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Latest BRIDGES INVESTMENT MANAGEMENT INC Stock Portfolio

$7.38Billion | No. of Holdings #395

BRIDGES INVESTMENT MANAGEMENT INC Performance

2026 Q1-5.37%
YTD-5.37%
2025+11.26%

About BRIDGES INVESTMENT MANAGEMENT INC and 13F Hedge Fund Stock Holdings

BRIDGES INVESTMENT MANAGEMENT INC is a hedge fund based in Omaha, NE. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIDGES INVESTMENT MANAGEMENT INC reported an equity portfolio of $7.4 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of BRIDGES INVESTMENT MANAGEMENT INC are IJR, GOOG, MSFT. The fund has invested 5.3% of it's portfolio in ISHARES CORE S&P MID CAP ETF and 5.2% of portfolio in ALPHABET INC CL A. <br><br> The fund managers got completely rid off ISHARES RUSSELL 2500 ETF (AGT), ASHTEAD GROUP PLC SPONRD ADS and JACK HENRY & ASSOCIATES INC (JKHY) stocks. They significantly reduced their stock positions in BWX TECHNOLOGIES INC (BWXT), VANGUARD S&P MID-CAP 400 GROWT (IVOG) and VANGUARD TOTAL STOCK MARKET - (VB). BRIDGES INVESTMENT MANAGEMENT INC opened new stock positions in EQUITY BANCSHARES INC CL A (EQBK), BEL FUSE INC CL B (BELFB) and VANECK BDC INCOME ETF (AFK). The fund showed a lot of confidence in some stocks as they added substantially to TRANE TECHOLOGIES PLC (TT), BADGER METER INC COM (BMI) and TYLER TECHNOLOGIES INC (TYL).
BRIDGES INVESTMENT MANAGEMENT INC Equity Portfolio Value
Last Reported on: 04 May, 2026
$7.38Billion
  as of May 04, 2026

BRIDGES INVESTMENT MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that BRIDGES INVESTMENT MANAGEMENT INC made a return of -5.37% in the last quarter. In trailing 12 months, it's portfolio return was 8.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
equity bancshares inc cl a2,747,910
bel fuse inc cl b2,459,900
vaneck bdc income etf1,738,300
sunbelt rentals holdings inc1,374,700
waters corp922,585
heartflow inc421,225
ishares msci acwi etf347,862
schwab us large cap growth etf322,917
New stocks bought by BRIDGES INVESTMENT MANAGEMENT INC

Additions

Ticker% Inc.
trane techologies plc2,478
badger meter inc com606
tyler technologies inc563
arthur j. gallagher & co.448
doubleverify holdings inc266
nxp semiconductors nv com165
watsco inc134
dynatrace inc112
Additions to existing portfolio by BRIDGES INVESTMENT MANAGEMENT INC

Reductions

Ticker% Reduced
bwx technologies inc-80.55
vanguard s&p mid-cap 400 growt-50.00
vanguard total stock market - -49.5
aptargroup inc-44.06
vanguard total international s-43.36
ishares russell 2000 value etf-41.42
oneok inc com-39.2
unifirst corp mass com-36.39
BRIDGES INVESTMENT MANAGEMENT INC reduced stake in above stock

Sold off

Ticker$ Sold
ishares russell 2500 etf-13,803,300
ashtead group plc sponrd ads-1,494,030
open text corp-639,220
conagra brands inc com-239,518
chewy inc cl a-316,090
jack henry & associates inc-1,465,310
xpo inc com-975,290
atmos energy corp-995,722
BRIDGES INVESTMENT MANAGEMENT INC got rid off the above stocks

Sector Distribution

BRIDGES INVESTMENT MANAGEMENT INC has about 29.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Defensive
Sector%
Others29.8
Technology19.2
Financial Services11.9
Consumer Cyclical11.1
Industrials9.2
Communication Services7.9
Healthcare5.8
Energy1.8
Consumer Defensive1.8

Market Cap. Distribution

BRIDGES INVESTMENT MANAGEMENT INC has about 67.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP37.5
UNALLOCATED29.8
LARGE-CAP29.7
MID-CAP2.9

Stocks belong to which Index?

About 63.1% of the stocks held by BRIDGES INVESTMENT MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50063.1
Others35.9
Top 5 Winners (%)%
u.s. global nanospace inc
TPL
texas pacific land corp
63.1 %
VRT
vertiv holdings co cl a
54.5 %
TER
teradyne inc com
53.2 %
PR
permian resources corp class a
52.0 %
Top 5 Winners ($)$
CASY
caseys gen stores com
27.5 M
ODFL
old dominion freight line, inc
25.7 M
EOG
eog resources inc.
13.3 M
KLAC
kla corp com
11.8 M
IJR
ishares core s&p mid cap etf
9.0 M
Top 5 Losers (%)%
FICO
fair isaac corporation
-34.6 %
INTU
intuit inc
-34.2 %
CSGP
costar group inc com
-33.3 %
CRM
salesforce.com inc
-29.4 %
NOW
servicenow inc com
-29.3 %
Top 5 Losers ($)$
MSFT
microsoft corp com
-102.7 M
GOOG
alphabet inc cl a
-34.6 M
AMZN
amazon.com inc
-31.9 M
MA
mastercard
-27.0 M
AAPL
apple inc
-23.5 M

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 395 stocks in it's portfolio. About 39% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CASY was the most profitable stock for BRIDGES INVESTMENT MANAGEMENT INC last quarter.

$7.37BTotal Value
424Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of BRIDGES INVESTMENT MANAGEMENT INC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Value Etf

Ishares Msci Eafe Value Etf

AAXJ
BRIDGES INVESTMENT MANAGEMENT INC's holding in Ishares Msci Eafe Value Etf over time
0.01%12,827
$953.7K
0.01%
decreased 4.05 percentreduced
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
BRIDGES INVESTMENT MANAGEMENT INC's holding in Ishares Msci Eafe Growth Etf over time
0.01%6,000
$668.2K
0.01%
decreased 3.6 percentreduced
AAXJ
Ishares Msci Acwi Etf

Ishares Msci Acwi Etf

AAXJ
BRIDGES INVESTMENT MANAGEMENT INC's holding in Ishares Msci Acwi Etf over time
0%2,514
$347.9K
0%
new position
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
BRIDGES INVESTMENT MANAGEMENT INC's holding in Aercap Holdings Nv over time
0.02%8,790
$1.21M
0.02%
unchanged 0 percentunchanged