13F Insight
DOSSIER · 13F-HR · Q2 2026

BRIDGES INVESTMENT MANAGEMENT INC

$8.2B in tracked AUM across 906 positions as of Q2 2026.

BI
CIK 0001007295 · last filed Jun 30, 2026
Total AUM
$8.2B
as of Q2 2026
Holdings
906
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Bridges Investment Management Inc. reported a total portfolio value of $7.82 billion for the period ending September 30, 2025, representing a growth of 5.7% from the previous quarter's $7.40 billion. The portfolio is highly diversified, comprising 937 individual holdings. This structure suggests a "core-satellite" approach, where a significant portion of assets is invested in broad market ETFs to provide beta exposure, while a substantial allocation is directed toward act...

Key Holdings

The portfolio is heavily anchored in the "Magnificent Seven" and other dominant large-cap technology and communication services companies. Microsoft (MSFT) is the largest holding at $476.18 million (6.09% of the portfolio), followed closely by Alphabet Class A (GOOGL) at $382.43 million (4.89%) and Apple (AAPL) at $380.76 million (4.87%). Amazon (AMZN) and NVIDIA (NVDA) also feature prominently in the top ten, accounting for 4.07% and 3.54% of the portfolio, respectively.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC CL A
$452M1.3M5.5%02
IJH
ISHARES CORE S&P MID CAP ETF
$450M5.8M5.5%03
AAPL
APPLE INC
$342M1.2M4.2%04
MSFT
MICROSOFT CORP COM
$338M905K4.1%05
AMZN
AMAZON.COM INC
$331M1.4M4.0%06
VEA
VANGUARD FTSE DEVELOPED MARKET
$317M4.5M3.9%07
NVDA
NVIDIA CORPORATION
$282M1.4M3.4%08
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
$238M3182.9%09
PANW
PALO ALTO NETWORKS INC COM
$231M679K2.8%10
VWO
VANGUARD FTSE EMERGING MARKETS
$208M3.5M2.5%

Filing history

2026Q2Jun 30
$8.2B▲ 11.4%
906 positionsView →2026Q1Mar 31
$7.4B▼ 6.4%
890 positionsView →2025Q4Dec 31
$7.9B▲ 0.8%
869 positionsView →2025Q3Sep 30
$7.8B▲ 5.7%
937 positionsView →2025Q2Jun 30
$7.4B▲ 6.8%
888 positionsLocked2025Q1Mar 31
$6.9B▼ 3.1%
854 positionsLocked2024Q4Dec 31
$7.2B▼ 0.0%
838 positionsLocked2024Q3Sep 30
$7.2B▲ 8.8%
839 positionsLocked2024Q2Jun 30
$6.6B▲ 105.2%
795 positionsLocked2024Q1Mar 31
$3.2B▲ 6.2%
513 positionsLocked2023Q4Dec 31
$3.0B▲ 7.2%
511 positionsLocked2023Q3Sep 30
$2.8B▼ 5.6%
498 positionsLocked
Showing 12 of 85