1y return+12.8%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+54.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2018: $234 against $257 in the S&P 500.2
Bridges Investment Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc Cl A | $451.8M | 5.5% | −5.1% |
| IJHIshares Core S&p Mid Cap Etf | $449.6M | 5.5% | |
| AAPLApple Inc | $341.5M | 4.2% | −4.6% |
| MSFTMicrosoft Corp Com | $337.5M | 4.1% | |
| AMZNAmazon.com Inc | $331.3M | 4.0% | −1.1% |
| VEAVanguard Ftse Developed Market | $317.3M | 3.9% | |
| NVDANvidia Corporation | $282.0M | 3.4% | −5.1% |
| BRK/ABerkshire Hathaway Inc Class A | $238.1M | 2.9% | −5.6% |
| PANWPalo Alto Networks Inc Com | $231.4M | 2.8% | +3.4% |
| VWOVanguard Ftse Emerging Markets | $207.7M | 2.5% | |
| IJRIshares Core S&p Small Cap Etf | $197.8M | 2.4% | |
| MAMastercard | $193.6M | 2.4% | |
| IVVIshares Core S&p 500 Etf | $185.0M | 2.2% | +6.4% |
| BRK/BBerkshire Hathaway Inc Class B | $181.4M | 2.2% | +2.1% |
| JPMJpmorgan Chase & Co Com | $160.1M | 1.9% | |
| AVGOBroadcom Inc | $154.7M | 1.9% | +22.1% |
| KLACKla Corp Com | $150.4M | 1.8% | +1094.3% |
| VVisa Inc. Class A | $139.1M | 1.7% | |
| ODFLOld Dominion Freight Line, Inc | $138.9M | 1.7% | |
| UNPUnion Pacific Corp Com | $130.6M | 1.6% | −19.2% |
| CASYCaseys Gen Stores Com | $123.8M | 1.5% | |
| METAMeta Platforms Inc | $105.1M | 1.3% | +1.1% |
| SPGIS & P Global Inc | $100.8M | 1.2% | +4.2% |
| GOOGAlphabet Inc Cl C | $99.8M | 1.2% | −3.6% |
| URIUnited Rentals Inc Com | $98.5M | 1.2% | +20.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $282.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $154.7M |
| PANWPalo Alto Networks Inc Com | June 30, 2020 | +790.9% | $231.4M |
| CASYCaseys Gen Stores Com | June 30, 2020 | +431.6% | $123.8M |
| GOOGLAlphabet Inc Cl A | June 30, 2020 | +404.0% | $451.8M |
| GOOGAlphabet Inc Cl C | June 30, 2020 | +399.9% | $99.8M |
| JPMJpmorgan Chase & Co Com | June 30, 2020 | +248.0% | $160.1M |
| WFCWells Fargo & Co Del Com | June 30, 2020 | +222.8% | $54.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $341.5M |
| BRK/BBerkshire Hathaway Inc Class B | June 30, 2020 | +180.3% | $181.4M |
Sold off last quarter
- Honeywell International Inc CoCUSIP 438516106 was $5.0M
- SWKStanley Black & Decker, Inc. was $486K
- MKCMccormick & Company, Inc. was $453K
- Itt CorpCUSIP 450911201 was $392K
- ACWIIshares Msci Acwi Etf was $348K
- WYNNWynn Resorts Ltd Com was $315K
- TKOTko Group Holdings Inc Cl A was $269K
- IDXXIdexx Laboratories Inc was $253K
- CSGPCostar Group Inc Com was $242K
- CNMCore & Main Inc Cl A was $239K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +8.9% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridges Investment Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1007295&type=13F-HR&dateb=&owner=include&count=40CIK 1007295
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1007295/000100729526000005/Filed August 7, 2026 · accession 0001007295-26-000005