BRIDGES INVESTMENT MANAGEMENT INC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
447
Total value ($000)
$7,379,994
Net value change ($000)
-503,115 (-6.4%)
New positions
22
Sold out positions
29
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IJH 73,400 71.1%
SPGI 35,793 484.3%
CASY 25,937 29.7%
VEA 23,697 9.1%
ODFL 17,082 15.8%
TT 15,970 2661.7%
AZO 14,207 50.2%
EOG 12,972 36.7%
BMI 12,436 517.3%
LLY 12,258 347.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -101,093 -23.1%
AAPL -58,229 -15.7%
GOOGL -51,168 -11.8%
AMZN -34,589 -10.6%
BWXT -30,942 -77.0%
MA -28,393 -13.1%
BRK-B -24,431 -9.2%
LAD -23,304 -24.7%
V -20,462 -14.3%
NVDA -20,376 -7.3%
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