CIK 1007295
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-30). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HOLMES, JACK, JOSEPH | CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR | 2024-07 | <5% ·◆ |
| Hickman, Riley, N | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, DIRECTOR | 2024-07 | <5% ·◆ |
| Luellen, Marietta, Elizabeth | EXECUTIVE VICE PRESIDENT | 2023-10 | <5% ·◆ |
| Schulte, Pamela, Sue | TREASURER AND DIRECTOR OF FINANCE | 2024-07 | <5% ·◆ |
| WILWERDING, NICHOLAS, ALAN | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN, DIRECTOR | 2024-07 | <5% ·◆ |
| Woodward, Steven, Howard | CHIEF COMPLIANCE OFFICER, SECRETARY | 2023-12 | <5% ·◆ |
| APP, MICHAEL, GRAHAM | SENIOR VICE PRESIDENT, & DIRECTOR | 2017-10 | <5% |
| MCMURRY, MEGAN, MARIE | EXECUTIVE VICE PRESIDENT | 2021-10 | <5% |
| PLAHN, DOUGLAS, RICHARD | SENIOR VICE PRESIDENT & DIRECTOR | 2006-11 | <5% |
| BRIDGES HOLDING COMPANY, INC.entity | SHAREHOLDER | 2017-07 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| BRIDGES, EDSON, LOWELL | OFFICER · CHAIRMAN, CEO & DIRECTOR · CHAIRMAN, PRESIDENT, CEO & DIRECTOR · PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| GRANT, DEBORAH, LEE | VICE PRESIDENT · SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| DODGE, NANCY, K | VICE PRESIDENT · SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| KIRKPATRICK, BRIAN, MICHAEL | SENIOR VICE PRESIDENT & DIRECTOR · SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, & DIRECTOR · SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER | 2024-03 | — not seen at a tracked firm |
| MILES, BRIAN, ROBERT | SENIOR VICE PRESIDENT · SENIOR VICE PRESIDENT & DIRECTOR · SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR · VICE PRESIDENT | 2024-03 | — not seen at a tracked firm |
| KNAUF, MEGAN, MARIE | SECRETARY & TREASURER | 2023-11 | — not seen at a tracked firm |
| DAVIDSON, FELIX, BEARD | CHIEF OPERATING OFFICER | 2021-11 | — not seen at a tracked firm |
| ROHLOFF, PATRICIA, SARAH | VICE PRESIDENT & CLASS A SHAREHOLDER | 2017-08 | — not seen at a tracked firm |
| BRIDGES II, EDSON, LOWELL | DIRECTOR & CLASS A SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
| MASON, MARY, ANN | SENIOR VICE PRESIDENT, SECRETARY, TREASURER & CLASS A SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
