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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AMGEN INC

AMGN|031162100

Shares:60.1K

Value:$18.7M

% of Portfolio:0.4% ($18.7M/$4.7B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:49.6K

Value:$17.3M

% of Portfolio:0.4% ($17.3M/$4.7B)

POOL CORP

POOL|73278L105

Shares:53.5K

Value:$17.0M

% of Portfolio:0.4% ($17.0M/$4.7B)

KLA CORP

KLAC|482480100

Shares:24.5K

Value:$16.7M

% of Portfolio:0.4% ($16.7M/$4.7B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:54.2K

Value:$16.6M

% of Portfolio:0.4% ($16.6M/$4.7B)

LINDE PLC

LIN|G54950103

Shares:32.1K

Value:$14.9M

% of Portfolio:0.3% ($14.9M/$4.7B)

STRYKER CORP

SYK|863667101

Shares:37.7K

Value:$14.0M

% of Portfolio:0.3% ($14.0M/$4.7B)

Accenture plc

ACN|G1151C101

Shares:43.5K

Value:$13.6M

% of Portfolio:0.3% ($13.6M/$4.7B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:57.6K

Value:$12.5M

% of Portfolio:0.3% ($12.5M/$4.7B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:49.4K

Value:$12.1M

% of Portfolio:0.3% ($12.1M/$4.7B)

922908363

VOO|922908363

Shares:22.6K

Value:$11.6M

% of Portfolio:0.2% ($11.6M/$4.7B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:25.2K

Value:$11.3M

% of Portfolio:0.2% ($11.3M/$4.7B)

ING GROEP NV

ING|456837103

Shares:567.5K

Value:$11.1M

% of Portfolio:0.2% ($11.1M/$4.7B)

INTUIT INC.

INTU|461202103

Shares:18.0K

Value:$11.0M

% of Portfolio:0.2% ($11.0M/$4.7B)

464287499

IWR|464287499

Shares:129.8K

Value:$11.0M

% of Portfolio:0.2% ($11.0M/$4.7B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:89.4K

Value:$10.9M

% of Portfolio:0.2% ($10.9M/$4.7B)

Guild Holdings Co

GHLD|40172N107

Shares:704.7K

Value:$10.8M

% of Portfolio:0.2% ($10.8M/$4.7B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:30.2K

Value:$10.3M

% of Portfolio:0.2% ($10.3M/$4.7B)

Prologis, Inc.

PLD|74340W103

Shares:90.4K

Value:$10.1M

% of Portfolio:0.2% ($10.1M/$4.7B)

922908629

VO|922908629

Shares:38.6K

Value:$10.0M

% of Portfolio:0.2% ($10.0M/$4.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMGEN INC(AMGNcusip031162100)	60.1K	QoQ +0.17% (+105) YoY +156.71% (+36.7K)	All Managers (Combined)	$18.7M	0.4% ($18.7M/$4.7B)	QoQ +19.74% (+$3.1M) YoY +181.30% (+$12.1M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	49.6K	QoQ -1.43% (-722) YoY +66.15% (+19.7K)	All Managers (Combined)	$17.3M	0.4% ($17.3M/$4.7B)	QoQ +1.24% (-$213.5K) YoY +67.04% (+$6.9M)
POOL CORP(POOLcusip73278L105)	53.5K	QoQ +5.86% (-3.0K) YoY +252.02% (+38.3K)	All Managers (Combined)	$17.0M	0.4% ($17.0M/$4.7B)	QoQ -1.15% (-$198.4K) YoY +177.73% (+$10.9M)
KLA CORP(KLACcusip482480100)	24.5K	QoQ +2.65% (+634) YoY +463.24% (+20.2K)	All Managers (Combined)	$16.7M	0.4% ($16.7M/$4.7B)	QoQ +10.74% (+$1.6M) YoY +448.11% (+$13.6M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	54.2K	QoQ +0.77% (+418) YoY +280.35% (+39.9K)	All Managers (Combined)	$16.6M	0.4% ($16.6M/$4.7B)	QoQ +5.18% (+$815.9K) YoY +365.32% (+$13.0M)
LINDE PLC(LINcusipG54950103)	32.1K	QoQ +1.08% (+346) YoY +316.43% (+24.4K)	All Managers (Combined)	$14.9M	0.3% ($14.9M/$4.7B)	QoQ +12.43% (+$1.7M) YoY +317.61% (+$11.4M)
STRYKER CORP(SYKcusip863667101)	37.7K	QoQ -13.30% (-5.8K) YoY +222.42% (+26.0K)	All Managers (Combined)	$14.0M	0.3% ($14.0M/$4.7B)	QoQ -10.36% (-$1.6M) YoY +235.37% (+$9.8M)
Accenture plc(ACNcusipG1151C101)	43.5K	QoQ +0.17% (-74) YoY +175.49% (+27.7K)	All Managers (Combined)	$13.6M	0.3% ($13.6M/$4.7B)	QoQ -11.14% (-$1.7M) YoY +148.01% (+$8.1M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	57.6K	QoQ -45.52% (-48.1K) YoY +27.39% (+12.4K)	All Managers (Combined)	$12.5M	0.3% ($12.5M/$4.7B)	QoQ -35.36% (-$6.9M) YoY +40.29% (+$3.6M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	49.4K	QoQ +50.46% (+16.6K) YoY NEW(+49.4K)	All Managers (Combined)	$12.1M	0.3% ($12.1M/$4.7B)	QoQ +72.86% (+$5.1M) YoY NEW(+$12.1M)
(VOOcusip922908363)	22.6K	QoQ -1.12% (-257) YoY +1269.25% (+20.9K)	All Managers (Combined)	$11.6M	0.2% ($11.6M/$4.7B)	QoQ -5.69% (-$700.7K) YoY +1363.85% (+$10.8M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	25.2K	QoQ +1.21% (-302) YoY +165.13% (+15.7K)	All Managers (Combined)	$11.3M	0.2% ($11.3M/$4.7B)	QoQ -6.95% (-$843.3K) YoY +160.38% (+$6.9M)
ING GROEP NV(INGcusip456837103)	567.5K	QoQ 0.00% (+0) YoY +8.69% (+45.4K)	All Managers (Combined)	$11.1M	0.2% ($11.1M/$4.7B)	QoQ +25.01% (+$2.2M) YoY +29.12% (+$2.5M)
INTUIT INC.(INTUcusip461202103)	18.0K	QoQ +2.26% (-399) YoY +426.83% (+14.6K)	All Managers (Combined)	$11.0M	0.2% ($11.0M/$4.7B)	QoQ -0.09% (-$10.1K) YoY +397.65% (+$8.8M)
(IWRcusip464287499)	129.8K	QoQ -0.44% (-575) YoY +303.74% (+97.6K)	All Managers (Combined)	$11.0M	0.2% ($11.0M/$4.7B)	QoQ -4.19% (-$483.0K) YoY +308.45% (+$8.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	89.4K	QoQ +2.69% (+2.3K) YoY +379.62% (+70.7K)	All Managers (Combined)	$10.9M	0.2% ($10.9M/$4.7B)	QoQ +3.53% (+$371.4K) YoY +476.00% (+$9.0M)
Guild Holdings Co(GHLDcusip40172N107)	704.7K	QoQ 0.00% (+0) YoY NEW(+704.7K)	All Managers (Combined)	$10.8M	0.2% ($10.8M/$4.7B)	QoQ +8.43% (+$838.6K) YoY NEW(+$10.8M)
CARLISLE COMPANIES INC(CSLcusip142339100)	30.2K	QoQ +1333.20% (+28.1K) YoY NEW(+30.2K)	All Managers (Combined)	$10.3M	0.2% ($10.3M/$4.7B)	QoQ +1223.08% (+$9.5M) YoY NEW(+$10.3M)
Prologis, Inc.(PLDcusip74340W103)	90.4K	QoQ +1.90% (+1.7K) YoY +466.45% (+74.4K)	All Managers (Combined)	$10.1M	0.2% ($10.1M/$4.7B)	QoQ +7.77% (+$729.0K) YoY +386.28% (+$8.0M)
(VOcusip922908629)	38.6K	QoQ +3.44% (+1.3K) YoY +226.33% (+26.8K)	All Managers (Combined)	$10.0M	0.2% ($10.0M/$4.7B)	QoQ +1.29% (+$127.2K) YoY +237.77% (+$7.0M)