BRIDGES INVESTMENT MANAGEMENT INC

CIK 0001007295 · Q1 2026

13F Equity AUM

$7.4B

-6.4% QoQ

Positions

393

-7 QoQ

AUM Rank

#784

Top 6%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #2,981 · Top 36%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 23.3%Top 10: 39.0%Top 20: 57.3%

IJH5.3%

GOOGL5.2%

MSFT4.5%

AAPL4.3%

AMZN4.0%

VEA3.9%

NVDA3.5%

BRK/A3.3%

MA2.6%

VWO2.5%

Others (383)61.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services38.1%

Technology19.3%

Consumer Cyclical11.1%

Industrials8.7%

Communication Services7.9%

Healthcare6.3%

Financials3.4%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 393Median: 0.02%Avg: 0.25%

0–0.5%

345(18.9%)

0.5–1%

21(15.4%)

1–3%

19(31.9%)

3–5%

6(23.4%)

5%+

2(10.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 386Unique: 7vs 20 funds

5.3%Low

393

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.4%

BANK OF AMERICA CORP /DE/

8.1%

7.9%

9.2%

12.5%

9.4%

VANGUARD CAPITAL MANAGEMENT LLC

9.1%

GEODE CAPITAL MANAGEMENT, LLC

8.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

10.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New22Increased129Decreased174Exited29

New Positions

EQBK0.0%

+62K

BELFB0.0%

+12K

SUNBELT RENTALS HOLD…0.0%

+21K

BIZD0.0%

+136K

HTFL0.0%

+17K

WAT0.0%

+3K

BRC0.0%

+2K

WDC0.0%

+1K

GTY0.0%

+8K

IDEV0.0%

+3K

Increased

CPRT0.6%

+351K(+38%)

VEA3.9%

+265K(+6%)

VWO2.5%

+119K(+4%)

NOW0.8%

+116K(+27%)

PAA0.1%

+85K(+50%)

BMI0.2%

+84K(+607%)

FND0.3%

+78K(+20%)

ZTS0.4%

+76K(+44%)

DV0.0%

+62K(+266%)

RSP0.9%

+47K(+15%)

Decreased

IJH5.3%

-233,038(-4%)

BWXT0.1%

-187,305(-81%)

AAPL4.3%

-131,994(-10%)

UNP1.9%

-102,875(-15%)

IEMG0.3%

-79,835(-19%)

GOOGL5.2%

-55,178(-4%)

ODFL1.7%

-49,193(-7%)

IVV2.1%

-25,686(-10%)

ADBE0.3%

-18,651(-15%)

PANW1.4%

-17,966(-3%)

Exited

-184,192

-21,120

-8,030

-19,620

-5,940

-1,548

-4,409

-1,619

-7,176

-1,216

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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