Q2 2026 13F · SEC CIK 1007295

Bridges Investment Management Inc

Asset managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $8.2B
Reported positions: 398
Top holdings a year, 3 yrs: +18.4%
Assets under management: $11.3B

Bridges Investment Management Inc is an asset manager that reported 398 positions worth $8.2B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Alphabet Inc (GOOGL, 5.5%), Ishares Tr (IJH, 5.5%), Apple Inc (AAPL, 4.2%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Bridges Investment Management Inc holdings largest 50 of 398 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bridges Investment Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.5%	5.2%	1,264,162	-5.1%	$451.8M
IJHIshares Tr	5.5%	5.3%	5,830,885	+0.8%	$449.6M
AAPLApple Inc	4.2%	4.3%	1,180,277	-4.6%	$341.5M
MSFTMicrosoft Corp	4.1%	4.5%	904,889	-0.2%	$337.5M
AMZNAmazon Com Inc	4.0%	4.0%	1,390,101	-1.1%	$331.3M
VEAVanguard Ftse Developed Markets Index Fu	3.9%	3.8%	4,453,914	+0.5%	$317.3M
NVDANvidia Corporation	3.4%	3.5%	1,409,406	-5.1%	$282.0M
BRK-ABerkshire Hathaway Inc Del	2.9%	3.3%	318	-5.6%	$238.1M
PANWPalo Alto Networks Inc	2.8%	1.4%	678,562	+3.4%	$231.4M
VWOVanguard Intl Equity Index F	2.5%	2.5%	3,479,278	+0.7%	$207.7M
IJRIshares Tr	2.4%	2.3%	1,333,633	-0.6%	$197.8M
MAMastercard Incorporated	2.4%	2.6%	376,973	-0.3%	$193.6M
IVVIshares Tr	2.2%	2.1%	246,971	+6.4%	$185.0M
BRK-BBerkshire Hathaway Inc Del	2.2%	2.3%	362,572	+2.1%	$181.4M
JPMJpmorgan Chase & Co	1.9%	2.0%	489,080	-0.8%	$160.1M
AVGOBroadcom Inc	1.9%	1.4%	409,492	+22.1%	$154.7M
KLACKla Corp	1.8%	0.8%	498,542	+1094.3%	$150.4M
VVisa Inc	1.7%	1.7%	405,537	-0.1%	$139.1M
ODFLOld Dominion Freight Line in	1.7%	1.7%	641,260	-0.2%	$138.9M
UNPUnion Pac Corp	1.6%	2.0%	480,021	-19.2%	$130.6M
CASYCaseys Gen Stores Inc	1.5%	1.5%	155,740	-0.0%	$123.8M
METAMeta Platforms Inc	1.3%	1.4%	186,651	+1.1%	$105.1M
SPGIS&p Global Inc	1.2%	1.4%	247,443	+4.2%	$100.8M
GOOGAlphabet Inc	1.2%	1.1%	282,417	-3.6%	$99.8M
URIUnited Rentals Inc	1.2%	0.7%	86,985	+20.1%	$98.5M
LOWLowes Cos Inc	1.2%	1.4%	439,775	-1.7%	$97.0M
PGRProgressive Corp	1.0%	1.1%	384,540	-2.0%	$84.0M
LADLithia Motors Inc	1.0%	1.0%	278,265	-2.4%	$80.8M
IWFIshares Tr	1.0%	0.9%	650,736	+296.4%	$80.8M
RSPInvesco Exchange Traded Fd T	1.0%	0.9%	368,450	+1.3%	$78.4M
BLKBlackrock Inc	0.9%	1.0%	77,933	+0.1%	$74.9M
ISRGIntuitive Surgical Inc	0.9%	1.0%	187,721	+12.0%	$74.7M
CSLCarlisle Cos Inc	0.9%	0.9%	200,409	+3.6%	$72.7M
SYKStryker Corporation	0.8%	0.7%	207,365	+36.0%	$65.3M
CDNSCadence Design System Inc	0.8%	0.7%	170,593	-1.7%	$64.0M
TMOThermo Fisher Scientific Inc	0.8%	0.9%	126,117	-9.6%	$63.2M
IWDIshares Tr	0.7%	0.7%	253,556	-1.4%	$61.5M
NOWServicenow Inc	0.7%	0.8%	610,865	+13.1%	$60.6M
VEUVanguard Intl Equity Index F	0.7%	0.7%	647,813	-2.2%	$54.3M
WFCWells Fargo & Co	0.7%	0.7%	655,304	+0.5%	$54.2M
PHParker-Hannifin Corp	0.6%	—	50,718	—	$49.6M
ICEIntercontinental Exchange Inc	0.6%	0.8%	395,731	+0.6%	$48.7M
ABBVAbbvie Inc	0.6%	0.5%	193,443	+3.9%	$48.7M
USBUS Bancorp	0.6%	0.6%	799,540	+1.5%	$48.3M
CTASCintas Corp	0.6%	0.6%	266,472	+0.7%	$45.3M
AZOAutozone Inc	0.5%	0.6%	13,524	+7.5%	$43.2M
COSTCostco Wholesale Corporation	0.5%	0.6%	44,758	-0.6%	$41.9M
APHAmphenol Corp	0.5%	—	218,564	—	$38.5M
FINNFirst National of Nebraska Inc	0.5%	—	2,029	—	$38.0M
HDHome Depot Inc	0.5%	0.5%	106,516	+0.6%	$37.6M

What Bridges Investment Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+1094.3% shares
IWF Ishares Tr+296.4% shares
SYK Stryker Corporation+36.0% shares
AVGO Broadcom Inc+22.1% shares
URI United Rentals Inc+20.1% shares
NOW Servicenow Inc+13.1% shares
ISRG Intuitive Surgical Inc+12.0% shares
AZO Autozone Inc+7.5% shares

Reduced

UNP Union Pac Corp-19.2% shares
TMO Thermo Fisher Scientific Inc-9.6% shares
BRK-A Berkshire Hathaway Inc Del-5.6% shares
GOOGL Alphabet Inc-5.1% shares
NVDA Nvidia Corporation-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.5% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +10.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$8.2B	398
Q1 2026	$7.4B	394
Q4 2025	$7.9B	400
Q3 2025	$7.8B	411
Q2 2025	$7.4B	406
Q1 2025	$6.9B	389
Q4 2024	$7.2B	402
Q3 2024	$7.2B	400
Q2 2024	$6.6B	389
Q1 2024	$3.2B	204
Q4 2023	$3.0B	202
Q3 2023	$2.8B	196

Questions about Bridges Investment Management Inc's portfolio

What stocks does Bridges Investment Management Inc own?

Bridges Investment Management Inc's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 398 positions worth $8.2B. The largest are Alphabet Inc (GOOGL) at 5.5%, Ishares Tr (IJH) at 5.5%, Apple Inc (AAPL) at 4.2%, Microsoft Corp (MSFT) at 4.1% and Amazon Com Inc (AMZN) at 4.0%.

What did Bridges Investment Management Inc buy last quarter?

In Q2 2026, Bridges Investment Management Inc added Kla Corp (KLAC) (+1094.3% shares), Ishares Tr (IWF) (+296.4% shares) and Stryker Corporation (SYK) (+36.0% shares), compared with its Q1 2026 filing.

What did Bridges Investment Management Inc sell last quarter?

In Q2 2026, Bridges Investment Management Inc cut from its top 50 Eog Res Inc (EOG), cut from its top 50 Copart Inc (CPRT), cut from its top 50 Ulta Beauty Inc (ULTA), Union Pac Corp (UNP) (-19.2% shares), Thermo Fisher Scientific Inc (TMO) (-9.6% shares) and Berkshire Hathaway Inc Del (BRK-A) (-5.6% shares), compared with its Q1 2026 filing.

How has Bridges Investment Management Inc's portfolio performed?

A portfolio copying Bridges Investment Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.5% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is Bridges Investment Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bridges Investment Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bridges Investment Management Inc manage?

Bridges Investment Management Inc reported $11.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $8.2B.