BRIDGES INVESTMENT MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0001007295
13F-HR · 219 reported holdings · 2026-03-31
Investment management firm.
Reported long-US-equity value
$6.29B
Top-10 concentration
49.0%
BRIDGES INVESTMENT MANAGEMENT INC — $6.29B AUM allocation strategy
BRIDGES INVESTMENT MANAGEMENT INC files SEC Form 13F and reports $6.29B of long US equity value across 219 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Financials 11.7% and Industrials 8.1%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BRIDGES INVESTMENT MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$6.29B
total across 219 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CPRT +351K sh · +$6.2M+$NOW +116K sh · −$8.45M+$ZTS +76.1K sh · +$7.68M
Biggest trims (shares)
−$IVV −319K sh · −$28.2M−$IWM −216K sh · −$28.8M−$AAPL −132K sh · −$58.2M
Exited to nil (held last quarter, gone now)
$JKHY ($1.47M last qtr)$ATO ($996K last qtr)$ARES ($713K last qtr)$CVNA ($653K last qtr)$ROK ($630K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.8%—
- Systems Software7.0%—
- Semiconductors5.8%—
- Technology Hardware, Storage & Peripherals5.0%—
- Transaction & Payment Processing Services4.9%—
- Broadline Retail4.7%—
- Aerospace & Defense3.9%—
- Multi-Sector Holdings2.7%—
- Other holdings58.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.33M | $383M | -55.2K | 6.1% |
| $MSFT | Microsoft Corporation | 907K | $336M | +3.76K | 5.3% |
| $AAPL | Apple Inc | 1.24M | $314M | -132K | 5.0% |
| $AMZN | Amazon.com Inc | 1.41M | $293M | -12.5K | 4.7% |
| $NVDA | NVIDIA Corporation | 1.48M | $259M | -12.9K | 4.1% |
| $HONA | Honeywell Aerospace Inc | 337 | $242M | -16 | 3.8% |
| $MA | Mastercard Incorporated | 378K | $189M | -2.55K | 3.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 355K | $170M | -14.5K | 2.7% |
…and 211 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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