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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WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:13.1K

Value:$784.6K

% of Portfolio:0.0% ($784.6K/$4.7B)

Donnelley Financial Solutions, Inc.

DFIN|25787G100

Shares:17.9K

Value:$783.1K

% of Portfolio:0.0% ($783.1K/$4.7B)

MCCORMICK & CO INC

MKC|579780206

Shares:9.4K

Value:$777.0K

% of Portfolio:0.0% ($777.0K/$4.7B)

CBRE GROUP, INC.

CBRE|12504L109

Shares:5.9K

Value:$774.6K

% of Portfolio:0.0% ($774.6K/$4.7B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:3.2K

Value:$772.2K

% of Portfolio:0.0% ($772.2K/$4.7B)

DoubleVerify Holdings, Inc.

DV|25862V105

Shares:57.0K

Value:$762.1K

% of Portfolio:0.0% ($762.1K/$4.7B)

464288877

Shares:12.8K

Value:$756.6K

% of Portfolio:0.0% ($756.6K/$4.7B)

UNILEVER PLC

UL|904767704

Shares:12.7K

Value:$755.7K

% of Portfolio:0.0% ($755.7K/$4.7B)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:4.4K

Value:$753.2K

% of Portfolio:0.0% ($753.2K/$4.7B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.6K

Value:$752.9K

% of Portfolio:0.0% ($752.9K/$4.7B)

Duke Energy CORP

DUK|26441C204

Shares:6.1K

Value:$740.4K

% of Portfolio:0.0% ($740.4K/$4.7B)

DENTSPLY SIRONA Inc.

XRAY|24906P109

Shares:47.3K

Value:$706.2K

% of Portfolio:0.0% ($706.2K/$4.7B)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:9.2K

Value:$705.0K

% of Portfolio:0.0% ($705.0K/$4.7B)

HASBRO, INC.

HAS|418056107

Shares:11.4K

Value:$699.1K

% of Portfolio:0.0% ($699.1K/$4.7B)

464287606

IJK|464287606

Shares:8.4K

Value:$697.1K

% of Portfolio:0.0% ($697.1K/$4.7B)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:4.1K

Value:$665.5K

% of Portfolio:0.0% ($665.5K/$4.7B)

GE Vernova Inc.

GEV|36828A101

Shares:2.2K

Value:$665.2K

% of Portfolio:0.0% ($665.2K/$4.7B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.8K

Value:$654.2K

% of Portfolio:0.0% ($654.2K/$4.7B)

VALMONT INDUSTRIES INC

VMI|920253101

Shares:2.3K

Value:$646.9K

% of Portfolio:0.0% ($646.9K/$4.7B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:5.8K

Value:$636.4K

% of Portfolio:0.0% ($636.4K/$4.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	13.1K	QoQ 0.00% (+0) YoY NEW(+13.1K)	All Managers (Combined)	$784.6K	0.0% ($784.6K/$4.7B)	QoQ +10.42% (+$74.0K) YoY NEW(+$784.6K)
Donnelley Financial Solutions, Inc.(DFINcusip25787G100)	17.9K	QoQ +111.32% (+9.4K) YoY NEW(+17.9K)	All Managers (Combined)	$783.1K	0.0% ($783.1K/$4.7B)	QoQ +47.24% (+$251.3K) YoY NEW(+$783.1K)
MCCORMICK & CO INC(MKCcusip579780206)	9.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$777.0K	0.0% ($777.0K/$4.7B)	QoQ +7.96% (+$57.3K) YoY +7.16% (+$51.9K)
CBRE GROUP, INC.(CBREcusip12504L109)	5.9K	QoQ 0.00% (-0) YoY NEW(+5.9K)	All Managers (Combined)	$774.6K	0.0% ($774.6K/$4.7B)	QoQ -0.38% (-$3.0K) YoY NEW(+$774.6K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	3.2K	QoQ 0.00% (-0) YoY +17.20% (+476)	All Managers (Combined)	$772.2K	0.0% ($772.2K/$4.7B)	QoQ -14.60% (-$132.1K) YoY +10.65% (+$74.4K)
DoubleVerify Holdings, Inc.(DVcusip25862V105)	57.0K	QoQ +111.32% (+30.0K) YoY NEW(+57.0K)	All Managers (Combined)	$762.1K	0.0% ($762.1K/$4.7B)	QoQ +47.08% (+$244.0K) YoY NEW(+$762.1K)
(cusip464288877)✕	12.8K	QoQ +0.07% (+9) YoY NEW(+12.8K)	All Managers (Combined)	$756.6K	0.0% ($756.6K/$4.7B)	QoQ +12.40% (+$83.5K) YoY NEW(+$756.6K)
UNILEVER PLC(ULcusip904767704)	12.7K	QoQ 0.00% (+0) YoY NEW(+12.7K)	All Managers (Combined)	$755.7K	0.0% ($755.7K/$4.7B)	QoQ +5.02% (+$36.2K) YoY NEW(+$755.7K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	4.4K	QoQ +111.31% (+2.3K) YoY NEW(+4.4K)	All Managers (Combined)	$753.2K	0.0% ($753.2K/$4.7B)	QoQ +35.30% (+$196.6K) YoY NEW(+$753.2K)
Air Products & Chemicals, Inc.(APDcusip009158106)	2.6K	QoQ -8.19% (-228) YoY +110.99% (+1.3K)	All Managers (Combined)	$752.9K	0.0% ($752.9K/$4.7B)	QoQ -6.65% (-$53.7K) YoY +156.84% (+$459.8K)
Duke Energy CORP(DUKcusip26441C204)	6.1K	QoQ +0.57% (+35) YoY +149.89% (+3.6K)	All Managers (Combined)	$740.4K	0.0% ($740.4K/$4.7B)	QoQ +13.86% (+$90.1K) YoY +215.16% (+$505.4K)
DENTSPLY SIRONA Inc.(XRAYcusip24906P109)	47.3K	QoQ 0.00% (-0) YoY NEW(+47.3K)	All Managers (Combined)	$706.2K	0.0% ($706.2K/$4.7B)	QoQ -21.28% (-$191.0K) YoY NEW(+$706.2K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	9.2K	QoQ -0.10% (-10) YoY NEW(+9.2K)	All Managers (Combined)	$705.0K	0.0% ($705.0K/$4.7B)	QoQ -4.35% (-$32.1K) YoY NEW(+$705.0K)
HASBRO, INC.(HAScusip418056107)	11.4K	QoQ 0.00% (+0) YoY NEW(+11.4K)	All Managers (Combined)	$699.1K	0.0% ($699.1K/$4.7B)	QoQ +9.98% (+$63.4K) YoY NEW(+$699.1K)
(IJKcusip464287606)	8.4K	QoQ -3.01% (-260) YoY +51.19% (+2.8K)	All Managers (Combined)	$697.1K	0.0% ($697.1K/$4.7B)	QoQ -11.17% (-$87.7K) YoY +37.98% (+$191.9K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	4.1K	QoQ -16.99% (-844) YoY NEW(+4.1K)	All Managers (Combined)	$665.5K	0.0% ($665.5K/$4.7B)	QoQ -22.81% (-$196.7K) YoY NEW(+$665.5K)
GE Vernova Inc.(GEVcusip36828A101)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$665.2K	0.0% ($665.2K/$4.7B)	QoQ -7.19% (-$51.5K) YoY NEW(+$665.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$654.2K	0.0% ($654.2K/$4.7B)	QoQ NEW(+$654.2K) YoY NEW(+$654.2K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	2.3K	QoQ -8.32% (-206) YoY -30.09% (-976)	All Managers (Combined)	$646.9K	0.0% ($646.9K/$4.7B)	QoQ -14.69% (-$111.5K) YoY -12.61% (-$93.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	5.8K	QoQ +0.68% (+40) YoY +0.68% (+40)	All Managers (Combined)	$636.4K	0.0% ($636.4K/$4.7B)	QoQ +16.68% (+$91.0K) YoY +33.62% (+$160.1K)