BRIDGES INVESTMENT MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| CASEYS GEN STORES COM | 0 | 155,741 | +155,741 | 0 | 113,357,645 | +113,357,645 |
| VANGUARD FTSE DEVELOPED MARKET | 0 | 4,430,181 | +4,430,181 | 0 | 283,886,007 | +283,886,007 |
| OLD DOMINION FREIGHT LINE, INC | 0 | 642,375 | +642,375 | 0 | 125,520,075 | +125,520,075 |
| TRANE TECHOLOGIES PLC | 0 | 39,761 | +39,761 | 0 | 16,569,999 | +16,569,999 |
| AUTOZONE INC COM | 0 | 12,581 | +12,581 | 0 | 42,495,850 | +42,495,850 |
| EOG RESOURCES INC. | 0 | 334,414 | +334,414 | 0 | 48,346,246 | +48,346,246 |
| BADGER METER INC COM | 0 | 97,405 | +97,405 | 0 | 14,839,652 | +14,839,652 |
| INVESCO S&P 500 EQUAL WEIGHT E | 0 | 363,865 | +363,865 | 0 | 69,832,970 | +69,832,970 |
| ISHARES CORE S&P SMALL CAP ETF | 0 | 1,341,939 | +1,341,939 | 0 | 166,816,460 | +166,816,460 |
| ZOETIS INC | 0 | 248,809 | +248,809 | 0 | 29,411,712 | +29,411,712 |
| CHEVRON CORP COM | 0 | 139,217 | +139,217 | 0 | 28,803,983 | +28,803,983 |
| VANGUARD FTSE EMERGING MARKETS | 0 | 3,455,673 | +3,455,673 | 0 | 186,779,116 | +186,779,116 |
| CARLISLE COMPANIES INCORPORATE | 0 | 193,476 | +193,476 | 0 | 64,547,463 | +64,547,463 |
| COPART INC | 0 | 1,266,002 | +1,266,002 | 0 | 42,031,266 | +42,031,266 |
| COSTCO WHOLESALE CORP | 0 | 45,009 | +45,009 | 0 | 44,848,318 | +44,848,318 |
| POOL CORP | 0 | 70,660 | +70,660 | 0 | 14,296,637 | +14,296,637 |
| LINDE PLC | 0 | 51,197 | +51,197 | 0 | 25,381,425 | +25,381,425 |
| EXXON MOBIL CORP COM | 0 | 72,952 | +72,952 | 0 | 12,376,977 | +12,376,977 |
| EQUITY BANCSHARES INC CL A | 0 | 61,876 | +61,876 | 0 | 2,747,913 | +2,747,913 |
| PLAINS ALL AMERICAN PIPELINE L | 0 | 256,241 | +256,241 | 0 | 5,721,862 | +5,721,862 |
| JOHNSON & JOHNSON COM | 0 | 75,302 | +75,302 | 0 | 18,406,755 | +18,406,755 |
| BEL FUSE INC CL B | 0 | 12,425 | +12,425 | 0 | 2,459,902 | +2,459,902 |
| VANGUARD FTSE ALL-WORLD EX-US | 0 | 662,141 | +662,141 | 0 | 49,726,792 | +49,726,792 |
| COMFORT SYS USA INC COM | 0 | 5,830 | +5,830 | 0 | 8,039,512 | +8,039,512 |
| PEPSICO INC COM | 0 | 188,607 | +188,607 | 0 | 29,288,780 | +29,288,780 |
| ENTERPRISE PRODUCTS PARTNERS L | 0 | 236,597 | +236,597 | 0 | 8,952,831 | +8,952,831 |
| MURPHY USA INC | 0 | 11,134 | +11,134 | 0 | 5,499,862 | +5,499,862 |
| HERSHEY COMPANY | 0 | 63,551 | +63,551 | 0 | 13,211,575 | +13,211,575 |
| FIRST NATL NEB INC COM | 0 | 2,032 | +2,032 | 0 | 33,532,186 | +33,532,186 |
| AMGEN INC COM | 0 | 87,581 | +87,581 | 0 | 30,815,376 | +30,815,376 |
| VANGUARD S&P 500 ETF | 0 | 35,365 | +35,365 | 0 | 21,132,549 | +21,132,549 |
| VANECK BDC INCOME ETF | 0 | 135,805 | +135,805 | 0 | 1,738,304 | +1,738,304 |
| ENERGY TRANSFER LP | 0 | 339,257 | +339,257 | 0 | 6,547,660 | +6,547,660 |
| VANGUARD MID-CAP INDEX FUND -E | 0 | 73,709 | +73,709 | 0 | 21,167,750 | +21,167,750 |
| BOOZ ALLEN HAMILTON HOLDINGS | 0 | 149,109 | +149,109 | 0 | 11,634,976 | +11,634,976 |
| SUNBELT RENTALS HOLDINGS INC | 0 | 21,120 | +21,120 | 0 | 1,374,701 | +1,374,701 |
| AXCELIS TECHNOLOGIES INC COM N | 0 | 38,637 | +38,637 | 0 | 3,596,332 | +3,596,332 |
| TYLER TECHNOLOGIES INC | 0 | 4,764 | +4,764 | 0 | 1,631,098 | +1,631,098 |
| WATSCO INC | 0 | 5,560 | +5,560 | 0 | 2,022,672 | +2,022,672 |
| ARTHUR J. GALLAGHER & CO. | 0 | 6,924 | +6,924 | 0 | 1,499,600 | +1,499,600 |
| GENERAC HOLDINGS INC | 0 | 16,435 | +16,435 | 0 | 3,210,248 | +3,210,248 |
| TJX COMPANIES INC | 0 | 146,917 | +146,917 | 0 | 23,462,645 | +23,462,645 |
| TRADEWEB MKTS INC CL A | 0 | 27,901 | +27,901 | 0 | 3,282,832 | +3,282,832 |
| RUSH ENTERPRISES | 0 | 53,494 | +53,494 | 0 | 3,536,488 | +3,536,488 |
| AAON, INC. | 0 | 38,189 | +38,189 | 0 | 3,160,141 | +3,160,141 |
| API GROUP CORP STOCK | 0 | 137,365 | +137,365 | 0 | 5,566,030 | +5,566,030 |
| CLEAN HARBORS INC | 0 | 12,068 | +12,068 | 0 | 3,460,258 | +3,460,258 |
| TARGA RESOURCES | 0 | 15,258 | +15,258 | 0 | 3,825,638 | +3,825,638 |
| MPLX LP | 0 | 114,164 | +114,164 | 0 | 6,515,339 | +6,515,339 |
| GE VERNOVA INC | 0 | 2,913 | +2,913 | 0 | 2,542,758 | +2,542,758 |
| EATON CORP PLC | 0 | 26,004 | +26,004 | 0 | 9,300,851 | +9,300,851 |
| WATERS CORP | 0 | 3,098 | +3,098 | 0 | 922,585 | +922,585 |
| LATTICE SEMICONDUCTOR CORP | 0 | 30,632 | +30,632 | 0 | 2,841,424 | +2,841,424 |
| GRACO INC COM | 0 | 145,795 | +145,795 | 0 | 12,341,547 | +12,341,547 |
| SAIA INC COM | 0 | 6,135 | +6,135 | 0 | 2,155,103 | +2,155,103 |
| DYNATRACE INC | 0 | 52,308 | +52,308 | 0 | 1,934,350 | +1,934,350 |
| CATERPILLAR INC DEL COM | 0 | 5,951 | +5,951 | 0 | 4,216,046 | +4,216,046 |
| KINSALE CAP GROUP INC COM | 0 | 7,509 | +7,509 | 0 | 2,565,525 | +2,565,525 |
| CHENIERE ENERGY INC | 0 | 8,974 | +8,974 | 0 | 2,546,462 | +2,546,462 |
| DEERE & CO COM | 0 | 7,985 | +7,985 | 0 | 4,497,951 | +4,497,951 |
| MERCK & CO INC COM | 0 | 55,851 | +55,851 | 0 | 6,718,316 | +6,718,316 |
| KLA CORP COM | 0 | 41,745 | +41,745 | 0 | 61,465,756 | +61,465,756 |
| TEXAS PACIFIC LAND CORP | 0 | 3,969 | +3,969 | 0 | 1,883,528 | +1,883,528 |
| LINCOLN ELECTRIC HOLDINGS | 0 | 16,149 | +16,149 | 0 | 4,022,393 | +4,022,393 |
| PROLOGIS INC COM | 0 | 128,416 | +128,416 | 0 | 16,974,027 | +16,974,027 |
| HONEYWELL INTERNATIONAL INC CO | 0 | 22,250 | +22,250 | 0 | 5,029,168 | +5,029,168 |
| LONDON STOCK EXCHANGE GROUP SP | 0 | 64,830 | +64,830 | 0 | 1,894,527 | +1,894,527 |
| HAMILTON LANE INC CL A | 0 | 17,740 | +17,740 | 0 | 1,763,356 | +1,763,356 |
| BUILDERS FIRSTSOURCE INC COM | 0 | 24,848 | +24,848 | 0 | 2,045,736 | +2,045,736 |
| DOUBLEVERIFY HOLDINGS INC | 0 | 85,777 | +85,777 | 0 | 814,883 | +814,883 |
| NXP SEMICONDUCTORS NV COM | 0 | 4,700 | +4,700 | 0 | 925,242 | +925,242 |
| HAWKINS INC COM | 0 | 13,813 | +13,813 | 0 | 2,121,662 | +2,121,662 |
| FLEXSHARES MSTAR DEVELOPED MAR | 0 | 22,352 | +22,352 | 0 | 2,100,813 | +2,100,813 |
| FIRST FINL BANKSHARES INC | 0 | 76,834 | +76,834 | 0 | 2,262,761 | +2,262,761 |
| VERIZON COMMUNICATIONS COM | 0 | 48,635 | +48,635 | 0 | 2,441,477 | +2,441,477 |
| CNX RESOURCES CORP | 0 | 67,229 | +67,229 | 0 | 2,591,677 | +2,591,677 |
| TAYLOR MORRISON HOME CORP - A | 0 | 60,254 | +60,254 | 0 | 3,509,193 | +3,509,193 |
| HEARTFLOW INC | 0 | 17,313 | +17,313 | 0 | 421,225 | +421,225 |
| ADVANCED DRAIN SYSTEMS INC COM | 0 | 34,259 | +34,259 | 0 | 4,697,937 | +4,697,937 |
| AMERICAN TOWER CORP COM | 0 | 52,764 | +52,764 | 0 | 9,106,072 | +9,106,072 |
| TARGET CORP COM | 0 | 25,658 | +25,658 | 0 | 3,109,781 | +3,109,781 |
| PARKER-HANNIFIN CORP | 0 | 17,196 | +17,196 | 0 | 15,394,548 | +15,394,548 |
| ISHARES MSCI EMERGING MKTS ETF | 0 | 107,714 | +107,714 | 0 | 6,117,090 | +6,117,090 |
| COCA COLA CO COM | 0 | 54,065 | +54,065 | 0 | 4,111,643 | +4,111,643 |
| ARAMARK | 0 | 32,350 | +32,350 | 0 | 1,311,469 | +1,311,469 |
| VERTIV HOLDINGS CO CL A | 0 | 4,125 | +4,125 | 0 | 1,033,643 | +1,033,643 |
| MSCI, INC. | 0 | 14,117 | +14,117 | 0 | 7,609,205 | +7,609,205 |
| EASTGROUP PROPERTIES SH BEN IN | 0 | 12,395 | +12,395 | 0 | 2,294,191 | +2,294,191 |
| CACI INTL INC CL A | 0 | 4,258 | +4,258 | 0 | 2,315,799 | +2,315,799 |
| ISHARES MSCI ACWI ETF | 0 | 2,514 | +2,514 | 0 | 347,862 | +347,862 |
| APPLIED INDL TECHNOLOGIES INC | 0 | 8,052 | +8,052 | 0 | 2,136,356 | +2,136,356 |
| CONOCOPHILLIPS COM | 0 | 16,423 | +16,423 | 0 | 2,167,836 | +2,167,836 |
| L3HARRIS TECHNOLOGIES INC | 0 | 6,278 | +6,278 | 0 | 2,166,852 | +2,166,852 |
| SCHWAB US LARGE CAP GROWTH ETF | 0 | 11,085 | +11,085 | 0 | 322,917 | +322,917 |
| ISHARES RUSSELL MID CAP ETF | 0 | 210,148 | +210,148 | 0 | 20,432,690 | +20,432,690 |
| BANK HAWAII CORP | 0 | 4,279 | +4,279 | 0 | 317,716 | +317,716 |
| TEXAS INSTRUMENTS INC COM | 0 | 17,255 | +17,255 | 0 | 3,349,885 | +3,349,885 |
| MANHATTAN ASSOCIATES INC. | 0 | 6,560 | +6,560 | 0 | 873,268 | +873,268 |
| WESTERN DIGITAL CORP COM | 0 | 1,013 | +1,013 | 0 | 274,006 | +274,006 |
| CUBESMART | 0 | 44,812 | +44,812 | 0 | 1,642,360 | +1,642,360 |