Skip to content

Bridges Investment Management reported holdings

Quarter ended 31 March 2026. Filed with the SEC on 4 May 2026, signed by Matthew Moreno, Senior Compliance Analyst. Retrieved 14 October 2026.

$7.38B
Reported 13F value
396
Positions
39.0%
In the 10 largest
—
Value vs. prior quarter

Bridges Investment Management’s reported 13F holdings total $7.38B across 396 positions as of 31 March 2026. The ten largest make up 39.0% of it.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $7.38B reported here is not the firm's $11.31B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

iShares Core S&P Mid Cap ETFETF$390,471,166
Class
ETF
Share
5.3%
Alphabet Inc. CL ACOM$383,154,443
Class
COM
Share
5.2%
Microsoft Corp.COM$335,788,178
Class
COM
Share
4.5%
Apple Inc.COM$313,822,311
Class
COM
Share
4.3%
Amazon.com Inc.COM$292,864,900
Class
COM
Share
4.0%
Vanguard FTSE Developed MarketETF$283,886,007
Class
ETF
Share
3.8%
Nvidia CorporationCOM$258,881,681
Class
COM
Share
3.5%
Berkshire Hathaway Inc. Class ACOM$242,013,180
Class
COM
Share
3.3%
MastercardCOM$188,965,416
Class
COM
Share
2.6%
Vanguard FTSE Emerging MarketsETF$186,779,116
Class
ETF
Share
2.5%
Berkshire Hathaway Inc. Class BCOM$170,109,770
Class
COM
Share
2.3%
iShares Core S&P Small Cap ETFETF$166,816,460
Class
ETF
Share
2.3%
iShares Core S&P 500 ETFETF$151,680,791
Class
ETF
Share
2.1%
JPMORGAN Chase & COCOM$145,042,060
Class
COM
Share
2.0%
Union Pacific Corp.COM$144,172,223
Class
COM
Share
2.0%
Old Dominion Freight Line, Inc.COM$125,520,075
Class
COM
Share
1.7%
Visa Inc.. Class ACOM$122,642,040
Class
COM
Share
1.7%
Caseys Gen StoresCOM$113,357,645
Class
COM
Share
1.5%
Lowes CompaniesCOM$105,654,965
Class
COM
Share
1.4%
Meta Platforms Inc.COM$105,607,482
Class
COM
Share
1.4%
Palo Alto Networks Inc.COM$105,237,415
Class
COM
Share
1.4%
Broadcom Inc.COM$103,759,513
Class
COM
Share
1.4%
S & P Global Inc.COM$101,011,019
Class
COM
Share
1.4%
Alphabet Inc. CL CCOM$83,997,198
Class
COM
Share
1.1%
Progressive Corp.COM$77,825,258
Class
COM
Share
1.1%
Intuitive Surgical, Inc..COM$77,237,952
Class
COM
Share
1.0%
Blackrock Inc.COM$74,860,469
Class
COM
Share
1.0%
Lithia Mtrs Inc. CL ACOM$71,185,683
Class
COM
Share
1.0%
iShares Russell 1000 Growth ETETF$70,007,336
Class
ETF
Share
0.9%
Invesco S&P 500 Equal Weight EETF$69,832,970
Class
ETF
Share
0.9%
Thermo Fisher ScientificCOM$68,560,571
Class
COM
Share
0.9%
Carlisle Companies IncorporateCOM$64,547,463
Class
COM
Share
0.9%
Intercontinental Exchange Inc..COM$61,879,457
Class
COM
Share
0.8%
KLA Corp.COM$61,465,756
Class
COM
Share
0.8%
Servicenow Inc.COM$56,477,388
Class
COM
Share
0.8%
iShares Russell 1000 Value ETFETF$54,967,320
Class
ETF
Share
0.7%
United Rentals Inc.COM$52,746,287
Class
COM
Share
0.7%
Wells Fargo & CO DelCOM$51,925,144
Class
COM
Share
0.7%
Stryker Corp.COM$50,118,518
Class
COM
Share
0.7%
Vanguard FTSE All-world Ex-usETF$49,726,792
Class
ETF
Share
0.7%
Eog Resources Inc..COM$48,346,246
Class
COM
Share
0.7%
Cadence Design Systems Inc.COM$48,205,443
Class
COM
Share
0.7%
Costco Wholesale Corp.COM$44,848,318
Class
COM
Share
0.6%
Cintas Corp.COM$44,741,758
Class
COM
Share
0.6%
Autozone Inc.COM$42,495,850
Class
COM
Share
0.6%
Copart Inc.COM$42,031,266
Class
COM
Share
0.6%
U.S. Bancorp Com (new)COM$40,957,215
Class
COM
Share
0.6%
Abbvie Inc.COM$40,473,308
Class
COM
Share
0.5%
Ulta Salon Cosmetics & FragranCOM$36,145,397
Class
COM
Share
0.5%
Home Depot Inc.COM$34,831,424
Class
COM
Share
0.5%

The share class is shown on a wider screen.

The 50 largest of 396 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1007295
File number
028-06375
Options
0 call, 0 put
In the 25 largest
63.7%

Common questions

What are Bridges Investment Management’s 13F holdings worth?

$7,379,993,737 across 396 positions for the quarter ended 31 March 2026.

What is Bridges Investment Management’s largest 13F holding?

ISHARES CORE S&P MID CAP ETF (ETF) was the largest position at $390,471,166, or 5.3% of reported 13F value, as of 31 March 2026.

How concentrated is Bridges Investment Management’s 13F portfolio?

The ten largest positions accounted for 39.0% of reported value and the twenty-five largest for 63.7%, across 396 positions as of 31 March 2026.

Does Form 13F show everything Bridges Investment Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Bridges Investment Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.

Answered from this filing and the prior quarter's.

Back to the Bridges Investment Management profile

Sources

  1. Form 13F-HR, accession 0001007295-26-000004, filed 4 May 2026 for the quarter ended 31 March 2026.
  2. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Bridges Investment Management Inc, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.