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

Page 6 of 20

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Energy Transfer LP

ET|29273V100

Shares:264.4K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$4.7B)

PROCTER & GAMBLE Co

PG|742718109

Shares:28.4K

Value:$4.8M

% of Portfolio:0.1% ($4.8M/$4.7B)

46432F339

QUAL|46432F339

Shares:26.4K

Value:$4.5M

% of Portfolio:0.1% ($4.5M/$4.7B)

464287309

IVW|464287309

Shares:46.8K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$4.7B)

464287234

EEM|464287234

Shares:93.9K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$4.7B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:65.0K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$4.7B)

Merck & Co., Inc.

MRK|58933Y105

Shares:43.6K

Value:$3.9M

% of Portfolio:0.1% ($3.9M/$4.7B)

RTX Corp

RTX|75513E101

Shares:28.4K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$4.7B)

464287473

IWS|464287473

Shares:29.3K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$4.7B)

MPLX LP

MPLX|55336V100

Shares:67.5K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$4.7B)

33740F276

Shares:175.2K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$4.7B)

DEERE & CO

DE|244199105

Shares:7.3K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$4.7B)

Texas Pacific Land Corp

TPL|88262P102

Shares:2.4K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$4.7B)

464287408

IVE|464287408

Shares:16.5K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$4.7B)

ORACLE CORP

ORCL|68389X105

Shares:22.5K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.7B)

464287630

IWN|464287630

Shares:20.6K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.7B)

Targa Resources Corp.

TRGP|87612G101

Shares:15.2K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$4.7B)

46432F842

IEFA|46432F842

Shares:40.2K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$4.7B)

Tesla, Inc.

TSLA|88160R101

Shares:11.5K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$4.7B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:48.4K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$4.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	264.4K	QoQ 0.00% (-0) YoY +210.13% (+179.2K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$4.7B)	QoQ -5.10% (-$264.4K) YoY +266.52% (+$3.6M)
PROCTER & GAMBLE Co(PGcusip742718109)	28.4K	QoQ -3.81% (-1.1K) YoY +46.41% (+9.0K)	All Managers (Combined)	$4.8M	0.1% ($4.8M/$4.7B)	QoQ -2.22% (-$110.3K) YoY +53.79% (+$1.7M)
(QUALcusip46432F339)	26.4K	QoQ 0.00% (-0) YoY +1297.99% (+24.5K)	All Managers (Combined)	$4.5M	0.1% ($4.5M/$4.7B)	QoQ -4.03% (-$190.1K) YoY +1353.62% (+$4.2M)
(IVWcusip464287309)	46.8K	QoQ -0.81% (-382) YoY +202.35% (+31.3K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$4.7B)	QoQ -9.30% (-$445.5K) YoY +232.39% (+$3.0M)
(EEMcusip464287234)	93.9K	QoQ +2.20% (+2.0K) YoY -2.98% (-2.9K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$4.7B)	QoQ +6.79% (+$261.2K) YoY +3.20% (-$127.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	65.0K	QoQ -7.52% (-5.3K) YoY +263.59% (+47.1K)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$4.7B)	QoQ -3.60% (-$150.1K) YoY +349.55% (+$3.1M)
Merck & Co., Inc.(MRKcusip58933Y105)	43.6K	QoQ -5.53% (-2.6K) YoY +9.91% (-3.9K)	All Managers (Combined)	$3.9M	0.1% ($3.9M/$4.7B)	QoQ -14.76% (-$678.2K) YoY -25.23% (-$1.3M)
RTX Corp(RTXcusip75513E101)	28.4K	QoQ -1.00% (-289) YoY +31.72% (+6.8K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$4.7B)	QoQ +13.31% (-$442.6K) YoY +78.90% (+$1.7M)
(IWScusip464287473)	29.3K	QoQ 0.00% (-0) YoY +25.23% (+5.9K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$4.7B)	QoQ -2.60% (-$98.6K) YoY +25.87% (+$757.5K)
MPLX LP(MPLXcusip55336V100)	67.5K	QoQ 0.00% (+0) YoY NEW(+67.5K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$4.7B)	QoQ +11.82% (+$381.9K) YoY NEW(+$3.6M)
(cusip33740F276)✕	175.2K	QoQ 0.00% (+0) YoY NEW(+175.2K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$4.7B)	QoQ +4.10% (+$140.1K) YoY NEW(+$3.6M)
DEERE & CO(DEcusip244199105)	7.3K	QoQ -1.15% (-85) YoY +25.77% (+1.5K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$4.7B)	QoQ +9.49% (-$295.7K) YoY +43.72% (+$1.0M)
Texas Pacific Land Corp(TPLcusip88262P102)	2.4K	QoQ -58.96% (-3.4K) YoY -16.36% (-469)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$4.7B)	QoQ -50.83% (-$3.3M) YoY +91.54% (-$1.5M)
(IVEcusip464287408)	16.5K	QoQ -1.66% (-280) YoY +175.75% (+10.5K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$4.7B)	QoQ -1.81% (-$58.4K) YoY +181.31% (+$2.0M)
ORACLE CORP(ORCLcusip68389X105)	22.5K	QoQ -0.88% (-200) YoY +15.30% (+3.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.7B)	QoQ -16.84% (-$636.0K) YoY +28.34% (+$693.5K)
(IWNcusip464287630)	20.6K	QoQ 0.00% (-0) YoY +23.60% (+3.9K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.7B)	QoQ -8.03% (-$271.7K) YoY +17.51% (+$463.6K)
Targa Resources Corp.(TRGPcusip87612G101)	15.2K	QoQ 0.00% (+0) YoY NEW(+15.2K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$4.7B)	QoQ +12.30% (+$335.0K) YoY NEW(+$3.1M)
(IEFAcusip46432F842)	40.2K	QoQ -12.72% (-5.9K) YoY NEW(+40.2K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$4.7B)	QoQ -6.05% (-$196.1K) YoY NEW(+$3.0M)
Tesla, Inc.(TSLAcusip88160R101)	11.5K	QoQ 0.00% (-0) YoY +8.22% (+875)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$4.7B)	QoQ -35.82% (-$1.7M) YoY +59.55% (+$1.1M)
ALTRIA GROUP, INC.(MOcusip02209S103)	48.4K	QoQ 0.00% (+0) YoY +35.97% (+12.8K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$4.7B)	QoQ +14.78% (+$374.1K) YoY +87.09% (+$1.4M)