BRIDGES INVESTMENT MANAGEMENT INC

Q3 2024 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2024
Date filed
11/1/2024
Form type
13F-HR
Num holdings
402
Total value ($000)
$7,153,594
Net value change ($000)
+580,441 (8.8%)
New positions
22
Sold out positions
11
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2024 Next filing: 2/5/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USB 65,152 1805.3%
LAD 32,690 80.5%
AAPL 32,586 8.6%
ODFL 29,322 27.0%
BRK-B 28,218 11.2%
IJH 26,026 11.1%
BRK-B 24,637 15.1%
IJR 22,950 16.6%
AZO 22,445 4795.9%
UNH 22,438 14.3%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -34,903 -11.2%
NVDA -17,544 -8.1%
MSFT -16,333 -3.8%
GOOGL -12,401 -15.4%
AMZN -9,908 -3.2%
GNRC -7,334 -35.3%
ADBE -6,456 -8.0%
NKE -6,155 -59.2%
EW -5,854 -84.2%
IWF -3,738 -4.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type