13F Insight
DOSSIER · 13F-HR · Q1 2026

BRIDGES INVESTMENT MANAGEMENT INC

$7.4B in tracked AUM across 890 positions as of Q1 2026.

BI
CIK 0001007295 · last filed Mar 31, 2026
Total AUM
$7.4B
as of Q1 2026
Holdings
890
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IJH
ISHARES CORE S&P MID CAP ETF
$390M5.8M5.3%02
GOOGL
ALPHABET INC CL A
$383M1.3M5.2%03
MSFT
MICROSOFT CORP COM
$336M907K4.5%04
AAPL
APPLE INC
$314M1.2M4.3%05
AMZN
AMAZON.COM INC
$293M1.4M4.0%06
VEA
VANGUARD FTSE DEVELOPED MARKET
$284M4.4M3.8%07
NVDA
NVIDIA CORPORATION
$259M1.5M3.5%08
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
$242M3373.3%09
MA
MASTERCARD
$189M378K2.6%10
VWO
VANGUARD FTSE EMERGING MARKETS
$187M3.5M2.5%

Filing history

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 positionsLocked2023Q2Jun 30
$3.0B▲ 5.7%
514 positionsLocked
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