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Latest BRIDGES INVESTMENT MANAGEMENT INC Stock Portfolio

$8.22Billion | No. of Holdings #400

BRIDGES INVESTMENT MANAGEMENT INC Performance

2026 Q2+8.42%
YTD+2.60%
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 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIDGES INVESTMENT MANAGEMENT INC reported an equity portfolio of $8.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of BRIDGES INVESTMENT MANAGEMENT INC are GOOG, IJR, AAPL. The fund has invested 5.5% of it's portfolio in ALPHABET INC CL A and 5.5% of portfolio in ISHARES CORE S&AMP;P MID CAP ETF. <br><br> The fund managers got completely rid off HONEYWELL INTERNATIONAL INC CO (HON), STANLEY BLACK & DECKER, INC. (SWK) and MCCORMICK & COMPANY, INC. (MKC) stocks. They significantly reduced their stock positions in CHEMED CORP COM (CHE), ZOETIS INC (ZTS) and POOL CORP (POOL). BRIDGES INVESTMENT MANAGEMENT INC opened new stock positions in NETFLIX (NFLX), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to FERGUSON ENTERPRISES INC COMMO, VANGUARD INFORMATION TECHNOLOG (VAW) and VANGUARD GROWTH ETF (VB).
BRIDGES INVESTMENT MANAGEMENT INC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$8.22Billion
  as of Aug 07, 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 8.42% in the last quarter. In trailing 12 months, it's portfolio return was 10.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netflix20,634,200
honeywell intl inc2,490,890
honeywell aerospace inc2,459,290
global x u.s. infrastructure d1,056,970
intl flavors & fragrance625,838
seagate technology hldngs plc441,005
micron technology inc com349,750
capital group dividend value e338,356
New stocks bought by BRIDGES INVESTMENT MANAGEMENT INC

Additions

Ticker% Inc.
ferguson enterprises inc commo852
vanguard information technolog700
vanguard growth etf495
vanguard mid-cap index fund -e300
ishares russell 1000 growth et296
parker-hannifin corp194
ishares msci eafe etf142
tyler technologies inc134
Additions to existing portfolio by BRIDGES INVESTMENT MANAGEMENT INC

Reductions

Ticker% Reduced
chemed corp com-92.98
zoetis inc-91.8
pool corp-85.83
adobe inc com-74.99
eog resources inc.-46.57
axcelis technologies inc com n-44.2
state street spdr s&p 500 etf -43.77
bwx technologies inc-42.04
BRIDGES INVESTMENT MANAGEMENT INC reduced stake in above stock

Sold off

Ticker$ Sold
honeywell international inc co-5,029,170
mccormick & company, inc.-453,456
stanley black & decker, inc.-485,695
costar group inc com-242,040
dimensional international core-226,552
core & main inc cl a-239,047
wynn resorts ltd com-315,211
thor inds inc com-206,276
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
  • Consumer Defensive
  • Energy
Sector%
Others29.8
Technology21.4
Financial Services11.2
Consumer Cyclical10.6
Industrials9.5
Communication Services8.4
Healthcare5
Consumer Defensive1.5
Energy1.2

Market Cap. Distribution

BRIDGES INVESTMENT MANAGEMENT INC has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP42.7
UNALLOCATED29.8
LARGE-CAP25
MID-CAP2.4

Stocks belong to which Index?

About 64.6% of the stocks held by BRIDGES INVESTMENT MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50063.5
Others35.4
RUSSELL 20001.1
Top 5 Winners (%)%
MRVL
marvell technology inc
200.8 %
INTC
intel corp
200.2 %
AMD
advanced micro devices, inc
148.1 %
WDC
western digital corp com
136.1 %
DDOG
datadog inc - class a
120.5 %
Top 5 Winners ($)$
PANW
palo alto networks inc com
120.6 M
GOOG
alphabet inc cl a
90.6 M
KLAC
kla corp com
70.7 M
IJR
ishares core s&amp;p mid cap etf
55.6 M
AAPL
apple inc
43.0 M
Top 5 Losers (%)%
u.s. global nanospace inc
-100.0 %
VAW
vanguard information technolog
-73.1 %
VB
vanguard growth etf
-70.4 %
VB
vanguard mid-cap index fund -e
-61.6 %
IJR
ishares russell 1000 growth et
-60.4 %
Top 5 Losers ($)$
IJR
ishares russell 1000 growth et
-123.1 M
VB
vanguard mid-cap index fund -e
-38.1 M
ICE
intercontinental exchange inc.
-13.5 M
ISRG
intuitive surgical, inc.
-11.2 M
LOW
lowes companies com
-7.0 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 400 stocks in it's portfolio. About 38.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for BRIDGES INVESTMENT MANAGEMENT INC last quarter.

$8.21BTotal Value
419Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of BRIDGES INVESTMENT MANAGEMENT INC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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%13,299
$1.02M
0.01%
increased 3.68 percentadded
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%6,251
$777.7K
0.01%
increased 4.18 percentadded
AAXJ
Ishares Msci Acwi Etf

Ishares Msci Acwi Etf

AAXJ
BRIDGES INVESTMENT MANAGEMENT INC's holding in Ishares Msci Acwi Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
BRIDGES INVESTMENT MANAGEMENT INC's holding in Aercap Holdings Nv over time
0.02%11,540
$1.68M
0.02%
increased 31.29 percentadded