2026 Q1 Portfolio Activity
In 2026 Q1, BRIDGES INVESTMENT MANAGEMENT INC maintained a portfolio of 423 distinct positions. The most significant new addition was EQUITY BANCSHARES INC CL A, now representing 0.04% of the total fund value. They heavily accumulated shares in VANGUARD FTSE DEVELOPED MARKET, increasing the position by 6.4%. The fund also reduced its exposure to BWX TECHNOLOGIES INC by 80.5%.
Position History
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Total Positions
423
Quarter
2026 Q1
Top Holding
IJH (5.3%)
Top 10 Concentration
39.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 423
BRIDGES INVESTMENT MANAGEMENT INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IJH
ISHARES CORE S&...
|
ETF | 5.29% | 5.04% |
#1
2
Prev: #3
|
4.6 |
—
|
-233,038 | -3.9% |
P
S
|
5,782,188 | $390,471,166 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 5.19% | 5.51% |
#2
Prev: #2
|
4.1 |
—
|
-55,178 | -4.0% |
P
S
|
1,332,433 | $383,154,443 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 4.55% | 5.54% |
#3
2
Prev: #1
|
3.3 |
—
|
3,764 | 0.4% |
P
S
|
907,119 | $335,788,178 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 4.25% | 4.72% |
#4
Prev: #4
|
2.7 |
—
|
-131,994 | -9.6% |
P
S
|
1,236,543 | $313,822,311 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 3.97% | 4.15% |
#5
Prev: #5
|
2.6 |
—
|
-12,476 | -0.9% |
P
S
|
1,406,179 | $292,864,900 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 3.85% | 3.30% |
#6
2
Prev: #8
|
3.5 |
—
|
265,162 | 6.4% |
P
S
|
4,430,181 | $283,886,007 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.51% | 3.54% |
#7
1
Prev: #6
|
1.9 |
—
|
-12,950 | -0.9% |
P
S
|
1,484,413 | $258,881,681 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.28% | 3.38% |
#8
1
Prev: #7
|
1.8 |
—
|
-16 | -4.5% |
P
S
|
337 | $242,013,180 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MA
MASTERCARD
|
Financial Services | 2.56% | 2.76% |
#9
Prev: #9
|
1.5 |
—
|
-2,554 | -0.7% |
P
S
|
378,188 | $188,965,416 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 2.53% | 2.28% |
#10
1
Prev: #11
|
1.5 |
—
|
118,524 | 3.6% |
P
S
|
3,455,673 | $186,779,116 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.31% | 2.36% |
#11
1
Prev: #10
|
1.4 |
—
|
-14,484 | -3.9% |
P
S
|
354,987 | $170,109,770 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 2.26% | 2.02% |
#12
3
Prev: #15
|
1.4 |
—
|
18,278 | 1.4% |
P
S
|
1,341,939 | $166,816,460 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 2.06% | 2.24% |
#13
1
Prev: #12
|
1.3 |
—
|
-25,686 | -10.0% |
P
S
|
232,208 | $151,680,791 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.97% | 2.03% |
#14
Prev: #14
|
1.3 |
—
|
-4,613 | -0.9% |
P
S
|
493,072 | $145,042,060 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 1.95% | 2.05% |
#15
2
Prev: #13
|
1.3 |
—
|
-102,875 | -14.8% |
P
S
|
594,231 | $144,172,223 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.70% | 1.38% |
#16
5
Prev: #21
|
1.2 |
—
|
-49,193 | -7.1% |
P
S
|
642,375 | $125,520,075 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
V
VISA INC. CLASS...
|
Financial Services | 1.66% | 1.82% |
#17
1
Prev: #16
|
1.2 |
—
|
-2,263 | -0.6% |
P
S
|
405,777 | $122,642,040 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 1.54% | 1.11% |
#18
9
Prev: #27
|
1.1 |
—
|
-2,427 | -1.5% |
P
S
|
155,741 | $113,357,645 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LOW
LOWES COMPANIES...
|
Consumer Cyclical | 1.43% | 1.37% |
#19
3
Prev: #22
|
1.1 |
—
|
719 | 0.2% |
P
S
|
447,160 | $105,654,965 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.43% | 1.54% |
#20
2
Prev: #18
|
1.1 |
—
|
481 | 0.3% |
P
S
|
184,587 | $105,607,482 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.43% | 1.58% |
#21
4
Prev: #17
|
1.1 |
—
|
-17,966 | -2.7% |
P
S
|
656,421 | $105,237,415 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.41% | 1.53% |
#22
3
Prev: #19
|
1.1 |
—
|
-12,242 | -3.5% |
P
S
|
335,238 | $103,759,513 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPGI
S & P GLOBAL IN...
|
Financial Services | 1.37% | 1.46% |
#23
3
Prev: #20
|
2.5 |
—
|
17,497 | 8.0% |
P
S
|
237,483 | $101,011,019 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 1.14% | 1.22% |
#24
Prev: #24
|
1.0 |
—
|
-12,882 | -4.2% |
P
S
|
292,816 | $83,997,198 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 1.05% | 1.15% |
#25
1
Prev: #26
|
0.9 |
—
|
-5,537 | -1.4% |
P
S
|
392,581 | $77,825,258 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.05% | 1.22% |
#26
3
Prev: #23
|
0.9 |
—
|
-2,074 | -1.2% |
P
S
|
167,548 | $77,237,952 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.01% | 1.08% |
#27
1
Prev: #28
|
0.9 |
—
|
-1,780 | -2.2% |
P
S
|
77,841 | $74,860,469 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LAD
LITHIA MTRS INC...
|
Consumer Cyclical | 0.96% | 1.20% |
#28
3
Prev: #25
|
0.9 |
—
|
737 | 0.3% |
P
S
|
285,062 | $71,185,683 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.95% | 1.03% |
#29
1
Prev: #30
|
0.9 |
—
|
-7,932 | -4.6% |
P
S
|
164,182 | $70,007,336 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 0.95% | 0.77% |
#30
4
Prev: #34
|
2.4 |
—
|
46,887 | 14.8% |
P
S
|
363,865 | $69,832,970 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.93% | 1.04% |
#31
2
Prev: #29
|
0.9 |
—
|
-1,958 | -1.4% |
P
S
|
139,484 | $68,560,571 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CSL
CARLISLE COMPAN...
|
Industrials | 0.87% | 0.73% |
#32
4
Prev: #36
|
2.3 |
—
|
13,706 | 7.6% |
P
S
|
193,476 | $64,547,463 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.84% | 0.81% |
#33
1
Prev: #32
|
0.8 |
—
|
462 | 0.1% |
P
S
|
393,435 | $61,879,457 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KLAC
KLA CORP COM
|
Technology | 0.83% | 0.77% |
#34
1
Prev: #33
|
0.8 |
—
|
-8,254 | -16.5% |
P
S
|
41,745 | $61,465,756 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 0.77% | 0.82% |
#35
4
Prev: #31
|
2.8 |
—
|
116,380 | 27.5% |
P
S
|
540,195 | $56,477,388 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.74% | 0.71% |
#36
2
Prev: #38
|
0.8 |
—
|
-10,373 | -3.9% |
P
S
|
257,253 | $54,967,320 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.71% | 0.71% |
#37
Prev: #37
|
0.8 |
—
|
2,815 | 4.0% |
P
S
|
72,398 | $52,746,287 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.70% | 0.77% |
#38
3
Prev: #35
|
0.8 |
—
|
2,306 | 0.4% |
P
S
|
652,244 | $51,925,144 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SYK
STRYKER CORP CO...
|
Healthcare | 0.68% | 0.65% |
#39
1
Prev: #40
|
2.3 |
—
|
7,837 | 5.4% |
P
S
|
152,526 | $50,118,518 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 0.67% | 0.60% |
#40
3
Prev: #43
|
0.8 |
—
|
18,429 | 2.9% |
P
S
|
662,141 | $49,726,792 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EOG
EOG RESOURCES I...
|
Energy | 0.66% | 0.45% |
#41
10
Prev: #51
|
0.8 |
—
|
-2,445 | -0.7% |
P
S
|
334,414 | $48,346,246 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.65% | 0.69% |
#42
3
Prev: #39
|
0.8 |
—
|
588 | 0.3% |
P
S
|
173,482 | $48,205,443 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.61% | 0.50% |
#43
5
Prev: #48
|
0.7 |
—
|
-256 | -0.6% |
P
S
|
45,009 | $44,848,318 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CTAS
CINTAS CORP COM
|
Industrials | 0.61% | 0.63% |
#44
3
Prev: #41
|
0.7 |
—
|
-1,513 | -0.6% |
P
S
|
264,525 | $44,741,758 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AZO
AUTOZONE INC CO...
|
Consumer Cyclical | 0.58% | 0.36% |
#45
12
Prev: #57
|
3.2 |
—
|
4,240 | 50.8% |
P
S
|
12,581 | $42,495,850 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CPRT
COPART INC
|
Industrials | 0.57% | 0.45% |
#46
4
Prev: #50
|
2.7 |
—
|
350,819 | 38.3% |
P
S
|
1,266,002 | $42,031,266 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
USB
U.S. BANCORP CO...
|
Financial Services | 0.55% | 0.54% |
#47
1
Prev: #46
|
0.7 |
—
|
-9,792 | -1.2% |
P
S
|
787,487 | $40,957,215 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.55% | 0.54% |
#48
3
Prev: #45
|
0.7 |
—
|
-1,294 | -0.7% |
P
S
|
186,093 | $40,473,308 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ULTA
ULTA SALON COSM...
|
Consumer Cyclical | 0.49% | 0.62% |
#49
7
Prev: #42
|
0.7 |
—
|
-11,841 | -14.6% |
P
S
|
69,150 | $36,145,397 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 0.47% | 0.47% |
#50
1
Prev: #49
|
0.7 |
—
|
-1,461 | -1.4% |
P
S
|
105,906 | $34,831,424 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 423 holdings