BRIDGES INVESTMENT MANAGEMENT INC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$7.9B

Holdings

403

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (403 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP COM	903,355	$436.0M	5.53%
2	GOOGLALPHABET INC CL A	1,387,611	$433.0M	5.49%
3	AAPLAPPLE INC	1,368,537	$371.0M	4.71%
4	AMZNAMAZON.COM INC	1,418,655	$326.0M	4.14%
5	NVDANVIDIA CORPORATION	1,497,363	$278.0M	3.53%
6	BRK-BBERKSHIRE HATHAWAY INC CLASS A	353	$265.0M	3.36%
7	VEAVANGUARD FTSE DEVELOPED MARKET	4,165,019	$258.0M	3.27%
8	IJHISHARES CORE S&P MID CAP ETF	3,421,873	$225.0M	2.85%
9	MAMASTERCARD	380,742	$216.0M	2.74%
10	BRK/BBERKSHIRE HATHAWAY INC CLASS B	369,471	$184.0M	2.33%
11	VWOVANGUARD FTSE EMERGING MARKETS	3,337,149	$177.0M	2.25%
12	UNPUNION PACIFIC CORP COM	697,106	$160.0M	2.03%
13	VVISA INC. CLASS A	408,040	$142.0M	1.80%
14	PANWPALO ALTO NETWORKS INC COM	674,387	$123.0M	1.56%
15	METAMETA PLATFORMS INC	184,106	$120.0M	1.52%
16	AVGOBROADCOM INC	347,480	$119.0M	1.51%
17	ODFLOLD DOMINION FREIGHT LINE, INC	691,568	$107.0M	1.36%
18	LOWLOWES COMPANIES COM	446,441	$106.0M	1.34%
19	IJHISHARES CORE S&P MID CAP ETF	1,563,105	$103.0M	1.31%
20	ISRGINTUITIVE SURGICAL, INC.	169,622	$95.0M	1.21%
21	GOOGALPHABET INC CL C	305,698	$95.0M	1.21%
22	LADLITHIA MTRS INC CL A	284,325	$94.0M	1.19%
23	IVVISHARES CORE S&P 500 ETF	136,360	$93.0M	1.18%
24	PGRPROGRESSIVE CORP	398,118	$90.0M	1.14%
25	JPMJPMORGAN CHASE & CO COM	276,206	$88.0M	1.12%
26	IJRISHARES CORE S&P SMALL CAP ETF	716,689	$86.0M	1.09%
27	CASYCASEYS GEN STORES COM	158,168	$86.0M	1.09%
28	BLKBLACKROCK INC	79,621	$84.0M	1.07%
29	TMOTHERMO FISHER SCIENTIFIC	141,442	$81.0M	1.03%
30	IWFISHARES RUSSELL 1000 GROWTH ET	172,114	$79.0M	1.00%
31	IJHISHARES CORE S&amp;P MID CAP ETF	1,030,248	$67.0M	0.85%
32	NOWSERVICENOW INC COM	423,815	$64.0M	0.81%
33	ICEINTERCONTINENTAL EXCHANGE INC.	392,973	$63.0M	0.80%
34	WFCWELLS FARGO & CO DEL COM	642,260	$59.0M	0.75%
35	JPMJPMORGAN CHASE & CO COM	184,881	$59.0M	0.75%
36	KLACKLA CORP COM	49,999	$59.0M	0.75%
37	CSLCARLISLE COMPANIES INCORPORATE	179,770	$56.0M	0.71%
38	SPGIS & P GLOBAL INC	106,867	$55.0M	0.70%
39	IWDISHARES RUSSELL 1000 VALUE ETF	267,626	$54.0M	0.69%
40	URIUNITED RENTALS INC COM	69,583	$54.0M	0.69%
41	CDNSCADENCE DESIGN SYSTEMS INC COM	172,894	$53.0M	0.67%
42	SPGIS & P GLOBAL INC	98,978	$51.0M	0.65%
43	SYKSTRYKER CORP COM	144,689	$49.0M	0.62%
44	IVVISHARES CORE S&P 500 ETF	72,196	$49.0M	0.62%
45	CITCINTAS CORP COM	266,038	$48.0M	0.61%
46	VEUVANGUARD FTSE ALL-WORLD EX-US	643,712	$45.0M	0.57%
47	IJRISHARES CORE S&P SMALL CAP ETF	371,567	$44.0M	0.56%
48	ABBVABBVIE INC	187,387	$42.0M	0.53%
49	ADBEADOBE INC COM	122,381	$42.0M	0.53%
50	USBU.S. BANCORP COM (NEW)	797,279	$41.0M	0.52%
51	BWXTBWX TECHNOLOGIES INC	232,540	$39.0M	0.49%
52	COSTCOSTCO WHOLESALE CORP	45,265	$38.0M	0.48%
53	CPRTCOPART INC	915,183	$35.0M	0.44%
54	HDHOME DEPOT INC COM	107,367	$35.0M	0.44%
55	ULTAULTA SALON COSMETICS & FRAGRAN	55,949	$33.0M	0.42%
56	IVVISHARES CORE S&amp;P 500 ETF	49,338	$33.0M	0.42%
57	EOGEOG RESOURCES INC.	336,859	$33.0M	0.42%
58	ALCALCON AG ORD SHS	412,247	$31.0M	0.39%
59	FINNFIRST NATL NEB INC COM	2,043	$30.0M	0.38%
60	ABTABBOTT LABS COM	240,377	$28.0M	0.36%
61	IJRISHARES CORE S&amp;P SMALL CAP ETF	235,405	$28.0M	0.36%
62	AMGNAMGEN INC COM	88,593	$28.0M	0.36%
63	AZOAUTOZONE INC COM	8,341	$27.0M	0.34%
64	APHAMPHENOL CORP CL A	211,268	$27.0M	0.34%
65	IEMGISHARES CORE MSCI EMERGING MKT	412,319	$27.0M	0.34%
66	CHECHEMED CORP COM	61,869	$26.0M	0.33%
67	SHWSHERWIN WILLIAMS CO COM	82,205	$25.0M	0.32%
68	PEPPEPSICO INC COM	188,855	$25.0M	0.32%
69	MCDMCDONALDS CORP COM	88,700	$25.0M	0.32%
70	RSPINVESCO S&P 500 EQUAL WEIGHT E	129,477	$24.0M	0.30%
71	ADPAUTOMATIC DATA PROCESSING COM	95,162	$23.0M	0.29%
72	TJXTJX COMPANIES INC	145,736	$21.0M	0.27%
73	CVXCHEVRON CORP COM	140,590	$21.0M	0.27%
74	LINLINDE PLC	50,746	$21.0M	0.27%
75	UNHUNITEDHEALTH GROUP INC COM	68,137	$21.0M	0.27%
76	ZTSZOETIS INC	172,730	$20.0M	0.25%
77	VOVANGUARD MID-CAP INDEX FUND -E	67,485	$19.0M	0.24%
78	INTUINTUIT INC	30,547	$19.0M	0.24%
79	RSPINVESCO S&P 500 EQUAL WEIGHT E	103,938	$19.0M	0.24%
80	IWRISHARES RUSSELL MID CAP ETF	208,896	$18.0M	0.23%
81	ACNACCENTURE PLC F CLASS A	68,310	$17.0M	0.22%
82	LLYLILLY ELI & CO COM	16,407	$17.0M	0.22%
83	FNDFLOOR & DECOR HOLDINGS INC-A	272,846	$16.0M	0.20%
84	RSPINVESCO S&amp;P 500 EQUAL WEIGHT E	83,563	$16.0M	0.20%
85	PLDPROLOGIS INC COM	127,812	$14.0M	0.18%
86	VOOVANGUARD S&P 500 ETF	23,158	$14.0M	0.18%
87	SMMDISHARES RUSSELL 2500 ETF	184,192	$13.0M	0.16%
88	ROLROLLINS INC	251,765	$13.0M	0.16%
89	AFGAMERICAN FINANCIAL GROUP INC O	106,662	$13.0M	0.16%
90	PHPARKER-HANNIFIN CORP	17,054	$13.0M	0.16%
91	MRSHMARSH COM	73,889	$12.0M	0.15%
92	JPMJPMORGAN CHASE &amp; CO COM	36,598	$11.0M	0.14%
93	HSYHERSHEY COMPANY	62,279	$10.0M	0.13%
94	GGGGRACO INC COM	139,663	$10.0M	0.13%
95	ULTAULTA SALON COSMETICS & FRAGRAN	17,934	$10.0M	0.13%
96	BAHBOOZ ALLEN HAMILTON HOLDINGS	121,589	$9.0M	0.11%
97	QDFFLEXSHARES QUALITY DIVIDEND IN	122,512	$9.0M	0.11%
98	VBVANGUARD SMALL CAP INDEX FUND	39,702	$9.0M	0.11%
99	POOLPOOL CORP	41,266	$8.0M	0.10%
100	—PEM HOLDING COMAPNY, LLC	1	$8.0M	0.10%

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