Latest BRIDGES INVESTMENT MANAGEMENT INC Stock Portfolio
BRIDGES INVESTMENT MANAGEMENT INC Performance:
2025 Q2: 6.49%YTD: 1.92%2024: -2.19%
Performance for 2025 Q2 is 6.49%, and YTD is 1.92%, and 2024 is -2.19%.
About BRIDGES INVESTMENT MANAGEMENT INC and 13F Hedge Fund Stock Holdings
BRIDGES INVESTMENT MANAGEMENT INC is a hedge fund based in OMAHA, NE. On 15-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $7.5 Billions. In it's latest 13F Holdings report, BRIDGES INVESTMENT MANAGEMENT INC reported an equity portfolio of $7.4 Billions as of 30 Jun, 2025.
The top stock holdings of BRIDGES INVESTMENT MANAGEMENT INC are MSFT, AMZN, AAPL. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP COM and 4.4% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off COGNEX CORP COM (CGNX), PALANTIR TECHNOLOGIES INC CL A (PLTR) and APPLOVIN CORP CL A (APP) stocks. They significantly reduced their stock positions in APTARGROUP INC (ATR), CROWDSTRIKE HOLDINGS INC - A (CRWD) and PAYPAL HOLDINGS INC (PYPL). BRIDGES INVESTMENT MANAGEMENT INC opened new stock positions in XPO INC COM (XPO), ALLEGION PLC (ALLE) and HILTON WORLDWIDE HOLDINGS INC (HLT). The fund showed a lot of confidence in some stocks as they added substantially to O'REILLY AUTOMOTIVE (ORLY), STRYKER CORP COM (SYK) and ADVANCED DRAIN SYSTEMS INC COM (WMS).
The top stock holdings of BRIDGES INVESTMENT MANAGEMENT INC are MSFT, AMZN, AAPL. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP COM and 4.4% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off COGNEX CORP COM (CGNX), PALANTIR TECHNOLOGIES INC CL A (PLTR) and APPLOVIN CORP CL A (APP) stocks. They significantly reduced their stock positions in APTARGROUP INC (ATR), CROWDSTRIKE HOLDINGS INC - A (CRWD) and PAYPAL HOLDINGS INC (PYPL). BRIDGES INVESTMENT MANAGEMENT INC opened new stock positions in XPO INC COM (XPO), ALLEGION PLC (ALLE) and HILTON WORLDWIDE HOLDINGS INC (HLT). The fund showed a lot of confidence in some stocks as they added substantially to O'REILLY AUTOMOTIVE (ORLY), STRYKER CORP COM (SYK) and ADVANCED DRAIN SYSTEMS INC COM (WMS).
BRIDGES INVESTMENT MANAGEMENT INC Annual Return Estimates Vs S&P 500
Our best estimate is that BRIDGES INVESTMENT MANAGEMENT INC made a return of 6.49% in the last quarter. In trailing 12 months, it's portfolio return was 4.26%.
New Buys
| Ticker | $ Bought |
|---|---|
| xpo inc com | 996,555 |
| allegion plc | 628,940 |
| hilton worldwide holdings inc | 456,773 |
| carvana co cl a | 377,732 |
| vertiv holdings co cl a | 330,784 |
| chewy inc cl a | 292,970 |
| coinbase global inc cl a | 271,980 |
| doordash inc cl a | 270,668 |
New stocks bought by BRIDGES INVESTMENT MANAGEMENT INC
Additions
| Ticker | % Inc. |
|---|---|
| o'reilly automotive | 1,407 |
| stryker corp com | 67.02 |
| advanced drain systems inc com | 49.85 |
| nxp semiconductors nv com | 49.7 |
| autodesk inc | 45.19 |
| floor & decor holdings inc-a | 44.03 |
| ishares mortgage real estate e | 38.99 |
| bank of america corporation | 36.98 |
Additions to existing portfolio by BRIDGES INVESTMENT MANAGEMENT INC
Reductions
| Ticker | % Reduced |
|---|---|
| aptargroup inc | -82.87 |
| crowdstrike holdings inc - a | -48.21 |
| paypal holdings inc | -45.2 |
| baker hughes company | -37.43 |
| first trust energy income part | -30.75 |
| texas pacific land corp | -29.49 |
| american tower corp com | -29.00 |
| unilever plc spon adr new | -26.00 |
BRIDGES INVESTMENT MANAGEMENT INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cognex corp com | -1,343,780 |
| palantir technologies inc cl a | -654,184 |
| edwards lifesciences corp com | -215,700 |
| discover financial services co | -344,814 |
| cullen frost bankers inc | -218,599 |
| applovin corp cl a | -444,620 |
BRIDGES INVESTMENT MANAGEMENT INC got rid off the above stocks
Sector Distribution
BRIDGES INVESTMENT MANAGEMENT INC has about 26.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 26.2 |
| Technology | 21.8 |
| Financial Services | 13.8 |
| Consumer Cyclical | 11 |
| Industrials | 9 |
| Healthcare | 6.8 |
| Communication Services | 6.7 |
| Consumer Defensive | 1.9 |
| Energy | 1.4 |
Market Cap. Distribution
BRIDGES INVESTMENT MANAGEMENT INC has about 70.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 39.9 |
| LARGE-CAP | 30.5 |
| UNALLOCATED | 26.2 |
| MID-CAP | 3.1 |
Stocks belong to which Index?
About 67.2% of the stocks held by BRIDGES INVESTMENT MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 67.2 |
| Others | 32.1 |
BRIDGES INVESTMENT MANAGEMENT INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BRIDGES INVESTMENT MANAGEMENT INC
BRIDGES INVESTMENT MANAGEMENT INC has 407 stocks in it's portfolio. About 37.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BRIDGES INVESTMENT MANAGEMENT INC last quarter.
Last Reported on: 28 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp com | 6.29 | 936,839 | 465,993,000 | reduced | -0.85 | ||
Historical Trend of MICROSOFT CORP COM Position Held By BRIDGES INVESTMENT MANAGEMENT INCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| AMZN | amazon.com inc | 4.36 | 1,472,530 | 323,059,000 | added | 3.93 | ||
| AAPL | apple inc | 4.24 | 1,529,670 | 313,842,000 | reduced | -7.2 | ||
| IJR | ishares core s&p mid cap etf | 3.84 | 4,581,470 | 284,143,000 | added | 0.78 | ||
| GOOG | alphabet inc cl a | 3.81 | 1,598,540 | 281,712,000 | reduced | -1.34 | ||
| berkshire hathaway inc class a | 3.76 | 382 | 278,402,000 | reduced | -1.8 | |||
| NVDA | nvidia corporation | 3.31 | 1,550,660 | 244,988,000 | reduced | -0.37 | ||
| MA | mastercard | 3.00 | 394,630 | 221,758,000 | added | 0.03 | ||
| berkshire hathaway inc class b | 2.50 | 381,044 | 185,100,000 | reduced | -2.7 | |||
| VEA | vanguard ftse developed market | 2.37 | 3,080,950 | 175,645,000 | reduced | -1.85 | ||
| VEU | vanguard ftse emerging markets | 2.15 | 3,226,150 | 159,566,000 | added | 2.01 | ||
| IJR | ishares core s&p small cap etf | 2.14 | 1,447,380 | 158,184,000 | added | 1.04 | ||
| UNP | union pacific corp com | 2.09 | 671,927 | 154,597,000 | reduced | -0.35 | ||
| JPM | jpmorgan chase & co com | 2.08 | 530,730 | 153,864,000 | reduced | -0.22 | ||
| V | visa inc. class a | 2.02 | 420,172 | 149,182,000 | reduced | -1.78 | ||
| PANW | palo alto networks inc com | 1.93 | 698,318 | 142,904,000 | reduced | -0.69 | ||
| META | meta platforms inc | 1.84 | 184,759 | 136,369,000 | added | 6.89 | ||
| IJR | ishares core s&p 500 etf | 1.62 | 192,841 | 119,735,000 | added | 5.99 | ||
| ODFL | old dominion freight line, inc | 1.51 | 688,961 | 111,818,000 | added | 0.71 | ||
| AVGO | broadcom inc | 1.47 | 393,367 | 108,432,000 | reduced | -1.71 | ||
