Arkolith/Funds/Bridges Investment Management Inc

Bridges Investment Management Inc

CIK 1007295
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Inactive

Bridges Investment Management Inc holds a diversified book of 396 stocks worth $7.4B as of Q1 2026 (disclosed May 4, 2026, a ~34-day 13F lag). This quarter they opened Equity Bancshares Inc - CL A and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Core S&P Midcap ETF at 5% of the equity book. Cloning the disclosed picks since 2013 would be +345% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
22
bought for the first time
Added to
128
already held, bought more
Trimmed
175
sold some, still holds it
Sold out
29
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+345.0%
+12.4%/yr · since Nov '13
Their reported book
+329.4%
held from quarter-end
S&P 500
+436.1%
same window
$10K$21K$32K$43K$54KNov '13Jun '16Dec '18Jul '21Jan '24Aug '26
Bridges Investment Management Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 15.6 points over this window.

Growth of $10,000 cloning Bridges Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
39%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
28%
ETF / fund or unclassified
22%
Financials
19%
Consumer Discretionary
13%
Industrials
7%
Health Care
5%
Materials
2%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bridges Investment Management Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 80$2.3T
MORGAN STANLEY79 / 80$601.1B
JPMORGAN CHASE & CO79 / 80$555.7B
BANK OF AMERICA CORP /DE/79 / 80$422.2B
NORTHERN TRUST CORP79 / 80$326.5B
GOLDMAN SACHS GROUP INC79 / 80$260.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME79 / 80$224.0B
Bank of New York Mellon Corp79 / 80$221.0B

Ranked by how many of Bridges Investment Management Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

396 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P Mid Cap ETF
ETF
$390.5M5.78M
5.3%
−3.9%
Reduced · −233K sh
2Alphabet Inc CL A
COM
$383.2M1.33M
5.2%
−4.0%
Reduced · −55K sh
3Microsoft Corp Com
COM
$335.8M907.1K
4.5%
+0.4%
Added · +4K sh
4Apple Inc
COM
$313.8M1.24M
4.3%
−9.6%
Reduced · −132K sh
5Amazon.com Inc
COM
$292.9M1.41M
4.0%
−0.9%
Reduced · −12K sh
6Vanguard Ftse Developed Market
ETF
$283.9M4.43M
3.8%
+6.4%
Added · +265K sh
7Nvidia Corporation
COM
$258.9M1.48M
3.5%
−0.9%
Reduced · −13K sh
8Berkshire Hathaway Inc Class A
COM
$242.0M337
3.3%
−4.5%
Reduced · −16 sh
9Mastercard
COM
$189.0M378.2K
2.6%
−0.7%
Reduced · −3K sh
10Vanguard Ftse Emerging Markets
ETF
$186.8M3.46M
2.5%
+3.5%
Added · +119K sh
11Berkshire Hathaway Inc Class B
COM
$170.1M355.0K
2.3%
−3.9%
Reduced · −14K sh
12Ishares Core S&P Small Cap ETF
ETF
$166.8M1.34M
2.3%
+1.4%
Added · +18K sh
13Ishares Core S&P 500 ETF
ETF
$151.7M232.2K
2.1%
−9.9%
Reduced · −26K sh
14JPMorgan Chase & Co Com
COM
$145.0M493.1K
2.0%
−0.9%
Reduced · −5K sh
15Union Pacific Corp Com
COM
$144.2M594.2K
2.0%
−15%
Reduced · −103K sh
16Old Dominion Freight Line, Inc
COM
$125.5M642.4K
1.7%
−7.1%
Reduced · −49K sh
17Visa Inc. Class A
COM
$122.6M405.8K
1.7%
−0.6%
Reduced · −2K sh
18Caseys Gen Stores Com
COM
$113.4M155.7K
1.5%
−1.5%
Reduced · −2K sh
19Lowes Companies Com
COM
$105.7M447.2K
1.4%
+0.2%
Added · +719 sh
20Meta Platforms Inc
COM
$105.6M184.6K
1.4%
+0.3%
Added · +481 sh
21Palo Alto Networks Inc Com
COM
$105.2M656.4K
1.4%
−2.7%
Reduced · −18K sh
22Broadcom Inc
COM
$103.8M335.2K
1.4%
−3.5%
Reduced · −12K sh
23S & P Global Inc
COM
$101.0M237.5K
1.4%
+8.0%
Added · +17K sh
24Alphabet Inc CL C
COM
$84.0M292.8K
1.1%
−4.2%
Reduced · −13K sh
25Progressive Corp
COM
$77.8M392.6K
1.1%
−1.4%
Reduced · −6K sh
26Intuitive Surgical, Inc.
COM
$77.2M167.5K
1.0%
−1.2%
Reduced · −2K sh
27BlackRock Inc
COM
$74.9M77.8K
1.0%
−2.2%
Reduced · −2K sh
28Lithia MTRS Inc CL A
COM
$71.2M285.1K
1.0%
+0.3%
Added · +737 sh
29Ishares Russell 1000 Growth Et
ETF
$70.0M164.2K
0.9%
−4.6%
Reduced · −8K sh
30Invesco S&P 500 Equal Weight E
ETF
$69.8M363.9K
0.9%
+15%
Added · +47K sh
31Thermo Fisher Scientific
COM
$68.6M139.5K
0.9%
−1.4%
Reduced · −2K sh
32Carlisle Companies Incorporate
COM
$64.5M193.5K
0.9%
+7.6%
Added · +14K sh
33Intercontinental Exchange Inc.
COM
$61.9M393.4K
0.8%
+0.1%
Added · +462 sh
34Kla Corp Com
COM
$61.5M41.7K
0.8%
−17%
Reduced · −8K sh
35Servicenow Inc Com
COM
$56.5M540.2K
0.8%
+27%
Added · +116K sh
36Ishares Russell 1000 Value ETF
ETF
$55.0M257.3K
0.7%
−3.9%
Reduced · −10K sh
37United Rentals Inc Com
COM
$52.7M72.4K
0.7%
+4.0%
Added · +3K sh
38Wells Fargo & Co Del Com
COM
$51.9M652.2K
0.7%
+0.3%
Added · +2K sh
39Stryker Corp Com
COM
$50.1M152.5K
0.7%
+5.4%
Added · +8K sh
40Vanguard Ftse All-World Ex-US
ETF
$49.7M662.1K
0.7%
+2.9%
Added · +18K sh
41Eog Resources Inc.
COM
$48.3M334.4K
0.7%
−0.7%
Reduced · −2K sh
42Cadence Design Systems Inc Com
COM
$48.2M173.5K
0.7%
+0.3%
Added · +588 sh
43Costco Wholesale Corp
COM
$44.8M45.0K
0.6%
−0.6%
Reduced · −256 sh
44Cintas Corp Com
COM
$44.7M264.5K
0.6%
−0.6%
Reduced · −2K sh
45Autozone Inc Com
COM
$42.5M12.6K
0.6%
+51%
Added · +4K sh
46Copart Inc
COM
$42.0M1.27M
0.6%
+38%
Added · +351K sh
47U.S. Bancorp Com (New)
COM
$41.0M787.5K
0.6%
−1.2%
Reduced · −10K sh
48Abbvie Inc
COM
$40.5M186.1K
0.5%
−0.7%
Reduced · −1K sh
49Ulta Salon Cosmetics & Fragran
COM
$36.1M69.2K
0.5%
−15%
Reduced · −12K sh
50Home Depot Inc Com
COM
$34.8M105.9K
0.5%
−1.4%
Reduced · −1K sh
Showing 50 of 396 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 2026890$7.4B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026869$7.9B13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025937$7.8B13F-HR
Q2 2025Jun 30, 2025Jul 28, 2025888$7.4B13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025854$6.9B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025838$7.2B13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024839$7.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024795$6.6B13F-HR
Q1 2024Mar 31, 2024Apr 25, 2024513$3.2B13F-HR
Q4 2023Dec 31, 2023Jan 23, 2024511$3.0B13F-HR
Q3 2023Sep 30, 2023Oct 24, 2023498$2.8B13F-HR
Q2 2023Jun 30, 2023Jul 7, 2023514$3.0B13F-HR
Q1 2023Mar 31, 2023Apr 28, 2023523$2.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023531$2.7B13F-HR
Q3 2022Sep 30, 2022Oct 21, 2022536$2.6B13F-HR
Q2 2022Jun 30, 2022Jul 12, 2022536$2.7B13F-HR
Q1 2022Mar 31, 2022Apr 8, 2022546$3.2B13F-HR
Q4 2021Dec 31, 2021Feb 1, 2022551$3.4B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021549$3.2B13F-HR
Q2 2021Jun 30, 2021Jul 19, 2021556$3.4B13F-HR
Q1 2021Mar 31, 2021May 5, 2021538$3.4B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021546$3.2B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020547$3.0B13F-HR
Q2 2020Jun 30, 2020Aug 10, 2020557$2.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.