2026 Q3 Portfolio Activity
In 2026 Q3, BRIDGES INVESTMENT MANAGEMENT INC maintained a portfolio of 422 distinct positions. The most significant new addition was ISHARES CORE MSCI TOTAL INTERN, now representing 0.35% of the total fund value. They heavily accumulated shares in ISHARES CORE S&P 500 ETF, increasing the position by 34.9%. The fund also reduced its exposure to ISHARES RUSSELL 1000 VALUE ETF by 33.0%.
Position History
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Total Positions
422
Quarter
2026 Q3
Top Holding
MSFT (5.3%)
Top 10 Concentration
40.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 422
BRIDGES INVESTMENT MANAGEMENT INC Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP ...
|
Technology | 5.35% | 4.11% |
#1
3
Prev: #4
|
4.6 |
—
|
-23,064 | -2.5% |
P
S
|
881,825 | $452,288,276 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 5.15% | 5.49% |
#2
1
Prev: #1
|
4.1 |
—
|
3,010 | 0.2% |
P
S
|
1,267,172 | $436,008,504 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 4.84% | 5.47% |
#3
1
Prev: #2
|
3.4 |
—
|
-135,730 | -2.3% |
P
S
|
5,695,155 | $409,766,398 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
AAPL
APPLE INC
|
Technology | 4.61% | 4.15% |
#4
1
Prev: #3
|
2.8 |
—
|
-10,286 | -0.9% |
P
S
|
1,169,991 | $389,630,486 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.14% | 3.43% |
#5
2
Prev: #7
|
4.2 |
—
|
122,694 | 8.7% |
P
S
|
1,532,100 | $349,900,928 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 4.11% | 4.03% |
#6
1
Prev: #5
|
2.1 |
—
|
5,488 | 0.4% |
P
S
|
1,395,589 | $347,710,999 | 2010 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 3.83% | 3.86% |
#7
1
Prev: #6
|
2.0 |
—
|
130,365 | 2.9% |
P
S
|
4,584,279 | $323,695,950 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 3.02% | 2.25% |
#8
5
Prev: #13
|
3.7 |
—
|
86,254 | 34.9% |
P
S
|
333,225 | $255,200,016 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.76% | 2.81% |
#9
Prev: #9
|
1.6 |
—
|
-90,202 | -13.3% |
P
S
|
588,360 | $233,761,312 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.65% | 2.90% |
#10
2
Prev: #8
|
1.6 |
—
|
-18 | -5.7% |
P
S
|
300 | $224,101,500 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 2.51% | 2.53% |
#11
1
Prev: #10
|
1.5 |
—
|
106,338 | 3.1% |
P
S
|
3,585,616 | $212,662,868 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
MA
MASTERCARD
|
Financial Services | 2.50% | 2.35% |
#12
Prev: #12
|
1.5 |
—
|
6,334 | 1.7% |
P
S
|
383,307 | $211,382,311 | 2007 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.23% | 2.21% |
#13
1
Prev: #14
|
1.4 |
—
|
16,742 | 4.6% |
P
S
|
379,314 | $188,879,406 | 2010 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.99% | 2.41% |
#14
3
Prev: #11
|
1.3 |
—
|
-95,649 | -7.2% |
P
S
|
1,237,984 | $168,415,343 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.94% | 1.88% |
#15
1
Prev: #16
|
2.8 |
—
|
58,030 | 14.2% |
P
S
|
467,522 | $164,189,051 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.92% | 1.95% |
#16
1
Prev: #15
|
1.3 |
—
|
3,031 | 0.6% |
P
S
|
492,111 | $162,805,083 | 2010 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
V
VISA INC. CLASS...
|
Financial Services | 1.77% | 1.69% |
#17
1
Prev: #18
|
1.2 |
—
|
10,244 | 2.5% |
P
S
|
415,781 | $149,402,587 | 2008 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.73% | 1.28% |
#18
4
Prev: #22
|
2.7 |
—
|
15,697 | 8.4% |
P
S
|
202,348 | $146,738,586 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.32% | 1.69% |
#19
Prev: #19
|
1.0 |
—
|
-710 | -0.1% |
P
S
|
640,550 | $111,353,213 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 1.30% | 1.59% |
#20
Prev: #20
|
1.0 |
—
|
-75,068 | -15.6% |
P
S
|
404,953 | $110,199,870 | 2007 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.21% | 0.91% |
#21
11
Prev: #32
|
3.0 |
—
|
63,444 | 33.8% |
P
S
|
251,165 | $102,131,225 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
KLAC
KLA CORP COM
|
Technology | 1.16% | 1.83% |
#22
5
Prev: #17
|
1.0 |
—
|
5,020 | 1.0% |
P
S
|
503,562 | $98,159,341 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
SPGI
S & P GLOBAL IN...
|
Financial Services | 1.15% | 1.23% |
#23
Prev: #23
|
1.0 |
—
|
-869 | -0.4% |
P
S
|
246,574 | $97,266,046 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 1.14% | 1.21% |
#24
Prev: #24
|
1.0 |
—
|
-571 | -0.2% |
P
S
|
281,846 | $96,036,254 | 2007 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.12% | 1.20% |
#25
Prev: #25
|
2.4 |
—
|
7,659 | 8.8% |
P
S
|
94,644 | $94,717,822 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 1.12% | 1.51% |
#26
5
Prev: #21
|
0.9 |
—
|
-629 | -0.4% |
P
S
|
155,111 | $94,378,839 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 1.04% | 0.95% |
#27
3
Prev: #30
|
2.4 |
—
|
56,308 | 15.3% |
P
S
|
424,758 | $88,358,160 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 1.01% | 0.74% |
#28
10
Prev: #38
|
0.9 |
—
|
26,092 | 4.3% |
P
S
|
636,957 | $85,358,607 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.97% | 0.91% |
#29
2
Prev: #31
|
0.9 |
—
|
-491 | -0.6% |
P
S
|
77,442 | $81,956,094 | 2012 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
LOW
LOWES COMPANIES...
|
Consumer Cyclical | 0.95% | 1.18% |
#30
4
Prev: #26
|
0.9 |
—
|
-3,314 | -0.8% |
P
S
|
436,461 | $80,435,398 | 2003 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
LAD
LITHIA MTRS INC...
|
Consumer Cyclical | 0.94% | 0.98% |
#31
3
Prev: #28
|
0.9 |
—
|
-5,427 | -2.0% |
P
S
|
272,838 | $79,622,314 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.94% | 1.02% |
#32
5
Prev: #27
|
0.9 |
—
|
-621 | -0.2% |
P
S
|
383,919 | $79,590,247 | 2003 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.91% | 0.77% |
#33
3
Prev: #36
|
0.9 |
—
|
-11,816 | -9.4% |
P
S
|
114,301 | $77,158,890 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.82% | 0.98% |
#34
5
Prev: #29
|
0.8 |
—
|
-96,834 | -14.9% |
P
S
|
553,902 | $69,381,738 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
CSL
CARLISLE COMPAN...
|
Industrials | 0.80% | 0.88% |
#35
2
Prev: #33
|
2.3 |
—
|
10,186 | 5.1% |
P
S
|
210,595 | $67,847,391 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
SYK
STRYKER CORP CO...
|
Healthcare | 0.78% | 0.79% |
#36
2
Prev: #34
|
2.3 |
—
|
31,295 | 15.1% |
P
S
|
238,660 | $65,724,577 | 2003 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.70% | 0.59% |
#37
5
Prev: #42
|
0.8 |
—
|
-4,726 | -1.2% |
P
S
|
391,005 | $59,444,490 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.69% | 0.78% |
#38
3
Prev: #35
|
0.8 |
—
|
5,023 | 2.9% |
P
S
|
175,616 | $57,985,768 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.67% | 0.60% |
#39
2
Prev: #41
|
2.3 |
—
|
8,646 | 17.0% |
P
S
|
59,364 | $56,717,553 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
CTAS
CINTAS CORP COM
|
Industrials | 0.66% | 0.55% |
#40
5
Prev: #45
|
2.3 |
—
|
18,846 | 7.1% |
P
S
|
285,318 | $55,654,129 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 0.64% | 0.66% |
#41
2
Prev: #39
|
0.8 |
—
|
-236 | -0.0% |
P
S
|
647,577 | $53,729,490 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.62% | 0.66% |
#42
2
Prev: #40
|
0.7 |
—
|
-857 | -0.1% |
P
S
|
654,447 | $52,388,493 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.56% | 0.59% |
#43
Prev: #43
|
0.7 |
—
|
-11,541 | -6.0% |
P
S
|
181,902 | $47,583,822 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
CPRT
COPART INC
|
Industrials | 0.56% | 0.45% |
#44
7
Prev: #51
|
2.7 |
—
|
431,824 | 33.0% |
P
S
|
1,738,700 | $47,431,736 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
USB
U.S. BANCORP CO...
|
Financial Services | 0.55% | 0.59% |
#45
1
Prev: #44
|
0.7 |
—
|
2,220 | 0.3% |
P
S
|
801,760 | $46,309,631 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
AZO
AUTOZONE INC CO...
|
Consumer Cyclical | 0.50% | 0.53% |
#46
Prev: #46
|
2.2 |
—
|
1,482 | 11.0% |
P
S
|
15,006 | $42,467,280 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.50% | 0.75% |
#47
10
Prev: #37
|
0.2 |
—
|
-83,612 | -33.0% |
P
S
|
169,944 | $42,134,201 | 2007 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
APH
AMPHENOL CORP C...
|
Technology | 0.48% | 0.47% |
#48
Prev: #48
|
3.2 |
—
|
266,389 | 121.9% |
P
S
|
484,953 | $40,881,539 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
LLY
LILLY ELI & CO ...
|
Healthcare | 0.48% | 0.37% |
#49
6
Prev: #55
|
2.7 |
—
|
9,815 | 38.5% |
P
S
|
35,294 | $40,837,982 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.48% | 0.51% |
#50
3
Prev: #47
|
0.7 |
—
|
-77 | -0.2% |
P
S
|
44,681 | $40,674,902 | 2004 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 |
Showing 1-50 of 422 holdings