BRIDGES INVESTMENT MANAGEMENT INC

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
455
Total value ($000)
$8,460,751
Net value change ($000)
+238,163 (2.9%)
New positions
25
Sold out positions
20
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 114,746 34.0%
IJH 89,125 85.1%
NVDA 67,893 24.1%
WFC 51,317 56392.3%
AAPL 48,105 14.1%
META 41,601 39.6%
IXUS 29,577 NEW
ISRG 27,478 36.8%
NOW 24,712 40.7%
VRT 17,785 1287.8%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -52,256 -34.7%
JPM -50,744 -80.7%
SPGI -43,287 -86.7%
CASY -29,402 -23.8%
ODFL -27,544 -19.8%
UNP -20,366 -15.6%
IWD -19,335 -31.5%
ULTA -18,123 -88.1%
LOW -16,531 -17.0%
GOOGL -15,765 -3.5%
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