Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC CLASS A | $296,865 | ||
BRK.A | 311 | -18 | $197,311 |
BRK.B | 236,741 | -1,772 | $99,554 |
MICROSOFT CORP COM | 410,247 | -7,329 | $172,599 |
MSFT | 410,247 | -7,329 | $172,599 |
APPLE INC | 901,530 | -56,792 | $154,594 |
AAPL | 901,530 | -56,792 | $154,594 |
ISHARES CORE S&P MID CAP ETF (IJH) | 2,508,913 | +2,016,791 | $152,391 |
IJH | 2,508,913 | +2,016,791 | $152,391 |
AMAZON.COM INC | 687,202 | -10,258 | $123,957 |
AMZN | 687,202 | -10,258 | $123,957 |
BRIDGES INVESTMENT FUND | $114,225 | ||
MFU | 1,102,448 | -31,276 | $114,225 |
ALPHABET INC CL A | 733,647 | -29,367 | $110,729 |
GOOGL | 733,647 | -29,367 | $110,729 |
VANGUARD FTSE DEVELOPED MARKET (VEA) | 2,138,469 | -1,301 | $107,287 |
VEA | 2,138,469 | -1,301 | $107,287 |
MASTERCARD | 210,415 | -8,935 | $101,330 |
MA | 210,415 | -8,935 | $101,330 |
NVIDIA CORPORATION | 107,480 | -4,666 | $97,115 |
NVDA | 107,480 | -4,666 | $97,115 |
ISHARES CORE S&P SMALL CAP ETF (IJR) | 818,115 | -46,288 | $90,418 |
IJR | 818,115 | -46,288 | $90,418 |
VANGUARD FTSE EMERGING MARKETS (VWO) | 2,083,399 | -11,676 | $87,024 |
VWO | 2,083,399 | -11,676 | $87,024 |
UNION PACIFIC CORP COM | 246,105 | -13,598 | $60,525 |
UNP | 246,105 | -13,598 | $60,525 |
ISHARES RUSSELL 1000 GROWTH ET (IWF) | 171,949 | -2,138 | $57,955 |
IWF | 171,949 | -2,138 | $57,955 |
VISA INC. CLASS A | 206,854 | -8,062 | $57,729 |
V | 206,854 | -8,062 | $57,729 |
OLD DOMINION FREIGHT LINE INC | 260,684 | +125,420 | $57,171 |
ODFL | 260,684 | +125,420 | $57,171 |
UNITEDHEALTH GROUP INC COM | 106,830 | -1,679 | $52,849 |
UNH | 106,830 | -1,679 | $52,849 |
PALO ALTO NETWORKS INC COM | 179,034 | -48 | $50,869 |
PANW | 179,034 | -48 | $50,869 |
JPMORGAN CHASE & CO COM | 240,837 | -2,891 | $48,240 |
JPM | 240,837 | -2,891 | $48,240 |
META PLATFORMS INC | 89,561 | -2,156 | $43,489 |
META | 89,561 | -2,156 | $43,489 |
ISHARES RUSSELL 1000 VALUE ETF (IWD) | 239,722 | +4,808 | $42,937 |
IWD | 239,722 | +4,808 | $42,937 |
ALPHABET INC CL C | 280,913 | -19,955 | $42,772 |
GOOG | 280,913 | -19,955 | $42,772 |
PROGRESSIVE CORP | 198,846 | -9,504 | $41,125 |
PGR | 198,846 | -9,504 | $41,125 |
VANGUARD FTSE ALL WORLD EX US (VEU) | 650,627 | -4,202 | $38,159 |
VEU | 650,627 | -4,202 | $38,159 |
ISHARES CORE S&P 500 ETF (IVV) | 71,144 | -976 | $37,403 |
IVV | 71,144 | -976 | $37,403 |
LOWES COMPANIES COM | 141,718 | +10,012 | $36,100 |
LOW | 141,718 | +10,012 | $36,100 |
SERVICENOW INC COM | 46,288 | +2,154 | $35,290 |
NOW | 46,288 | +2,154 | $35,290 |
BLACKROCK INC. | 41,725 | -2,373 | $34,786 |
BLK | 41,725 | -2,373 | $34,786 |
S & P GLOBAL INC | 80,419 | +1,230 | $34,214 |
SPGI | 80,419 | +1,230 | $34,214 |
ADOBE INC COM | 66,505 | -1,060 | $33,558 |
ADBE | 66,505 | -1,060 | $33,558 |
THERMO FISHER SCIENTIFIC | 49,891 | -2,949 | $28,997 |
TMO | 49,891 | -2,949 | $28,997 |
HOME DEPOT INC COM | 74,094 | -38,819 | $28,422 |
HD | 74,094 | -38,819 | $28,422 |
CASEYS GEN STORES COM | 84,377 | -1,734 | $26,870 |
CASY | 84,377 | -1,734 | $26,870 |
INTUITIVE SURGICAL INC. | 66,675 | +2,835 | $26,609 |
ISRG | 66,675 | +2,835 | $26,609 |
INTERCONTINENTAL EXCHANGE INC. (ICE) | 180,894 | +20,784 | $24,860 |
ICE | 180,894 | +20,784 | $24,860 |
ALCON AG ORD SHS | 280,885 | -13,945 | $23,395 |
ALC | 280,885 | -13,945 | $23,395 |
LITHIA MTRS INC CL A | 73,498 | +21,130 | $22,113 |
LAD | 73,498 | +21,130 | $22,113 |
CHEMED CORP COM | 33,267 | -1,241 | $21,355 |
CHE | 33,267 | -1,241 | $21,355 |
BWX TECHNOLOGIES INC | 203,760 | -12,069 | $20,910 |
BWXT | 203,760 | -12,069 | $20,910 |
EOG RESOURCES INC. | 159,529 | -1,363 | $20,394 |
EOG | 159,529 | -1,363 | $20,394 |
COPART INC | 327,351 | -6,808 | $18,960 |
CPRT | 327,351 | -6,808 | $18,960 |
ISHARES CORE MSCI EMERGING MKT (IEMG) | 367,010 | UNCH | $18,938 |
IEMG | 367,010 | UNCH | $18,938 |
ULTA SALON COSMETICS & FRAGRAN | 34,329 | -942 | $17,950 |
ULTA | 34,329 | -942 | $17,950 |
ZOETIS INC | 103,276 | +40,406 | $17,475 |
ZTS | 103,276 | +40,406 | $17,475 |
APTARGROUP INC | 120,577 | -2,449 | $17,350 |
ATR | 120,577 | -2,449 | $17,350 |
PEPSICO INC COM | 94,695 | -6,548 | $16,573 |
PEP | 94,695 | -6,548 | $16,573 |
CINTAS CORP COM | 23,468 | +2,667 | $16,123 |
CTAS | 23,468 | +2,667 | $16,123 |
EDWARDS LIFESCIENCES CORP COM | 161,412 | -9,726 | $15,425 |
EW | 161,412 | -9,726 | $15,425 |
ABBVIE INC | 80,492 | -1,943 | $14,658 |
ABBV | 80,492 | -1,943 | $14,658 |
MCDONALDS CORP COM | 49,354 | -2,038 | $13,915 |
MCD | 49,354 | -2,038 | $13,915 |
See Full List: All Stocks Held By Bridges Investment Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Bridges Investment Management Inc.
Size ($ in 1000's)
At 03/31/2024: $3,202,564 At 12/31/2023: $3,016,521 Bridges Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridges Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |