BRIDGES INVESTMENT MANAGEMENT INC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$7.4T

Holdings

409

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (409 positions)

#StockSharesValue% PortfolioType
101
WMTWALMART INC
86,770$8.5B0.11%
102
PEM HOLDING COMAPNY, LLC
1$8.3B0.11%
103
ULTAULTA SALON COSMETICS & FRAGRAN
17,641$8.3B0.11%
104
XOMEXXON MOBIL CORP COM
75,584$8.1B0.11%
105
SPGIS & P GLOBAL INC
14,177$7.5B0.10%
106
IWBISHARES RUSSELL 1000 ETF
21,557$7.3B0.10%
107
FNDFLOOR & DECOR HOLDINGS INC-A
84,056$6.4B0.09%
108
EPDENTERPRISE PRODUCTS PARTNERS L
203,738$6.3B0.09%
109
TXNTEXAS INSTRUMENTS INC COM
30,267$6.3B0.08%
110
JNJJOHNSON & JOHNSON COM
40,718$6.2B0.08%
111
LLYLILLY ELI & CO COM
7,665$6.0B0.08%
112
ATRAPTARGROUP INC
36,566$5.7B0.08%
113
EEMISHARES MSCI EMERGING MKTS ETF
117,111$5.6B0.08%
114
IWMISHARES RUSSELL 2000 ETF
25,079$5.4B0.07%
115
MRSHMARSH & MCLENNAN COS COM
24,400$5.3B0.07%
116
HONHONEYWELL INTERNATIONAL INC CO
22,452$5.2B0.07%
117
CSCOCISCO SYS INC COM
72,187$5.0B0.07%
118
ORCLORACLE CORP COM
22,089$4.8B0.07%
119
ETENERGY TRANSFER LP
264,422$4.8B0.06%
120
A4SAMERIPRISE FINANCIAL INC COM
8,576$4.6B0.06%
121
FIXCOMFORT SYS USA INC COM
8,227$4.4B0.06%
122
QUALISHARES EDGE MSCI USA QUALITY
23,429$4.3B0.06%
123
RTXRTX CORPORATION COM
29,160$4.3B0.06%
124
VOOVANGUARD S&P 500 ETF
7,453$4.2B0.06%
125
JNJJOHNSON & JOHNSON COM
27,214$4.2B0.06%
126
ADSKAUTODESK INC
13,418$4.2B0.06%
127
IWSISHARES RUSSELL MID CAP VALUE
30,048$4.0B0.05%
128
TSLATESLA INC
12,484$4.0B0.05%
129
WMWASTE MANAGEMENT INC
17,250$3.9B0.05%
130
PGPROCTER & GAMBLE CO COM
23,806$3.8B0.05%
131
KOCOCA COLA CO COM
53,251$3.8B0.05%
132
MOALTRIA GROUP INC
63,252$3.7B0.05%
133
APGAPI GROUP CORP STOCK
70,610$3.6B0.05%
134
DISDISNEY (WALT)
28,515$3.5B0.05%
135
STTSTATE STREET CORP COM
32,796$3.5B0.05%
136
MPLXMPLX LP
67,482$3.5B0.05%
137
EVREVERCORE PARTNERS INC CL A
12,698$3.4B0.05%
138
ULTAULTA SALON COSMETICS & FRAGRAN
7,321$3.4B0.05%
139
AQLTISHARES CORE MSCI EAFE ETF
40,208$3.4B0.05%
140
IWNISHARES RUSSELL 2000 VALUE ETF
20,632$3.3B0.04%
141
BABOEING CO COM
14,774$3.1B0.04%
142
IBMINTERNATIONAL BUS MACH COM
10,499$3.1B0.04%
143
BMIBADGER METER INC COM
12,276$3.0B0.04%
144
CMCSACOMCAST CORP CL A
81,644$2.9B0.04%
145
IVWISHARES S&P 500 GROWTH INDEX F
26,072$2.9B0.04%
146
FNDFLOOR & DECOR HOLDINGS INC-A
37,656$2.9B0.04%
147
GMS1EURGMS INC COM
26,255$2.9B0.04%
148
MRKMERCK & CO INC COM
35,998$2.8B0.04%
149
KNSLKINSALE CAP GROUP INC COM
5,801$2.8B0.04%
150
FISVFISERV INC WISCONSIN COM
16,230$2.8B0.04%
151
BACVERIZON COMMUNICATIONS COM
64,059$2.8B0.04%
152
DEDEERE & CO COM
5,426$2.8B0.04%
153
GNRCGENERAC HOLDINGS INC
19,160$2.7B0.04%
154
BKNGBOOKING HOLDINGS INC
469$2.7B0.04%
155
ROPROPER TECHNOLOGIES INC
4,746$2.7B0.04%
156
TRGPTARGA RESOURCES
15,258$2.7B0.04%
157
LECOLINCOLN ELECTRIC HOLDINGS
12,767$2.6B0.04%
158
VUGVANGUARD GROWTH ETF
5,870$2.6B0.03%
159
DPZDOMINO'S PIZZA, INC.
5,638$2.5B0.03%
160
PAAPLAINS ALL AMERICAN PIPELINE L
136,937$2.5B0.03%
161
BACBANK OF AMERICA CORPORATION
52,424$2.5B0.03%
162
GEGE AEROSPACE COM NEW
9,540$2.5B0.03%
163
WMSADVANCED DRAIN SYSTEMS INC COM
21,162$2.4B0.03%
164
ZURICH INSURANCE GROUP AG
3,447$2.4B0.03%
165
LNTHLANTHEUS HOLDINGS INC
29,444$2.4B0.03%
166
RSGREPUBLIC SERVICES INC
9,771$2.4B0.03%
167
EIPIFirst Trust Energy Income Part
121,300$2.4B0.03%
168
COFCAPITAL ONE FINANCIAL COM
11,202$2.4B0.03%
169
AWGASBURY AUTOMOTIVE GROUP INC CO
9,937$2.4B0.03%
170
TPLTEXAS PACIFIC LAND CORP
2,219$2.3B0.03%
171
CELHCELSIUS HOLDINGS INC NEW
49,774$2.3B0.03%
172
TILTFLEXSHARES MORNINGSTAR US MARK
10,299$2.3B0.03%
173
MDTMEDTRONIC PLC
26,358$2.3B0.03%
174
IVWISHARES S&P 500 GROWTH INDEX F
20,803$2.3B0.03%
175
PGPROCTER & GAMBLE CO COM
14,108$2.2B0.03%
176
FFINFIRST FINL BANKSHARES INC
61,871$2.2B0.03%
177
TMHCTAYLOR MORRISON HOME CORP - A
36,241$2.2B0.03%
178
NMIHNMI HLDGS INC CL A
52,231$2.2B0.03%
179
XPELXPEL INC
60,964$2.2B0.03%
180
LNGCHENIERE ENERGY INC
8,974$2.2B0.03%
181
LLYLILLY ELI & CO COM
2,800$2.2B0.03%
182
AAONAAON, INC.
29,445$2.2B0.03%
183
FAIRMONT GROUP, INC.
1$2.2B0.03%
184
CATCATERPILLAR INC DEL COM
5,578$2.2B0.03%
185
SCHWCHARLES SCHWAB CORP
23,706$2.2B0.03%
186
CLHCLEAN HARBORS INC
9,309$2.2B0.03%
187
IVEISHARES S&P 500 VALUE INDEX FU
11,001$2.1B0.03%
188
RUSHARUSH ENTERPRISES
41,250$2.1B0.03%
189
QCOMQUALCOMM INC COM
13,114$2.1B0.03%
190
ACLSAXCELIS TECHNOLOGIES INC COM N
29,775$2.1B0.03%
191
VTVVANGUARD VALUE INDEX FUND - ET
11,679$2.1B0.03%
192
WSOWATSCO INC
4,655$2.1B0.03%
193
SYYSYSCO CORP
26,852$2.0B0.03%
194
TELTE CONNECTIVITY PLC
11,910$2.0B0.03%
195
NKENIKE INC CL B
28,097$2.0B0.03%
196
RBARB GLOBAL INC
18,605$2.0B0.03%
197
HLNEHAMILTON LANE INC CL A
13,674$1.9B0.03%
198
PPGPPG INDS INC COM
17,040$1.9B0.03%
199
BDXBECTON DICKINSON & CO COM
11,089$1.9B0.03%
200
FOXFFOX FACTORY HLDG CORP COM
73,251$1.9B0.03%
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