BRIDGES INVESTMENT MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES CORE S&P MID CAP ETF | 4,443,042 | 6,015,226 | +1,572,184 | 289,952,891 | 397,004,914 | +107,052,023 |
| ALPHABET INC CL A | 1,573,121 | 1,387,611 | -185,510 | 382,425,738 | 434,322,106 | +51,896,368 |
| ISHARES CORE S&P 500 ETF | 198,247 | 257,894 | +59,647 | 132,686,795 | 176,642,071 | +43,955,276 |
| VANGUARD FTSE DEVELOPED MARKET | 4,009,526 | 4,165,019 | +155,493 | 240,250,806 | 260,188,745 | +19,937,939 |
| INTUITIVE SURGICAL, INC. | 170,946 | 169,622 | -1,324 | 76,452,180 | 96,067,116 | +19,614,936 |
| S & P GLOBAL INC | 199,084 | 219,986 | +20,902 | 96,896,174 | 114,962,484 | +18,066,310 |
| LILLY ELI & CO COM | 11,513 | 23,822 | +12,309 | 8,784,419 | 25,601,027 | +16,816,608 |
| ISHARES RUSSELL 2500 ETF | 0 | 184,192 | +184,192 | 0 | 13,803,349 | +13,803,349 |
| THERMO FISHER SCIENTIFIC | 142,220 | 141,442 | -778 | 68,979,544 | 81,958,567 | +12,979,023 |
| OLD DOMINION FREIGHT LINE, INC | 687,625 | 691,568 | +3,943 | 96,803,848 | 108,437,862 | +11,634,014 |
| LITHIA MTRS INC CL A | 263,157 | 284,325 | +21,168 | 83,157,612 | 94,489,728 | +11,332,116 |
| AMAZON.COM INC | 1,450,926 | 1,418,655 | -32,271 | 318,579,822 | 327,453,947 | +8,874,125 |
| CARLISLE COMPANIES INCORPORATE | 148,107 | 179,770 | +31,663 | 48,721,279 | 57,501,231 | +8,779,952 |
| INVESCO S&P 500 EQUAL WEIGHT E | 276,768 | 316,978 | +40,210 | 52,502,890 | 60,720,305 | +8,217,415 |
| MSCI, INC. | 0 | 12,621 | +12,621 | 0 | 7,241,047 | +7,241,047 |
| WELLS FARGO & CO DEL COM | 650,855 | 649,938 | -917 | 54,554,666 | 60,574,222 | +6,019,556 |
| ISHARES RUSSELL MID CAP ETF | 147,155 | 208,896 | +61,741 | 14,207,815 | 20,110,418 | +5,902,603 |
| KLA CORP COM | 51,245 | 49,999 | -1,246 | 55,272,857 | 60,752,785 | +5,479,928 |
| ISHARES CORE S&P SMALL CAP ETF | 1,294,092 | 1,323,661 | +29,569 | 153,776,993 | 159,077,574 | +5,300,581 |
| ULTA SALON COSMETICS & FRAGRAN | 80,902 | 80,991 | +89 | 44,233,169 | 49,000,364 | +4,767,195 |
| STRYKER CORP COM | 124,706 | 144,689 | +19,983 | 46,100,067 | 50,853,843 | +4,753,776 |
| ALPHABET INC CL C | 375,367 | 305,698 | -69,669 | 91,420,633 | 95,928,033 | +4,507,400 |
| COPART INC | 701,576 | 915,183 | +213,607 | 31,549,873 | 35,829,415 | +4,279,542 |
| VANGUARD FTSE EMERGING MARKETS | 3,232,404 | 3,337,149 | +104,745 | 175,131,631 | 179,405,121 | +4,273,490 |
| UNION PACIFIC CORP COM | 667,696 | 697,106 | +29,410 | 157,823,319 | 161,254,635 | +3,431,316 |
| AMGEN INC COM | 92,291 | 88,593 | -3,698 | 26,044,520 | 28,997,375 | +2,952,855 |
| ISHARES RUSSELL 2000 VALUE ETF | 20,632 | 35,007 | +14,375 | 3,647,944 | 6,343,618 | +2,695,674 |
| FIRST NATL NEB INC COM | 2,079 | 2,043 | -36 | 29,355,480 | 31,666,500 | +2,311,020 |
| NVIDIA CORPORATION | 1,485,490 | 1,497,363 | +11,873 | 277,162,771 | 279,258,257 | +2,095,486 |
| VANGUARD MID-CAP INDEX FUND -E | 59,546 | 67,485 | +7,939 | 17,491,043 | 19,585,497 | +2,094,454 |
| VANGUARD FTSE ALL-WORLD EX-US | 636,169 | 643,712 | +7,543 | 45,403,375 | 47,351,420 | +1,948,045 |
| LOWES COMPANIES COM | 420,832 | 446,441 | +25,609 | 105,759,290 | 107,663,712 | +1,904,422 |
| HESS MIDSTREAM LP CL A | 0 | 51,380 | +51,380 | 0 | 1,772,610 | +1,772,610 |
| VANGUARD S&P 500 ETF | 28,859 | 30,873 | +2,014 | 17,672,871 | 19,361,587 | +1,688,716 |
| JOHNSON & JOHNSON COM | 76,933 | 76,622 | -311 | 14,264,867 | 15,856,867 | +1,592,000 |
| AMPHENOL CORP CL A | 218,217 | 211,268 | -6,949 | 27,004,355 | 28,550,757 | +1,546,402 |
| ASHTEAD GROUP PLC SPONRD ADS | 0 | 21,120 | +21,120 | 0 | 1,494,029 | +1,494,029 |
| PARKER-HANNIFIN CORP | 17,900 | 17,054 | -846 | 13,570,885 | 14,989,784 | +1,418,899 |
| LONDON STOCK EXCHANGE GROUP SP | 0 | 42,220 | +42,220 | 0 | 1,270,906 | +1,270,906 |
| XPEL INC | 64,878 | 68,238 | +3,360 | 2,145,516 | 3,405,758 | +1,260,242 |
| PROLOGIS INC COM | 131,989 | 127,812 | -4,177 | 15,115,380 | 16,316,480 | +1,201,100 |
| VANGUARD TOTAL STOCK MARKET - | 5,364 | 8,499 | +3,135 | 1,760,304 | 2,849,460 | +1,089,156 |
| TRADEWEB MKTS INC CL A | 10,693 | 20,595 | +9,902 | 1,186,710 | 2,214,787 | +1,028,077 |
| AVERY DENNISON CORP | 0 | 5,620 | +5,620 | 0 | 1,022,166 | +1,022,166 |
| MERCK & CO INC COM | 59,002 | 56,735 | -2,267 | 4,952,038 | 5,971,926 | +1,019,888 |
| ARAMARK | 0 | 25,570 | +25,570 | 0 | 942,510 | +942,510 |
| COMFORT SYS USA INC COM | 5,863 | 6,149 | +286 | 4,838,031 | 5,738,800 | +900,769 |
| ISHARES RUSSELL 1000 VALUE ETF | 273,076 | 267,626 | -5,450 | 55,595,460 | 56,292,454 | +696,994 |
| API GROUP CORP STOCK | 112,721 | 118,557 | +5,836 | 3,874,221 | 4,535,991 | +661,770 |
| UNILEVER PLC SP ADR NEW | 0 | 8,475 | +8,475 | 0 | 554,243 | +554,243 |
| WALMART INC | 90,035 | 87,906 | -2,129 | 9,279,007 | 9,793,607 | +514,600 |
| CROWN CASTLE INC | 14,450 | 21,121 | +6,671 | 1,394,281 | 1,877,024 | +482,743 |
| CATERPILLAR INC DEL COM | 6,030 | 5,851 | -179 | 2,877,214 | 3,351,863 | +474,649 |
| EXXON MOBIL CORP COM | 76,446 | 75,460 | -986 | 8,619,248 | 9,080,815 | +461,567 |
| VANGUARD TOTAL INTERNATIONAL S | 7,643 | 13,458 | +5,815 | 561,455 | 1,015,271 | +453,816 |
| TJX COMPANIES INC | 151,767 | 145,736 | -6,031 | 21,936,403 | 22,386,507 | +450,104 |
| VISA INC. CLASS A | 417,930 | 408,040 | -9,890 | 142,672,943 | 143,103,708 | +430,765 |
| PLAINS ALL AMERICAN PIPELINE L | 155,913 | 170,836 | +14,923 | 2,659,876 | 3,068,215 | +408,339 |
| RTX CORPORATION COM | 29,531 | 29,117 | -414 | 4,941,423 | 5,340,057 | +398,634 |
| VANGUARD VALUE INDEX FUND - ET | 7,934 | 9,832 | +1,898 | 1,479,612 | 1,877,813 | +398,201 |
| ADVANCED DRAIN SYSTEMS INC COM | 28,122 | 29,581 | +1,459 | 3,900,522 | 4,284,216 | +383,694 |
| CNX RESOURCES CORP | 54,862 | 58,076 | +3,214 | 1,762,168 | 2,135,455 | +373,287 |
| VANGUARD HIGH DIVIDEND YIELD I | 0 | 2,537 | +2,537 | 0 | 364,110 | +364,110 |
| MPLX LP | 103,351 | 103,351 | 0 | 5,162,382 | 5,515,843 | +353,461 |
| JONES LANG LASALLE INC COM | 5,451 | 5,881 | +430 | 1,625,925 | 1,978,780 | +352,855 |
| IQVIA HOLDINGS INC | 9,185 | 9,288 | +103 | 1,744,599 | 2,093,608 | +349,009 |
| REDDIT INC CL A | 0 | 1,509 | +1,509 | 0 | 346,874 | +346,874 |
| OPTION CARE HEALTH INC NEW | 60,225 | 63,343 | +3,118 | 1,671,846 | 2,018,108 | +346,262 |
| TRAVELERS COMPANIES INC COM | 4,387 | 5,403 | +1,016 | 1,224,938 | 1,567,195 | +342,257 |
| ACCENTURE PLC F CLASS A | 72,951 | 68,310 | -4,641 | 17,989,716 | 18,327,573 | +337,857 |
| CISCO SYS INC COM | 74,012 | 69,782 | -4,230 | 5,063,901 | 5,375,307 | +311,406 |
| TERADYNE INC COM | 0 | 1,538 | +1,538 | 0 | 297,695 | +297,695 |
| QNITY ELECTRONICS INC COMMON S | 0 | 3,565 | +3,565 | 0 | 291,082 | +291,082 |
| ZOOM COMMUNICATIONS INC CL A | 0 | 3,367 | +3,367 | 0 | 290,538 | +290,538 |
| C.H. ROBINSON WORLDWIDE INC | 0 | 1,766 | +1,766 | 0 | 283,902 | +283,902 |
| DUTCH BROTHERS INC CL A | 0 | 4,576 | +4,576 | 0 | 280,143 | +280,143 |
| EVERCORE PARTNERS INC CL A | 13,505 | 14,207 | +702 | 4,555,507 | 4,833,932 | +278,425 |
| TKO GROUP HOLDINGS INC CL A | 0 | 1,332 | +1,332 | 0 | 278,388 | +278,388 |
| DISNEY (WALT) | 28,505 | 31,122 | +2,617 | 3,263,823 | 3,540,750 | +276,927 |
| SOLSTICE ADVANCED MATERIALS IN | 0 | 5,614 | +5,614 | 0 | 272,728 | +272,728 |
| MONGODB INC CL A | 0 | 643 | +643 | 0 | 269,861 | +269,861 |
| JACK HENRY & ASSOCIATES INC | 8,032 | 8,030 | -2 | 1,196,205 | 1,465,314 | +269,109 |
| ISHARES CORE MSCI EAFE ETF | 40,788 | 42,801 | +2,013 | 3,561,201 | 3,828,978 | +267,777 |
| VANGUARD TOTAL WORLD STOCK IND | 0 | 1,865 | +1,865 | 0 | 263,077 | +263,077 |
| TARGA RESOURCES | 15,258 | 15,258 | 0 | 2,556,325 | 2,815,101 | +258,776 |
| NMI HLDGS INC CL A | 55,602 | 58,480 | +2,878 | 2,131,781 | 2,385,399 | +253,618 |
| CENCORA INC COM | 1,738 | 2,357 | +619 | 543,177 | 796,077 | +252,900 |
| BAKER HUGHES COMPANY | 0 | 5,530 | +5,530 | 0 | 251,836 | +251,836 |
| CORE & MAIN INC CL A | 0 | 4,839 | +4,839 | 0 | 251,483 | +251,483 |
| ARCH CAP GROUP LTD ORD | 15,571 | 17,304 | +1,733 | 1,412,757 | 1,659,800 | +247,043 |
| MORGAN STANLEY | 0 | 1,379 | +1,379 | 0 | 244,813 | +244,813 |
| HILTON WORLDWIDE HOLDINGS INC | 1,712 | 2,394 | +682 | 444,161 | 687,677 | +243,516 |
| MACOM TECH SOLUTIONS HOLDINGS | 0 | 1,404 | +1,404 | 0 | 240,477 | +240,477 |
| ISHARES CORE MSCI EMERGING MKT | 416,833 | 412,319 | -4,514 | 27,477,632 | 27,716,083 | +238,451 |
| VERTIV HOLDINGS CO CL A | 2,842 | 4,105 | +1,263 | 428,744 | 665,051 | +236,307 |
| HYATT HOTELS CORP - CL A | 8,815 | 9,272 | +457 | 1,251,113 | 1,486,487 | +235,374 |
| INGREDION INC | 5,304 | 7,974 | +2,670 | 647,671 | 879,213 | +231,542 |
| CARVANA CO CL A | 1,119 | 1,548 | +429 | 422,132 | 653,287 | +231,155 |
| ANTERO RES CORP COM | 0 | 6,595 | +6,595 | 0 | 227,264 | +227,264 |
| CAPITAL ONE FINANCIAL COM | 11,251 | 10,806 | -445 | 2,391,737 | 2,618,942 | +227,205 |