Bridges Investment Management Inc Portfolio Holdings by Sector
Bridges Investment Management Inc
- $7.23 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IJH VEA VWO IJR IVV IWF IWD VEU 53 stocks |
$1.26 Million
17.46% of portfolio
|
19
|
19
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL NET EVTC CRWD NTNX 8 stocks |
$670,293
9.27% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG DASH PINS 5 stocks |
$485,025
6.71% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ZURN.SW 3 stocks |
$463,500
6.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF AXP PYPL 5 stocks |
$374,769
5.18% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM LSCC NXPI INTC MPWR 10 stocks |
$364,169
5.04% of portfolio
|
5
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA CHWY 3 stocks |
$323,728
4.48% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$313,842
4.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC ING BAC C BMO 6 stocks |
$222,142
3.07% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MCO 3 stocks |
$177,753
2.46% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY ULTA AZO MUSA ORLY 5 stocks |
$160,846
2.22% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CDNS INTU ADSK DT OTEX CRM MANH 17 stocks |
$158,489
2.19% of portfolio
|
14
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD FND 3 stocks |
$155,414
2.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB TRN 3 stocks |
$155,337
2.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC ATR BDX HOLX XRAY 6 stocks |
$143,822
1.99% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD CPRT ABG RUSHA KMX 5 stocks |
$127,244
1.76% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR AFG KNSL CB TRV ALL RLI 7 stocks |
$126,874
1.76% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL SAIA 2 stocks |
$113,112
1.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$95,293
1.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN JNJ LLY MRK PFE BMY 7 stocks |
$87,624
1.21% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT DXCM PODD 5 stocks |
$73,910
1.02% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FFIN TFC BOH SYBT PNC 6 stocks |
$71,802
0.99% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT LMT RTX BA LHX WWD AXON 7 stocks |
$69,405
0.96% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT 3 stocks |
$66,909
0.93% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS UNF 2 stocks |
$60,587
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV NTRA 3 stocks |
$59,930
0.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$52,612
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG TPL CNX COP OXY PR 6 stocks |
$50,597
0.7% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ACLS 2 stocks |
$47,943
0.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH GGG ETN GNRC ROP GE EMR OTIS 12 stocks |
$45,935
0.64% of portfolio
|
5
|
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS LNTH PBH 3 stocks |
$44,426
0.61% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE OPCH HCA 3 stocks |
$37,286
0.52% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW PPG HWKN ECL APD FUL WDFC 7 stocks |
$34,090
0.47% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CELH FIZZ 4 stocks |
$33,621
0.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ CAKE SBUX WING BROS 6 stocks |
$31,458
0.44% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$30,706
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL GMS WMS AAON CARR BLDR JCI TT 9 stocks |
$30,080
0.42% of portfolio
|
8
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP 4 stocks |
$30,019
0.42% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV CACI JKHY BR IT 7 stocks |
$26,466
0.37% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO AIT SITE CNM 5 stocks |
$24,981
0.35% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET MPLX TRGP PAA LNG WMB OKE 8 stocks |
$23,180
0.32% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$20,880
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$18,586
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EGP CUBE 3 stocks |
$16,686
0.23% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$16,420
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$14,906
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$14,480
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI 2 stocks |
$14,142
0.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
GHLD RKT 2 stocks |
$14,076
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH TRU 2 stocks |
$12,903
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$12,189
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP STT HLNE ARES 4 stocks |
$10,565
0.15% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX UL KMB 5 stocks |
$9,881
0.14% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR SCHW TW DFIN HLI LPLA 6 stocks |
$9,592
0.13% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX APG ROAD PWR 4 stocks |
$9,330
0.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH WCN 4 stocks |
$8,881
0.12% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ T 3 stocks |
$6,860
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$6,293
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$6,291
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5,649
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$5,212
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
XPEL FOXF LKQ 3 stocks |
$5,055
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WMG NFLX 3 stocks |
$4,949
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC AEP SO LNT 6 stocks |
$4,252
0.06% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,965
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
NMIH FNF RYAN 3 stocks |
$3,814
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO SWK ROLL HLMN 4 stocks |
$3,790
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$3,375
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC MKC INGR GIS CAG LW 6 stocks |
$3,296
0.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI TRMB 2 stocks |
$3,209
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H MAR HLT CHH 4 stocks |
$2,765
0.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CBRE CSGP 3 stocks |
$2,615
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO GXO LSTR UPS 4 stocks |
$2,333
0.03% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TMHC 1 stocks |
$2,225
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL HBI 2 stocks |
$2,045
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,033
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,996
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
EXP MLM 2 stocks |
$1,941
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC PRI PRU AFL 4 stocks |
$1,533
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1,462
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,421
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,155
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$1,126
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$898
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$839
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX SUN 2 stocks |
$795
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$628
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$503
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$431
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$358
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$353
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$313
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$310
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$261
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$261
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$241
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Retail | Real Estate
GTY 1 stocks |
$240
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$226
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$223
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$219
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$212
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|