2026 Q2 Portfolio Activity
In 2026 Q2, BRIDGES INVESTMENT MANAGEMENT INC maintained a portfolio of 418 distinct positions. The most significant new addition was NETFLIX, now representing 0.25% of the total fund value. They heavily accumulated shares in KLA CORP COM, increasing the position by 1094.3%. The fund also reduced its exposure to EOG RESOURCES INC. by 46.6%.
Position History
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Total Positions
418
Quarter
2026 Q2
Top Holding
GOOGL (5.5%)
Top 10 Concentration
38.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 418
BRIDGES INVESTMENT MANAGEMENT INC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 5.49% | 5.19% |
#1
1
Prev: #2
|
4.7 |
—
|
-68,271 | -5.1% |
P
S
|
1,264,162 | $451,773,726 |
$139.47
+142.7%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
IJH
ISHARES CORE S&...
|
ETF | 5.47% | 5.29% |
#2
1
Prev: #1
|
4.2 |
—
|
48,697 | 0.8% |
P
S
|
5,830,885 | $449,619,574 |
$57.45
+29.6%
|
2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
AAPL
APPLE INC
|
Technology | 4.15% | 4.25% |
#3
1
Prev: #4
|
3.2 |
—
|
-56,266 | -4.6% |
P
S
|
1,180,277 | $341,525,025 |
$124.91
+168.1%
|
2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
MSFT
MICROSOFT CORP ...
|
Technology | 4.11% | 4.55% |
#4
1
Prev: #3
|
2.6 |
—
|
-2,230 | -0.2% |
P
S
|
904,889 | $337,541,592 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 4.03% | 3.97% |
#5
Prev: #5
|
2.6 |
—
|
-16,078 | -1.1% |
P
S
|
1,390,101 | $331,316,672 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 3.86% | 3.85% |
#6
Prev: #6
|
2.0 |
—
|
23,733 | 0.5% |
P
S
|
4,453,914 | $317,341,382 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.43% | 3.51% |
#7
Prev: #7
|
1.9 |
—
|
-75,007 | -5.1% |
P
S
|
1,409,406 | $282,007,985 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.90% | 3.28% |
#8
Prev: #8
|
1.7 |
—
|
-19 | -5.6% |
P
S
|
318 | $238,134,300 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.81% | 1.43% |
#9
12
Prev: #21
|
1.6 |
—
|
22,141 | 3.4% |
P
S
|
678,562 | $231,403,213 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 2.53% | 2.53% |
#10
Prev: #10
|
1.5 |
—
|
23,605 | 0.7% |
P
S
|
3,479,278 | $207,678,114 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 2.41% | 2.26% |
#11
1
Prev: #12
|
1.5 |
—
|
-8,306 | -0.6% |
P
S
|
1,333,633 | $197,791,052 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MA
MASTERCARD
|
Financial Services | 2.35% | 2.56% |
#12
3
Prev: #9
|
1.4 |
—
|
-1,215 | -0.3% |
P
S
|
376,973 | $193,613,332 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 2.25% | 2.06% |
#13
Prev: #13
|
2.9 |
—
|
14,763 | 6.4% |
P
S
|
246,971 | $184,954,412 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.21% | 2.31% |
#14
3
Prev: #11
|
1.4 |
—
|
7,585 | 2.1% |
P
S
|
362,572 | $181,427,403 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.95% | 1.97% |
#15
1
Prev: #14
|
1.3 |
—
|
-3,992 | -0.8% |
P
S
|
489,080 | $160,090,557 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.88% | 1.41% |
#16
6
Prev: #22
|
3.3 |
—
|
74,254 | 22.1% |
P
S
|
409,492 | $154,685,603 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KLAC
KLA CORP COM
|
Technology | 1.83% | 0.83% |
#17
17
Prev: #34
|
3.7 |
—
|
456,797 | 1094.3% |
P
S
|
498,542 | $150,415,107 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
V
VISA INC. CLASS...
|
Financial Services | 1.69% | 1.66% |
#18
1
Prev: #17
|
1.2 |
—
|
-240 | -0.1% |
P
S
|
405,537 | $139,135,689 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.69% | 1.70% |
#19
3
Prev: #16
|
1.2 |
—
|
-1,115 | -0.2% |
P
S
|
641,260 | $138,896,916 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 1.59% | 1.95% |
#20
5
Prev: #15
|
1.1 |
—
|
-114,210 | -19.2% |
P
S
|
480,021 | $130,565,659 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 1.51% | 1.54% |
#21
3
Prev: #18
|
1.1 |
—
|
-1 | -0.0% |
P
S
|
155,740 | $123,780,595 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.28% | 1.43% |
#22
2
Prev: #20
|
1.0 |
—
|
2,064 | 1.1% |
P
S
|
186,651 | $105,138,458 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPGI
S & P GLOBAL IN...
|
Financial Services | 1.23% | 1.37% |
#23
Prev: #23
|
1.0 |
—
|
9,960 | 4.2% |
P
S
|
247,443 | $100,773,637 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 1.21% | 1.14% |
#24
Prev: #24
|
1.0 |
—
|
-10,399 | -3.6% |
P
S
|
282,417 | $99,786,399 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.20% | 0.71% |
#25
12
Prev: #37
|
3.0 |
—
|
14,587 | 20.1% |
P
S
|
86,985 | $98,544,436 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LOW
LOWES COMPANIES...
|
Consumer Cyclical | 1.18% | 1.43% |
#26
7
Prev: #19
|
1.0 |
—
|
-7,385 | -1.7% |
P
S
|
439,775 | $96,965,990 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 1.02% | 1.05% |
#27
2
Prev: #25
|
0.9 |
—
|
-8,041 | -2.0% |
P
S
|
384,540 | $84,002,763 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LAD
LITHIA MTRS INC...
|
Consumer Cyclical | 0.98% | 0.96% |
#28
Prev: #28
|
0.9 |
—
|
-6,797 | -2.4% |
P
S
|
278,265 | $80,833,199 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.98% | 0.95% |
#29
Prev: #29
|
3.4 |
—
|
486,554 | 296.4% |
P
S
|
650,736 | $80,801,831 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 0.95% | 0.95% |
#30
Prev: #30
|
0.9 |
—
|
4,585 | 1.3% |
P
S
|
368,450 | $78,395,106 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.91% | 1.01% |
#31
4
Prev: #27
|
0.9 |
—
|
92 | 0.1% |
P
S
|
77,933 | $74,937,255 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.91% | 1.05% |
#32
6
Prev: #26
|
2.4 |
—
|
20,173 | 12.0% |
P
S
|
187,721 | $74,652,887 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CSL
CARLISLE COMPAN...
|
Industrials | 0.88% | 0.87% |
#33
1
Prev: #32
|
0.9 |
—
|
6,933 | 3.6% |
P
S
|
200,409 | $72,698,364 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SYK
STRYKER CORP CO...
|
Healthcare | 0.79% | 0.68% |
#34
5
Prev: #39
|
2.8 |
—
|
54,839 | 36.0% |
P
S
|
207,365 | $65,286,797 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.78% | 0.65% |
#35
7
Prev: #42
|
0.8 |
—
|
-2,889 | -1.7% |
P
S
|
170,593 | $64,026,964 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.77% | 0.93% |
#36
5
Prev: #31
|
0.8 |
—
|
-13,367 | -9.6% |
P
S
|
126,117 | $63,230,018 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.75% | 0.74% |
#37
1
Prev: #36
|
0.8 |
—
|
-3,697 | -1.4% |
P
S
|
253,556 | $61,469,486 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 0.74% | 0.77% |
#38
3
Prev: #35
|
2.3 |
—
|
70,670 | 13.1% |
P
S
|
610,865 | $60,646,677 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 0.66% | 0.67% |
#39
1
Prev: #40
|
0.8 |
—
|
-14,328 | -2.2% |
P
S
|
647,813 | $54,254,334 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.66% | 0.70% |
#40
2
Prev: #38
|
0.8 |
—
|
3,060 | 0.5% |
P
S
|
655,304 | $54,154,333 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.60% | 0.21% |
#41
35
Prev: #76
|
3.2 |
—
|
33,522 | 194.9% |
P
S
|
50,718 | $49,608,290 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.59% | 0.84% |
#42
9
Prev: #33
|
0.7 |
—
|
2,296 | 0.6% |
P
S
|
395,731 | $48,718,443 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.59% | 0.55% |
#43
5
Prev: #48
|
0.7 |
—
|
7,350 | 3.9% |
P
S
|
193,443 | $48,678,086 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
USB
U.S. BANCORP CO...
|
Financial Services | 0.59% | 0.55% |
#44
3
Prev: #47
|
0.7 |
—
|
12,053 | 1.5% |
P
S
|
799,540 | $48,292,189 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CTAS
CINTAS CORP COM
|
Industrials | 0.55% | 0.61% |
#45
1
Prev: #44
|
0.7 |
—
|
1,947 | 0.7% |
P
S
|
266,472 | $45,321,558 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AZO
AUTOZONE INC CO...
|
Consumer Cyclical | 0.53% | 0.58% |
#46
1
Prev: #45
|
2.2 |
—
|
943 | 7.5% |
P
S
|
13,524 | $43,221,893 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.51% | 0.61% |
#47
4
Prev: #43
|
0.7 |
—
|
-251 | -0.6% |
P
S
|
44,758 | $41,869,766 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
APH
AMPHENOL CORP C...
|
Technology | 0.47% | 0.37% |
#48
10
Prev: #58
|
0.7 |
—
|
2,086 | 1.0% |
P
S
|
218,564 | $38,537,205 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FINN
FIRST NATL NEB ...
|
Financial Services | 0.46% | 0.45% |
#49
2
Prev: #51
|
0.7 |
—
|
-3 | -0.1% |
P
S
|
2,029 | $38,043,750 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 0.46% | 0.47% |
#50
Prev: #50
|
0.7 |
—
|
610 | 0.6% |
P
S
|
106,516 | $37,566,063 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 418 holdings