Bridges Investment Management Inc reported 325 positions worth $6.33B for the quarter ended Jun 30, 2026, up 10.6% on the prior quarter. It opened 16 new positions, added to 164, trimmed 67 and exited 16. Its largest holding is Alphabet Inc. at 7.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PH Parker-Hannifin Corp | +33.5K | +194.9% | $32.79M | 0.784% |
| AVGO Broadcom Inc. | +74.3K | +22.1% | $28.05M | 2.44% |
| KLAC Kla Corp | +81.1K | +19.4% | $24.47M | 2.38% |
| NFLX Netflix Inc | +289.0K | – | $20.63M | 0.326% |
| SYK Stryker Corp | +54.8K | +36.0% | $17.27M | 1.03% |
| URI United Rentals, Inc. | +14.6K | +20.1% | $16.53M | 1.56% |
| TT Trane Technologies plc | +24.0K | +60.4% | $11.79M | 0.495% |
| ISRG Intuitive Surgical Inc | +20.2K | +12.0% | $8.02M | 1.18% |
| PANW Palo Alto Networks Inc | +22.1K | +3.4% | $7.55M | 3.66% |
| NOW ServiceNow, Inc. | +70.7K | +13.1% | $7.02M | 0.958% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNP Union Pacific Corp | -114.2K | -19.2% | $31.07M | 2.06% |
| CHE Chemed Corp | -61.3K | -93.0% | $28.55M | 0.034% |
| GOOGL Alphabet Inc. | -68.3K | -5.1% | $24.40M | 7.14% |
| EOG Eog Resources Inc | -155.7K | -46.6% | $20.20M | 0.366% |
| ZTS Zoetis Inc. | -228.4K | -91.8% | $16.41M | 0.023% |
| AAPL Apple Inc. | -56.3K | -4.6% | $16.28M | 5.4% |
| ADBE Adobe Inc. | -77.8K | -75.0% | $15.95M | 0.084% |
| NVDA Nvidia Corp | -75.0K | -5.1% | $15.01M | 4.46% |
| BRK-A Berkshire Hathaway Inc | -19 | -5.6% | $14.23M | 3.76% |
| POOL Pool Corp | -60.7K | -85.8% | $13.03M | 0.034% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NFLX Netflix Inc | +289.0K | $20.63M | 0.326% |
| HONA Honeywell Aerospace Inc. | +11.1K | $2.46M | 0.039% |
| IFF International Flavors & Fragrances Inc | +7,900 | $625.84K | <0.01% |
| STX Seagate Technology Holdings plc | +457 | $441.01K | <0.01% |
| MU Micron Technology Inc | +303 | $349.75K | <0.01% |
| DAL Delta Air Lines, Inc. | +3,435 | $321.72K | <0.01% |
| BX Blackstone Inc. | +2,692 | $316.77K | <0.01% |
| CRWD CrowdStrike Holdings, Inc. | +1,456 | $277.78K | <0.01% |
| BROS Dutch Bros Inc. | +3,639 | $261.32K | <0.01% |
| AMAT Applied Materials Inc | +332 | $240.04K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SWK Stanley Black & Decker, Inc. | -6,835 | $485.70K | <0.01% |
| MKC Mccormick & Co Inc | -8,990 | $453.46K | <0.01% |
| ITT Itt Inc. | -2,060 | $392.49K | <0.01% |
| WYNN Wynn Resorts Ltd | -3,104 | $315.21K | <0.01% |
| TKO TKO Group Holdings, Inc. | -1,332 | $268.60K | <0.01% |
| IDXX Idexx Laboratories Inc | -451 | $253.41K | <0.01% |
| CSGP Costar Group, Inc. | -6,000 | $242.04K | <0.01% |
| CNM Core & Main, Inc. | -4,839 | $239.05K | <0.01% |
| ALL Allstate Corp | -1,148 | $238.03K | <0.01% |
| CPAY Corpay, Inc. | -815 | $237.16K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 1.26M | $451.77M | 7.14% | -68.3K | -5.1% | Reduced | 0.02% |
| 2 | AAPL Apple Inc. | Technology | 1.18M | $341.53M | 5.4% | -56.3K | -4.6% | Reduced | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 904.9K | $337.54M | 5.33% | -2,230 | -0.2% | Reduced | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 1.39M | $331.32M | 5.23% | -16.1K | -1.1% | Reduced | 0.01% |
| 5 | NVDA Nvidia Corp | Technology | 1.41M | $282.01M | 4.46% | -75.0K | -5.1% | Reduced | 0.01% |
| 6 | BRK-A Berkshire Hathaway Inc | Financial Services | 318 | $238.13M | 3.76% | -19 | -5.6% | Reduced | 0.06% |
| 7 | PANW Palo Alto Networks Inc | Technology | 678.6K | $231.40M | 3.66% | +22.1K | +3.4% | Added | 0.08% |
| 8 | MA Mastercard Inc | Financial Services | 377.0K | $193.61M | 3.06% | -1,215 | -0.3% | Reduced | 0.04% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 362.6K | $181.43M | 2.87% | +7,585 | +2.1% | Added | 0.03% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 489.1K | $160.09M | 2.53% | -3,992 | -0.8% | Reduced | 0.02% |
| 11 | AVGO Broadcom Inc. | Technology | 409.5K | $154.69M | 2.44% | +74.3K | +22.1% | Added | 0.01% |
| 12 | KLAC Kla Corp | Technology | 498.5K | $150.42M | 2.38% | +81.1K | +19.4% | Added | 0.04% |
| 13 | V Visa Inc. | Financial Services | 405.5K | $139.14M | 2.2% | -240 | -0.1% | Reduced | 0.02% |
| 14 | ODFL Old Dominion Freight Line, Inc. | Industrials | 641.3K | $138.90M | 2.19% | -1,115 | -0.2% | Reduced | 0.31% |
| 15 | UNP Union Pacific Corp | Industrials | 480.0K | $130.57M | 2.06% | -114.2K | -19.2% | Reduced | 0.08% |
Tip. Select a row to see that position’s full history at Bridges Investment Management.
As of its Q2 2026 13F filing, Bridges Investment Management Inc’s five largest positions were Alphabet Inc. (GOOGL) at 7.1%, Apple Inc. (AAPL) at 5.4%, Microsoft Corp (MSFT) at 5.3%, Amazon Com Inc (AMZN) at 5.2%, Nvidia Corp (NVDA) at 4.5% of the reported portfolio.
Bridges Investment Management Inc reported a 13F portfolio worth $6.33B across 325 positions for Q2 2026. That is up 10.6% from the previous quarter.
Its largest purchases by value were Parker-Hannifin Corp ($32.79M), Broadcom Inc. ($28.05M), Kla Corp ($24.47M). It opened 16 new positions.
Its largest sales by value were Union Pacific Corp ($31.07M), Chemed Corp ($28.55M), Alphabet Inc. ($24.40M). It exited 16 positions entirely.
From the Form 13F-HR reports Bridges Investment Management Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.