Bridges-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "HLNE",
  "MPWR",
  "TRU",
  "POOL",
  "ARW",
  "AFG",
  "GIL",
  "RBC",
  "H",
  "RBA.TO",
  "ATR",
  "MPLX",
  "ACN",
  "PBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "PAA",
  "NMIH",
  "JLL",
  null,
  "FIZZ",
  "ALL",
  "GOOGL",
  "RUSHA",
  "AXP",
  "ABG",
  "APG",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "AIT",
  "KMX",
  "CP.TO",
  "ACLS",
  "FUL",
  "BOH",
  "CCI",
  "COF",
  "CMI",
  null,
  "LEG",
  "DUK",
  "DT",
  "RKT",
  "EOG",
  "UNF",
  "FFIN",
  "FCX",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "SYBT",
  "ISRG",
  "HUBS",
  "HLI",
  "INGR",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IVW",
  "IJH",
  "SWK",
  "TRN",
  null,
  "IQV",
  null,
  "KNSL",
  "LHX",
  "IWS",
  "LIN",
  "WDFC",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "MDLZ",
  "EVR",
  "FICO",
  "FND",
  "GE",
  "GMS",
  "GXO",
  "HAS",
  "HOLX",
  "OXY",
  "OMC",
  "ODFL",
  "ORLY",
  "AER",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "OKE",
  "PAYX",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "MKC",
  "AMGN",
  "PPG",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "ROP",
  "ROST",
  "SHEL",
  "RTX",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TW",
  "TFC",
  "TRV",
  "TYL",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "WMS",
  "RCL",
  "VOE",
  "SITE",
  "SCHW",
  "ALC",
  null,
  "SUN",
  null,
  "VWO",
  "LKQ",
  "AWI",
  "EXP",
  "VIG",
  "LAD",
  "LSCC",
  "TRGP",
  "ULTA",
  "IWN",
  "GGG",
  "IT",
  "PR",
  "BN.TO",
  null,
  "EW",
  "TT",
  "RLI",
  "SAIA",
  "RYAN",
  "LECO",
  "PRI",
  "MUSA",
  "ATO",
  "ADSK",
  "WMG",
  "TMHC",
  "AFL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "FI",
  "CPAY",
  "NTRA",
  "WAB",
  "WSO",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "OPCH",
  "AEP",
  "BKR",
  null,
  null,
  "FOXF",
  "HWKN",
  "GHLD",
  "GTY",
  "LSTR",
  "NVO",
  "AMZN",
  "MSI",
  "IVE",
  "HCA",
  null,
  null,
  "TPL",
  "AAON",
  "EGP",
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VMI",
  "VOOV",
  "VXUS",
  null,
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WMB",
  "WWD",
  "XPEL",
  "LNT",
  "EVTC",
  "PTC",
  "FNF",
  "ET",
  "LW",
  "JKHY",
  "HLMN",
  "JCI",
  "NXPI",
  null,
  "LH",
  "MFC",
  "SO",
  "TTD",
  "OTIS",
  "PSX",
  "ROL",
  "CRM",
  "RNR",
  "SYY",
  "OTEX",
  "MANH",
  "HBI",
  "LNTH",
  "GEV",
  "TRI.TO",
  "ZM",
  "NUE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BAH",
  "BMY",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "BWXT",
  "CDNS",
  "CARR",
  "CSL",
  "CBRE",
  "CASY",
  "CELH",
  "CAKE",
  "CHE",
  "CVX",
  "LNG",
  "CB",
  "CHH",
  "CTAS",
  "CSCO",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CNX",
  "KO",
  "CGNX",
  "FIX",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "ROAD",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "CSWI",
  "CUBE",
  "CFR",
  "DDOG",
  "DE",
  "XRAY",
  null,
  "DFS",
  "DFIN",
  "DPZ",
  "DV",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "PH",
  "MO",
  "MLM",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 686
Total Value: 4696852164
Accession Number: 0001007295-25-000006
Form Type: 13F-HR
CIK: bridges-investment-management
Manager Name: Bridges-Investment-Management

Data Enrichment

95% identified

650 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

686 positions • $4.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:336

Value:$268.3M

% of Portfolio:5.7% ($268.3M/$4.7B)

Apple Inc.

AAPL|037833100

Shares:970.6K

Value:$215.6M

% of Portfolio:4.6% ($215.6M/$4.7B)

MICROSOFT CORP

MSFT|594918104

Shares:541.9K

Value:$203.4M

% of Portfolio:4.3% ($203.4M/$4.7B)

464287507

IJH|464287507

Shares:3.2M

Value:$187.1M

% of Portfolio:4.0% ($187.1M/$4.7B)

AMAZON COM INC

AMZN|023135106

Shares:840.2K

Value:$159.9M

% of Portfolio:3.4% ($159.9M/$4.7B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:267.0K

Value:$142.2M

% of Portfolio:3.0% ($142.2M/$4.7B)

Mastercard Inc

MA|57636Q104

Shares:249.9K

Value:$137.0M

% of Portfolio:2.9% ($137.0M/$4.7B)

921943858

VEA|921943858

Shares:2.6M

Value:$133.4M

% of Portfolio:2.8% ($133.4M/$4.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:858.9K

Value:$132.8M

% of Portfolio:2.8% ($132.8M/$4.7B)

NVIDIA CORP

NVDA|67066G104

Shares:1.1M

Value:$119.7M

% of Portfolio:2.5% ($119.7M/$4.7B)

922042858

VWO|922042858

Shares:2.5M

Value:$114.3M

% of Portfolio:2.4% ($114.3M/$4.7B)

464287804

IJR|464287804

Shares:1.0M

Value:$107.6M

% of Portfolio:2.3% ($107.6M/$4.7B)

VISA INC.

V|92826C839

Shares:253.5K

Value:$88.9M

% of Portfolio:1.9% ($88.9M/$4.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:165.3K

Value:$86.6M

% of Portfolio:1.8% ($86.6M/$4.7B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:334.2K

Value:$82.0M

% of Portfolio:1.7% ($82.0M/$4.7B)

Meta Platforms, Inc.

META|30303M102

Shares:127.0K

Value:$73.2M

% of Portfolio:1.6% ($73.2M/$4.7B)

Palo Alto Networks Inc

PANW|697435105

Shares:421.7K

Value:$72.0M

% of Portfolio:1.5% ($72.0M/$4.7B)

464287200

IVV|464287200

Shares:126.6K

Value:$71.1M

% of Portfolio:1.5% ($71.1M/$4.7B)

UNION PACIFIC CORP

UNP|907818108

Shares:300.8K

Value:$71.1M

% of Portfolio:1.5% ($71.1M/$4.7B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:250.9K

Value:$71.0M

% of Portfolio:1.5% ($71.0M/$4.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	336	QoQ -2.60% (-9) YoY +40.00% (+96)	All Managers (Combined)	$268.3M	5.7% ($268.3M/$4.7B)	QoQ +14.20% (-$33.4M) YoY +76.18% (+$116.0M)
Apple Inc.(AAPLcusip037833100)	970.6K	QoQ -3.32% (-33.4K) YoY +62.11% (+371.9K)	All Managers (Combined)	$215.6M	4.6% ($215.6M/$4.7B)	QoQ -14.25% (-$35.8M) YoY +110.00% (+$112.9M)
MICROSOFT CORP(MSFTcusip594918104)	541.9K	QoQ +0.20% (-1.1K) YoY +123.22% (+299.1K)	All Managers (Combined)	$203.4M	4.3% ($203.4M/$4.7B)	QoQ -10.75% (-$24.5M) YoY +99.16% (+$101.3M)
(IJHcusip464287507)	3.2M	QoQ +4.42% (-135.8K) YoY +95.49% (+1.6M)	All Managers (Combined)	$187.1M	4.0% ($187.1M/$4.7B)	QoQ -2.21% (-$4.2M) YoY +87.80% (+$87.5M)
AMAZON COM INC(AMZNcusip023135106)	840.2K	QoQ -7.23% (-65.5K) YoY +107.28% (+434.9K)	All Managers (Combined)	$159.9M	3.4% ($159.9M/$4.7B)	QoQ -19.54% (-$38.8M) YoY +118.63% (+$86.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	267.0K	QoQ -1.01% (-2.7K) YoY +113.53% (+141.9K)	All Managers (Combined)	$142.2M	3.0% ($142.2M/$4.7B)	QoQ +16.30% (-$19.9M) YoY +170.43% (+$89.6M)
Mastercard Inc(MAcusip57636Q104)	249.9K	QoQ -0.57% (-1.4K) YoY +78.92% (+110.2K)	All Managers (Combined)	$137.0M	2.9% ($137.0M/$4.7B)	QoQ +3.49% (-$4.6M) YoY +103.64% (+$69.7M)
(VEAcusip921943858)	2.6M	QoQ -0.33% (-8.8K) YoY +35.07% (+681.5K)	All Managers (Combined)	$133.4M	2.8% ($133.4M/$4.7B)	QoQ +5.93% (-$7.5M) YoY +36.84% (+$35.9M)
Alphabet Inc.(GOOGLcusip02079K305)	858.9K	QoQ -0.28% (-2.5K) YoY +96.76% (+422.4K)	All Managers (Combined)	$132.8M	2.8% ($132.8M/$4.7B)	QoQ -18.54% (-$30.2M) YoY +101.60% (+$66.9M)
NVIDIA CORP(NVDAcusip67066G104)	1.1M	QoQ -0.62% (-7.0K) YoY +1781.47% (+1.0M)	All Managers (Combined)	$119.7M	2.5% ($119.7M/$4.7B)	QoQ -19.80% (-$29.6M) YoY +125.67% (+$66.7M)
(VWOcusip922042858)	2.5M	QoQ +7.67% (+180.1K) YoY +57.79% (+924.9K)	All Managers (Combined)	$114.3M	2.4% ($114.3M/$4.7B)	QoQ +10.66% (+$11.0M) YoY +70.97% (+$47.4M)
(IJRcusip464287804)	1.0M	QoQ +0.45% (-4.7K) YoY +91.06% (+490.6K)	All Managers (Combined)	$107.6M	2.3% ($107.6M/$4.7B)	QoQ -8.82% (-$10.4M) YoY +80.77% (+$48.1M)
VISA INC.(Vcusip92826C839)	253.5K	QoQ -0.19% (-492) YoY +101.77% (+127.9K)	All Managers (Combined)	$88.9M	1.9% ($88.9M/$4.7B)	QoQ +10.67% (-$8.6M) YoY +153.38% (+$53.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	165.3K	QoQ +0.30% (+508) YoY +152.32% (+99.8K)	All Managers (Combined)	$86.6M	1.8% ($86.6M/$4.7B)	QoQ +3.85% (+$3.2M) YoY +167.14% (+$54.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	334.2K	QoQ -0.16% (-553) YoY +122.12% (+183.7K)	All Managers (Combined)	$82.0M	1.7% ($82.0M/$4.7B)	QoQ +2.16% (-$1.7M) YoY +172.02% (+$51.8M)
Meta Platforms, Inc.(METAcusip30303M102)	127.0K	QoQ +1.17% (-1.5K) YoY +130.29% (+71.8K)	All Managers (Combined)	$73.2M	1.6% ($73.2M/$4.7B)	QoQ -0.40% (-$295.2K) YoY +173.34% (+$46.4M)
Palo Alto Networks Inc(PANWcusip697435105)	421.7K	QoQ -0.06% (-291) YoY +313.71% (+319.8K)	All Managers (Combined)	$72.0M	1.5% ($72.0M/$4.7B)	QoQ -6.28% (-$4.8M) YoY +148.46% (+$43.0M)
(IVVcusip464287200)	126.6K	QoQ +14.24% (+15.8K) YoY +148.18% (+75.6K)	All Managers (Combined)	$71.1M	1.5% ($71.1M/$4.7B)	QoQ +9.04% (+$5.9M) YoY +165.25% (+$44.3M)
UNION PACIFIC CORP(UNPcusip907818108)	300.8K	QoQ -1.72% (-5.3K) YoY +69.75% (+123.6K)	All Managers (Combined)	$71.1M	1.5% ($71.1M/$4.7B)	QoQ +1.80% (-$1.3M) YoY +63.06% (+$27.5M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	250.9K	QoQ +0.14% (+371) YoY +120.88% (+137.3K)	All Managers (Combined)	$71.0M	1.5% ($71.0M/$4.7B)	QoQ +18.28% (+$11.0M) YoY +202.25% (+$47.5M)