Latest BRIDGES INVESTMENT MANAGEMENT INC Stock Portfolio

BRIDGES INVESTMENT MANAGEMENT INC Performance:

2025 Q3: 5.35%YTD: 7.35%2024: 8.1%

Performance for 2025 Q3 is 5.35%, and YTD is 7.35%, and 2024 is 8.1%.

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 $7.8 Billions as of 30 Sep, 2025.

The top stock holdings of BRIDGES INVESTMENT MANAGEMENT INC are MSFT, GOOG, AAPL. The fund has invested 6.1% of it's portfolio in MICROSOFT CORP COM and 4.9% of portfolio in ALPHABET INC CL A.

The fund managers got completely rid off GMS INC COM (GMS), LANTHEUS HOLDINGS INC (LNTH) and FIRST TRUST ENERGY INCOME PART (AFLG) stocks. They significantly reduced their stock positions in LOCKHEED MARTIN CORP COM (LMT), ISHARES RUSSELL 1000 ETF (IJR) and TARGET CORP COM (TGT). BRIDGES INVESTMENT MANAGEMENT INC opened new stock positions in SCHWAB US LARGE CAP ETF (FNDA), ARCH CAP GROUP LTD ORD (ACGL) and WISDOMTREE INTERNATIONAL LARGE (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO S&P 500 EQUAL WEIGHT E (CSD), NETFLIX (NFLX) and CARLISLE COMPANIES INCORPORATE (CSL).

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

Our best estimate is that BRIDGES INVESTMENT MANAGEMENT INC made a return of 5.35% in the last quarter. In trailing 12 months, it's portfolio return was 7.9%.

New Buys

Ticker	$ Bought
schwab us large cap etf	2,061,920
arch cap group ltd ord	1,412,760
wisdomtree international large	1,065,300
schwab us large cap growth etf	968,926
schwab us mid-cap etf	748,469
wisdomtree us midcap divident	725,453
wisdomtree trust emerg mkts e	598,790
roblox corp cl a	525,545

New stocks bought by BRIDGES INVESTMENT MANAGEMENT INC

Additions

Ticker	% Inc.
invesco s&p 500 equal weight e	3,964
netflix	448
carlisle companies incorporate	221
spdr s&p 500 ser 1 etf tr	138
schwab us large cap value etf	125
ishares msci eafe etf	117
murphy usa inc	97.14
ishares mortgage real estate e	84.08

Additions to existing portfolio by BRIDGES INVESTMENT MANAGEMENT INC

Reductions

Ticker	% Reduced
lockheed martin corp com	-81.15
ishares russell 1000 etf	-70.4
target corp com	-65.83
unitedhealth group inc com	-65.57
texas pacific land corp	-35.6
cbre group inc. cl a	-33.14
vanguard value index fund - et	-32.07
comfort sys usa inc com	-28.73

BRIDGES INVESTMENT MANAGEMENT INC reduced stake in above stock

Sold off

Ticker	$ Sold
first trust energy income part	-2,392,010
hanesbrands inc	-322,982
lantheus holdings inc	-2,410,290
gms inc com	-2,855,230
arrow electronics inc com	-898,382
baker hughes company	-226,436
pinterest inc - class a	-207,450
core & main inc cl a	-211,768

BRIDGES INVESTMENT MANAGEMENT INC got rid off the above stocks

Sector Distribution

BRIDGES INVESTMENT MANAGEMENT INC has about 26.6% of it's holdings in Others sector.

Sector	%
Others	26.6
Technology	22.4
Financial Services	12.9
Consumer Cyclical	11.1
Industrials	8.9
Communication Services	7.9
Healthcare	5.7
Consumer Defensive	1.7
Energy	1.3

Market Cap. Distribution

BRIDGES INVESTMENT MANAGEMENT INC has about 70.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	40.6
LARGE-CAP	29.6
UNALLOCATED	26.6
MID-CAP	3

Stocks belong to which Index?

About 66.4% of the stocks held by BRIDGES INVESTMENT MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.4
Others	33

Top 5 Winners (%)		%
FIX	comfort sys usa inc com	53.9 %
INTC	intel corp	49.8 %
LSCC	lattice semiconductor corp	45.3 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc cl a	37.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc cl a	106.9 M
AAPL	apple inc	75.7 M
NVDA	nvidia corporation	44.3 M
GOOG	alphabet inc cl c	24.8 M
AVGO	broadcom inc	21.3 M

Top 5 Losers (%)		%
TTD	the trade desk inc. cl a	-31.6 %
KMX	carmax inc	-25.1 %
APG	api group corp stock	-23.3 %
TW	tradeweb mkts inc cl a	-23.1 %
BMI	badger meter inc com	-21.3 %

Top 5 Losers ($)		$
ISRG	intuitive surgical, inc.	-16.7 M
ODFL	old dominion freight line, inc	-14.8 M
SPGI	s & p global inc	-8.2 M
PGR	progressive corp	-8.1 M
NOW	servicenow inc com	-7.1 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 413 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BRIDGES INVESTMENT MANAGEMENT INC last quarter.

Last Reported on: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon, inc.	0.04	31,327	2,927,200	added	6.39

AAPL	apple inc	4.87	1,495,360	380,763,000	reduced	-2.24

AAXJ	ishares msci eafe value etf	0.01	13,369	906,819	added	0.19

AAXJ	ishares msci eafe growth etf	0.01	6,224	708,789	added	0.24

ABBV	abbvie inc	0.57	192,089	44,476,400	added	1.11

ABC	cencora inc com	0.01	1,738	543,177	reduced	-10.18

ABG	asbury automotive group inc co	0.03	10,543	2,577,240	added	6.1

ABT	abbott labs com	0.42	246,039	32,954,500	added	0.57

ACA	arcosa inc com	0.00	2,530	237,086	unchanged	0.00

ACGL	arch cap group ltd ord	0.02	15,571	1,412,760	new

ACLS	axcelis technologies inc com n	0.04	31,699	3,095,090	added	6.46

ACN	accenture plc f class a	0.23	72,951	17,989,700	added	21.68

ADBE	adobe inc com	0.63	140,689	49,628,000	reduced	-1.77

ADM	archer daniels midland com	0.00	4,633	276,775	new

ADP	automatic data processing com	0.37	98,665	28,958,200	added	1.04

ADSK	autodesk inc	0.05	13,418	4,262,500	unchanged	0.00

AEP	american elec pwr inc com	0.01	4,690	527,626	added	3.03

AFG	american financial group inc o	0.20	106,949	15,584,600	added	2.7

AFK	vaneck bdc income etf	0.03	179,365	2,679,710	added	69.59

AFL	aflac inc	0.00	2,697	301,255	added	11.22