BRIDGES INVESTMENT MANAGEMENT INC

PrivateCIK: 1007295

Location

OMAHA, NE

396

Positions

$7.38B

Total AUM (reported)

45.67M

Total Shares

Allocation by class

COM$5.74B77.7%

ETF$1.60B21.7%

MLP$28.06M0.4%

ADR$11.15M0.2%

Portfolio Concentration

Top 3$1.11B15.0%

4–10$1.77B23.9%

11–25$1.82B24.7%

Rest$2.68B36.3%

Top 3 weight

15.0%

Top 10 weight

39.0%

Voting Authority Distribution

Total shares with voting rights: 39.13M

Sole

Full voting authority

38.76M

% of voting shares99.0%

Shared

Joint voting authority

246.02K

% of voting shares0.6%

None

No voting authority

126.05K

% of voting shares0.3%

Investment Discretion (by position count)

Sole345

Shared0

Other51

Dominant voting typeSole · 99.0% of voting shares

Institutional Holdings396

Rows:

ISHARES CORE S&P MID CAP ETF

SOLE

ETF

Shares5.78M

TypeSH

Market value$390.47M

5.29%

Sole

3.94M

Shared

36.48K

None

0.00

ALPHABET INC CL A

SOLE

COM

Shares1.33M

TypeSH

Market value$383.15M

5.19%

Sole

576.94K

Shared

4.55K

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares907.12K

TypeSH

Market value$335.79M

4.55%

Sole

453.81K

Shared

4.87K

None

0.00

APPLE INC

SOLE

COM

Shares1.24M

TypeSH

Market value$313.82M

4.25%

Sole

1.08M

Shared

18.20K

None

15.49K

AMAZON.COM INC

SOLE

COM

Shares1.41M

TypeSH

Market value$292.86M

3.97%

Sole

1.30M

Shared

7.25K

None

7.84K

VANGUARD FTSE DEVELOPED MARKET

SOLE

ETF

Shares4.43M

TypeSH

Market value$283.89M

3.85%

Sole

3.54M

Shared

10.53K

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares1.48M

TypeSH

Market value$258.88M

3.51%

Sole

1.35M

Shared

4.15K

None

4.56K

BERKSHIRE HATHAWAY INC CLASS A

SOLE

COM

Shares337.00

TypeSH

Market value$242.01M

3.28%

Sole

336.00

Shared

0.00

None

1.00

MASTERCARD

SOLE

COM

Shares378.19K

TypeSH

Market value$188.97M

2.56%

Sole

328.15K

Shared

10.88K

None

1.83K

VANGUARD FTSE EMERGING MARKETS

SOLE

ETF

Shares3.46M

TypeSH

Market value$186.78M

2.53%

Sole

2.69M

Shared

13.31K

None

0.00

BERKSHIRE HATHAWAY INC CLASS B

SOLE

COM

Shares354.99K

TypeSH

Market value$170.11M

2.31%

Sole

300.64K

Shared

3.35K

None

515.00

ISHARES CORE S&P SMALL CAP ETF

SOLE

ETF

Shares1.34M

TypeSH

Market value$166.82M

2.26%

Sole

947.48K

Shared

10.74K

None

0.00

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares232.21K

TypeSH

Market value$151.68M

2.06%

Sole

164.30K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO COM

SOLE

COM

Shares493.07K

TypeSH

Market value$145.04M

1.97%

Sole

449.76K

Shared

3.63K

None

2.29K

UNION PACIFIC CORP COM

SOLE

COM

Shares594.23K

TypeSH

Market value$144.17M

1.95%

Sole

554.54K

Shared

5.42K

None

2.81K

OLD DOMINION FREIGHT LINE, INC

SOLE

COM

Shares642.38K

TypeSH

Market value$125.52M

1.70%

Sole

592.92K

Shared

2.88K

None

1.85K

VISA INC. CLASS A

SOLE

COM

Shares405.78K

TypeSH

Market value$122.64M

1.66%

Sole

364.72K

Shared

10.12K

None

2.58K

CASEYS GEN STORES COM

SOLE

COM

Shares155.74K

TypeSH

Market value$113.36M

1.54%

Sole

142.28K

Shared

1.05K

None

500.00

LOWES COMPANIES COM

SOLE

COM

Shares447.16K

TypeSH

Market value$105.65M

1.43%

Sole

416.10K

Shared

2.46K

None

1.16K

META PLATFORMS INC

SOLE

COM

Shares184.59K

TypeSH

Market value$105.61M

1.43%

Sole

167.72K

Shared

900.00

None

1.20K

PALO ALTO NETWORKS INC COM

SOLE

COM

Shares656.42K

TypeSH

Market value$105.24M

1.43%

Sole

600K

Shared

3.20K

None

1.05K

BROADCOM INC

SOLE

COM

Shares335.24K

TypeSH

Market value$103.76M

1.41%

Sole

333.35K

Shared

1.18K

None

710.00

S & P GLOBAL INC

SOLE

COM

Shares237.48K

TypeSH

Market value$101.01M

1.37%

Sole

220.04K

Shared

1.38K

None

273.00

ALPHABET INC CL C

SOLE

COM

Shares292.82K

TypeSH

Market value$84.00M

1.14%

Sole

198.30K

Shared

4.62K

None

0.00

PROGRESSIVE CORP

SOLE

COM

Shares392.58K

TypeSH

Market value$77.83M

1.05%

Sole

364.24K

Shared

955.00

None

1.31K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES CORE S&P MID CAP ETFSOLE	ETF	5.78M	SH	$390.47M 5.29%	3.94M	36.48K	0.00
ALPHABET INC CL ASOLE	COM	1.33M	SH	$383.15M 5.19%	576.94K	4.55K	0.00
MICROSOFT CORP COMSOLE	COM	907.12K	SH	$335.79M 4.55%	453.81K	4.87K	0.00
APPLE INCSOLE	COM	1.24M	SH	$313.82M 4.25%	1.08M	18.20K	15.49K
AMAZON.COM INCSOLE	COM	1.41M	SH	$292.86M 3.97%	1.30M	7.25K	7.84K
VANGUARD FTSE DEVELOPED MARKETSOLE	ETF	4.43M	SH	$283.89M 3.85%	3.54M	10.53K	0.00
NVIDIA CORPORATIONSOLE	COM	1.48M	SH	$258.88M 3.51%	1.35M	4.15K	4.56K
BERKSHIRE HATHAWAY INC CLASS ASOLE	COM	337.00	SH	$242.01M 3.28%	336.00	0.00	1.00
MASTERCARDSOLE	COM	378.19K	SH	$188.97M 2.56%	328.15K	10.88K	1.83K
VANGUARD FTSE EMERGING MARKETSSOLE	ETF	3.46M	SH	$186.78M 2.53%	2.69M	13.31K	0.00
BERKSHIRE HATHAWAY INC CLASS BSOLE	COM	354.99K	SH	$170.11M 2.31%	300.64K	3.35K	515.00
ISHARES CORE S&P SMALL CAP ETFSOLE	ETF	1.34M	SH	$166.82M 2.26%	947.48K	10.74K	0.00
ISHARES CORE S&P 500 ETFSOLE	ETF	232.21K	SH	$151.68M 2.06%	164.30K	0.00	0.00
JPMORGAN CHASE & CO COMSOLE	COM	493.07K	SH	$145.04M 1.97%	449.76K	3.63K	2.29K
UNION PACIFIC CORP COMSOLE	COM	594.23K	SH	$144.17M 1.95%	554.54K	5.42K	2.81K
OLD DOMINION FREIGHT LINE, INCSOLE	COM	642.38K	SH	$125.52M 1.70%	592.92K	2.88K	1.85K
VISA INC. CLASS ASOLE	COM	405.78K	SH	$122.64M 1.66%	364.72K	10.12K	2.58K
CASEYS GEN STORES COMSOLE	COM	155.74K	SH	$113.36M 1.54%	142.28K	1.05K	500.00
LOWES COMPANIES COMSOLE	COM	447.16K	SH	$105.65M 1.43%	416.10K	2.46K	1.16K
META PLATFORMS INCSOLE	COM	184.59K	SH	$105.61M 1.43%	167.72K	900.00	1.20K
PALO ALTO NETWORKS INC COMSOLE	COM	656.42K	SH	$105.24M 1.43%	600K	3.20K	1.05K
BROADCOM INCSOLE	COM	335.24K	SH	$103.76M 1.41%	333.35K	1.18K	710.00
S & P GLOBAL INCSOLE	COM	237.48K	SH	$101.01M 1.37%	220.04K	1.38K	273.00
ALPHABET INC CL CSOLE	COM	292.82K	SH	$84.00M 1.14%	198.30K	4.62K	0.00
PROGRESSIVE CORPSOLE	COM	392.58K	SH	$77.83M 1.05%	364.24K	955.00	1.31K

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