BRIDGES INVESTMENT MANAGEMENT INC

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
453
Total value ($000)
$8,222,588
Net value change ($000)
+842,594 (11.4%)
New positions
24
Sold out positions
19
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 126,166 119.9%
KLAC 88,949 144.7%
GOOGL 68,620 17.9%
JPM 51,857 471.4%
AVGO 50,926 49.1%
URI 45,798 86.8%
AMZN 38,452 13.1%
PH 34,213 222.2%
VEA 33,455 11.8%
IJR 28,718 98.9%
Top Reduces (Value $000, Stocks/ETFs)
IJH -71,832 -40.7%
ZTS -27,945 -95.0%
EOG -25,167 -52.1%
CHE -22,746 -91.3%
ADBE -19,895 -78.9%
UNP -13,606 -9.4%
ICE -13,161 -21.3%
POOL -12,146 -85.0%
LLY -9,339 -59.1%
LOW -8,689 -8.2%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type