13F filer

Bridges Investment Management

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1007295 SEC filings ↗
13F Value
$8.22B
Positions
401
Top Position
GOOGL5.5%
Top 5
23.3%

Latest filing changes

vs Mar 31, 2026
1 PH Parker-Hannifin +194.9%+$32.8M
2 AVGO Broadcom +22.1%+$28.0M
3 SYK Stryker +36.0%+$17.3M
4 URI United Rentals +20.1%+$16.5M
5 TT Trane Technologies +60.4%+$11.8M
Holdings401
# Trend (4Q)
1 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 1,264,162 reported quantity $451,773,726 reported value
5.5% $451.8M -5.1% 1.26M 5.2% Common Stock
2 IJH 5.5% $449.6M +0.8% 5.83M 5.3% ETF
3 AAPL 4.2% $341.5M -4.6% 1.18M 4.3% Common Stock
4 MSFT 4.1% $337.5M -0.2% 904.9K 4.5% Common Stock
5 AMZN 4.0% $331.3M -1.1% 1.39M 4.0% Common Stock
6 VEA 3.9% $317.3M +0.5% 4.45M 3.8% ETF
7 NVDA 3.4% $282.0M -5.1% 1.41M 3.5% Common Stock
8 BRK.A 2.9% $238.1M -5.6% 318 3.3% Common Stock
9 PANW 2.8% $231.4M +3.4% 678.6K 1.4% Common Stock
10 VWO 2.5% $207.7M +0.7% 3.48M 2.5% ETF
11 IJR 2.4% $197.8M -0.6% 1.33M 2.3% ETF
12 MA 2.4% $193.6M -0.3% 377.0K 2.6% Common Stock
13 IVV 2.2% $185.0M +6.4% 247.0K 2.1% ETF
14 BRK.B
Filing details
  • 084670702 Jun 30, 2026 362,572 reported quantity $181,427,403 reported value
2.2% $181.4M +2.1% 362.6K 2.3% Common Stock
15 JPM 1.9% $160.1M -0.8% 489.1K 2.0% Common Stock
16 AVGO 1.9% $154.7M +22.1% 409.5K 1.4% Common Stock
17 KLAC 1.8% $150.4M — 498.5K 0.8% — Common Stock
18 V 1.7% $139.1M -0.1% 405.5K 1.7% Common Stock
19 ODFL 1.7% $138.9M -0.2% 641.3K 1.7% Common Stock
20 UNP 1.6% $130.6M -19.2% 480.0K 2.0% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing18
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.