BRIDGES INVESTMENT MANAGEMENT INC

Q1 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2025
Date filed
4/30/2025
Form type
13F-HR
Num holdings
392
Total value ($000)
$6,932,851
Net value change ($000)
-219,988 (-3.1%)
New positions
12
Sold out positions
25
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2025 Next filing: 7/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BRK-B 39,588 14.6%
BRK-B 27,114 14.9%
URI 18,198 96.2%
PGR 16,048 16.2%
VWO 13,830 10.7%
V 13,697 10.1%
CSL 13,342 1719.3%
VEA 9,139 6.1%
ICE 8,892 15.4%
ABBV 8,272 25.9%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -79,189 -22.7%
AAPL -57,857 -13.6%
GOOGL -57,828 -18.8%
MSFT -45,801 -11.4%
NVDA -42,746 -20.2%
AVGO -32,081 -32.4%
NOW -19,325 -26.8%
GOOGL -14,960 -20.3%
IJR -13,235 -8.1%
CDNS -12,677 -27.5%
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