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Bridges Investment Management 13F Portfolio

Portfolio Manager
Bridges Investment Management INC
Performance
+11.12% (2026 Q2)
AUM (13F)
$8.22B
# of Holdings
401
Performance Rank
Allocation (Top 20)
58.63%
Latest filing
Q2 2026

Bridges Investment Management INC Holdings Map

Top 50 Bridges Investment Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC CL A
5.49%1.26M$451.8M
-5.12%(-68.27K)
2025-Q2: 1.60M shares2025-Q3: 1.57M shares2025-Q4: 1.39M shares2026-Q1: 1.33M shares2026-Q2: 1.26M shares
$118.05(+192.01%)
2026-06-30
IJH
ISHARES CORE S&P MID CAP ETF
5.47%5.83M$449.6M
+0.84%(+48.70K)
2025-Q2: 4.58M shares2025-Q3: 4.44M shares2025-Q4: 6.02M shares2026-Q1: 5.78M shares2026-Q2: 5.83M shares
$51.80(+51.63%)
2026-06-30
AAPL
APPLE INC
4.15%1.18M$341.5M
-4.55%(-56.27K)
2025-Q2: 1.53M shares2025-Q3: 1.50M shares2025-Q4: 1.37M shares2026-Q1: 1.24M shares2026-Q2: 1.18M shares
$114.56(+166.56%)
2026-06-30
MSFT
MICROSOFT CORP COM
4.11%904.9K$337.5M
-0.25%(-2.23K)
2025-Q2: 936.8K shares2025-Q3: 919.3K shares2025-Q4: 903.4K shares2026-Q1: 907.1K shares2026-Q2: 904.9K shares
$297.77(+63.24%)
2026-06-30
AMZN
AMAZON.COM INC
4.03%1.39M$331.3M
-1.14%(-16.08K)
2025-Q2: 1.47M shares2025-Q3: 1.45M shares2025-Q4: 1.42M shares2026-Q1: 1.41M shares2026-Q2: 1.39M shares
$142.77(+83.88%)
2026-06-30
VEA
VANGUARD FTSE DEVELOPED MARKET
3.86%4.45M$317.3M
+0.54%(+23.73K)
2025-Q2: 3.08M shares2025-Q3: 4.01M shares2025-Q4: 4.17M shares2026-Q1: 4.43M shares2026-Q2: 4.45M shares
$48.58(+52.35%)
2026-06-30
NVDA
NVIDIA CORPORATION
3.43%1.41M$282.0M
-5.05%(-75.01K)
2025-Q2: 1.55M shares2025-Q3: 1.49M shares2025-Q4: 1.50M shares2026-Q1: 1.48M shares2026-Q2: 1.41M shares
$50.23(+350.04%)
2026-06-30
BRK.A
BERKSHIRE HATHAWAY INC CLASS A
2.9%318$238.1M
-5.64%(-19)
2025-Q2: 382 shares2025-Q3: 368 shares2025-Q4: 353 shares2026-Q1: 337 shares2026-Q2: 318 shares
$345681.79(+116.21%)
2026-06-30
PANW
PALO ALTO NETWORKS INC COM
2.81%678.6K$231.4M
+3.37%(+22.14K)
2025-Q2: 698.3K shares2025-Q3: 687.3K shares2025-Q4: 674.4K shares2026-Q1: 656.4K shares2026-Q2: 678.6K shares
$97.09(+289.55%)
2026-06-30
VWO
VANGUARD FTSE EMERGING MARKETS
2.53%3.48M$207.7M
+0.68%(+23.61K)
2025-Q2: 3.23M shares2025-Q3: 3.23M shares2025-Q4: 3.34M shares2026-Q1: 3.46M shares2026-Q2: 3.48M shares
$44.48(+35.74%)
2026-06-30

About Bridges Investment Management INCโ€™s portfolio

Bridges Investment Management INC reports $8.22B in US-listed equity holdings across 401 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.5%), IJH (5.5%) and AAPL (4.2%). The top 20 holdings account for 58.63% of reported assets. Its disclosed equity book has returned +58.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOGL โ€” 6.6% ($451.77M)IJH โ€” 6.6% ($449.62M)AAPL โ€” 5.0% ($341.53M)MSFT โ€” 4.9% ($337.54M)AMZN โ€” 4.8% ($331.32M)VEA โ€” 4.6% ($317.34M)NVDA โ€” 4.1% ($282.01M)BRK.A โ€” 3.5% ($238.13M)PANW โ€” 3.4% ($231.40M)VWO โ€” 3.0% ($207.68M)Other โ€” 53.5% ($3.67B)
47%in top 10
  • GOOGL6.6%
  • IJH6.6%
  • AAPL5.0%
  • MSFT4.9%
  • AMZN4.8%
  • VEA4.6%
  • NVDA4.1%
  • BRK.A3.5%
  • PANW3.4%
  • VWO3.0%
  • Other53.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
26
PHPARKER-HANNIFIN CORP+194.9%
AVGOBROADCOM INC+22.1%
KLACKLA CORP COM+19.4%
SYKSTRYKER CORP COM+36.0%
+22 more
Trimmed
24
UNPUNION PACIFIC CORP COM-19.2%
GOOGLALPHABET INC CL A-5.1%
AAPLAPPLE INC-4.6%
NVDANVIDIA CORPORATION-5.1%
+20 more

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Source filings

Holdings on this page are parsed from Bridges Investment Management INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1007295). View Bridges Investment Management INCโ€™s 13F filings on SEC

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