Bridges Investment Management
Bridges Investment Management reported 401 stocks worth $8.2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GOOGL (5.5%), IJH (5.5%) and AAPL (4.2%). Compared with Q1 2026, the fund opened new positions in NFLX, added to IJH, VEA and PANW, trimmed GOOGL, AAPL and MSFT and sold out of SWK, MKC and ITT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $452M | 5.5% | 1.3M | −68K (−5%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $450M | 5.5% | 5.8M | +49K (+1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $342M | 4.2% | 1.2M | −56K (−5%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $338M | 4.1% | 905K | −2,230 (−0%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $331M | 4.0% | 1.4M | −16K (−1%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $317M | 3.9% | 4.5M | +24K (+1%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $282M | 3.4% | 1.4M | −75K (−5%) | 8 of 8 | |
| 8 |  BRK.A Berkshire Hathaway Inc Dclass A | $238M | 2.9% | 318 | −19 (−6%) | 8 of 8 | |
| 9 |  PANW Palo Alto Networks Inc | $231M | 2.8% | 679K | +22K (+3%) | 8 of 8 | |
| 10 |  VWO Vanguard Intl Equity Index F | $208M | 2.5% | 3.5M | +24K (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $5M | 22K |
 SWK STANLEY BLACK & DECKER INC | $486K | 6,835 |
 MKC Mccormick & Co Inc | $453K | 8,990 |
 ITT Itt Corp | $392K | 2,060 |
 ACWI Ishares TR | $348K | 2,514 |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bridges Investment Management 13F FAQ
What does Bridges Investment Management own?
Bridges Investment Management reported 401 stocks worth $8.2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GOOGL (5.5%), IJH (5.5%) and AAPL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Bridges Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 188 added to, 85 trimmed and 19 sold out. New positions include NFLX. It sold all of SWK, MKC and ITT.
When will Bridges Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bridges Investment Management's portfolio worth?
The Q2 2026 filing reports $8.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.