Filed: 2/5/2025ACC: 0001007295-25-000001
π What this filing means
BRIDGES INVESTMENT MANAGEMENT INC filed this quarterly 13FβHR report disclosing 405 equity positions with a total reported market value of $7.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
405
Positions
$7.15B
Total AUM (reported)
44.13M
Total Shares
Allocation by class
COM$5.96B83.3%
ETF$1.17B16.3%
MLP$17.03M0.2%
ADR$10.81M0.2%
Portfolio Concentration
Top 3$1.17B16.4%
4β10$1.62B22.6%
11β25$1.78B24.9%
Rest$2.58B36.1%
Top 3 weight
16.4%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 39.78M
Sole
Full voting authority
39.35M
shares
% of voting shares98.9%
Shared
Joint voting authority
277.31K
shares
% of voting shares0.7%
None
No voting authority
148.34K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole308
Shared0
Other97
Dominant voting typeSole Β· 98.9% of voting shares
Institutional Holdings405
Rows:
APPLE INC
SOLEShares1.69M
TypeSH
Market value$424.01M
5.93%
Sole
1.64M
Shared
34.97K
None
20.55K
MICROSOFT CORP COM
SOLEShares950.15K
TypeSH
Market value$400.49M
5.60%
Sole
537.29K
Shared
3.46K
None
0.00
AMAZON.COM INC
SOLEShares1.59M
TypeSH
Market value$348.76M
4.88%
Sole
1.57M
Shared
8.36K
None
8.95K
ALPHABET INC CL A
SOLEShares1.63M
TypeSH
Market value$308.38M
4.31%
Sole
855.33K
Shared
6.06K
None
0.00
BERKSHIRE HATHAWAY INC CLASS A
SOLEShares398.00
TypeSH
Market value$271.01M
3.79%
Sole
397.00
Shared
0.00
None
1.00
ISHARES CORE S&P MID CAP ETF
SOLEShares4.31M
TypeSH
Market value$268.54M
3.75%
Sole
3.03M
Shared
36.77K
None
0.00
MASTERCARD
SOLEShares403.69K
TypeSH
Market value$212.57M
2.97%
Sole
387.99K
Shared
13.65K
None
2.04K
NVIDIA CORPORATION
SOLEShares1.57M
TypeSH
Market value$211.44M
2.96%
Sole
1.56M
Shared
4.60K
None
6K
BERKSHIRE HATHAWAY INC CLASS B
SOLEShares400.29K
TypeSH
Market value$181.45M
2.54%
Sole
394.65K
Shared
3.77K
None
1.88K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares1.41M
TypeSH
Market value$163.03M
2.28%
Sole
1.01M
Shared
12.36K
None
0.00
UNION PACIFIC CORP COM
SOLEShares688.79K
TypeSH
Market value$157.07M
2.20%
Sole
676.49K
Shared
9.17K
None
3.13K
UNITEDHEALTH GROUP INC COM
SOLEShares302.34K
TypeSH
Market value$152.94M
2.14%
Sole
299.95K
Shared
1.90K
None
495.00
VANGUARD FTSE DEVELOPED MARKET
SOLEShares3.15M
TypeSH
Market value$150.42M
2.10%
Sole
2.62M
Shared
10.50K
None
0.00
VISA INC. CLASS A
SOLEShares431.02K
TypeSH
Market value$136.22M
1.90%
Sole
416.82K
Shared
11.27K
None
2.94K
JPMORGAN CHASE & CO COM
SOLEShares540.39K
TypeSH
Market value$129.54M
1.81%
Sole
534.59K
Shared
3.30K
None
2.50K
VANGUARD FTSE EMERGING MARKETS
SOLEShares2.94M
TypeSH
Market value$129.31M
1.81%
Sole
2.33M
Shared
14.09K
None
0.00
PALO ALTO NETWORKS INC COM
SOLEShares707.95K
TypeSH
Market value$128.82M
1.80%
Sole
703.12K
Shared
3.59K
None
1.25K
OLD DOMINION FREIGHT LINE, INC
SOLEShares688.15K
TypeSH
Market value$121.39M
1.70%
Sole
681.88K
Shared
3.16K
None
3.11K
S & P GLOBAL INC
SOLEShares201.99K
TypeSH
Market value$100.60M
1.41%
Sole
201.04K
Shared
765.00
None
183.00
META PLATFORMS INC
SOLEShares171.31K
TypeSH
Market value$100.30M
1.40%
Sole
169.36K
Shared
990.00
None
953.00
BROADCOM INC
SOLEShares427.42K
TypeSH
Market value$99.09M
1.39%
Sole
426.21K
Shared
500.00
None
710.00
PROGRESSIVE CORP
SOLEShares412.77K
TypeSH
Market value$98.90M
1.38%
Sole
410.24K
Shared
1.16K
None
1.38K
ISHARES CORE S&P 500 ETF
SOLEShares163.33K
TypeSH
Market value$96.15M
1.34%
Sole
110.83K
Shared
0.00
None
0.00
LOWES COMPANIES COM
SOLEShares372.51K
TypeSH
Market value$91.94M
1.29%
Sole
369.53K
Shared
1.93K
None
1.05K
BLACKROCK INC
SOLEShares88.60K
TypeSH
Market value$90.82M
1.27%
Sole
87.58K
Shared
735.00
None
278.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.69M | SH | $424.01M 5.93% | 1.64M | 34.97K | 20.55K |
MICROSOFT CORP COMSOLE | COM | 950.15K | SH | $400.49M 5.60% | 537.29K | 3.46K | 0.00 |
AMAZON.COM INCSOLE | COM | 1.59M | SH | $348.76M 4.88% | 1.57M | 8.36K | 8.95K |
ALPHABET INC CL ASOLE | COM | 1.63M | SH | $308.38M 4.31% | 855.33K | 6.06K | 0.00 |
BERKSHIRE HATHAWAY INC CLASS ASOLE | COM | 398.00 | SH | $271.01M 3.79% | 397.00 | 0.00 | 1.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 4.31M | SH | $268.54M 3.75% | 3.03M | 36.77K | 0.00 |
MASTERCARDSOLE | COM | 403.69K | SH | $212.57M 2.97% | 387.99K | 13.65K | 2.04K |
NVIDIA CORPORATIONSOLE | COM | 1.57M | SH | $211.44M 2.96% | 1.56M | 4.60K | 6K |
BERKSHIRE HATHAWAY INC CLASS BSOLE | COM | 400.29K | SH | $181.45M 2.54% | 394.65K | 3.77K | 1.88K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 1.41M | SH | $163.03M 2.28% | 1.01M | 12.36K | 0.00 |
UNION PACIFIC CORP COMSOLE | COM | 688.79K | SH | $157.07M 2.20% | 676.49K | 9.17K | 3.13K |
UNITEDHEALTH GROUP INC COMSOLE | COM | 302.34K | SH | $152.94M 2.14% | 299.95K | 1.90K | 495.00 |
VANGUARD FTSE DEVELOPED MARKETSOLE | ETF | 3.15M | SH | $150.42M 2.10% | 2.62M | 10.50K | 0.00 |
VISA INC. CLASS ASOLE | COM | 431.02K | SH | $136.22M 1.90% | 416.82K | 11.27K | 2.94K |
JPMORGAN CHASE & CO COMSOLE | COM | 540.39K | SH | $129.54M 1.81% | 534.59K | 3.30K | 2.50K |
VANGUARD FTSE EMERGING MARKETSSOLE | ETF | 2.94M | SH | $129.31M 1.81% | 2.33M | 14.09K | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | COM | 707.95K | SH | $128.82M 1.80% | 703.12K | 3.59K | 1.25K |
OLD DOMINION FREIGHT LINE, INCSOLE | COM | 688.15K | SH | $121.39M 1.70% | 681.88K | 3.16K | 3.11K |
S & P GLOBAL INCSOLE | COM | 201.99K | SH | $100.60M 1.41% | 201.04K | 765.00 | 183.00 |
META PLATFORMS INCSOLE | COM | 171.31K | SH | $100.30M 1.40% | 169.36K | 990.00 | 953.00 |
BROADCOM INCSOLE | COM | 427.42K | SH | $99.09M 1.39% | 426.21K | 500.00 | 710.00 |
PROGRESSIVE CORPSOLE | COM | 412.77K | SH | $98.90M 1.38% | 410.24K | 1.16K | 1.38K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 163.33K | SH | $96.15M 1.34% | 110.83K | 0.00 | 0.00 |
LOWES COMPANIES COMSOLE | COM | 372.51K | SH | $91.94M 1.29% | 369.53K | 1.93K | 1.05K |
BLACKROCK INCSOLE | COM | 88.60K | SH | $90.82M 1.27% | 87.58K | 735.00 | 278.00 |
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