BRIDGES INVESTMENT MANAGEMENT INC

Q2 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2025
Date filed
7/28/2025
Form type
13F-HR
Num holdings
409
Total value ($000)
$7,403,589
Net value change ($000)
+470,738 (6.8%)
New positions
24
Sold out positions
7
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
MSFT 111,304 31.4%
NVDA 76,297 45.2%
AMZN 53,490 19.8%
AVGO 41,421 61.8%
META 36,746 36.9%
GOOGL 31,162 12.4%
JPM 23,392 17.9%
PANW 22,913 19.1%
CDNS 20,257 60.7%
IJH 18,875 7.1%
Top Reduces (Value $000, Stocks/ETFs)
UNH -53,680 -36.2%
AAPL -52,308 -14.3%
BRK-B -32,192 -10.4%
ATR -25,955 -81.9%
BRK-B -23,459 -11.2%
TMO -11,552 -16.6%
CPRT -10,921 -23.5%
CHE -8,876 -20.3%
PGR -7,041 -6.1%
ABBV -4,971 -12.4%
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