Bridges Investment Management Inc Top Holdings and 13F Report (2024)

About Bridges Investment Management Inc

Investment Activity

Bridges Investment Management Inc has $7.15 billion in total holdings as of September 30, 2024.
Bridges Investment Management Inc owns shares of 449 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 11.35% of the portfolio was purchased this quarter.
About 1.54% of the portfolio was sold this quarter.
This quarter, Bridges Investment Management Inc has purchased 435 new stocks and bought additional shares in 179 stocks.
Bridges Investment Management Inc sold shares of 130 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Microsoft: $415,721,866
Apple: $411,352,066
Amazon.com: $301,808,763
Berkshire Hathaway: $279,236,720
Alphabet: $276,476,096

Largest New Holdings this Quarter

Cadence Design Systems: $19,669,189 Holding
PEM HOLDING COMAPNY, LLC: $8,289,948 Holding
Marsh & McLennan Companies: $6,766,766 Holding
Marsh & McLennan Companies: $2,738,653 Holding
TE CONNECTIVITY PLC: $2,022,209 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 1,263,294 shares (about $78.73M)
Broadcom: 389,916 shares (about $67.26M)
U.S. Bancorp: 1,412,743 shares (about $64.60M)
JPMorgan Chase & Co.: 262,025 shares (about $55.25M)
iShares Core S&P Small-Cap ETF: 442,627 shares (about $51.77M)

Largest Sales this Quarter

NVIDIA: 114,080 shares (about $13.85M)
Generac: 72,538 shares (about $11.52M)
NIKE: 89,953 shares (about $7.95M)
Apple: 32,880 shares (about $7.66M)
Alphabet: 42,439 shares (about $7.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$415,721,866	$237,956 ▼	-0.1%	966,121	5.8%	Computer and Technology
AAPL Apple	$411,352,066	$7,661,038 ▼	-1.8%	1,765,460	5.8%	Computer and Technology
AMZN Amazon.com	$301,808,763	$1,254,001 ▲	0.4%	1,619,754	4.2%	Retail/Wholesale
BRK.A Berkshire Hathaway	$279,236,720	$4,147,080 ▼	-1.5%	404	3.9%	Finance
GOOGL Alphabet	$276,476,096	$7,038,508 ▼	-2.5%	1,667,025	3.9%	Computer and Technology
MA Mastercard	$203,526,089	$815,264 ▼	-0.4%	412,163	2.8%	Business Services
NVDA NVIDIA	$199,555,816	$13,853,877 ▼	-6.5%	1,643,246	2.8%	Computer and Technology
BRK.B Berkshire Hathaway	$188,169,016	$3,146,798 ▲	1.7%	408,832	2.6%	Finance
UNH UnitedHealth Group	$179,154,320	$771,194 ▼	-0.4%	306,414	2.5%	Medical
UNP Union Pacific	$171,958,007	$1,753,459 ▼	-1.0%	697,655	2.4%	Transportation
VEA Vanguard FTSE Developed Markets ETF	$160,853,194	$4,902,986 ▲	3.1%	3,045,885	2.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$139,382,744	$1,636,901 ▼	-1.2%	2,912,910	1.9%	ETF
ODFL Old Dominion Freight Line	$137,979,317	$15,761,687 ▲	12.9%	694,620	1.9%	Transportation
IJH iShares Core S&P Mid-Cap ETF	$133,533,563	$78,728,482 ▲	143.7%	2,142,708	1.9%	ETF
PANW Palo Alto Networks	$123,515,583	$6,416,270 ▲	5.5%	361,368	1.7%	Computer and Technology
V Visa	$121,668,950	$577,945 ▼	-0.5%	442,513	1.7%	Business Services
PGR Progressive	$107,686,609	$1,805,756 ▼	-1.6%	424,364	1.5%	Finance
LOW Lowe's Companies	$101,688,466	$54,712 ▲	0.1%	375,442	1.4%	Retail/Wholesale
META Meta Platforms	$100,075,679	$389,832 ▲	0.4%	174,823	1.4%	Computer and Technology
BLK BlackRock	$86,679,819	$910,580 ▼	-1.0%	91,289	1.2%	Finance
IWF iShares Russell 1000 Growth ETF	$86,492,409	$6,428,005 ▼	-6.9%	230,413	1.2%	ETF
ISRG Intuitive Surgical	$86,102,928	$8,191,927 ▲	10.5%	175,266	1.2%	Medical
IJR iShares Core S&P Small-Cap ETF	$84,443,132	$51,769,654 ▲	158.4%	721,983	1.2%	ETF
TMO Thermo Fisher Scientific	$82,752,913	$760,841 ▼	-0.9%	133,781	1.2%	Medical
AVGO Broadcom	$74,765,641	$67,260,511 ▲	896.2%	433,424	1.0%	Computer and Technology
ADBE Adobe	$73,940,538	$991,549 ▼	-1.3%	142,803	1.0%	Computer and Technology
LAD Lithia Motors	$73,298,924	$22,203,354 ▲	43.5%	230,761	1.0%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$73,036,193	$18,231,098 ▲	33.3%	1,171,954	1.0%	ETF
IWD iShares Russell 1000 Value ETF	$69,862,196	$1,663,978 ▲	2.4%	368,083	1.0%	ETF
USB U.S. Bancorp	$68,761,366	$64,604,738 ▲	1,554.3%	1,503,638	1.0%	Finance
GOOG Alphabet	$68,003,864	$5,286,548 ▼	-7.2%	406,746	1.0%	Computer and Technology
CASY Casey's General Stores	$66,116,694	$455,361 ▼	-0.7%	175,978	0.9%	Retail/Wholesale
NOW ServiceNow	$64,295,908	$4,693,759 ▼	-6.8%	71,888	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$63,951,519	$55,250,592 ▲	635.0%	303,289	0.9%	Finance
ICE Intercontinental Exchange	$63,354,489	$451,398 ▼	-0.7%	394,388	0.9%	Finance
CTAS Cintas	$56,381,267	$42,368,045 ▲	302.3%	273,855	0.8%	Industrial Products
IJH iShares Core S&P Mid-Cap ETF	$54,963,311	$158,230 ▲	0.3%	881,953	0.8%	ETF
ZTS Zoetis	$54,093,102	$543,156 ▲	1.0%	276,861	0.8%	Medical
VEU Vanguard FTSE All-World ex-US ETF	$53,159,337	$634,095 ▼	-1.2%	843,799	0.7%	ETF
SPGI S&P Global	$52,962,333	$45,653,710 ▲	624.7%	102,517	0.7%	Business Services
HD Home Depot	$46,634,468	$1,143,069 ▼	-2.4%	115,090	0.7%	Retail/Wholesale
SPGI S&P Global	$46,207,009	$38,898,386 ▲	532.2%	89,441	0.6%	Business Services
ALC Alcon	$45,858,879	$158,911 ▼	-0.3%	458,268	0.6%	Medical
CPRT Copart	$45,580,140	$167,628 ▲	0.4%	869,850	0.6%	Business Services
WFC Wells Fargo & Company	$44,550,387	$44,487,966 ▲	71,270.3%	788,642	0.6%	Finance
JPM JPMorgan Chase & Co.	$43,805,322	$35,104,395 ▲	403.5%	207,746	0.6%	Finance
CHE Chemed	$43,407,462	$1,291,485 ▲	3.1%	72,229	0.6%	Medical
EOG EOG Resources	$43,132,706	$37,494 ▼	-0.1%	350,872	0.6%	Oils/Energy
IJR iShares Core S&P Small-Cap ETF	$42,814,716	$10,141,248 ▲	31.0%	366,063	0.6%	ETF
COST Costco Wholesale	$42,713,421	$36,347 ▲	0.1%	48,181	0.6%	Retail/Wholesale
KLAC KLA	$40,035,448	$402,693 ▲	1.0%	51,698	0.6%	Computer and Technology
BWXT BWX Technologies	$39,452,666	$413,386 ▲	1.1%	362,950	0.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$38,655,015	$22,734,206 ▲	142.8%	67,014	0.5%	ETF
PEP PepsiCo	$36,853,236	$320,034 ▼	-0.9%	216,720	0.5%	Consumer Staples
ABBV AbbVie	$35,602,879	$148,702 ▼	-0.4%	180,286	0.5%	Medical
AMT American Tower	$34,435,392	$264,653 ▼	-0.8%	148,071	0.5%	Finance
ATR AptarGroup	$34,195,599	$179,573 ▼	-0.5%	213,469	0.5%	Industrial Products
IJR iShares Core S&P Small-Cap ETF	$33,988,108	$1,314,630 ▲	4.0%	290,596	0.5%	ETF
SHW Sherwin-Williams	$32,756,446	$245,795 ▼	-0.7%	85,824	0.5%	Basic Materials
MCD McDonald's	$30,538,091	$607,802 ▼	-2.0%	100,286	0.4%	Retail/Wholesale
AMGN Amgen	$30,140,168	$309,644 ▼	-1.0%	93,542	0.4%	Medical
ABT Abbott Laboratories	$28,603,513	$200,658 ▼	-0.7%	250,886	0.4%	Medical
ADP Automatic Data Processing	$27,814,409	$275,070 ▲	1.0%	100,511	0.4%	Business Services
POOL Pool	$26,242,990	$560,678 ▲	2.2%	69,647	0.4%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$25,864,570	$9,943,785 ▲	62.5%	44,840	0.4%	ETF
LINDE PLC	$25,516,779	$196,943 ▲	0.8%	53,510	0.4%	COM
FINN First National of Nebraska	$24,636,000	$2,460,000 ▼	-9.1%	2,053	0.3%	Finance
SYK Stryker	$24,329,055	$259,023 ▲	1.1%	67,345	0.3%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$23,602,514	$63,036 ▼	-0.3%	411,122	0.3%	ETF
IVV iShares Core S&P 500 ETF	$23,113,177	$7,192,368 ▲	45.2%	40,070	0.3%	ETF
AZO AutoZone	$22,913,391	$22,415,685 ▲	4,503.8%	7,274	0.3%	Retail/Wholesale
LMT Lockheed Martin	$22,761,597	$77,162 ▼	-0.3%	38,938	0.3%	Aerospace
ACN Accenture	$22,524,453	$11,311 ▲	0.1%	63,722	0.3%	Computer and Technology
CVX Chevron	$22,213,165	$164,059 ▼	-0.7%	150,833	0.3%	Oils/Energy
URI United Rentals	$21,980,121	$1,672,092 ▲	8.2%	27,145	0.3%	Construction
ULTA Ulta Beauty	$21,093,417	$18,246,226 ▲	640.9%	54,208	0.3%	Retail/Wholesale
TGT Target	$20,186,716	$162,406 ▼	-0.8%	129,518	0.3%	Retail/Wholesale
INTU Intuit	$19,764,567	$99,360 ▼	-0.5%	31,827	0.3%	Computer and Technology
CDNS Cadence Design Systems	$19,669,189	$19,669,189 ▲	New Holding	72,572	0.3%	Computer and Technology
TJX TJX Companies	$17,857,146	$119,421 ▲	0.7%	151,924	0.2%	Retail/Wholesale
PLD Prologis	$17,145,288	$435,287 ▲	2.6%	135,772	0.2%	Finance
BAH Booz Allen Hamilton	$16,069,458	$200,032 ▲	1.3%	98,731	0.2%	Business Services
APH Amphenol	$13,517,181	$3,764,423 ▲	38.6%	207,446	0.2%	Computer and Technology
GNRC Generac	$13,451,735	$11,524,838 ▼	-46.1%	84,666	0.2%	Industrial Products
ROL Rollins	$13,386,756	$182,897 ▲	1.4%	264,665	0.2%	Construction
IWR iShares Russell Mid-Cap ETF	$13,161,858	$3,526 ▼	0.0%	149,329	0.2%	ETF
HSY Hershey	$13,126,766	$75,945 ▲	0.6%	68,447	0.2%	Consumer Staples
VO Vanguard Mid-Cap ETF	$12,259,653	$19,260 ▲	0.2%	46,468	0.2%	ETF
VOO Vanguard S&P 500 ETF	$11,911,095	$8,450,635 ▲	244.2%	22,573	0.2%	ETF
GHLD Guild	$11,719,843	$83,150 ▼	-0.7%	704,741	0.2%	Finance
PH Parker-Hannifin	$11,511,761	$420,160 ▲	3.8%	18,220	0.2%	Industrial Products
TPL Texas Pacific Land	$11,268,933	$345,933 ▼	-3.0%	12,737	0.2%	Oils/Energy
ING ING Groep	$10,577,928		0.0%	582,485	0.1%	Finance
GGG Graco	$10,511,701	$219,038 ▲	2.1%	120,120	0.1%	Industrial Products
ETN Eaton	$9,999,544	$173,343 ▼	-1.7%	30,170	0.1%	Industrial Products
QDF FlexShares Quality Dividend Index Fund	$9,368,553	$916,095 ▼	-8.9%	130,645	0.1%	ETF
FND Floor & Decor	$9,315,606	$8,797,693 ▲	1,698.7%	75,023	0.1%	Retail/Wholesale
XOM Exxon Mobil	$9,062,120	$176,181 ▼	-1.9%	77,309	0.1%	Oils/Energy
JPM JPMorgan Chase & Co.	$8,705,566	$4,639 ▲	0.1%	41,286	0.1%	Finance
PM Philip Morris International	$8,522,523	$526,755 ▼	-5.8%	70,202	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Bridges Investment Management Inc Top Holdings and 13F Report (2024)

About Bridges Investment Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Bridges Investment Management Inc Top Holdings and 13F Report (2024)

About Bridges Investment Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBridges Investment Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools