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BRIDGES INVESTMENT MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BRIDGES INVESTMENT MANAGEMENT INC
报告期 2026-03-31 · CIK 0001007295
持仓数
396
前50大市值合计
$6.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
增持 78
减持 68
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON.COM INC
-$79.2M
1,416,846
-11%
减持
AAPL
APPLE INC
-$57.9M
1,648,360
-3%
减持
GOOGL
ALPHABET INC CL A
-$57.8M
1,620,212
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP COM
-$45.8M
944,855
-1%
减持
NVDA
NVIDIA CORPORATION
-$42.7M
1,556,480
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
+$39.6M
389
-2%
减持
AVGO
BROADCOM INC
-$32.1M
400,230
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$27.1M
391,601
-2%
减持
NOW
SERVICENOW INC COM
-$19.3M
66,228
-3%
增持
URI
UNITED RENTALS INC COM
+$18.2M
59,208
+121%
减持
PGR
PROGRESSIVE CORP
+$16.0M
406,177
-2%
减持
GOOG
ALPHABET INC CL C
-$15.0M
376,994
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$13.8M
3,162,657
+8%
减持
V
VISA INC. CLASS A
+$13.7M
427,770
-1%
增持
CSL
CARLISLE COMPANIES INCORPORATE
+$13.3M
41,463
+1870%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$13.2M
1,432,464
+1%
减持
CDNS
CADENCE DESIGN SYSTEMS INC COM
-$12.7M
131,260
-14%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
-$12.2M
213,831
-4%
增持
LAD
LITHIA MTRS INC CL A
-$11.3M
241,420
+5%
减持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$9.1M
3,138,975
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC.
+$8.9M
386,592
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
-$8.8M
703,184
-1%
减持
USB
U.S. BANCORP COM (NEW)
-$8.5M
1,497,422
-0%
增持
ABBV
ABBVIE INC
+$8.3M
192,031
+7%
减持
ODFL
OLD DOMINION FREIGHT LINE, INC
-$8.2M
684,112
-1%
增持
CHE
CHEMED CORP COM
+$7.9M
71,001
+5%
减持
AMT
AMERICAN TOWER CORP COM
-$7.9M
81,259
-42%
增持
MRSH
MARSH & MCLENNAN COS COM
+$7.9M
75,274
+52%
增持
CASY
CASEYS GEN STORES COM
+$7.8M
175,836
+2%
减持
BLK
BLACKROCK INC
-$7.8M
87,733
-1%
增持
ADBE
ADOBE INC COM
-$7.2M
144,604
+3%
增持
CTAS
CINTAS CORP COM
+$6.7M
274,122
+1%
增持
AZO
AUTOZONE INC COM
+$6.4M
8,232
+5%
增持
IVV
ISHARES CORE S&P 500 ETF
+$6.1M
181,949
+11%
减持
LOW
LOWES COMPANIES COM
-$5.5M
370,541
-1%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$5.4M
172,146
-1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$5.2M
385,699
+6%
减持
TPL
TEXAS PACIFIC LAND CORP
-$5.1M
3,147
-63%
增持
ABT
ABBOTT LABS COM
+$4.9M
247,982
+0%
减持
BWXT
BWX TECHNOLOGIES INC
-$4.9M
282,812
-4%
减持
AMGN
AMGEN INC COM
+$4.7M
92,723
-0%
减持
HD
HOME DEPOT INC COM
-$4.6M
106,108
-5%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$4.6M
283,173
-6%
减持
—
ALCON AG ORD SHS
+$3.8M
443,258
-2%
减持
TGT
TARGET CORP COM
-$3.7M
121,052
-0%
减持
MA
MASTERCARD
+$3.7M
394,500
-2%
增持
AFG
AMERICAN FINANCIAL GROUP INC O
+$3.6M
100,595
+43%
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$3.3M
4,546,151
+5%
减持
CVX
CHEVRON CORP COM
+$3.2M
148,007
-0%
减持
CPRT
COPART INC
-$3.0M
822,519
-5%
增持
KLAC
KLA CORP COM
+$2.7M
51,698
+0%
增持
ULTA
ULTA SALON COSMETICS & FRAGRAN
-$2.7M
81,606
+9%
减持
SYK
STRYKER CORP COM
-$2.6M
57,322
-14%
减持
—
ACCENTURE PLC F CLASS A
-$2.6M
62,783
-0%
增持
—
LINDE PLC
+$2.5M
53,440
+0%
减持
GNRC
GENERAC HOLDINGS INC
-$2.3M
19,247
-37%
增持
BAH
BOOZ ALLEN HAMILTON HOLDINGS
-$2.3M
123,257
+5%
减持
UNP
UNION PACIFIC CORP COM
+$2.2M
674,297
-2%
增持
SPGI
S & P GLOBAL INC
+$2.1M
202,214
+0%
增持
ROL
ROLLINS INC
+$2.1M
263,215
+1%
增持
EOG
EOG RESOURCES INC.
+$2.1M
367,494
+0%
减持
PM
PHILIP MORRIS INTERNATIONAL IN
+$1.8M
64,882
-8%
减持
—
EATON CORP PLC
-$1.8M
28,236
-1%
增持
TSLA
TESLA INC
-$1.7M
13,008
+3%
减持
MCD
MCDONALDS CORP COM
+$1.7M
98,010
-2%
增持
FND
FLOOR & DECOR HOLDINGS INC-A
+$1.7M
320,614
+32%
增持
ATR
APTARGROUP INC
-$1.6M
213,473
+1%
减持
ADSK
AUTODESK INC
-$1.6M
9,242
-32%
增持
ADP
AUTOMATIC DATA PROCESSING COM
+$1.5M
99,776
+1%
增持
COST
COSTCO WHOLESALE CORP
+$1.5M
47,370
+0%
增持
LNTH
LANTHEUS HOLDINGS INC
+$1.4M
25,509
+111%
增持
KNSL
KINSALE CAP GROUP INC COM
+$1.3M
5,026
+112%
增持
LMT
LOCKHEED MARTIN CORP COM
-$1.3M
39,002
+1%
增持
DPZ
DOMINO'S PIZZA, INC.
+$1.3M
5,027
+112%
增持
OPCH
OPTION CARE HEALTH INC NEW
+$1.2M
49,031
+133%
增持
APG
API GROUP CORP STOCK
+$1.1M
61,175
+111%
增持
GGG
GRACO INC COM
+$1.1M
138,824
+12%
增持
LECO
LINCOLN ELECTRIC HOLDINGS
+$1.1M
11,684
+103%
减持
TXN
TEXAS INSTRUMENTS INC COM
-$1.1M
33,018
-12%
增持
ZTS
ZOETIS INC
+$1.1M
271,553
+1%
减持
WFC
WELLS FARGO & CO DEL COM
+$1.0M
679,067
-0%
减持
NKE
NIKE INC CL B
-$1.0M
28,751
-23%
增持
RUSHA
RUSH ENTERPRISES
+$982.4K
35,749
+111%
增持
CELH
CELSIUS HOLDINGS INC NEW
+$981.5K
43,949
+98%
增持
TMHC
TAYLOR MORRISON HOME CORP - A
+$975.1K
31,385
+111%
增持
FFIN
FIRST FINL BANKSHARES INC
+$954.5K
51,641
+107%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC CO
+$949.3K
8,641
+119%
增持
WSO
WATSCO INC
+$936.2K
4,168
+67%
减持
JPM
JPMORGAN CHASE & CO COM
+$934.5K
531,888
-2%
增持
HLNE
HAMILTON LANE INC CL A
+$930.9K
11,845
+111%
增持
MUSA
MURPHY USA INC
+$901.6K
4,040
+103%
增持
TMO
THERMO FISHER SCIENTIFIC
+$894.6K
140,237
+6%
增持
BMI
BADGER METER INC COM
+$890.0K
10,729
+98%
增持
POOL
POOL CORP
-$859.6K
70,984
+3%
增持
PLD
PROLOGIS INC COM
+$859.1K
134,607
+0%
增持
NMIH
NMI HLDGS INC CL A
+$844.0K
45,241
+111%
增持
WMS
ADVANCED DRAIN SYSTEMS INC COM
+$821.7K
14,122
+129%
减持
MRK
MERCK & CO INC COM
-$821.5K
56,446
-5%
增持
IEMG
ISHARES CORE MSCI EMERGING MKT
+$815.2K
412,869
+0%
增持
FIX
COMFORT SYS USA INC COM
+$796.9K
7,169
+101%
减持
CMCSA
COMCAST CORP CL A
-$792.6K
83,319
-19%
减持
—
EXXON MOBIL CORP COM
+$788.2K
76,478
-1%
增持
EGP
EASTGROUP PROPERTIES SH BEN IN
+$776.9K
8,331
+94%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$773.3K
2,976
-78%
减持
VOO
VANGUARD S&P 500 ETF
-$769.9K
29,533
-0%
增持
EVR
EVERCORE PARTNERS INC CL A
+$754.3K
10,998
+111%
增持
TW
TRADEWEB MKTS INC CL A
+$753.7K
8,718
+111%
增持
—
GMS INC COM
+$751.3K
22,751
+111%
减持
TRU
TRANSUNION
-$746.4K
3,294
-70%
减持
JNJ
JOHNSON & JOHNSON COM
+$729.8K
74,698
-7%
增持
EXP
EAGLE MATERIALS INC COM
+$727.7K
6,918
+111%
减持
QDF
FLEXSHARES QUALITY DIVIDEND IN
-$725.7K
124,214
-5%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$717.0K
12,512
+111%
减持
PYPL
PAYPAL HOLDINGS INC
-$713.8K
5,259
-58%
增持
CLH
CLEAN HARBORS INC
+$711.0K
8,057
+111%
减持
IWR
ISHARES RUSSELL MID CAP ETF
-$705.6K
146,724
-2%
减持
WMT
WALMART INC
-$703.6K
87,068
-6%
清仓
KVUE
KENVUE INC
-$703.4K
0
-100%
增持
META
META PLATFORMS INC
-$678.1K
172,848
+1%
增持
CUBE
CUBESMART
+$672.2K
29,966
+111%
减持
PEP
PEPSICO INC COM
-$665.5K
212,948
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$654.2K
7,751
增持
—
HOLOGIC INC COM
+$642.2K
23,227
+111%
增持
FOXF
FOX FACTORY HLDG CORP COM
+$637.8K
63,455
+128%
减持
ORCL
ORACLE CORP COM
-$636.0K
22,461
-1%
增持
CNX
CNX RESOURCES CORP
+$631.0K
44,673
+111%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$616.0K
20,479
+153%
增持
AIT
APPLIED INDL TECHNOLOGIES INC
+$605.2K
5,400
+111%
增持
JLL
JONES LANG LASALLE INC COM
+$590.9K
4,447
+120%
增持
JKHY
JACK HENRY & ASSOCIATES INC
+$582.1K
6,720
+83%
增持
AAON
AAON, INC.
+$571.9K
25,503
+111%
减持
TTD
THE TRADE DESK INC. CL A
-$560.3K
5,813
-22%
增持
XPEL
XPEL INC
+$553.6K
52,823
+111%
增持
WM
WASTE MANAGEMENT INC
+$553.3K
17,258
+1%
增持
SAIA
SAIA INC COM
+$547.8K
4,081
+112%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$522.0K
6,177
-28%
减持
FINN
FIRST NATL NEB INC COM
-$517.6K
2,039
-0%
减持
AMP
AMERIPRISE FINANCIAL INC COM
-$510.3K
8,886
-2%
增持
VB
VANGUARD SMALL CAP INDEX FUND
-$510.1K
33,366
+1%
增持
CACI
CACI INTL INC CL A
+$501.3K
2,844
+112%
增持
CGNX
COGNEX CORP COM
+$498.7K
45,048
+91%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM N
+$498.3K
25,793
+130%
建仓
AJG
ARTHUR J. GALLAGHER & CO.
+$491.6K
1,424
减持
STT
STATE STREET CORP COM
-$490.5K
32,265
-6%
清仓
GWW
W W GRAINGER INC
-$474.3K
0
-100%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US
-$469.7K
789,642
-6%
减持
RTX
RTX CORPORATION COM
+$454.3K
29,135
-1%
减持
FISV
FISERV INC WISCONSIN COM
-$446.0K
13,619
-19%
减持
IVW
ISHARES S&P 500 GROWTH INDEX F
-$445.5K
46,753
-1%
减持
CLX
CLOROX CO DEL COM
-$445.3K
6,651
-24%
