Bridges Investment Management Inc.
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$7.4B
Holdings
390
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IJH
ISHARES CORE S&P MID CAP ETF
Q1 2026: Increased +11.1% (5.9k → 6.5k shares)
5.3%
02
$GOOGL
ALPHABET INC CL A
Q1 2026: Sold 3.6% (4.9k → 4.8k shares)
5.2%
03
$MSFT
MICROSOFT CORP COM
Q1 2026: Sold 14.2% (95.1k → 81.7k shares)
4.6%
04
$AAPL
APPLE INC
Q1 2026: Sold 1.9% (170.5k → 167.4k shares)
4.3%
05
$AMZN
AMAZON.COM INC
Q1 2026: Increased +52.3% (39.9k → 60.7k shares)
4.0%
06
$VEA
VANGUARD FTSE DEVELOPED MARKET
Q1 2026: Increased +6.9% (30.6k → 32.7k shares)
3.9%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +888.7% (20.0k → 197.7k shares)
3.5%
08
$BRK/A
BERKSHIRE HATHAWAY INC CLASS A
Q4 2025: Exited (was 192 shares)
3.3%
09
$MA
MASTERCARD
Q4 2025: Sold 96.1% (17.9k → 697 shares)
2.6%
10
$VWO
VANGUARD FTSE EMERGING MARKETS
Q4 2025: Sold 99.8% (3.78M → 7.8k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:50 UTC.