BRIDGES INVESTMENT MANAGEMENT INC

Q4 2024 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2024
Date filed
2/5/2025
Form type
13F-HR
Num holdings
405
Total value ($000)
$7,152,839
Net value change ($000)
-755 (-0.0%)
New positions
21
Sold out positions
18
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/1/2024 Next filing: 4/30/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BLK 90,823 NEW
AMZN 46,949 15.6%
GOOGL 31,902 11.5%
CDNS 26,391 134.2%
AVGO 24,326 32.5%
V 14,550 12.0%
FND 13,196 120.7%
JPM 13,076 11.2%
AAPL 12,655 3.1%
NVDA 11,881 6.0%
Top Reduces (Value $000, Stocks/ETFs)
BLK -86,680 -100.0%
UNH -26,213 -14.6%
ODFL -16,589 -12.0%
MSFT -15,232 -3.7%
UNP -14,886 -8.7%
TMO -13,866 -16.8%
ADBE -11,240 -15.2%
ZTS -10,455 -19.3%
VEA -10,438 -6.5%
VWO -10,071 -7.2%
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