Bridges Investment Management Inc Portfolio Stock Holdings

Bridges Investment Management Inc disclosed 396 stock positions valued at approximately $7.4 billion in its latest SEC 13F filing. The largest holdings include ISHARES CORE S&P MID CAP ETF, ALPHABET INC CL A, and MICROSOFT CORP COM. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.

Report Period
March 31, 2026
No. of Stocks
396
Portfolio Value
$7.4B
Holdings by Sector
Bridges Investment Management Inc Portfolio Holdings in Q1 2026

380 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES CORE S&P MID CAP ETFIJHOther5.29%5,782,188+1,584,372+37.74%$390,471,166
ALPHABET INC CL AGOOGLCommunication Services5.19%1,332,433-55,178-3.98%$383,154,443
MICROSOFT CORP COMMSFTTechnology4.55%907,119+3,764+0.42%$335,788,178
APPLE INCAAPLTechnology4.25%1,236,543-131,994-9.64%$313,822,311
AMAZON.COM INCAMZNConsumer Cyclical3.97%1,406,179-12,476-0.88%$292,864,900
VANGUARD FTSE DEVELOPED MARKETVEAOther3.85%4,430,181+265,162+6.37%$283,886,007
NVIDIA CORPORATIONNVDATechnology3.51%1,484,413-12,950-0.86%$258,881,681
BERKSHIRE HATHAWAY INC CLASS ABRK-AFinancial Services3.28%337-16-4.53%$242,013,180
MASTERCARDMAFinancial Services2.56%378,188-2,554-0.67%$188,965,416
VANGUARD FTSE EMERGING MARKETSVWOOther2.53%3,455,673+118,524+3.55%$186,779,116
BERKSHIRE HATHAWAY INC CLASS BBRK-BFinancial Services2.31%354,987-14,484-3.92%$170,109,770
ISHARES CORE S&P SMALL CAP ETFIJROther2.26%1,341,939+7,937+0.59%$166,816,460
ISHARES CORE S&P 500 ETFIVVOther2.06%232,208-23,532-9.20%$151,680,791
JPMORGAN CHASE & CO COMJPMFinancial Services1.97%493,072-1,546-0.31%$145,042,060
UNION PACIFIC CORP COMUNPIndustrials1.95%594,231-102,875-14.76%$144,172,223
OLD DOMINION FREIGHT LINE, INCODFLIndustrials1.70%642,375-49,193-7.11%$125,520,075
VISA INC. CLASS AVFinancial Services1.66%405,777-2,263-0.55%$122,642,040
CASEYS GEN STORES COMCASYConsumer Cyclical1.54%155,741-2,427-1.53%$113,357,645
LOWES COMPANIES COMLOWConsumer Cyclical1.43%447,160+719+0.16%$105,654,965
META PLATFORMS INCMETACommunication Services1.43%184,587+481+0.26%$105,607,482
PALO ALTO NETWORKS INC COMPANWTechnology1.43%656,421-17,966-2.66%$105,237,415
BROADCOM INCAVGOTechnology1.41%335,238-12,242-3.52%$103,759,513
S & P GLOBAL INCSPGIFinancial Services1.37%237,483-5,340-2.20%$101,011,019
ALPHABET INC CL CGOOGCommunication Services1.14%292,816-12,882-4.21%$83,997,198
PROGRESSIVE CORPPGRFinancial Services1.05%392,581-5,537-1.39%$77,825,258
INTUITIVE SURGICAL, INC.ISRGHealthcare1.05%167,548-2,074-1.22%$77,237,952
BLACKROCK INCBLKOther1.01%77,841-1,780-2.24%$74,860,469
LITHIA MTRS INC CL ALADConsumer Cyclical0.96%285,062+737+0.26%$71,185,683
ISHARES RUSSELL 1000 GROWTH ETIWFOther0.95%164,182-7,932-4.61%$70,007,336
INVESCO S&P 500 EQUAL WEIGHT ERSPOther0.95%363,865+14,506+4.15%$69,832,970
THERMO FISHER SCIENTIFICTMOHealthcare0.93%139,484-1,958-1.38%$68,560,571
CARLISLE COMPANIES INCORPORATECSLIndustrials0.87%193,476+13,706+7.62%$64,547,463
INTERCONTINENTAL EXCHANGE INC.ICEFinancial Services0.84%393,435+462+0.12%$61,879,457
KLA CORP COMKLACTechnology0.83%41,745-8,254-16.51%$61,465,756
SERVICENOW INC COMNOWTechnology0.77%540,195+116,380+27.46%$56,477,388
ISHARES RUSSELL 1000 VALUE ETFIWDOther0.74%257,253-10,373-3.88%$54,967,320
UNITED RENTALS INC COMURIIndustrials0.71%72,398+2,815+4.05%$52,746,287
WELLS FARGO & CO DEL COMWFCFinancial Services0.70%652,244+640,517+5461.90%$51,925,144
STRYKER CORP COMSYKHealthcare0.68%152,526+7,837+5.42%$50,118,518
VANGUARD FTSE ALL-WORLD EX-US VEUOther0.67%662,141+18,429+2.86%$49,726,792
EOG RESOURCES INC.EOGEnergy0.66%334,414-2,445-0.73%$48,346,246
CADENCE DESIGN SYSTEMS INC COMCDNSTechnology0.65%173,482+588+0.34%$48,205,443
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.61%45,009-256-0.57%$44,848,318
CINTAS CORP COMCTASIndustrials0.61%264,525-1,513-0.57%$44,741,758
AUTOZONE INC COMAZOConsumer Cyclical0.58%12,581+4,240+50.83%$42,495,850
COPART INCCPRTIndustrials0.57%1,266,002+350,819+38.33%$42,031,266
U.S. BANCORP COM (NEW)USBFinancial Services0.55%787,487-9,792-1.23%$40,957,215
ABBVIE INCABBVHealthcare0.55%186,093-1,294-0.69%$40,473,308
ULTA SALON COSMETICS & FRAGRANULTAConsumer Cyclical0.49%69,150-39,148-36.15%$36,145,397
HOME DEPOT INC COMHDConsumer Cyclical0.47%105,906-1,461-1.36%$34,831,424
ALCON AG ORD SHSALCOther0.42%409,022-3,225-0.78%$30,819,808
AMGEN INC COMAMGNHealthcare0.42%87,581-1,012-1.14%$30,815,376
ZOETIS INCZTSHealthcare0.40%248,809+76,079+44.05%$29,411,712
PEPSICO INC COMPEPConsumer Defensive0.40%188,607-248-0.13%$29,288,780
CHEVRON CORP COMCVXEnergy0.39%139,217-1,373-0.98%$28,803,983
ABBOTT LABS COMABTHealthcare0.39%277,089+36,712+15.27%$28,448,728
AMPHENOL CORP CL AAPHTechnology0.37%216,478+5,210+2.47%$27,351,995
MCDONALDS CORP COMMCDConsumer Cyclical0.37%87,216-1,484-1.67%$27,105,861
SHERWIN WILLIAMS CO COMSHWBasic Materials0.36%82,849+644+0.78%$26,557,248
LINDE PLCLINOther0.34%51,197+451+0.89%$25,381,425
ADOBE INC COMADBETechnology0.34%103,730-18,651-15.24%$25,214,688
CHEMED CORP COMCHEHealthcare0.34%65,921+4,052+6.55%$24,900,999
FLOOR & DECOR HOLDINGS INC-AFNDConsumer Cyclical0.33%474,641+240,827+103.00%$24,111,762
TJX COMPANIES INCTJXConsumer Cyclical0.32%146,917+1,181+0.81%$23,462,645
ISHARES CORE MSCI EMERGING MKTIEMGOther0.31%332,484-79,835-19.36%$23,190,759
LILLY ELI & CO COMLLYHealthcare0.31%24,956+974+4.06%$22,953,781
VANGUARD MID-CAP INDEX FUND -EVOOther0.29%73,709+6,224+9.22%$21,167,750
VANGUARD S&P 500 ETFVOOOther0.29%35,365-7,639-17.76%$21,132,549
AUTOMATIC DATA PROCESSING COMADPTechnology0.28%101,264+6,102+6.41%$20,574,820
ISHARES RUSSELL MID CAP ETFIWROther0.28%210,148+1,252+0.60%$20,432,690
JOHNSON & JOHNSON COMJNJHealthcare0.25%75,302-250-0.33%$18,406,755
UNITEDHEALTH GROUP INC COMUNHHealthcare0.25%67,251-886-1.30%$18,197,533
PROLOGIS INC COMPLDReal Estate0.23%128,416+604+0.47%$16,974,027
TRANE TECHOLOGIES PLCTTOther0.22%39,761+38,219+2478.53%$16,569,999
PARKER-HANNIFIN CORPPHIndustrials0.21%17,196+142+0.83%$15,394,548
BADGER METER INC COMBMITechnology0.20%97,405+83,619+606.55%$14,839,652
AMERICAN FINANCIAL GROUP INC OAFGFinancial Services0.19%112,172+5,510+5.17%$14,325,486
POOL CORPPOOLIndustrials0.19%70,660+29,394+71.23%$14,296,637
ROLLINS INCROLConsumer Cyclical0.18%254,837+3,072+1.22%$13,610,844
HERSHEY COMPANYHSYConsumer Defensive0.18%63,551+1,272+2.04%$13,211,575
ACCENTURE PLC F CLASS AACNTechnology0.18%65,562-2,748-4.02%$13,000,289
INTUIT INCINTUTechnology0.17%29,672-875-2.86%$12,829,579
MARSH COMMMCFinancial Services0.17%71,671-2,218-3.00%$12,431,335
EXXON MOBIL CORP COMXOMEnergy0.17%72,952-2,508-3.32%$12,376,977
GRACO INC COMGGGIndustrials0.17%145,795+6,132+4.39%$12,341,547
BOOZ ALLEN HAMILTON HOLDINGSBAHIndustrials0.16%149,109+27,520+22.63%$11,634,976
VANGUARD SMALL CAP INDEX FUND VBOther0.14%39,958+256+0.64%$10,465,798
WALMART INCWMTConsumer Defensive0.13%80,114-7,792-8.86%$9,956,569
FLEXSHARES QUALITY DIVIDEND INQDFOther0.13%121,748-764-0.62%$9,629,049
EATON CORP PLCETNOther0.13%26,004-279-1.06%$9,300,851
BWX TECHNOLOGIES INCBWXTIndustrials0.13%45,235-187,305-80.55%$9,250,105
AMERICAN TOWER CORP COMAMTReal Estate0.12%52,764+3,237+6.54%$9,106,072
ENTERPRISE PRODUCTS PARTNERS LEPDEnergy0.12%236,597+22,270+10.39%$8,952,831
COMFORT SYS USA INC COMFIXIndustrials0.11%5,830-319-5.19%$8,039,512
PHILIP MORRIS INTERNATIONAL INPMConsumer Defensive0.10%46,414-3,205-6.46%$7,674,091
MSCI, INC.MSCIFinancial Services0.10%14,117+1,496+11.85%$7,609,205
ING GROEP NV ADRINGFinancial Services0.10%277,987--$7,241,561
STATE STREET SPDR S&P 500 ETF SPYOther0.09%10,686-6,845-39.05%$6,949,215
MERCK & CO INC COMMRKHealthcare0.09%55,851-6,411-10.30%$6,718,316
ENERGY TRANSFER LPETEnergy0.09%339,257+40,075+13.39%$6,547,660