Bridges Investment Management Inc Top Holdings and 13F Report (2024)

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About Bridges Investment Management Inc

Investment Activity

Bridges Investment Management Inc has $3.20 billion in total holdings as of March 31, 2024.
Bridges Investment Management Inc owns shares of 243 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 11.73% of the portfolio was purchased this quarter.
About 3.61% of the portfolio was sold this quarter.
This quarter, Bridges Investment Management Inc has purchased 241 new stocks and bought additional shares in 80 stocks.
Bridges Investment Management Inc sold shares of 93 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $197,310,840
Microsoft: $172,599,118
Apple: $154,594,364
Amazon.com: $123,957,497
BRIDGES INVESTMENT FUND: $114,224,672

Largest New Holdings this Quarter

Rockwell Automation: $365,328 Holding
Trane Technologies: $240,160 Holding
Advanced Micro Devices: $227,959 Holding
Dimensional U.S. Core Equity 2 ETF: $207,675 Holding
DOW: $203,508 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 1,238,328 shares (about $75.22M)
iShares Core S&P Mid-Cap ETF: 802,117 shares (about $48.72M)
iShares Core S&P Small-Cap ETF: 324,065 shares (about $35.82M)
Old Dominion Freight Line: 125,420 shares (about $27.51M)
JPMorgan Chase & Co.: 117,897 shares (about $23.61M)

Largest Sales this Quarter

Home Depot: 38,819 shares (about $14.89M)
PayPal: 210,544 shares (about $14.10M)
Berkshire Hathaway: 18 shares (about $11.42M)
Apple: 56,792 shares (about $9.74M)
Cable One: 15,846 shares (about $6.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$197,310,840	$11,419,920 ▼	-5.5%	311	6.2%	Finance
MSFT Microsoft	$172,599,118	$3,083,457 ▼	-1.8%	410,247	5.4%	Computer and Technology
AAPL Apple	$154,594,364	$9,738,692 ▼	-5.9%	901,530	4.8%	Computer and Technology
AMZN Amazon.com	$123,957,497	$1,850,338 ▼	-1.5%	687,202	3.9%	Retail/Wholesale
BRIDGES INVESTMENT FUND	$114,224,672	$3,240,507 ▼	-2.8%	1,102,448	3.6%	MFU
GOOGL Alphabet	$110,729,342	$4,432,361 ▼	-3.8%	733,647	3.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$107,286,990	$65,271 ▼	-0.1%	2,138,469	3.4%	ETF
MA Mastercard	$101,329,552	$4,302,828 ▼	-4.1%	210,415	3.2%	Business Services
BRK.B Berkshire Hathaway	$99,554,326	$745,161 ▼	-0.7%	236,741	3.1%	Finance
NVDA NVIDIA	$97,114,629	$4,216,011 ▼	-4.2%	107,480	3.0%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$87,023,577	$487,707 ▼	-0.6%	2,083,399	2.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$79,241,829	$75,216,043 ▲	1,868.4%	1,304,607	2.5%	ETF
UNP Union Pacific	$60,524,602	$3,344,156 ▼	-5.2%	246,105	1.9%	Transportation
IWF iShares Russell 1000 Growth ETF	$57,955,390	$720,613 ▼	-1.2%	171,949	1.8%	ETF
V Visa	$57,728,814	$2,249,943 ▼	-3.8%	206,854	1.8%	Business Services
ODFL Old Dominion Freight Line	$57,170,608	$27,505,860 ▲	92.7%	260,684	1.8%	Transportation
UNH UnitedHealth Group	$52,848,801	$830,601 ▼	-1.5%	106,830	1.7%	Medical
IJH iShares Core S&P Mid-Cap ETF	$52,746,392	$48,720,604 ▲	1,210.2%	868,396	1.6%	ETF
PANW Palo Alto Networks	$50,868,930	$13,638 ▼	0.0%	179,034	1.6%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$47,612,348	$35,815,664 ▲	303.6%	430,803	1.5%	ETF
META Meta Platforms	$43,489,030	$1,046,910 ▼	-2.4%	89,561	1.4%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$42,936,647	$861,162 ▲	2.0%	239,722	1.3%	ETF
GOOG Alphabet	$42,771,813	$3,038,348 ▼	-6.6%	280,913	1.3%	Computer and Technology
PGR Progressive	$41,125,330	$1,965,617 ▼	-4.6%	198,846	1.3%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$38,159,275	$246,447 ▼	-0.6%	650,627	1.2%	ETF
LOW Lowe's Companies	$36,099,827	$2,550,357 ▲	7.6%	141,718	1.1%	Retail/Wholesale
NOW ServiceNow	$35,289,971	$1,642,210 ▲	4.9%	46,288	1.1%	Computer and Technology
BLK BlackRock	$34,786,133	$1,978,370 ▼	-5.4%	41,725	1.1%	Finance
ADBE Adobe	$33,558,423	$534,876 ▼	-1.6%	66,505	1.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$30,875,297	$19,078,618 ▲	161.7%	279,364	1.0%	ETF
TMO Thermo Fisher Scientific	$28,997,149	$1,713,988 ▼	-5.6%	49,891	0.9%	Medical
HD Home Depot	$28,422,459	$14,890,969 ▼	-34.4%	74,094	0.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$26,874,451	$23,614,769 ▲	724.5%	134,171	0.8%	Finance
CASY Casey's General Stores	$26,869,856	$552,192 ▼	-2.0%	84,377	0.8%	Retail/Wholesale
ISRG Intuitive Surgical	$26,609,326	$1,131,420 ▲	4.4%	66,675	0.8%	Medical
ICE Intercontinental Exchange	$24,860,262	$2,856,345 ▲	13.0%	180,894	0.8%	Finance
ALC Alcon	$23,394,912	$1,161,479 ▼	-4.7%	280,885	0.7%	Medical
LAD Lithia Motors	$22,112,608	$6,357,172 ▲	40.3%	73,498	0.7%	Retail/Wholesale
CHE Chemed	$21,355,085	$796,635 ▼	-3.6%	33,267	0.7%	Medical
BWXT BWX Technologies	$20,909,851	$1,238,521 ▼	-5.6%	203,760	0.7%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$20,403,173	$16,377,387 ▲	406.8%	335,910	0.6%	ETF
EOG EOG Resources	$20,394,187	$174,246 ▼	-0.8%	159,529	0.6%	Oils/Energy
CPRT Copart	$18,960,170	$394,319 ▼	-2.0%	327,351	0.6%	Business Services
IEMG iShares Core MSCI Emerging Markets ETF	$18,937,716		0.0%	367,010	0.6%	ETF
JPM JPMorgan Chase & Co.	$18,105,518	$14,845,836 ▲	455.4%	90,392	0.6%	Finance
SPGI S&P Global	$17,528,540	$15,192,820 ▲	650.5%	41,200	0.5%	Business Services
ZTS Zoetis	$17,475,332	$6,837,099 ▲	64.3%	103,276	0.5%	Medical
ATR AptarGroup	$17,349,825	$352,387 ▼	-2.0%	120,577	0.5%	Industrial Products
PEP PepsiCo	$16,572,572	$1,145,965 ▼	-6.5%	94,695	0.5%	Consumer Staples
CTAS Cintas	$16,123,220	$1,832,309 ▲	12.8%	23,468	0.5%	Industrial Products
EW Edwards Lifesciences	$15,424,531	$929,417 ▼	-5.7%	161,412	0.5%	Medical
ABBV AbbVie	$14,657,594	$353,820 ▼	-2.4%	80,492	0.5%	Medical
SPGI S&P Global	$14,356,810	$12,021,090 ▲	514.7%	33,745	0.4%	Business Services
MCD McDonald's	$13,915,361	$574,614 ▼	-4.0%	49,354	0.4%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$13,698,421	$2,782,689 ▲	25.5%	26,056	0.4%	ETF
CVX Chevron	$13,563,571	$485,996 ▼	-3.5%	85,987	0.4%	Oils/Energy
AMT American Tower	$13,490,457	$74,096 ▼	-0.5%	68,275	0.4%	Finance
AVGO Broadcom	$13,140,115	$1,418,189 ▲	12.1%	9,914	0.4%	Computer and Technology
SHW Sherwin-Williams	$13,139,495	$346,635 ▼	-2.6%	37,830	0.4%	Construction
IVV iShares Core S&P 500 ETF	$13,122,747	$2,207,015 ▲	20.2%	24,961	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,930,413	$133,729 ▲	1.1%	107,948	0.4%	ETF
GNRC Generac	$11,286,503	$482,738 ▲	4.5%	89,476	0.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$10,581,368	$334,364 ▼	-3.1%	20,127	0.3%	ETF
ABT Abbott Laboratories	$10,516,505	$100,134 ▲	1.0%	92,526	0.3%	Medical
ULTA Ulta Beauty	$10,207,663	$8,868,567 ▲	662.3%	19,522	0.3%	Retail/Wholesale
POOL Pool	$10,177,482	$919,980 ▲	9.9%	25,223	0.3%	Consumer Discretionary
COST Costco Wholesale	$9,429,681	$230,046 ▲	2.5%	12,871	0.3%	Retail/Wholesale
QDF FlexShares Quality Dividend Index Fund	$8,964,881	$9,491 ▼	-0.1%	136,017	0.3%	ETF
AMGN Amgen	$8,728,340	$703,976 ▲	8.8%	30,699	0.3%	Medical
ING ING Groep	$8,609,347		0.0%	522,095	0.3%	Finance
TGT Target	$8,099,383	$44,302 ▲	0.5%	45,705	0.3%	Retail/Wholesale
ACN Accenture	$7,085,055	$265,157 ▼	-3.6%	20,441	0.2%	Business Services
XOM Exxon Mobil	$7,050,654	$37,197 ▲	0.5%	60,656	0.2%	Oils/Energy
FINN First National of Nebraska	$6,841,800		0.0%	543	0.2%	Finance
ULTA Ulta Beauty	$6,403,188	$5,064,092 ▲	378.2%	12,246	0.2%	Retail/Wholesale
LMT Lockheed Martin	$6,122,551	$1,176,749 ▲	23.8%	13,460	0.2%	Aerospace
TXN Texas Instruments	$5,939,690	$519,146 ▲	9.6%	34,095	0.2%	Computer and Technology
SYK Stryker	$5,475,768	$1,216,758 ▲	28.6%	15,301	0.2%	Medical
ADP Automatic Data Processing	$5,297,485	$1,064,891 ▲	25.2%	21,212	0.2%	Business Services
HON Honeywell International	$4,853,547	$301,512 ▼	-5.8%	23,647	0.2%	Multi-Sector Conglomerates
KLAC KLA	$4,725,128	$548,378 ▲	13.1%	6,764	0.1%	Computer and Technology
LINDE PLC	$4,662,702	$278,128 ▲	6.3%	10,042	0.1%	COM
CMCSA Comcast	$4,628,306	$106,121 ▲	2.3%	106,766	0.1%	Consumer Discretionary
MRK Merck & Co., Inc.	$4,581,304	$3,965,098 ▲	643.5%	34,720	0.1%	Medical
PM Philip Morris International	$4,324,830	$198,815 ▼	-4.4%	47,204	0.1%	Consumer Staples
JNJ Johnson & Johnson	$3,981,326	$2,906,109 ▲	270.3%	25,168	0.1%	Medical
EEM iShares MSCI Emerging Markets ETF	$3,975,024	$244,837 ▼	-5.8%	96,763	0.1%	Finance
LLY Eli Lilly and Company	$3,909,249	$3,086,945 ▲	375.4%	5,025	0.1%	Medical
IWR iShares Russell Mid-Cap ETF	$3,898,497	$80,979 ▲	2.1%	46,361	0.1%	ETF
PYPL PayPal	$3,730,673	$14,104,342 ▼	-79.1%	55,690	0.1%	Computer and Technology
ETN Eaton	$3,642,722	$20,324 ▼	-0.6%	11,650	0.1%	Industrial Products
WMT Walmart	$3,450,810	$2,141,210 ▲	163.5%	57,351	0.1%	Retail/Wholesale
NKE NIKE	$3,375,949	$115,125 ▲	3.5%	35,922	0.1%	Consumer Discretionary
INTU Intuit	$3,265,600	$382,200 ▲	13.3%	5,024	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,259,682		0.0%	16,274	0.1%	Finance
USB U.S. Bancorp	$3,231,989	$218,047 ▼	-6.3%	72,304	0.1%	Finance
FEI First Trust MLP and Energy Income Fund	$3,200,557	$68,435 ▼	-2.1%	330,978	0.1%	Financial Services
BAH Booz Allen Hamilton	$3,064,247	$490,000 ▲	19.0%	20,643	0.1%	Business Services
LLY Eli Lilly and Company	$3,034,044	$2,211,740 ▲	269.0%	3,900	0.1%	Medical
PG Procter & Gamble	$2,961,387	$2,775,611 ▲	1,494.1%	18,252	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Bridges Investment Management Inc Top Holdings and 13F Report (2024)

About Bridges Investment Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bridges Investment Management Inc Top Holdings and 13F Report (2024)

About Bridges Investment Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridges Investment Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information