BRIDGES INVESTMENT MANAGEMENT INC Portfolio Holdings
Q3 2025•406 long positions•$7.8B portfolio value
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Holding425 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $476.2M 6.12% | -$9.1M Sold | 0.012% 919.3K shares | 936.8K → 919.3K −$9.1M | -1.87% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $382.4M 4.92% | -$6.2M Sold | 0.013% 1.6M shares | 1.6M → 1.6M −$6.2M | -1.59% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $380.8M 4.89% | -$8.7M Sold | 0.01% 1.5M shares | 1.5M → 1.5M −$8.7M | -2.24% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $318.6M 4.1% | -$4.7M Sold | 0.014% 1.5M shares | 1.5M → 1.5M −$4.7M | -1.47% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $290.0M 3.73% | -$9.0M Sold | — 4.4M shares | 4.6M → 4.4M −$9.0M | -3.02% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $277.5M 3.57% | -$10.6M Sold | 0.026% 368.0 shares | 382.0 → 368.0 −$10.6M | -3.66% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $277.2M 3.56% | -$12.2M Sold | 0.006% 1.5M shares | 1.6M → 1.5M −$12.2M | -4.2% | $4.54T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $240.3M 3.09% | +$55.6M Bought | — 4.0M shares | 3.1M → 4.0M +$55.6M | +30.14% | — — | Q4 2018 Held for 6y 11m | |
Financial - Credit Services Financial Services | $222.4M 2.86% | -$2.1M Sold | 0.043% 391.0K shares | 394.6K → 391.0K −$2.1M | -0.92% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $190.5M 2.45% | -$1.1M Sold | 0.018% 378.8K shares | 381.0K → 378.8K −$1.1M | -0.58% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $175.1M 2.25% | +$338.6K Bought | — 3.2M shares | 3.2M → 3.2M +$338.6K | +0.19% | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $166.4M 2.14% | -$963.3K Sold | 0.019% 527.7K shares | 530.7K → 527.7K −$963.3K | -0.58% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $157.8M 2.03% | -$1.0M Sold | 0.113% 667.7K shares | 671.9K → 667.7K −$1.0M | -0.63% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $153.8M 1.98% | -$18.2M Sold | — 1.3M shares | 1.4M → 1.3M −$18.2M | -10.59% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $142.7M 1.83% | -$765.4K Sold | 0.022% 417.9K shares | 420.2K → 417.9K −$765.4K | -0.53% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $140.0M 1.8% | -$2.2M Sold | 0.102% 687.3K shares | 698.3K → 687.3K −$2.2M | -1.57% | $137.82B Large Cap | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $133.8M 1.72% | -$1.9M Sold | 0.007% 182.2K shares | 184.8K → 182.2K −$1.9M | -1.39% | $1.84T Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $132.7M 1.71% | +$3.6M Bought | — 198.2K shares | 192.8K → 198.2K +$3.6M | +2.8% | — — | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $122.0M 1.57% | -$7.7M Sold | 0.008% 369.9K shares | 393.4K → 369.9K −$7.7M | -5.96% | $1.56T Mega Cap | Q3 2017 Held for 8y 2m | |
Home Improvement Consumer Cyclical | $105.8M 1.36% | +$12.5M Bought | 0.075% 420.8K shares | 371.0K → 420.8K +$12.5M | +13.44% | $140.94B Large Cap | Q1 2016 Held for 9y 8m | |
Asset Management Financial Services | $100.7M 1.29% | -$157.4K Sold | 0.056% 86.3K shares | 86.5K → 86.3K −$157.4K | -0.16% | $180.54B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $98.7M 1.27% | -$1.1M Sold | 0.068% 399.8K shares | 404.4K → 399.8K −$1.1M | -1.12% | $144.81B Large Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $98.5M 1.27% | -$415.5K Sold | 0.468% 174.2K shares | 174.9K → 174.2K −$415.5K | -0.42% | $21.0B Large Cap | Q1 2020 Held for 5y 8m | |
Financial - Data & Stock Exchanges Financial Services | $96.9M 1.25% | -$1.1M Sold | 0.065% 199.1K shares | 201.3K → 199.1K −$1.1M | -1.08% | $148.59B Large Cap | Q1 2018 Held for 7y 8m | |
Trucking Industrials | $96.8M 1.24% | -$188.1K Sold | 0.327% 687.6K shares | 689.0K → 687.6K −$188.1K | -0.19% | $29.6B Large Cap | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $91.4M 1.18% | +$160.7K Bought | 0.003% 375.4K shares | 374.7K → 375.4K +$160.7K | +0.18% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Auto - Dealerships Consumer Cyclical | $83.2M 1.07% | +$2.4M Bought | 1.03% 263.2K shares | 255.6K → 263.2K +$2.4M | +2.96% | $8.1B Mid Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $81.7M 1.05% | -$14.8M Sold | — 174.4K shares | 206.0K → 174.4K −$14.8M | -15.32% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $76.5M 0.983% | -$1.1M Sold | 0.048% 170.9K shares | 173.4K → 170.9K −$1.1M | -1.41% | $160.32B Large Cap | Q3 2022 Held for 3y 2m | |
Banks - Regional Financial Services | $72.1M 0.927% | -$106.2K Sold | 0.096% 1.5M shares | 1.5M → 1.5M −$106.2K | -0.15% | $75.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $69.7M 0.896% | +$9.0M Bought | 0.037% 75.8K shares | 66.0K → 75.8K +$9.0M | +14.8% | $190.98B Large Cap | Q1 2022 Held for 3y 8m | |
Medical - Diagnostics & Research Healthcare | $69.0M 0.887% | -$676.1K Sold | 0.038% 142.2K shares | 143.6K → 142.2K −$676.1K | -0.97% | $183.15B Large Cap | Q4 2016 Held for 8y 11m | |
Rental & Leasing Services Industrials | $65.1M 0.837% | +$492.6K Bought | 0.106% 68.2K shares | 67.7K → 68.2K +$492.6K | +0.76% | $61.4B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Data & Stock Exchanges Financial Services | $63.8M 0.82% | -$569.1K Sold | 0.066% 378.7K shares | 382.1K → 378.7K −$569.1K | -0.88% | $96.4B Large Cap | Q1 2018 Held for 7y 8m | |
Software - Application Technology | $60.6M 0.778% | -$585.9K Sold | 0.063% 172.4K shares | 174.1K → 172.4K −$585.9K | -0.96% | $95.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $55.6M 0.715% | -$21.2M Sold | — 273.1K shares | 377.1K → 273.1K −$21.2M | -27.58% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Business Services Industrials | $55.6M 0.715% | +$37.6K Bought | 0.067% 270.8K shares | 270.6K → 270.8K +$37.6K | +0.07% | $82.7B Large Cap | Q3 2019 Held for 6y 2m | |
Semiconductors Technology | $55.3M 0.71% | +$41.0K Bought | 0.039% 51.2K shares | 51.2K → 51.2K +$41.0K | +0.07% | $142.03B Large Cap | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $54.6M 0.701% | -$89.0K Sold | 0.02% 650.9K shares | 651.9K → 650.9K −$89.0K | -0.16% | $268.51B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $52.7M 0.678% | -$438.8K Sold | 0.313% 286.0K shares | 288.4K → 286.0K −$438.8K | -0.83% | $16.9B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $52.5M 0.675% | +$51.2M Bought | — 276.8K shares | 6.8K → 276.8K +$51.2M | +3,964.74% | — — | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $49.6M 0.638% | -$893.9K Sold | 0.034% 140.7K shares | 143.2K → 140.7K −$893.9K | -1.77% | $147.66B Large Cap | Q1 2018 Held for 7y 8m | |
Construction Industrials | $48.7M 0.626% | +$33.6M Bought | 0.346% 148.1K shares | 46.1K → 148.1K +$33.6M | +221.32% | $14.1B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $46.1M 0.593% | +$10.7M Bought | 0.033% 124.7K shares | 95.7K → 124.7K +$10.7M | +30.26% | $141.33B Large Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $45.4M 0.584% | -$10.6M Sold | — 636.2K shares | 784.7K → 636.2K −$10.6M | -18.93% | — — | Q4 2015 Held for 9y 11m | |
Home Improvement Consumer Cyclical | $45.2M 0.581% | +$3.2M Bought | 0.011% 111.6K shares | 103.7K → 111.6K +$3.2M | +7.58% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $44.5M 0.572% | +$490.2K Bought | 0.011% 192.1K shares | 190.0K → 192.1K +$490.2K | +1.11% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $44.2M 0.569% | -$760.0K Sold | 0.18% 80.9K shares | 82.3K → 80.9K −$760.0K | -1.69% | $24.5B Large Cap | Q2 2019 Held for 6y 5m | |
Discount Stores Consumer Defensive | $43.8M 0.563% | +$144.4K Bought | 0.011% 47.3K shares | 47.1K → 47.3K +$144.4K | +0.33% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Exploration & Production Energy | $41.3M 0.531% | +$147.1K Bought | 0.067% 368.1K shares | 366.8K → 368.1K +$147.1K | +0.36% | $61.2B Large Cap | Q4 2016 Held for 8y 11m |
