BRIDGES INVESTMENT MANAGEMENT INC

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CIK 1007295

13F portfolio (2026-Q1)

$7.4B

Positions

396

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

394

Top 5

23.3%

Top 10

39.0%

Effective N

45.3

HHI

0.022

This quarter

22 new · 0 exit →

By sector

Unclassified25.7%

Information Technology20.6%

Financials14.1%

Consumer Discretionary13.5%

Industrials8.3%

Communication Services7.9%

Health Care5.1%

Materials1.6%

Other3.3%

By market cap

Mega (>$200B)41.8%

Large ($10–200B)28.9%

Unknown26.3%

Mid ($2–10B)2.9%

Small ($300M–2B)0.1%

By region

North America73.8%

Other25.7%

Europe0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	27.99%	71
Specialty Retail	11.99%	20
Software & IT Services	8.08%	6
Technology Hardware & Equipment	8.00%	11
Commercial Services & Supplies	7.10%	21
Software	6.66%	14
Semiconductors & Semiconductor Equipment	5.46%	14
Road & Rail	3.69%	4
Banks	3.55%	17
Pharmaceuticals & Biotechnology	2.44%	12
Health Care Equipment & Supplies	2.21%	8
Capital Markets	2.12%	13
Insurance	1.88%	18
Oil, Gas & Consumable Fuels	1.52%	15
Chemicals	1.49%	17
Machinery	1.03%	25
Textiles, Apparel & Luxury Goods	0.63%	2
Beverages	0.48%	3
Hotels, Restaurants & Leisure	0.44%	7
Equity Real Estate Investment Trusts (REITs)	0.43%	5
Health Care Providers & Services	0.40%	5
Distributors	0.39%	12
Utilities	0.38%	14
Aerospace & Defense	0.27%	8
Food Products	0.22%	6
Construction & Engineering	0.18%	4
Professional Services	0.16%	2
Electrical Equipment & Components	0.16%	6
Tobacco	0.15%	2
Automobiles & Components	0.06%	2
Real Estate Management & Development	0.06%	4
Entertainment	0.06%	3
Diversified Telecommunication Services	0.05%	2
Transportation Infrastructure	0.05%	3
Media & Entertainment	0.04%	2
Life Sciences Tools & Services	0.03%	2
Construction Materials	0.03%	2
Communications Equipment	0.03%	2
Paper & Forest Products	0.02%	2
Metals & Mining	0.02%	3
Leisure Products	0.01%	2
Marine	0.01%	1
Diversified Consumer Services	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IJH	ISHARES TR	Unclassified	5.29%
2	GOOGL	Alphabet Inc.	Communication Services	5.19%
3	MSFT	MICROSOFT CORP	Information Technology	4.55%
4	AAPL	Apple Inc.	Information Technology	4.25%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.97%
6	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	3.85%
7	NVDA	NVIDIA CORP	Information Technology	3.51%
8	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	3.28%
9	MA	Mastercard Inc	Financials	2.56%
10	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	2.53%

324/394 names classified · sector 74.3% of weight · industry 72.0% · mkt cap 73.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsMA, BRK.B, V, JPM, UNH · other

Information TechnologyAAPL, MSFT, NVDA, PANW, QCOM · other

IndustrialsUNP, ODFL, SPGI, ETN, BKNG · other

Consumer DiscretionaryAMZN, HD, LOW, MCD, CASY · other

Communication ServicesGOOGL, META, GOOG, DIS, CMCSA · other

Health CareJNJ, AMGN, ALC, ISRG, GILD · other

Consumer StaplesPEP, PM, MO, KO, STZ · other

EnergyCVX, XOM, EOG, SLB, COP · other

MaterialsPG, ECL, ATR, CSL, MLM · other

UtilitiesEPD, NEE, SO, WEC, KMI · other

Real EstateAMT, PLD, NNN, HST, RMAX · other

UnclassifiedBRK.A, IJH, FINN, IWF, WESTWOOD INCOME OPPORTUNITY - · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 74.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (294 classified)BRIDGES INVESTMENT MANAGEMENT INC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareMaterialsEnergyConsumer StaplesReal EstateUtilities

Style box summary for BRIDGES INVESTMENT MANAGEMENT INC: centroid Large Core. Heaviest cells: Large Growth 38.9%, Large Core 11.4%, Large Value 7.0%.

Classified: 70.8% of book weight (294/392 names) · unclassified 29.2%: IJH, VEA, BRK.A, VWO, BRK.B, IJR, IVV, IWF, RSP, IWD +88 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 396 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IJHISHARES TR	5,782,188	$390M	5.3%	TRIM −4%
2	GOOGLALPHABET INC	1,332,433	$383M	5.2%	TRIM −4%
3	MSFTMICROSOFT CORP	907,119	$336M	4.5%	HOLD
4	AAPLAPPLE INC	1,236,543	$314M	4.3%	TRIM −10%
5	AMZNAMAZON COM INC	1,406,179	$293M	4.0%	HOLD
6	VEAVANGUARD TAX-MANAGED FDS	4,430,181	$284M	3.8%	ADD 6%
7	NVDANVIDIA CORPORATION	1,484,413	$259M	3.5%	HOLD
8	BRK.ABERKSHIRE HATHAWAY INC DEL	337	$242M	3.3%	TRIM −5%
9	MAMASTERCARD INCORPORATED	378,188	$189M	2.6%	HOLD
10	VWOVANGUARD INTL EQUITY INDEX F	3,455,673	$187M	2.5%	ADD 4%
11	BRK.BBERKSHIRE HATHAWAY INC DEL	354,987	$170M	2.3%	TRIM −4%
12	IJRISHARES TR	1,341,939	$167M	2.3%	HOLD
13	IVVISHARES TR	232,208	$152M	2.1%	TRIM −10%
14	JPMJPMORGAN CHASE & CO	493,072	$145M	2.0%	HOLD
15	UNPUNION PAC CORP	594,231	$144M	2.0%	TRIM −15%
16	ODFLOLD DOMINION FREIGHT LINE IN	642,375	$126M	1.7%	TRIM −7%
17	VVISA INC	405,777	$123M	1.7%	HOLD
18	CASYCASEYS GEN STORES INC	155,741	$113M	1.5%	HOLD
19	LOWLOWES COS INC	447,160	$106M	1.4%	HOLD
20	METAMETA PLATFORMS INC	184,587	$106M	1.4%	HOLD
21	PANWPALO ALTO NETWORKS INC	656,421	$105M	1.4%	TRIM −3%
22	AVGOBROADCOM INC	335,238	$104M	1.4%	TRIM −4%
23	SPGIS&P GLOBAL INC	237,483	$101M	1.4%	ADD 8%
24	GOOGALPHABET INC	292,816	$84M	1.1%	TRIM −4%
25	PGRPROGRESSIVE CORP	392,581	$78M	1.1%	HOLD
26	ISRGINTUITIVE SURGICAL INC	167,548	$77M	1.0%	HOLD
27	BLKBLACKROCK INC	77,841	$75M	1.0%	TRIM −2%
28	LADLITHIA MTRS INC	285,062	$71M	1.0%	HOLD
29	IWFISHARES TR	164,182	$70M	0.9%	TRIM −5%
30	RSPINVESCO EXCHANGE TRADED FD T	363,865	$70M	0.9%	ADD 15%
31	TMOTHERMO FISHER SCIENTIFIC INC	139,484	$69M	0.9%	HOLD
32	CSLCARLISLE COS INC	193,476	$65M	0.9%	ADD 8%
33	ICEINTERCONTINENTAL EXCHANGE IN	393,435	$62M	0.8%	HOLD
34	KLACKLA CORP	41,745	$61M	0.8%	TRIM −17%
35	NOWSERVICENOW INC	540,195	$56M	0.8%	ADD 27%
36	IWDISHARES TR	257,253	$55M	0.7%	TRIM −4%
37	URIUNITED RENTALS INC	72,398	$53M	0.7%	ADD 4%
38	WFCWELLS FARGO CO NEW	652,244	$52M	0.7%	HOLD
39	SYKSTRYKER CORPORATION	152,526	$50M	0.7%	ADD 5%
40	VEUVANGUARD INTL EQUITY INDEX F	662,141	$50M	0.7%	ADD 3%
41	EOGEOG RES INC	334,414	$48M	0.7%	HOLD
42	CDNSCADENCE DESIGN SYSTEM INC	173,482	$48M	0.7%	HOLD
43	COSTCOSTCO WHSL CORP NEW	45,009	$45M	0.6%	HOLD
44	CTASCINTAS CORP	264,525	$45M	0.6%	HOLD
45	AZOAUTOZONE INC	12,581	$42M	0.6%	ADD 51%
46	CPRTCOPART INC	1,266,002	$42M	0.6%	ADD 38%
47	USBUS BANCORP	787,487	$41M	0.6%	HOLD
48	ABBVABBVIE INC	186,093	$40M	0.5%	HOLD
49	ULTAULTA BEAUTY INC	69,150	$36M	0.5%	TRIM −15%
50	HDHOME DEPOT INC	105,906	$35M	0.5%	HOLD
51	FINNFirst National of Nebraska Inc	2,032	$34M	0.5%	HOLD
52	ALCALCON AG	409,022	$31M	0.4%	HOLD
53	AMGNAMGEN INC	87,581	$31M	0.4%	HOLD
54	ZTSZOETIS INC	248,809	$29M	0.4%	ADD 44%
55	PEPPEPSICO INC	188,607	$29M	0.4%	HOLD
56	CVXCHEVRON CORP NEW	139,217	$29M	0.4%	HOLD
57	ABTABBOTT LABS	277,089	$28M	0.4%	ADD 15%
58	APHAMPHENOL CORP	216,478	$27M	0.4%	ADD 2%
59	MCDMCDONALDS CORP	87,216	$27M	0.4%	HOLD
60	SHWSHERWIN WILLIAMS CO	82,849	$27M	0.4%	HOLD
61	LINLINDE PLC	51,197	$25M	0.3%	HOLD
62	ADBEADOBE INC	103,730	$25M	0.3%	TRIM −15%
63	CHECHEMED CORP NEW	65,921	$25M	0.3%	ADD 7%
64	FNDFLOOR & DECOR HLDGS INC	474,641	$24M	0.3%	ADD 20%
65	TJXTJX COS INC NEW	146,917	$23M	0.3%	HOLD
66	IEMGISHARES INC	332,484	$23M	0.3%	TRIM −19%
67	LLYELI LILLY & CO	24,956	$23M	0.3%	ADD 5%
68	VOVANGUARD INDEX FDS	73,709	$21M	0.3%	ADD 9%
69	VOOVANGUARD INDEX FDS	35,365	$21M	0.3%	ADD 15%
70	ADPAUTOMATIC DATA PROCESSING IN	101,264	$21M	0.3%	ADD 6%
71	IWRISHARES TR	210,148	$20M	0.3%	HOLD
72	JNJJOHNSON & JOHNSON	75,302	$18M	0.2%	HOLD
73	UNHUNITEDHEALTH GROUP INC	67,251	$18M	0.2%	HOLD
74	PLDPROLOGIS INC.	128,416	$17M	0.2%	HOLD
75	TTTRANE TECHNOLOGIES PLC	39,761	$17M	0.2%	ADD 2479%
76	PHPARKER-HANNIFIN CORP	17,196	$15M	0.2%	HOLD
77	BMIBADGER METER INC	97,405	$15M	0.2%	ADD 607%
78	AFGAMERICAN FINL GROUP INC OHIO	112,172	$14M	0.2%	ADD 5%
79	POOLPOOL CORP	70,660	$14M	0.2%	ADD 71%
80	ROLROLLINS INC	254,837	$14M	0.2%	HOLD
81	HSYHERSHEY CO	63,551	$13M	0.2%	ADD 2%
82	ACNACCENTURE PLC IRELAND	65,562	$13M	0.2%	TRIM −4%
83	INTUINTUIT	29,672	$13M	0.2%	TRIM −3%
84	MRSHMARSH & MCLENNAN COS INC	71,671	$12M	0.2%	TRIM −3%
85	XOMEXXON MOBIL CORP	72,952	$12M	0.2%	TRIM −3%
86	GGGGRACO INC	145,795	$12M	0.2%	ADD 4%
87	BAHBOOZ ALLEN HAMILTON HLDG COR	149,109	$12M	0.2%	ADD 23%
88	VBVANGUARD INDEX FDS	39,958	$10M	0.1%	HOLD
89	WMTWALMART INC	80,114	$10M	0.1%	TRIM −9%
90	QDFFLEXSHARES TR	121,748	$10M	0.1%	HOLD
91	ETNEATON CORP PLC	26,004	$9M	0.1%	HOLD
92	BWXTBWX TECHNOLOGIES INC	45,235	$9M	0.1%	TRIM −81%
93	AMTAMERICAN TOWER CORP	52,764	$9M	0.1%	ADD 7%
94	EPDENTERPRISE PRODS PARTNERS L	236,597	$9M	0.1%	ADD 10%
95	PEM HOLDING COMAPNY, LLC	1	$8M	0.1%	HOLD
96	FIXCOMFORT SYS USA INC	5,830	$8M	0.1%	TRIM −5%
97	PMPHILIP MORRIS INTL INC	46,414	$8M	0.1%	TRIM −6%
98	MSCIMSCI INC	14,117	$8M	0.1%	ADD 12%
99	INGING GROEP N.V.	277,987	$7M	0.1%	HOLD
100	SPYSTATE STR SPDR S&P 500 ETF T	10,686	$7M	0.1%	HOLD
101	MRKMERCK & CO INC	55,851	$7M	0.1%	HOLD
102	ETENERGY TRANSFER L P	339,257	$7M	0.1%	ADD 13%
103	MPLXMPLX LP	114,164	$7M	0.1%	ADD 10%
104	IWMISHARES TR	25,016	$6M	0.1%	HOLD
105	EEMISHARES TR	107,714	$6M	0.1%	ADD 3%
106	PAAPLAINS ALL AMERN PIPELINE L	256,241	$6M	0.1%	ADD 50%
107	PGPROCTER AND GAMBLE CO	39,483	$6M	0.1%	TRIM −3%
108	APGAPI GROUP CORP	137,365	$6M	0.1%	ADD 16%
109	MUSAMURPHY USA INC	11,134	$5M	0.1%	ADD 30%
110	CSCOCISCO SYS INC	68,290	$5M	0.1%	TRIM −2%
111	RTXRTX CORPORATION	26,526	$5M	0.1%	TRIM −9%
112	HONHONEYWELL INTL INC	22,250	$5M	0.1%	HOLD
113	EVREVERCORE INC	16,460	$5M	0.1%	ADD 16%
114	IVWISHARES TR	43,241	$5M	0.1%	HOLD
115	WMSADVANCED DRAIN SYS INC DEL	34,259	$5M	0.1%	ADD 16%
116	DEDEERE & CO	7,985	$4M	0.1%	HOLD
117	TSLATESLA INC	11,810	$4M	0.1%	ADD 7%
118	QUALISHARES TR	22,002	$4M	0.1%	TRIM −5%
119	CATCATERPILLAR INC	5,951	$4M	0.1%	HOLD
120	KOCOCA COLA CO	54,065	$4M	0.1%	HOLD
121	IWSISHARES TR	27,848	$4M	0.1%	HOLD
122	LECOLINCOLN ELEC HLDGS INC	16,149	$4M	0.1%	ADD 15%
123	WMWASTE MGMT INC DEL	17,134	$4M	0.1%	HOLD
124	IWNISHARES TR	20,507	$4M	0.1%	TRIM −41%
125	TRGPTARGA RES CORP	15,258	$4M	0.1%	HOLD
126	IEFAISHARES TR	41,009	$4M	0.1%	TRIM −4%
127	AMPAMERIPRISE FINL INC	8,270	$4M	0.0%	HOLD
128	ACLSAXCELIS TECHNOLOGIES INC	38,637	$4M	0.0%	ADD 36%
129	RUSHARUSH ENTERPRISES INC	53,494	$4M	0.0%	ADD 16%
130	TMHCTAYLOR MORRISON HOME CORP	60,254	$4M	0.0%	ADD 16%
131	XPELXPEL INC	79,062	$3M	0.0%	ADD 16%
132	CLHCLEAN HARBORS INC	12,068	$3M	0.0%	ADD 16%
133	LMTLOCKHEED MARTIN CORP	5,652	$3M	0.0%	TRIM −14%
134	MOALTRIA GROUP INC	51,400	$3M	0.0%	TRIM −8%
135	TXNTEXAS INSTRS INC	17,255	$3M	0.0%	TRIM −2%
136	TWTRADEWEB MKTS INC	27,901	$3M	0.0%	ADD 35%
137	ORCLORACLE CORP	22,236	$3M	0.0%	HOLD
138	STTSTATE STR CORP	25,636	$3M	0.0%	HOLD
139	ADSKAUTODESK INC	13,429	$3M	0.0%	HOLD
140	GNRCGENERAC HLDGS INC	16,435	$3M	0.0%	ADD 8%
141	AAONAAON INC	38,189	$3M	0.0%	ADD 37%
142	TGTTARGET CORP	25,658	$3M	0.0%	TRIM −7%
143	GEGE AEROSPACE	10,956	$3M	0.0%	ADD 12%
144	DISDISNEY WALT CO	30,742	$3M	0.0%	HOLD
145	BABOEING CO	14,713	$3M	0.0%	HOLD
146	LSCCLATTICE SEMICONDUCTOR CORP	30,632	$3M	0.0%	ADD 16%
147	EQBKEQUITY BANCSHARES INC	61,876	$3M	0.0%	NEW
148	DPZDOMINOS PIZZA INC	7,505	$3M	0.0%	ADD 16%
149	CNXCNX RES CORP	67,229	$3M	0.0%	ADD 16%
150	KNSLKINSALE CAP GROUP INC	7,509	$3M	0.0%	ADD 72%
151	LNGCheniere Energy, Inc	8,974	$3M	0.0%	HOLD
152	GEVGE VERNOVA INC	2,913	$3M	0.0%	ADD 21%
153	NMIHNMI HLDGS INC	67,759	$3M	0.0%	ADD 16%
154	IJSISHARES TR	21,096	$2M	0.0%	TRIM −2%
155	BELFBBEL FUSE INC	12,425	$2M	0.0%	NEW
156	TILTFLEXSHARES TR	10,117	$2M	0.0%	HOLD
157	VZVERIZON COMMUNICATIONS INC	48,635	$2M	0.0%	HOLD
158	ABGASBURY AUTOMOTIVE GROUP INC	12,482	$2M	0.0%	ADD 20%
159	IVEISHARES TR	11,545	$2M	0.0%	TRIM −4%
160	VUGVANGUARD INDEX FDS	5,548	$2M	0.0%	ADD 5%
161	ZFSVFZURICH INSURANCE GROUP AG	3,447	$2M	0.0%	HOLD
162	BACBANK AMERICA CORP	49,029	$2M	0.0%	TRIM −8%
163	CACICACI INTL INC	4,258	$2M	0.0%	ADD 16%
164	EGPEASTGROUP PPTYS INC	12,395	$2M	0.0%	ADD 14%
165	IBMINTERNATIONAL BUSINESS MACHS	9,347	$2M	0.0%	TRIM −4%
166	FFINFIRST FINL BANKSHARES INC	76,834	$2M	0.0%	ADD 30%
167	FAIRMONT GROUP, INC.	1	$2M	0.0%	HOLD
168	CELHCELSIUS HLDGS INC	61,650	$2M	0.0%	ADD 35%
169	COPCONOCOPHILLIPS	16,423	$2M	0.0%	TRIM −16%
170	LHXL3HARRIS TECHNOLOGIES INC	6,278	$2M	0.0%	HOLD
171	IWBISHARES TR	6,046	$2M	0.0%	TRIM −5%
172	SAIASAIA INC	6,135	$2M	0.0%	ADD 57%
173	AITAPPLIED INDL TECHNOLOGIES IN	8,052	$2M	0.0%	ADD 15%
174	RSGREPUBLIC SVCS INC	9,729	$2M	0.0%	HOLD
175	HWKNHAWKINS INC	13,813	$2M	0.0%	ADD 22%
176	TLTDFLEXSHARES TR	22,352	$2M	0.0%	ADD 31%
177	REMISHARES TR	95,623	$2M	0.0%	HOLD
178	RBARB GLOBAL INC	21,363	$2M	0.0%	ADD 7%
179	BLDRBUILDERS FIRSTSOURCE INC	24,848	$2M	0.0%	ADD 79%
180	MDTMEDTRONIC PLC	23,433	$2M	0.0%	TRIM −12%
181	WSOWATSCO INC	5,560	$2M	0.0%	ADD 134%
182	HESMHESS MIDSTREAM LP	51,380	$2M	0.0%	HOLD
183	OPCHOPTION CARE HEALTH INC	73,391	$2M	0.0%	ADD 16%
184	EXPEAGLE MATLS INC	10,336	$2M	0.0%	ADD 18%
185	BKNGBOOKING HOLDINGS INC	465	$2M	0.0%	HOLD
186	JLLJONES LANG LASALLE INC	6,423	$2M	0.0%	ADD 9%
187	GILGILDAN ACTIVEWEAR INC	34,795	$2M	0.0%	TRIM −9%
188	DTDYNATRACE INC	52,308	$2M	0.0%	ADD 112%
189	COFCAPITAL ONE FINL CORP	10,556	$2M	0.0%	TRIM −2%
190	PPGPPG INDS INC	17,928	$2M	0.0%	TRIM −10%
191	SYYSYSCO CORP	26,852	$2M	0.0%	HOLD
192	NEENEXTERA ENERGY INC	20,493	$2M	0.0%	HOLD
193	BDXBECTON DICKINSON & CO	12,059	$2M	0.0%	HOLD
194	LSEGYLONDON STOCK EXCHANGE ADR	64,830	$2M	0.0%	ADD 54%
195	TPLTEXAS PACIFIC LAND CORPORATI	3,969	$2M	0.0%	TRIM −7%
196	CMCSACOMCAST CORP NEW	61,584	$2M	0.0%	HOLD
197	HLNEHAMILTON LANE INC	17,740	$2M	0.0%	ADD 108%
198	BIZDVANECK ETF TRUST	135,805	$2M	0.0%	NEW
199	CCICROWN CASTLE INC	21,111	$2M	0.0%	HOLD
200	QCOMQUALCOMM INC	12,790	$2M	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IJHISHARES TR

4.3M

4.5M

4.6M

4.4M

6.0M

5.8M

$390M

GOOGLALPHABET INC

1.6M

1.4M

1.3M

$383M

MSFTMICROSOFT CORP

950K

945K

937K

919K

903K

907K

$336M

AAPLAPPLE INC

1.7M

1.6M

1.5M

1.4M

1.2M

$314M

AMZNAMAZON COM INC

1.6M

1.4M

1.5M

1.4M

$293M

VEAVANGUARD TAX-MANAGED FDS

3.1M

4.0M

4.2M

4.4M

$284M

NVDANVIDIA CORPORATION

1.6M

1.5M

$259M

BRK/ABERKSHIRE HATHAWAY INC DEL

398

389

382

368

353

337

$242M

MAMASTERCARD INCORPORATED

404K

395K

391K

381K

378K

$189M

VWOVANGUARD INTL EQUITY INDEX F

2.9M

3.2M

3.3M

3.5M

$187M

BRK.BBERKSHIRE HATHAWAY INC DEL

400K

392K

381K

379K

369K

355K

$170M

IJRISHARES TR

1.4M

1.3M

$167M

IVVISHARES TR

163K

182K

193K

198K

258K

232K

$152M

JPMJPMORGAN CHASE & CO

540K

532K

531K

528K

498K

493K

$145M

UNPUNION PAC CORP

689K

674K

672K

668K

697K

594K

$144M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆BRIDGES INVESTMENT MANAGEMENT INC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 396 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

BRIDGES INVESTMENT MANAGEMENT INC