | 1.01% | −0.07 |
| ACN Accenture PLC Class A | Reduce -4.0% | 0.18% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 2.31% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.25% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -19.4% | 0.31% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.9% | 3.51% | −0.03 |
| CTAS Cintas Corp. | Reduce -0.6% | 0.61% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -41.4% | 0.05% | −0.03 |
| ASHGY Ashtead Group PLC Spon ADR | Sold out | 0.00% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -49.5% | 0.02% | −0.02 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.01 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.04% | −0.01 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.01 |
| ATR Aptargroup Inc. | Reduce -44.1% | 0.01% | −0.01 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.01 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.01 |
| COF Capital One Financial Corp. | Reduce -2.3% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -33.5% | 0.02% | −0.01 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -4.0% | 0.02% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -3.9% | 0.03% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -3.0% | 0.17% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -20.9% | 0.02% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -43.4% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -1.2% | 0.04% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 3.85% | +0.55 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 2.53% | +0.26 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 2.26% | +0.24 |
| AZO AutoZone Inc. | Add +50.8% | 0.58% | +0.22 |
| TT Trane Technologies PLC | Add +2478.5% | 0.22% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +14.8% | 0.95% | +0.18 |
| BMI Badger Meter Inc. | Add +606.5% | 0.20% | +0.17 |
| CSL Carlisle Cos Inc. | Add +7.6% | 0.87% | +0.15 |
| ZTS Zoetis Inc. | Add +44.0% | 0.40% | +0.12 |
| CPRT Copart Inc. | Add +38.3% | 0.57% | +0.12 |
| POOL Pool Corp. | Add +71.2% | 0.19% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +2.9% | 0.67% | +0.07 |
| LIN Linde PLC | Add +0.9% | 0.34% | +0.07 |
| LOW Lowe's Cos Inc. | Add +0.2% | 1.43% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +14.6% | 0.29% | +0.04 |
| PAA Plains All Amer Pipeline LP | Add +50.0% | 0.08% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.2% | 0.29% | +0.04 |
| EQBK Equity Bancshares Inc. Class A | New | 0.04% | +0.04 |
| HSY The Hershey Co. | Add +2.0% | 0.18% | +0.04 |
| EPD Enterprise Products Partners | Add +10.4% | 0.12% | +0.03 |
| SYK Stryker Corp. | Add +5.4% | 0.68% | +0.03 |
| TJX TJX Companies Inc. | Add +0.8% | 0.32% | +0.03 |
| BELFB Bel Fuse Inc. Class B | New | 0.03% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +0.1% | 0.84% | +0.03 |
| MUSA Murphy USA Inc. | Add +30.2% | 0.07% | +0.03 |
| BAH Booz Allen Hamilton Holdings | Add +22.6% | 0.16% | +0.03 |
| ET Energy Transfer LP | Add +13.4% | 0.09% | +0.03 |
| BIZD Vaneck BDC Income ETF | New | 0.02% | +0.02 |
| PLD Prologis Inc. | Add +0.5% | 0.23% | +0.02 |
| GGG Graco Inc. | Add +4.4% | 0.17% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +0.8% | 0.36% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +0.6% | 0.28% | +0.02 |
| FND Floor & Decor Holdings Inc. Class A | Add +19.7% | 0.33% | +0.02 |
| ACLS Axcelis Technologies Inc. | Add +36.0% | 0.05% | +0.02 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | Add +0.8% | 0.21% | +0.02 |
| MPLX MPLX LP | Add +10.5% | 0.09% | +0.02 |
| TYL Tyler Technologies Inc. | Add +563.5% | 0.02% | +0.02 |
| APG Api Group Corp. | Add +15.9% | 0.08% | +0.02 |
| GNRC Generac Holdings Inc. | Add +8.4% | 0.04% | +0.02 |
| WSO Watsco Inc. | Add +134.4% | 0.03% | +0.02 |
| TW Tradeweb Markets Inc. Class A | Add +35.5% | 0.04% | +0.02 |
| RUSHA Rush Enterprises Inc. Class A | Add +15.9% | 0.05% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +448.2% | 0.02% | +0.02 |
| AAON Aaon Inc. | Add +37.5% | 0.04% | +0.02 |
| CLH Clean Harbors Inc. | Add +15.9% | 0.05% | +0.02 |
| CAT Caterpillar Inc. | Add +1.7% | 0.06% | +0.01 |
| GEV GE Vernova Inc. | Add +20.9% | 0.03% | +0.01 |
| LSCC Lattice Semiconductor Corp. | Add +15.8% | 0.04% | +0.01 |
| AMT American Tower Corp. | Add +6.5% | 0.12% | +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 |