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
201NIKE Inc 27,5781.5M $
202Moody's Corp 3,1581.4M $
203Vanguard Total Stock Market ETF 4,2921.4M $
204Sunbelt Rentals Holdings Inc 21,1201.4M $
205Emerson Electric Co. 10,4881.4M $
206Pfizer Inc 46,8311.3M $
207Aramark 32,3501.3M $
208AT&T Inc 41,9541.2M $
209GXO Logistics Inc 23,1101.2M $
210American Express Co 3,9461.2M $
211Occidental Petroleum Corp 18,2741.2M $
212Quanta Services Inc 2,1271.2M $
213Carrier Global Corp 20,6101.2M $
214Truist Financial Corp 24,7641.1M $
215Warner Music Group Corp 42,3901.1M $
216Marriott International Inc/MD 3,2771.1M $
217AptarGroup Inc 8,2601M $
218Vertiv Holdings Co 4,1251M $
219iShares MSCI EAFE ETF 10,266997.2K $
220Citigroup Inc 8,618977.4K $
221Avery Dennison Corp 5,620970.5K $
222Williams Cos Inc/The 13,272965.9K $
223iShares Trust 12,827953.7K $
224Colgate-Palmolive Co 10,862925.8K $
225Waters Corp 3,098922.6K $
226Phillips 66 5,047919.5K $
227LKQ Corp 31,230917.2K $
228CBRE Group Inc 6,640899.5K $
229Ingredion Inc 7,974898.4K $
230Ecolab Inc 3,359893.6K $
231Manhattan Associates Inc 6,560873.3K $
232Hasbro Inc 9,155856.9K $
233Mondelez International Inc 14,564839.5K $
234Woodward Inc 2,325832.2K $
235VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,838825.4K $
236Kraft Heinz Co/The 36,456819.9K $
237DoubleVerify Holdings Inc 85,777814.9K $
238iShares S&P Mid-Cap 400 Growth ETF 7,926797.5K $
239Bristol-Myers Squibb Co 12,749773.2K $
240Clorox Co/The 7,272753.6K $
241Salesforce Inc 4,035753.2K $
242Cencora Inc 2,357740.4K $
243WEC Energy Group Inc 6,237722.1K $
244Hilton Worldwide Holdings Inc 2,348714K $
245Otis Worldwide Corp 9,140704.5K $
246Unilever PLC 12,356703.9K $
247Valmont Industries Inc 1,709682.9K $
248iShares MSCI EAFE Growth ETF 6,000668.2K $
249Houlihan Lokey Inc 4,417634.4K $
250Duke Energy Corp 4,824631.7K $
251Cloudflare Inc 3,053630K $
252HCA Healthcare Inc 1,281606.2K $
253Vanguard Total International S 7,622587.7K $
254Air Products and Chemicals Inc 1,992578.7K $
255Intel Corp 12,945571.3K $
256American Electric Power Co Inc 4,320566.3K $
257Ross Stores Inc 2,583559.6K $
258DENTSPLY SIRONA Inc 47,366549.4K $
259Cummins Inc 1,015546.1K $
260Westinghouse Air Brake Technologies Corp 2,174543.3K $
261Vanguard Real Estate ETF 6,093540.4K $
262Cigna Group/The 1,996532.4K $
263Carpenter Technology Corp 1,267499.4K $
264LPL Financial Holdings Inc 1,658498.8K $
265Monolithic Power Systems Inc 449490.9K $
266iShares S&P Small-Cap 600 Growth ETF 3,380489.1K $
267Stanley Black & Decker Inc 6,835485.7K $
268Shell PLC 5,193482.9K $
269Southern Co/The 4,996482.2K $
270Fair Isaac Corp 451481.5K $
271Construction Partners Inc 4,190465.6K $
272RBC Bearings Inc 852462.7K $
273Martin Marietta Materials Inc 786462.7K $
274Teradyne Inc 1,538456K $
275McCormick & Co Inc/MD 8,990453.5K $
276Invesco QQQ Trust Series 1 779449.6K $
277Vanguard Information Technology ETF 615429.1K $
278Advanced Micro Devices Inc 2,102427.6K $
279HeartFlow Inc 17,313421.2K $
280Vanguard Index Funds 2,167399.3K $
281Kimberly-Clark Corp 4,133398.7K $
282iShares Trust 3,077394.2K $
283Qnity Electronics Inc 3,416394.1K $
284Natera Inc 1,948389.6K $
285Marvell Technology Inc 3,900386.3K $
286Vistra Corp 2,539381.7K $
287iShares S&P Mid-Cap 400 Value ETF 2,814372.9K $
288Freeport-McMoRan Inc 6,299370.3K $
289Armstrong World Industries Inc 2,137352.2K $
290Permian Resources Corp 16,368349K $
291iShares Trust 2,514347.9K $
292State Street SPDR S&P MidCap 400 ETF Trust 563347.2K $
293Alliant Energy Corp 4,775342.7K $
294Nucor Corp 2,008339.6K $
295Baker Hughes Co 5,530337.6K $
296Archer-Daniels-Midland Co 4,633336.8K $
297Primerica Inc 1,330333.1K $
298Entegris Inc 2,762323.8K $
299Schwab Strategic Trust 11,085322.9K $
300VANGUARD SCOTTSDALE FUNDS 3,444322.8K $