EdgeMarket › What Bridges Investment Management Inc reported owning
What Bridges Investment Management Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.4BPositions
396Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | 390.5M | 5.3% | 5.8M | 76.77 | +20.8% |
| GOOGL Alphabet Inc. | 383.2M | 5.2% | 1.3M | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 335.8M | 4.5% | 907.1K | 483.24 | -4.4% |
| AAPL Apple Inc. | 313.8M | 4.3% | 1.2M | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 292.9M | 4.0% | 1.4M | 258.63 | +15.6% |
| VEA Vanguard FTSE Developed Markets ETF | 283.9M | 3.8% | 4.4M | 73.42 | +24.7% |
| NVDA NVIDIA CORP | 258.9M | 3.5% | 1.5M | 214.72 | +22.4% |
| unmapped CUSIP 084670108 | 242.0M | 3.3% | 337 | — | — |
| MA Mastercard Inc | 189.0M | 2.6% | 378.2K | 580.63 | -2.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 186.8M | 2.5% | 3.5M | 60.45 | +17.7% |
| unmapped CUSIP 084670702 | 170.1M | 2.3% | 355.0K | — | — |
| IJR iShares Core S&P Small-Cap ETF | 166.8M | 2.3% | 1.3M | 147.31 | +29.0% |
| IVV iShares Core S&P 500 ETF | 151.7M | 2.1% | 232.2K | 769.31 | +20.0% |
| JPM JPMORGAN CHASE & CO | 145.0M | 2.0% | 493.1K | 351.58 | +20.3% |
| UNP UNION PACIFIC CORP | 144.2M | 2.0% | 594.2K | 308.05 | +36.5% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 125.5M | 1.7% | 642.4K | 206.47 | +37.4% |
| V VISA INC. | 122.6M | 1.7% | 405.8K | 371.04 | +7.9% |
| CASY CASEYS GENERAL STORES INC | 113.4M | 1.5% | 155.7K | 835.74 | +62.8% |
| LOW LOWES COMPANIES INC | 105.7M | 1.4% | 447.2K | 216.09 | -16.0% |
| META Meta Platforms, Inc. | 105.6M | 1.4% | 184.6K | 549.90 | -26.5% |
| PANW Palo Alto Networks Inc | 105.2M | 1.4% | 656.4K | 357.87 | +94.0% |
| AVGO Broadcom Inc. | 103.8M | 1.4% | 335.2K | 368.45 | +26.5% |
| SPGI S&P Global Inc. | 101.0M | 1.4% | 237.5K | 431.29 | -22.6% |
| GOOG Alphabet Inc. | 84.0M | 1.1% | 292.8K | 341.75 | +70.7% |
| PGR PROGRESSIVE CORP/OH/ | 77.8M | 1.1% | 392.6K | 219.28 | -13.2% |
| ISRG INTUITIVE SURGICAL INC | 77.2M | 1.0% | 167.5K | 378.81 | -21.2% |
| BLK BlackRock, Inc. | 74.9M | 1.0% | 77.8K | 1,156.55 | +2.5% |
| LAD LITHIA MOTORS INC | 71.2M | 1.0% | 285.1K | 370.73 | +20.9% |
| IWF iShares Russell 1000 Growth Fund | 70.0M | 0.9% | 164.2K | 122.39 | +11.2% |
| RSP Invesco S&P 500 Equal Weight ETF | 69.8M | 0.9% | 363.9K | 221.67 | +18.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 68.6M | 0.9% | 139.5K | 629.27 | +27.2% |
| CSL CARLISLE COMPANIES INC | 64.5M | 0.9% | 193.5K | 367.68 | -4.2% |
| ICE Intercontinental Exchange, Inc. | 61.9M | 0.8% | 393.4K | 161.25 | -11.1% |
| KLAC KLA CORP | 61.5M | 0.8% | 41.7K | 183.99 | +109.5% |
| NOW ServiceNow, Inc. | 56.5M | 0.8% | 540.2K | 128.48 | -27.8% |
| IWD iShares Russell 1000 Value ETF | 55.0M | 0.7% | 257.3K | 257.29 | +29.2% |
| URI UNITED RENTALS, INC. | 52.7M | 0.7% | 72.4K | 1,098.51 | +21.8% |
| WFC WELLS FARGO & COMPANY/MN | 51.9M | 0.7% | 652.2K | 83.84 | +7.3% |
| SYK STRYKER CORP | 50.1M | 0.7% | 152.5K | 329.45 | -15.9% |
| VEU Vanguard FTSE All World Ex US ETF | 49.7M | 0.7% | 662.1K | 85.69 | +23.3% |
| EOG EOG RESOURCES INC | 48.3M | 0.7% | 334.4K | 153.05 | +29.3% |
| CDNS CADENCE DESIGN SYSTEMS INC | 48.2M | 0.7% | 173.5K | 319.02 | -7.7% |
| COST COSTCO WHOLESALE CORP /NEW | 44.8M | 0.6% | 45.0K | 947.74 | -4.7% |
| CTAS CINTAS CORP | 44.7M | 0.6% | 264.5K | 203.79 | -6.0% |
| AZO AUTOZONE INC | 42.5M | 0.6% | 12.6K | 2,957.95 | -28.9% |
| CPRT COPART INC | 42.0M | 0.6% | 1.3M | 33.80 | -29.0% |
| USB US BANCORP \DE\ | 41.0M | 0.6% | 787.5K | 62.05 | +33.7% |
| ABBV AbbVie Inc. | 40.5M | 0.5% | 186.1K | 264.96 | +26.7% |
| ULTA Ulta Beauty, Inc. | 36.1M | 0.5% | 69.2K | 521.46 | +0.9% |
| HD HOME DEPOT, INC. | 34.8M | 0.5% | 105.9K | 335.61 | -16.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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