Bridges Investment Management Inc Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Bridges Investment Management IncInvestment ActivityBridges Investment Management Inc has $3.20 billion in total holdings as of March 31, 2024.Bridges Investment Management Inc owns shares of 243 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 11.73% of the portfolio was purchased this quarter.About 3.61% of the portfolio was sold this quarter.This quarter, Bridges Investment Management Inc has purchased 241 new stocks and bought additional shares in 80 stocks.Bridges Investment Management Inc sold shares of 93 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $197,310,840Microsoft $172,599,118Apple $154,594,364Amazon.com $123,957,497BRIDGES INVESTMENT FUND $114,224,672 Largest New Holdings this Quarter Rockwell Automation $365,328 HoldingTrane Technologies $240,160 HoldingAdvanced Micro Devices $227,959 HoldingDimensional U.S. Core Equity 2 ETF $207,675 HoldingDOW $203,508 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 1,238,328 shares (about $75.22M)iShares Core S&P Mid-Cap ETF 802,117 shares (about $48.72M)iShares Core S&P Small-Cap ETF 324,065 shares (about $35.82M)Old Dominion Freight Line 125,420 shares (about $27.51M)JPMorgan Chase & Co. 117,897 shares (about $23.61M) Largest Sales this Quarter Home Depot 38,819 shares (about $14.89M)PayPal 210,544 shares (about $14.10M)Berkshire Hathaway 18 shares (about $11.42M)Apple 56,792 shares (about $9.74M)Cable One 15,846 shares (about $6.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridges Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$197,310,840$11,419,920 ▼-5.5%3116.2%FinanceMSFTMicrosoft$172,599,118$3,083,457 ▼-1.8%410,2475.4%Computer and TechnologyAAPLApple$154,594,364$9,738,692 ▼-5.9%901,5304.8%Computer and TechnologyAMZNAmazon.com$123,957,497$1,850,338 ▼-1.5%687,2023.9%Retail/WholesaleBRIDGES INVESTMENT FUND$114,224,672$3,240,507 ▼-2.8%1,102,4483.6%MFUGOOGLAlphabet$110,729,342$4,432,361 ▼-3.8%733,6473.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$107,286,990$65,271 ▼-0.1%2,138,4693.4%ETFMAMastercard$101,329,552$4,302,828 ▼-4.1%210,4153.2%Business ServicesBRK.BBerkshire Hathaway$99,554,326$745,161 ▼-0.7%236,7413.1%FinanceNVDANVIDIA$97,114,629$4,216,011 ▼-4.2%107,4803.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$87,023,577$487,707 ▼-0.6%2,083,3992.7%ETFIJHiShares Core S&P Mid-Cap ETF$79,241,829$75,216,043 ▲1,868.4%1,304,6072.5%ETFUNPUnion Pacific$60,524,602$3,344,156 ▼-5.2%246,1051.9%TransportationIWFiShares Russell 1000 Growth ETF$57,955,390$720,613 ▼-1.2%171,9491.8%ETFVVisa$57,728,814$2,249,943 ▼-3.8%206,8541.8%Business ServicesODFLOld Dominion Freight Line$57,170,608$27,505,860 ▲92.7%260,6841.8%TransportationUNHUnitedHealth Group$52,848,801$830,601 ▼-1.5%106,8301.7%MedicalIJHiShares Core S&P Mid-Cap ETF$52,746,392$48,720,604 ▲1,210.2%868,3961.6%ETFPANWPalo Alto Networks$50,868,930$13,638 ▼0.0%179,0341.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$47,612,348$35,815,664 ▲303.6%430,8031.5%ETFMETAMeta Platforms$43,489,030$1,046,910 ▼-2.4%89,5611.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$42,936,647$861,162 ▲2.0%239,7221.3%ETFGOOGAlphabet$42,771,813$3,038,348 ▼-6.6%280,9131.3%Computer and TechnologyPGRProgressive$41,125,330$1,965,617 ▼-4.6%198,8461.3%FinanceVEUVanguard FTSE All-World ex-US ETF$38,159,275$246,447 ▼-0.6%650,6271.2%ETFLOWLowe's Companies$36,099,827$2,550,357 ▲7.6%141,7181.1%Retail/WholesaleNOWServiceNow$35,289,971$1,642,210 ▲4.9%46,2881.1%Computer and TechnologyBLKBlackRock$34,786,133$1,978,370 ▼-5.4%41,7251.1%FinanceADBEAdobe$33,558,423$534,876 ▼-1.6%66,5051.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$30,875,297$19,078,618 ▲161.7%279,3641.0%ETFTMOThermo Fisher Scientific$28,997,149$1,713,988 ▼-5.6%49,8910.9%MedicalHDHome Depot$28,422,459$14,890,969 ▼-34.4%74,0940.9%Retail/WholesaleJPMJPMorgan Chase & Co.$26,874,451$23,614,769 ▲724.5%134,1710.8%FinanceCASYCasey's General Stores$26,869,856$552,192 ▼-2.0%84,3770.8%Retail/WholesaleISRGIntuitive Surgical$26,609,326$1,131,420 ▲4.4%66,6750.8%MedicalICEIntercontinental Exchange$24,860,262$2,856,345 ▲13.0%180,8940.8%FinanceALCAlcon$23,394,912$1,161,479 ▼-4.7%280,8850.7%MedicalLADLithia Motors$22,112,608$6,357,172 ▲40.3%73,4980.7%Retail/WholesaleCHEChemed$21,355,085$796,635 ▼-3.6%33,2670.7%MedicalBWXTBWX Technologies$20,909,851$1,238,521 ▼-5.6%203,7600.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$20,403,173$16,377,387 ▲406.8%335,9100.6%ETFEOGEOG Resources$20,394,187$174,246 ▼-0.8%159,5290.6%Oils/EnergyCPRTCopart$18,960,170$394,319 ▼-2.0%327,3510.6%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$18,937,7160.0%367,0100.6%ETFJPMJPMorgan Chase & Co.$18,105,518$14,845,836 ▲455.4%90,3920.6%FinanceSPGIS&P Global$17,528,540$15,192,820 ▲650.5%41,2000.5%Business ServicesZTSZoetis$17,475,332$6,837,099 ▲64.3%103,2760.5%MedicalATRAptarGroup$17,349,825$352,387 ▼-2.0%120,5770.5%Industrial ProductsPEPPepsiCo$16,572,572$1,145,965 ▼-6.5%94,6950.5%Consumer StaplesCTASCintas$16,123,220$1,832,309 ▲12.8%23,4680.5%Industrial ProductsEWEdwards Lifesciences$15,424,531$929,417 ▼-5.7%161,4120.5%MedicalABBVAbbVie$14,657,594$353,820 ▼-2.4%80,4920.5%MedicalSPGIS&P Global$14,356,810$12,021,090 ▲514.7%33,7450.4%Business ServicesMCDMcDonald's$13,915,361$574,614 ▼-4.0%49,3540.4%Retail/WholesaleIVViShares Core S&P 500 ETF$13,698,421$2,782,689 ▲25.5%26,0560.4%ETFCVXChevron$13,563,571$485,996 ▼-3.5%85,9870.4%Oils/EnergyAMTAmerican Tower$13,490,457$74,096 ▼-0.5%68,2750.4%FinanceAVGOBroadcom$13,140,115$1,418,189 ▲12.1%9,9140.4%Computer and TechnologySHWSherwin-Williams$13,139,495$346,635 ▼-2.6%37,8300.4%ConstructionIVViShares Core S&P 500 ETF$13,122,747$2,207,015 ▲20.2%24,9610.4%ETFIJRiShares Core S&P Small-Cap ETF$11,930,413$133,729 ▲1.1%107,9480.4%ETFGNRCGenerac$11,286,503$482,738 ▲4.5%89,4760.4%Computer and TechnologyIVViShares Core S&P 500 ETF$10,581,368$334,364 ▼-3.1%20,1270.3%ETFABTAbbott Laboratories$10,516,505$100,134 ▲1.0%92,5260.3%MedicalULTAUlta Beauty$10,207,663$8,868,567 ▲662.3%19,5220.3%Retail/WholesalePOOLPool$10,177,482$919,980 ▲9.9%25,2230.3%Consumer DiscretionaryCOSTCostco Wholesale$9,429,681$230,046 ▲2.5%12,8710.3%Retail/WholesaleQDFFlexShares Quality Dividend Index Fund$8,964,881$9,491 ▼-0.1%136,0170.3%ETFAMGNAmgen$8,728,340$703,976 ▲8.8%30,6990.3%MedicalINGING Groep$8,609,3470.0%522,0950.3%FinanceTGTTarget$8,099,383$44,302 ▲0.5%45,7050.3%Retail/WholesaleACNAccenture$7,085,055$265,157 ▼-3.6%20,4410.2%Business ServicesXOMExxon Mobil$7,050,654$37,197 ▲0.5%60,6560.2%Oils/EnergyFINNFirst National of Nebraska$6,841,8000.0%5430.2%FinanceULTAUlta Beauty$6,403,188$5,064,092 ▲378.2%12,2460.2%Retail/WholesaleLMTLockheed Martin$6,122,551$1,176,749 ▲23.8%13,4600.2%AerospaceTXNTexas Instruments$5,939,690$519,146 ▲9.6%34,0950.2%Computer and TechnologySYKStryker$5,475,768$1,216,758 ▲28.6%15,3010.2%MedicalADPAutomatic Data Processing$5,297,485$1,064,891 ▲25.2%21,2120.2%Business ServicesHONHoneywell International$4,853,547$301,512 ▼-5.8%23,6470.2%Multi-Sector ConglomeratesKLACKLA$4,725,128$548,378 ▲13.1%6,7640.1%Computer and TechnologyLINDE PLC$4,662,702$278,128 ▲6.3%10,0420.1%COMCMCSAComcast$4,628,306$106,121 ▲2.3%106,7660.1%Consumer DiscretionaryMRKMerck & Co., Inc.$4,581,304$3,965,098 ▲643.5%34,7200.1%MedicalPMPhilip Morris International$4,324,830$198,815 ▼-4.4%47,2040.1%Consumer StaplesJNJJohnson & Johnson$3,981,326$2,906,109 ▲270.3%25,1680.1%MedicalEEMiShares MSCI Emerging Markets ETF$3,975,024$244,837 ▼-5.8%96,7630.1%FinanceLLYEli Lilly and Company$3,909,249$3,086,945 ▲375.4%5,0250.1%MedicalIWRiShares Russell Mid-Cap ETF$3,898,497$80,979 ▲2.1%46,3610.1%ETFPYPLPayPal$3,730,673$14,104,342 ▼-79.1%55,6900.1%Computer and TechnologyETNEaton$3,642,722$20,324 ▼-0.6%11,6500.1%Industrial ProductsWMTWalmart$3,450,810$2,141,210 ▲163.5%57,3510.1%Retail/WholesaleNKENIKE$3,375,949$115,125 ▲3.5%35,9220.1%Consumer DiscretionaryINTUIntuit$3,265,600$382,200 ▲13.3%5,0240.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,259,6820.0%16,2740.1%FinanceUSBU.S. Bancorp$3,231,989$218,047 ▼-6.3%72,3040.1%FinanceFEIFirst Trust MLP and Energy Income Fund$3,200,557$68,435 ▼-2.1%330,9780.1%Financial ServicesBAHBooz Allen Hamilton$3,064,247$490,000 ▲19.0%20,6430.1%Business ServicesLLYEli Lilly and Company$3,034,044$2,211,740 ▲269.0%3,9000.1%MedicalPGProcter & Gamble$2,961,387$2,775,611 ▲1,494.1%18,2520.1%Consumer StaplesShowing largest 100 holdings. 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