You're signed outSign in or to get full access.
Bridges Investment Management Inc.
Bridges Investment Management Inc is an independent investment adviser based in Omaha, Nebraska. The firm is registered with the U.S. Securities and Exchange Commission and provides investment management and advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. Bridges was founded in 1994 and serves a clientele seeking personalized portfolio management. The firm maintains a tight-knit team typical of regional boutiques.
Investment Strategy
Bridges Investment Management implements a disciplined, research-driven investment process with a focus on fundamental analysis to construct long-term portfolios tailored to client objectives. The firm prioritizes risk management and preservation of capital while seeking to add value through prudent security selection and diversified asset allocation. Portfolios commonly include a blend of equities, fixed income, and alternative assets, managed through a customized approach for each client segment.
Latest 13F Filing Activity
Bridges Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 397 equity positions with a total 13F market value of $7B. The fund increased holdings in Microsoft Corp. Com, Nvidia Corporation, Amazon.com Inc. among other positions. Bridges Investment Management Inc. reduced exposure to Unitedhealth Group Inc. Com, Apple Inc., Berkshire Hathaway Inc. Class A among others.
Top Holdings
Equity Positions (397)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.29% | $466.0M | 936,839 | $310.48 | $497.41 | +$111.3M |
A AMZN | AMAZON.COM INC | 4.36% | $323.1M | 1,472,534 | $148.22 | $219.39 | +$53.5M |
A AAPL | APPLE INC | 4.24% | $313.8M | 1,529,670 | $124.08 | $205.17 | -$52.3M |
I IJH | ISHARES CORE S&P MID CAP ETF | 3.84% | $284.1M | 4,581,466 | $46.62 | $62.02 | +$18.9M |
| ALPHABET INC CL A | 3.81% | $281.7M | 1,598,545 | $128.15 | $176.23 | +$31.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more