Back to BRIDGES INVESTMENT MANAGEMENT INC

Bridges Investment Management Inc

Quarter-over-quarter position changes

675 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
AddedKLA CORPJun 30, 2026+456,797>1000%498,542$137.82Mhigh
Added464287614Jun 30, 2026+486,554+296%650,736$60.42Mhigh
AddedParker-Hannifin CorpJun 30, 2026+33,522+195%50,718$32.79Mmedium
TrimmedUnion Pacific CorpJun 30, 2026-114,210-19%480,021$31.07Mmedium
TrimmedCHEMED CORPJun 30, 2026-61,293-93%4,628$28.55Mmedium
AddedBroadcom Inc.Jun 30, 2026+74,254+22%409,492$28.05Mmedium
TrimmedAlphabet Inc.Jun 30, 2026-68,271-5.1%1,264,162$24.40Mmedium
NewNetflix IncJun 30, 2026+288,995New288,995$20.63Mmedium
TrimmedEOG RESOURCES INCJun 30, 2026-155,745-47%178,669$20.20Mmedium
Added922908629Jun 30, 2026+221,631+301%295,340$17.86Mmedium
AddedSTRYKER CORPJun 30, 2026+54,839+36%207,365$17.27Mmedium
AddedUnited Rentals IncJun 30, 2026+14,587+20%86,985$16.53Mmedium
TrimmedZoetis Inc.Jun 30, 2026-228,396-92%20,413$16.41Mmedium
TrimmedApple Inc.Jun 30, 2026-56,266-4.6%1,180,277$16.28Mmedium
TrimmedADOBE INC.Jun 30, 2026-77,782-75%25,948$15.95Mmedium
TrimmedNVIDIA CorpJun 30, 2026-75,007-5.1%1,409,406$15.01Mmedium
Trimmed084670108Jun 30, 2026-19-5.6%318$14.23Mmedium
TrimmedPOOL CORPJun 30, 2026-60,651-86%10,009$13.03Mmedium
AddedTrane Technologies plcJun 30, 2026+24,013+60%63,774$11.79Mmedium
Added464287200Jun 30, 2026+14,763+6.4%246,971$11.06Mmedium
AddedIntuitive Surgical IncJun 30, 2026+20,173+12%187,721$8.02Mmedium
AddedPalo Alto Networks IncJun 30, 2026+22,141+3.4%678,562$7.55Mmedium
AddedServiceNow IncJun 30, 2026+70,670+13%610,865$7.02Mmedium
TrimmedTHERMO FISHER SCIENTIFIC INC.Jun 30, 2026-13,367-9.6%126,117$6.70Mmedium
AddedBADGER METER INCJun 30, 2026+38,359+39%135,764$5.69Mmedium
ExitedHONEYWELL INTERNATIONAL INCJun 30, 2026-22,250-100%0$5.03Mmedium
AddedS&P Global Inc.Jun 30, 2026+9,960+4.2%247,443$4.06Mlow
TrimmedAmazon.com IncJun 30, 2026-16,078-1.1%1,390,101$3.83Mlow
AddedWarren E. BuffettJun 30, 2026+7,585+2.1%362,572$3.80Mlow
Added464287507Jun 30, 2026+48,697+0.8%5,830,885$3.76Mlow
TrimmedBWX Technologies, Inc.Jun 30, 2026-19,017-42%26,218$3.70Mlow
TrimmedAlphabet Inc.Jun 30, 2026-10,399-3.6%282,417$3.67Mlow
Trimmed78462F103Jun 30, 2026-4,677-44%6,009$3.49Mlow
TrimmedAXCELIS TECHNOLOGIES INCJun 30, 2026-17,079-44%21,558$3.24Mlow
Trimmed46434G103Jun 30, 2026-37,501-11%294,983$3.11Mlow
AddedAUTOZONE INCJun 30, 2026+943+7.5%13,524$3.01Mlow
AddedFerguson Enterprises Inc. /DEJun 30, 2026+10,716+853%11,973$2.54Mlow
AddedCARLISLE COMPANIES INCJun 30, 2026+6,933+3.6%200,409$2.51Mlow
NewHONEYWELL INTERNATIONAL INCJun 30, 2026+11,126New11,126$2.49Mlow
NewHoneywell Aerospace Inc.HONAJun 30, 2026+11,125New11,125$2.46Mlow
Added922908736Jun 30, 2026+27,494+496%33,042$2.37Mlow
AddedBooking Holdings IncJun 30, 2026+11,435>1000%11,900$2.04Mlow
TrimmedLITHIA MOTORS INCJun 30, 2026-6,797-2.4%278,265$1.97Mlow
AddedTYLER TECHNOLOGIES, INC.Jun 30, 2026+6,397+134%11,161$1.87Mlow
AddedAbbVie Inc.Jun 30, 2026+7,350+3.9%193,443$1.85Mlow
TrimmedComfort Systems USA IncJun 30, 2026-900-15%4,930$1.78Mlow
TrimmedPROGRESSIVE CORP/OHJun 30, 2026-8,041-2.0%384,540$1.76Mlow
AddedCOCA COLA COJun 30, 2026+21,443+40%75,508$1.74Mlow
Added921943858Jun 30, 2026+23,733+0.5%4,453,914$1.69Mlow
TrimmedLOWES COMPANIES INCJun 30, 2026-7,385-1.7%439,775$1.63Mlow
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