Titelia

Holdings of BRIDGES INVESTMENT MANAGEMENT INC

362 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.9 % of the equity sleeve

Sector breakdown

  • Technology 19.1 %
  • Financials 18.5 %
  • Funds 11.4 %
  • Consumer discretionary 10.2 %
  • Communication 8.1 %
  • Industrials 5.9 %
  • Health care 5.6 %
  • Consumer staples 1.7 %
  • Energy 1.0 %
  • Materials 0.5 %
  • Real estate 0.4 %
  • Utilities 0.1 %
  • Unattributed 17.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.1 %
  • GB 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3567.2B $99.86 %
2NL27.5M $0.10 %
3GB32.7M $0.04 %
4DK1268.7K $0.00 %

Positions

RankCompanySharesValueWeight
301SUNOCO LP 4,927320.1K $
302Global X Funds 4,070318.1K $
303Bank of Hawaii Corp 4,279317.7K $
304Axon Enterprise Inc 747317.2K $
305Paychex Inc 3,428315.8K $
306Wynn Resorts Ltd 3,104315.2K $
307MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,404311.8K $
308JBT Marel Corp 2,393306K $
309Schwab Strategic Trust 9,995304.8K $
310Goldman Sachs Group Inc/The 360304.6K $
311Cheesecake Factory Inc/The 5,543303.5K $
312Broadridge Financial Solutions Inc 1,841299.1K $
313WD-40 Co 1,455296.7K $
314CH Robinson Worldwide Inc 1,766293.3K $
315Ferguson Enterprises Inc 1,257293.2K $
316Prudential Financial, Inc. 2,990292.1K $
317BP PLC 6,167289.8K $
318Trinity Industries Inc 8,965288.5K $
319PNC Financial Services Group Inc/The 1,335277.8K $
320O'Reilly Automotive Inc 2,980275.1K $
321Western Digital Corp 1,013274K $
322Aflac Inc 2,489273.1K $
323Novo Nordisk A/S 7,311268.7K $
324TKO Group Holdings Inc 1,332268.6K $
325Prestige Consumer Healthcare Inc 4,527268.3K $
326Arcosa Inc 2,518267.3K $
327ASML Holding NV 202266.8K $
328Datadog Inc 2,260266.8K $
329HB Fuller Co 4,314266.1K $
330IDEXX Laboratories Inc 451253.4K $
331Hillman Solutions Corp 30,336252.4K $
332Motorola Solutions Inc 571247.8K $
333CSW Industrials Inc 941245.2K $
334Antero Resources Corp 5,733243.3K $
335CoStar Group Inc 6,000242K $
336Getty Realty Corp 7,601241.7K $
337Vanguard Admiral Funds Inc. 1,930241.3K $
338Core & Main Inc 4,839239K $
339Curtiss-Wright Corp 350238.4K $
340Allstate Corp/The 1,148238K $
341Corpay Inc 815237.2K $
342Dimensional ETF Trust 6,000233.2K $
343Stock Yards Bancorp Inc 3,440228K $
344iShares Core MSCI International Developed Markets ETF 2,725227.7K $
345Dimensional ETF Trust 5,815226.6K $
346SiteOne Landscape Supply Inc 1,684224.2K $
347Landstar System Inc 1,377220.7K $
348UniFirst Corp/MA 874219.9K $
349Morgan Stanley 1,333219.4K $
350PTC Inc 1,535218.7K $
351Leggett & Platt Inc 22,129218.6K $
3523M Co 1,501218K $
353Schwab US Broad Market ETF 8,448212K $
354ONEOK Inc 2,342211.7K $
355Northrop Grumman Corp 310211.5K $
356Alliance Laundry Holdings Inc 10,053208.5K $
357Dominion Energy Inc 3,366208.1K $
358Thor Industries Inc 2,582206.3K $
359Vanguard S&P 500 Value ETF 1,011206K $
360SPDR Gold MiniShares Trust 2,207204.6K $
361Brady Corp 2,463200.1K $
362Rocket Cos Inc 10,176145K $