BRIDGES INVESTMENT MANAGEMENT INC

RIA/Wealth

BRIDGES INVESTMENT MANAGEMENT INC is a RIA/Wealth based in Omaha, NE led by Nicholas Alan Wilwerding, reporting $10.4B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).

CEONicholas Alan Wilwerding

Portfolio Value: $7.8B
Positions: 406
Top Holding: MSFT at 6.12%
Last Reported: Q3 2025

Address13333 California St, Suite 500, Omaha, NE, 68154, United States

Top Holdings

Largest long holdings in BRIDGES INVESTMENT MANAGEMENT INC's portfolio (39.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$476.2M	6.12%	-$9.1M Sold	0.01% 919.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$382.4M	4.92%	-$6.2M Sold	0.01% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$380.8M	4.89%	-$8.7M Sold	0.01% 1.5M shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$318.6M	4.10%	-$4.7M Sold	0.01% 1.5M shares	≤ Q2 2013 Held for 12y 5m+
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$290.0M	3.73%	-$9.0M Sold	— 4.4M shares	≤ Q2 2013 Held for 12y 5m+
6 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$277.5M	3.57%	-$10.6M Sold	0.03% 368.0 shares	Q4 2019 Held for 5y 11m
7 Nvidia NVDA	Semiconductors Technology	$277.2M	3.56%	-$12.2M Sold	0.01% 1.5M shares	Q4 2018 Held for 6y 11m
8 Vanguard FTSE Developed Markets VEA	ETF ETF	$240.3M	3.09%	+$55.6M Bought	— 4.0M shares	Q4 2018 Held for 6y 11m
9 Mastercard MA	Financial - Credit Services Financial Services	$222.4M	2.86%	-$2.1M Sold	0.04% 391.0K shares	≤ Q2 2013 Held for 12y 5m+
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$190.5M	2.45%	-$1.1M Sold	0.02% 378.8K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BRIDGES INVESTMENT MANAGEMENT INC's latest filing

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Market Value

$7.8B

Prior: $7.4B

Q/Q Change

+5.66%

+$416.8M

Net Flows % of MV

-0.581%

Turnover Ratio

3.35%

New Purchases

18 stocks

$9.4M

Added To

168 stocks

+$227.0M

Sold Out Of

19 stocks

$12.1M

Reduced Holdings

138 stocks

-$269.5M

Increased Positions

Position	Shares Δ	Change
1 SCHX Schwab U.S. Large-Cap ETF SCHX	New	0 → 78.3K +$2.1M
2 WisdomTree International LargeCap Dividend DOL	New	0 → 17.1K +$1.1M
3 Schwab U.S. Large-Cap Growth SCHG	New	0 → 30.4K +$968.9K
4 Schwab U.S. Mid-Cap ETF SCHM	New	0 → 25.3K +$748.5K
5 WisdomTree U.S. MidCap Dividend DON	New	0 → 13.9K +$725.5K

Decreased Positions

Position	Shares Δ	Change
1 GMS GMS	Sold	26.3K → 0 −$2.9M
2 Lantheus Holdings LNTH	Sold	29.4K → 0 −$2.4M
3 EIPI FT Energy Income Partners Enhanced Income EIPI	Sold	121.3K → 0 −$2.4M
4 Arrow Electronics ARW	Sold	7.1K → 0 −$898.4K
5 Hanesbrands HBI	Sold	70.5K → 0 −$323.0K

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Analytics

Portfolio insights and performance metrics for BRIDGES INVESTMENT MANAGEMENT INC

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Sector Allocation

Technology

22.50%

Financial Services

20.30%

ETF

18.00%

Consumer Cyclical

11.60%

Industrials

8.60%

Communication Services

8.00%

Healthcare

6.20%

Consumer Defensive

1.70%

Energy

1.40%

Basic Materials

0.80%

Real Estate

0.40%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

46.55%

Large Cap ($10B - $200B)

32.10%

Mid Cap ($2B - $10B)

2.77%

Small Cap ($300M - $2B)

0.27%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

18.28%

Portfolio Concentration

Top 10 Holdings %

39.28%

Top 20 Holdings %

57.66%

Top 50 Holdings %

82.85%

Top 100 Holdings %

94.75%