Bridges Investment Management Inc Portfolio Holdings by Sector
Bridges Investment Management Inc
- $7.64 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IJH VEA VWO IJR IVV IWF IWD RSP 62 stocks |
$1.39 Million
18.26% of portfolio
|
27
|
23
|
9
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL NET EVTC CRWD ZS 8 stocks |
$673,127
8.82% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG DASH 4 stocks |
$607,940
7.96% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ACGL ZURN.SW 4 stocks |
$469,408
6.15% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM LSCC INTC MPWR NXPI 10 stocks |
$410,483
5.38% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$380,762
4.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF AXP 4 stocks |
$368,795
4.83% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA CHWY 3 stocks |
$319,279
4.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC ING BAC C BMO 6 stocks |
$238,151
3.12% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD FND 3 stocks |
$186,441
2.44% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY ULTA AZO MUSA ORLY 5 stocks |
$181,980
2.38% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CDNS INTU ADSK OTEX DT MANH CRM 15 stocks |
$163,107
2.14% of portfolio
|
6
|
7
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MCO 3 stocks |
$162,150
2.12% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB TRN 3 stocks |
$158,427
2.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR AFG KNSL CB TRV ALL RLI 7 stocks |
$120,446
1.58% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD CPRT ABG RUSHA KMX 5 stocks |
$120,404
1.58% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC ATR BDX HOLX XRAY 6 stocks |
$117,678
1.54% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN JNJ LLY MRK PFE BMY 7 stocks |
$100,445
1.32% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL SAIA 2 stocks |
$98,307
1.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT PODD 4 stocks |
$81,824
1.07% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FFIN TFC BOH SYBT PNC 6 stocks |
$76,314
1.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV IDXX NTRA 4 stocks |
$71,203
0.93% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT RTX LMT BA LHX WWD AXON 7 stocks |
$67,853
0.89% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$66,788
0.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL WMS AAON BLDR CARR JCI TT AWI 8 stocks |
$61,563
0.81% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ACLS ENTG 3 stocks |
$58,578
0.77% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$56,714
0.74% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS UNF 2 stocks |
$55,829
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH GGG ETN GNRC GE ROP EMR OTIS 12 stocks |
$48,653
0.64% of portfolio
|
7
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG CNX COP TPL OXY PR 6 stocks |
$47,360
0.62% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS PBH 2 stocks |
$38,386
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$36,666
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CELH FIZZ 4 stocks |
$35,640
0.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW HWKN PPG ECL APD FUL WDFC 7 stocks |
$35,268
0.46% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP 4 stocks |
$32,605
0.43% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE OPCH HCA EHC 4 stocks |
$32,301
0.42% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ CAKE SBUX 4 stocks |
$31,812
0.42% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$29,469
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$27,004
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV IBM CACI JKHY BR 6 stocks |
$26,893
0.35% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO AIT SITE 4 stocks |
$25,620
0.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD MPLX ET PAA TRGP LNG WMB OKE 8 stocks |
$25,238
0.33% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$22,259
0.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EGP CUBE 3 stocks |
$18,315
0.24% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$16,091
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$15,788
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$15,396
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
GHLD RKT 2 stocks |
$14,249
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$13,428
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$12,668
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI 2 stocks |
$11,784
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR SCHW TW DFIN HLI LPLA GS 7 stocks |
$10,413
0.14% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX APG ROAD PWR 4 stocks |
$10,330
0.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP STT HLNE ARES 4 stocks |
$10,013
0.13% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX UL KMB 5 stocks |
$9,411
0.12% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH WCN 4 stocks |
$8,786
0.12% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$6,576
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$6,536
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$6,225
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WMG NFLX 3 stocks |
$5,981
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$5,892
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$5,327
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC DUK AEP SO LNT XEL D 8 stocks |
$5,106
0.07% of portfolio
|
5
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
XPEL FOXF LKQ 3 stocks |
$4,991
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$4,954
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO SWK HLMN ROLL 4 stocks |
$4,460
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
NMIH FNF 2 stocks |
$4,100
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC INGR MKC GIS CAG LW 6 stocks |
$3,406
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TMHC 1 stocks |
$3,266
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$3,250
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI TRMB 2 stocks |
$3,220
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H MAR HLT CHH 4 stocks |
$2,763
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CBRE CSGP 3 stocks |
$2,682
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP MLM 2 stocks |
$2,354
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO GXO LSTR 3 stocks |
$2,305
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,210
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$2,200
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,972
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,760
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1,630
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC PRI PRU AFL 4 stocks |
$1,548
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,451
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$1,248
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX SUN 2 stocks |
$989
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ALNY INSM 3 stocks |
$988
0.01% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$862
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$773
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC MCK 2 stocks |
$528
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$525
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$435
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$331
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$324
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$320
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$305
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$276
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$272
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$246
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$240
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$240
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$237
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$236
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
GTY 1 stocks |
$233
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$204
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|