Bridges Investment Management Inc Portfolio Holdings by Sector
Bridges Investment Management Inc
- $6.77 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IJH VEA IJR VWO IVV IWF IWD VEU 52 stocks |
$1.15 Million
17.05% of portfolio
|
20
|
22
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL PLTR EVTC CRWD NET 8 stocks |
$534,773
7.9% of portfolio
|
5
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ZURN.SW 3 stocks |
$519,151
7.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$409,068
6.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF AXP DFS PYPL 6 stocks |
$369,507
5.46% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$366,150
5.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$269,569
3.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM LSCC INTC NXPI AMD 9 stocks |
$246,286
3.64% of portfolio
|
3
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC ING BAC C 5 stocks |
$192,549
2.84% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MCO 3 stocks |
$170,846
2.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC ATR BDX HOLX XRAY 6 stocks |
$164,490
2.43% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB TRN 3 stocks |
$159,989
2.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD FND 3 stocks |
$151,107
2.23% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$148,923
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY AZO ULTA MUSA ORLY 5 stocks |
$139,790
2.06% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR AFG KNSL CB TRV RLI ALL 7 stocks |
$133,698
1.97% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD CPRT RUSHA ABG KMX 5 stocks |
$122,132
1.8% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CDNS INTU ADSK OTEX DT CRM FICO 17 stocks |
$115,886
1.71% of portfolio
|
8
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL SAIA 2 stocks |
$114,612
1.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN JNJ LLY MRK PFE BMY 7 stocks |
$97,758
1.44% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV NTRA 3 stocks |
$71,602
1.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FFIN TFC BOH SYBT PNC CFR 7 stocks |
$67,163
0.99% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT 3 stocks |
$65,076
0.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT EW 4 stocks |
$56,822
0.84% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS UNF 2 stocks |
$56,592
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG TPL COP CNX OXY PR 6 stocks |
$55,811
0.82% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT LMT RTX BA LHX WWD AXON 7 stocks |
$54,241
0.8% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS LNTH PBH 3 stocks |
$47,524
0.7% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE OPCH HCA 3 stocks |
$45,974
0.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG PH ETN ROP GNRC GE EMR OTIS 12 stocks |
$40,880
0.6% of portfolio
|
5
|
7
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$38,500
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CELH FIZZ 4 stocks |
$37,388
0.55% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ACLS 2 stocks |
$36,425
0.54% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP 4 stocks |
$34,529
0.51% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW PPG HWKN ECL APD WDFC FUL 7 stocks |
$34,002
0.5% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ CAKE SBUX 4 stocks |
$33,648
0.5% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$31,111
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV JKHY CACI BR IT 7 stocks |
$27,124
0.4% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO AIT SITE 4 stocks |
$26,156
0.39% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET MPLX TRGP PAA LNG WMB OKE 8 stocks |
$24,232
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL AAON GMS BLDR WMS CARR JCI TT 9 stocks |
$23,939
0.35% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI 2 stocks |
$19,264
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$18,860
0.28% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$18,694
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EGP CUBE 3 stocks |
$17,793
0.26% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$14,243
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$14,221
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$13,979
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH TRU 2 stocks |
$13,163
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$12,932
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
GHLD RKT 2 stocks |
$10,904
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX UL KMB 5 stocks |
$10,801
0.16% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP STT HLNE ARES 4 stocks |
$9,416
0.14% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH WCN 4 stocks |
$8,321
0.12% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR SCHW TW DFIN HLI LPLA 6 stocks |
$7,239
0.11% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ T 3 stocks |
$7,068
0.1% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$5,671
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$5,631
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX APG ROAD PWR 4 stocks |
$5,380
0.08% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5,071
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$4,693
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC AEP SO LNT 6 stocks |
$4,534
0.07% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WMG 2 stocks |
$4,157
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
XPEL FOXF LKQ 3 stocks |
$4,144
0.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC MKC GIS CAG INGR LW 6 stocks |
$3,754
0.06% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO SWK HLMN ROLL 4 stocks |
$3,489
0.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
NMIH FNF RYAN 3 stocks |
$3,481
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI CGNX 2 stocks |
$3,384
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,371
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$2,600
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CBRE CSGP 3 stocks |
$2,113
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H MAR CHH 3 stocks |
$2,043
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL HBI 2 stocks |
$1,886
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TMHC 1 stocks |
$1,884
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,825
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP MLM 2 stocks |
$1,819
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,759
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC PRI PRU AFL 4 stocks |
$1,622
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1,444
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,363
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,331
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
GXO UPS LSTR 3 stocks |
$1,166
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$1,009
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$937
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX SUN 2 stocks |
$904
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$699
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$524
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$414
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$354
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$297
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$288
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
GTY 1 stocks |
$271
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$257
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$229
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$223
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$220
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$214
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|