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BRIDGES INVESTMENT MANAGEMENT INC

Q1 2026 · 13F-HR

BRIDGES INVESTMENT MANAGEMENT INCholdings as filed

Filed 2026-05-04 · accession 0001007295-26-000004

$7.38B
Reported value
396
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHISHARES CORE S&P MID CAP ETF$390.5M5.29%5,782,188CommonSOLE
02079K305GOOGLALPHABET INC CL A$383.2M5.19%1,332,433CommonSOLE
594918104MSFTMICROSOFT CORP COM$335.8M4.55%907,119CommonSOLE
037833100AAPLAPPLE INC$313.8M4.25%1,236,543CommonSOLE
023135106AMZNAMAZON.COM INC$292.9M3.97%1,406,179CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$283.9M3.85%4,430,181CommonSOLE
67066G104NVDANVIDIA CORPORATION$258.9M3.51%1,484,413CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC CLASS A$242.0M3.28%337CommonSOLE
57636Q104MAMASTERCARD$189.0M2.56%378,188CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS$186.8M2.53%3,455,673CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$170.1M2.31%354,987CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$166.8M2.26%1,341,939CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$151.7M2.06%232,208CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$145.0M1.97%493,072CommonSOLE
907818108UNPUNION PACIFIC CORP COM$144.2M1.95%594,231CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE, INC$125.5M1.70%642,375CommonSOLE
92826C839VVISA INC. CLASS A$122.6M1.66%405,777CommonSOLE
147528103CASYCASEYS GEN STORES COM$113.4M1.54%155,741CommonSOLE
548661107LOWLOWES COMPANIES COM$105.7M1.43%447,160CommonSOLE
30303M102METAMETA PLATFORMS INC$105.6M1.43%184,587CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$105.2M1.43%656,421CommonSOLE
11135F101AVGOBROADCOM INC$103.8M1.41%335,238CommonSOLE
78409V104SPGIS & P GLOBAL INC$101.0M1.37%237,483CommonSOLE
02079K107GOOGALPHABET INC CL C$84.0M1.14%292,816CommonSOLE
743315103PGRPROGRESSIVE CORP$77.8M1.05%392,581CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$77.2M1.05%167,548CommonSOLE
09290D101BLKBLACKROCK INC$74.9M1.01%77,841CommonSOLE
536797103LADLITHIA MTRS INC CL A$71.2M0.96%285,062CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ET$70.0M0.95%164,182CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT E$69.8M0.95%363,865CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$68.6M0.93%139,484CommonSOLE
142339100CSLCARLISLE COMPANIES INCORPORATE$64.5M0.87%193,476CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC.$61.9M0.84%393,435CommonSOLE
482480100KLACKLA CORP COM$61.5M0.83%41,745CommonSOLE
81762P102NOWSERVICENOW INC COM$56.5M0.77%540,195CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$55.0M0.74%257,253CommonSOLE
911363109URIUNITED RENTALS INC COM$52.7M0.71%72,398CommonSOLE
949746101WMT2WELLS FARGO & CO DEL COM$51.9M0.70%652,244CommonSOLE
863667101SYKSTRYKER CORP COM$50.1M0.68%152,526CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$49.7M0.67%662,141CommonSOLE
26875P101EOGEOG RESOURCES INC.$48.3M0.66%334,414CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM$48.2M0.65%173,482CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$44.8M0.61%45,009CommonSOLE
172908105CTASCINTAS CORP COM$44.7M0.61%264,525CommonSOLE
053332102AZOAUTOZONE INC COM$42.5M0.58%12,581CommonSOLE
217204106CPRTCOPART INC$42.0M0.57%1,266,002CommonSOLE
902973304USBU.S. BANCORP COM (NEW)$41.0M0.55%787,487CommonSOLE
00287Y109ABBVABBVIE INC$40.5M0.55%186,093CommonSOLE
90384S303ULTAULTA SALON COSMETICS & FRAGRAN$36.1M0.49%69,150CommonSOLE
437076102HDHOME DEPOT INC COM$34.8M0.47%105,906CommonSOLE
335720108FINNFIRST NATL NEB INC COM$33.5M0.45%2,032CommonSOLE
H01301128ALCALCON AG ORD SHS$30.8M0.42%409,022CommonSOLE
031162100AMGNAMGEN INC COM$30.8M0.42%87,581CommonSOLE
98978V103ZTSZOETIS INC$29.4M0.40%248,809CommonSOLE
713448108PEPPEPSICO INC COM$29.3M0.40%188,607CommonSOLE
166764100CVXCHEVRON CORP COM$28.8M0.39%139,217CommonSOLE
002824100ABTABBOTT LABS COM$28.4M0.39%277,089CommonSOLE
032095101APHAMPHENOL CORP CL A$27.4M0.37%216,478CommonSOLE
580135101MCDMCDONALDS CORP COM$27.1M0.37%87,216CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$26.6M0.36%82,849CommonSOLE
G54950103LINLINDE PLC$25.4M0.34%51,197CommonSOLE
00724F101ADBEADOBE INC COM$25.2M0.34%103,730CommonSOLE
16359R103CHECHEMED CORP COM$24.9M0.34%65,921CommonSOLE
339750101FNDFLOOR & DECOR HOLDINGS INC-A$24.1M0.33%474,641CommonSOLE
872540109TJXTJX COMPANIES INC$23.5M0.32%146,917CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MKT$23.2M0.31%332,484CommonSOLE
532457108LLYLILLY ELI & CO COM$23.0M0.31%24,956CommonSOLE
922908629VOVANGUARD MID-CAP INDEX FUND -E$21.2M0.29%73,709CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$21.1M0.29%35,365CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING COM$20.6M0.28%101,264CommonSOLE
464287499IWRISHARES RUSSELL MID CAP ETF$20.4M0.28%210,148CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$18.4M0.25%75,302CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$18.2M0.25%67,251CommonSOLE
74340W103PLDPROLOGIS INC COM$17.0M0.23%128,416CommonSOLE
G8994E103TTTRANE TECHOLOGIES PLC$16.6M0.22%39,761CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15.4M0.21%17,196CommonSOLE
056525108BMIBADGER METER INC COM$14.8M0.20%97,405CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC O$14.3M0.19%112,172CommonSOLE
73278L105POOLPOOL CORP$14.3M0.19%70,660CommonSOLE
775711104ROLROLLINS INC$13.6M0.18%254,837CommonSOLE
427866108HSYHERSHEY COMPANY$13.2M0.18%63,551CommonSOLE
G1151C101ACNACCENTURE PLC F CLASS A$13.0M0.18%65,562CommonSOLE
461202103INTUINTUIT INC$12.8M0.17%29,672CommonSOLE
571748102MRSHMARSH COM$12.4M0.17%71,671CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$12.4M0.17%72,952CommonSOLE
384109104GGGGRACO INC COM$12.3M0.17%145,795CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$11.6M0.16%149,109CommonSOLE
922908751VBVANGUARD SMALL CAP INDEX FUND$10.5M0.14%39,958CommonSOLE
931142103WMTWALMART INC$10.0M0.13%80,114CommonSOLE
33939L860QDFFLEXSHARES QUALITY DIVIDEND IN$9.6M0.13%121,748CommonSOLE
G29183103ETNEATON CORP PLC$9.3M0.13%26,004CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$9.3M0.13%45,235CommonSOLE
03027X100AMTAMERICAN TOWER CORP COM$9.1M0.12%52,764CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$9.0M0.12%236,597CommonSOLE
69340A903PEM HOLDING COMAPNY, LLC$8.3M0.11%1CommonSOLE
199908104FIXCOMFORT SYS USA INC COM$8.0M0.11%5,830CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL IN$7.7M0.10%46,414CommonSOLE
55354G100MSCIMSCI, INC.$7.6M0.10%14,117CommonSOLE
456837103INGING GROEP NV ADR$7.2M0.10%277,987CommonSOLE
78462F103SPYSTATE STREET SPDR S&P 500 ETF$6.9M0.09%10,686CommonSOLE
58933Y105MRKMERCK & CO INC COM$6.7M0.09%55,851CommonSOLE
29273V100ETENERGY TRANSFER LP$6.5M0.09%339,257CommonSOLE
55336V100MPLXMPLX LP$6.5M0.09%114,164CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$6.2M0.08%25,016CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS ETF$6.1M0.08%107,714CommonSOLE
726503105PAAPLAINS ALL AMERICAN PIPELINE L$5.7M0.08%256,241CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$5.7M0.08%39,483CommonSOLE
00187Y100APGAPI GROUP CORP STOCK$5.6M0.08%137,365CommonSOLE
626755102MUSAMURPHY USA INC$5.5M0.07%11,134CommonSOLE
17275R102CSCOCISCO SYS INC COM$5.3M0.07%68,290CommonSOLE
75513E101RTXRTX CORPORATION COM$5.1M0.07%26,526CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$5.0M0.07%22,250CommonSOLE
29977A105EVREVERCORE PARTNERS INC CL A$4.9M0.07%16,460CommonSOLE
464287309IVWISHARES S&P 500 GROWTH INDEX F$4.9M0.07%43,241CommonSOLE
00790R104WMSADVANCED DRAIN SYSTEMS INC COM$4.7M0.06%34,259CommonSOLE
244199105DEDEERE & CO COM$4.5M0.06%7,985CommonSOLE
88160R101TSLATESLA INC$4.4M0.06%11,810CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$4.2M0.06%22,002CommonSOLE
149123101CATCATERPILLAR INC DEL COM$4.2M0.06%5,951CommonSOLE
191216100KOCOCA COLA CO COM$4.1M0.06%54,065CommonSOLE
464287473IWSISHARES RUSSELL MID CAP VALUE$4.1M0.05%27,848CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$4.0M0.05%16,149CommonSOLE
94106L109WMWASTE MANAGEMENT INC$3.9M0.05%17,134CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$3.9M0.05%20,507CommonSOLE
87612G101TRGPTARGA RESOURCES$3.8M0.05%15,258CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$3.7M0.05%41,009CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC COM$3.7M0.05%8,270CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC COM N$3.6M0.05%38,637CommonSOLE
781846209RUSHARUSH ENTERPRISES$3.5M0.05%53,494CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP - A$3.5M0.05%60,254CommonSOLE
98379L100XPELXPEL INC$3.5M0.05%79,062CommonSOLE
184496107CLHCLEAN HARBORS INC$3.5M0.05%12,068CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$3.4M0.05%5,652CommonSOLE
02209S103MOALTRIA GROUP INC$3.4M0.05%51,400CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3.3M0.05%17,255CommonSOLE
892672106TWTRADEWEB MKTS INC CL A$3.3M0.04%27,901CommonSOLE
68389X105ORCLORACLE CORP COM$3.3M0.04%22,236CommonSOLE
857477103STTSTATE STREET CORP COM$3.2M0.04%25,636CommonSOLE
052769106ADSKAUTODESK INC$3.2M0.04%13,429CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$3.2M0.04%16,435CommonSOLE
000360206AAONAAON, INC.$3.2M0.04%38,189CommonSOLE
87612E106TGTTARGET CORP COM$3.1M0.04%25,658CommonSOLE
369604301GEGE AEROSPACE COM NEW$3.1M0.04%10,956CommonSOLE
254687106DISDISNEY (WALT)$3.0M0.04%30,742CommonSOLE
097023105BABOEING CO COM$2.9M0.04%14,713CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$2.8M0.04%30,632CommonSOLE
29460X109EQBKEQUITY BANCSHARES INC CL A$2.7M0.04%61,876CommonSOLE
25754A201DPZDOMINO'S PIZZA, INC.$2.7M0.04%7,505CommonSOLE
12653C108CNXCNX RESOURCES CORP$2.6M0.04%67,229CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC COM$2.6M0.03%7,509CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.5M0.03%8,974CommonSOLE
36828A101GEVGE VERNOVA INC$2.5M0.03%2,913CommonSOLE
629209305NMIHNMI HLDGS INC CL A$2.5M0.03%67,759CommonSOLE
464287879IJSISHARES S&P SMALL CAP 600 VALU$2.5M0.03%21,096CommonSOLE
077347300BELFBBEL FUSE INC CL B$2.5M0.03%12,425CommonSOLE
33939L100TILTFLEXSHARES MORNINGSTAR US MARK$2.4M0.03%10,117CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$2.4M0.03%48,635CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC CO$2.4M0.03%12,482CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX FU$2.4M0.03%11,545CommonSOLE
922908736VUGVANGUARD GROWTH ETF$2.4M0.03%5,548CommonSOLE
H9870Y105ZFSVFZURICH INSURANCE GROUP AG$2.4M0.03%3,447CommonSOLE
060505104BACBANK OF AMERICA CORPORATION$2.4M0.03%49,029CommonSOLE
127190304CACICACI INTL INC CL A$2.3M0.03%4,258CommonSOLE
277276101EGPEASTGROUP PROPERTIES SH BEN IN$2.3M0.03%12,395CommonSOLE
459200101IBMINTERNATIONAL BUS MACH COM$2.3M0.03%9,347CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$2.3M0.03%76,834CommonSOLE
30519A918FAIRMONT GROUP, INC.$2.2M0.03%1CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC NEW$2.2M0.03%61,650CommonSOLE
20825C104COPCONOCOPHILLIPS COM$2.2M0.03%16,423CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.03%6,278CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$2.2M0.03%6,046CommonSOLE
78709Y105SAIASAIA INC COM$2.2M0.03%6,135CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES INC$2.1M0.03%8,052CommonSOLE
760759100RSGREPUBLIC SERVICES INC$2.1M0.03%9,729CommonSOLE
420261109HWKNHAWKINS INC COM$2.1M0.03%13,813CommonSOLE
33939L803TLTDFLEXSHARES MSTAR DEVELOPED MAR$2.1M0.03%22,352CommonSOLE
46435G342REMISHARES MORTGAGE REAL ESTATE E$2.1M0.03%95,623CommonSOLE
74935Q107RBARB GLOBAL INC$2.0M0.03%21,363CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$2.0M0.03%24,848CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.0M0.03%23,433CommonSOLE
942622200WSOWATSCO INC$2.0M0.03%5,560CommonSOLE
428103105HESMHESS MIDSTREAM LP CL A$2.0M0.03%51,380CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC NEW$2.0M0.03%73,391CommonSOLE
26969P108EXPEAGLE MATERIALS INC COM$2.0M0.03%10,336CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.0M0.03%465CommonSOLE
48020Q107JLLJONES LANG LASALLE INC COM$2.0M0.03%6,423CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$1.9M0.03%34,795CommonSOLE
268150109DTDYNATRACE INC$1.9M0.03%52,308CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL COM$1.9M0.03%10,556CommonSOLE
693506107PPGPPG INDS INC COM$1.9M0.03%17,928CommonSOLE
871829107SYYSYSCO CORP$1.9M0.03%26,852CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.9M0.03%20,493CommonSOLE
075887109BDXBECTON DICKINSON & CO COM$1.9M0.03%12,059CommonSOLE
54211Y107LSEGYLONDON STOCK EXCHANGE GROUP SP$1.9M0.03%64,830CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$1.9M0.03%3,969CommonSOLE
20030N101CMCSACOMCAST CORP CL A$1.8M0.02%61,584CommonSOLE
407497106HLNEHAMILTON LANE INC CL A$1.8M0.02%17,740CommonSOLE
92189F411BIZDVANECK BDC INCOME ETF$1.7M0.02%135,805CommonSOLE
22822V101CCICROWN CASTLE INC$1.7M0.02%21,111CommonSOLE
747525103QCOMQUALCOMM INC COM$1.6M0.02%12,790CommonSOLE
229663109CUBECUBESMART$1.6M0.02%44,812CommonSOLE
337738108FISVFISERV INC WISCONSIN COM$1.6M0.02%29,247CommonSOLE
922908744VTVVANGUARD VALUE INDEX FUND - ET$1.6M0.02%8,316CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.6M0.02%4,764CommonSOLE
448579102HHYATT HOTELS CORP - CL A$1.5M0.02%10,741CommonSOLE
G7496G103RNRRENAISSANCE RE HOLDINGS LTD$1.5M0.02%5,180CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$1.5M0.02%5,246CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$1.5M0.02%8,914CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL IN$1.5M0.02%32,560CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$1.5M0.02%16,066CommonSOLE
681919106OMCOMNICOM GROUP INC.$1.5M0.02%19,930CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$1.5M0.02%6,924CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.5M0.02%4,193CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.5M0.02%5,524CommonSOLE
11271J107BNBROOKFIELD CORP CL A$1.5M0.02%36,082CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$1.5M0.02%15,184CommonSOLE
654106103NKENIKE INC CL B$1.5M0.02%27,578CommonSOLE
H1467J104CBCHUBB CORP COM$1.4M0.02%4,257CommonSOLE
615369105MCOMOODY'S CORP$1.4M0.02%3,158CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET -$1.4M0.02%4,292CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$1.4M0.02%21,120CommonSOLE
291011104EMREMERSON ELEC CO COM$1.4M0.02%10,488CommonSOLE
717081103PFEPFIZER INC COM$1.3M0.02%46,831CommonSOLE
03852U106ARMKARAMARK$1.3M0.02%32,350CommonSOLE
00206R102TAT&T INC COM$1.2M0.02%41,954CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.2M0.02%8,790CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED COM$1.2M0.02%23,110CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1.2M0.02%3,946CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM$1.2M0.02%18,274CommonSOLE
74762E102QUREQUANTA SERVICES INC$1.2M0.02%2,127CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$1.2M0.02%20,610CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORPORATION$1.1M0.02%24,764CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL$1.1M0.02%8,565CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP CL A$1.1M0.01%42,390CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.1M0.01%5,174CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD C$1.1M0.01%24,248CommonSOLE
571903202MARMARRIOTT INTL INC CL A$1.1M0.01%3,277CommonSOLE
038336103ATRAPTARGROUP INC$1.0M0.01%8,260CommonSOLE
92537N108VRTVERTIV HOLDINGS CO CL A$1.0M0.01%4,125CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$997,1600.01%10,266CommonSOLE
172967424CCITIGROUP INC COM$977,3670.01%8,618CommonSOLE
053611109AVYAVERY DENNISON CORP$970,4620.01%5,620CommonSOLE
969457100WMBWILLIAMS COS INC DEL COM$965,9360.01%13,272CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$953,6870.01%12,827CommonSOLE
G0176J109ALLEALLEGION PLC$928,9840.01%6,394CommonSOLE
194162103CLCOLGATE PALMOLIVE CO COM$925,7680.01%10,862CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV COM$925,2420.01%4,700CommonSOLE
941848103WATWATERS CORP$922,5850.01%3,098CommonSOLE
718546104PSXPHILLIPS 66 COM$919,4620.01%5,047CommonSOLE
501889208LKQLKQ CORPORATION$917,2250.01%31,230CommonSOLE
12504L109CBRECBRE GROUP INC. CL A$899,4540.01%6,640CommonSOLE
457187102INGRINGREDION INC$898,3510.01%7,974CommonSOLE
278865100ECLECOLAB INC$893,5610.01%3,359CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC.$873,2680.01%6,560CommonSOLE
418056107HASHASBRO INC$856,9080.01%9,155CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC CL$839,4690.01%14,564CommonSOLE
980745103WWDWOODWARD INC COM$832,1640.01%2,325CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$825,4000.01%3,838CommonSOLE
808524508SCHMSCHWAB US MID-CAP ETF$822,7000.01%26,573CommonSOLE
500754106KHCKRAFT HEINZ COMPANY COM$819,8950.01%36,456CommonSOLE
25862V105DVDOUBLEVERIFY HOLDINGS INC$814,8830.01%85,777CommonSOLE
464287606IJKISHARES S&P MID CAP 400 GROWTH$797,5140.01%7,926CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$788,6660.01%2,866CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB COM$773,2270.01%12,749CommonSOLE
189054109CLXCLOROX CO DEL COM$753,5980.01%7,272CommonSOLE
79466L302CRMSALESFORCE.COM INC$753,2140.01%4,035CommonSOLE
03073E105CORCENCORA INC COM$740,4280.01%2,357CommonSOLE
92939U106WECWEC ENERGY GROUP INC$722,0570.01%6,237CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$713,9800.01%2,348CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$704,5110.01%9,140CommonSOLE
904767803ULUNILEVER PLC SP ADR NEW$703,9210.01%12,356CommonSOLE
920253101VMIVALMONT INDS INC COM$682,8650.01%1,709CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH ETF$668,2200.01%6,000CommonSOLE
441593100HLIHOULIHAN LOKEY INC$634,3700.01%4,417CommonSOLE
26441C204DUKDUKE ENERGY CORP$631,6550.01%4,824CommonSOLE
18915M107NETCLOUDFLARE INC CL A$629,9560.01%3,053CommonSOLE
40412C101HCAHCA INC$606,2200.01%1,281CommonSOLE
921909768VXUSVANGUARD TOTAL INTERNATIONAL S$587,7320.01%7,622CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$578,6570.01%1,992CommonSOLE
458140100INTCINTEL CORP$571,2630.01%12,945CommonSOLE
025537101AEPAMERICAN ELEC PWR INC COM$566,2660.01%4,320CommonSOLE
778296103ROSTROSS STORES INC$559,5550.01%2,583CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$549,4460.01%47,366CommonSOLE
231021106CMICUMMINS ENGINE INC COM$546,0910.01%1,015CommonSOLE
929740108WABWABTEC CORP COM$543,3040.01%2,174CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$540,4490.01%6,093CommonSOLE
125523100CITHE CIGNA GROUP COM$532,4330.01%1,996CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORPORATI$499,3880.01%1,267CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$498,7760.01%1,658CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS, INC.$490,9140.01%449CommonSOLE
464287887IJTISHARES S&P SMALL CAP 600 GROW$489,0900.01%3,380CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$488,7380.01%14,191CommonSOLE
854502101SWKSTANLEY BLACK & DECKER, INC.$485,6950.01%6,835CommonSOLE
780259305SHELSHELL PLC SPON ADS$482,9490.01%5,193CommonSOLE
842587107SOSOUTHERN CO COM$482,2140.01%4,996CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$481,4610.01%451CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$465,5930.01%4,190CommonSOLE
75524B104RBCRBC BEARINGS INC$462,7380.01%852CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$462,7020.01%786CommonSOLE
880770102TERTERADYNE INC COM$455,9550.01%1,538CommonSOLE
579780206MKCMCCORMICK & COMPANY, INC.$453,4560.01%8,990CommonSOLE
46090E103QQQINVESCO QQQ TRUST SER 1$449,6230.01%779CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOG$429,0980.01%615CommonSOLE
007903107AMDADVANCED MICRO DEVICES, INC$427,6090.01%2,102CommonSOLE
42238D107HTFLHEARTFLOW INC$421,2250.01%17,313CommonSOLE
87356A91488 TACTICAL KANSAS CITY, LLC P$418,8940.01%6CommonSOLE
922908512VOEVANGUARD MID CAP VALUE INDEX F$399,3350.01%2,167CommonSOLE
494368103KMBKIMBERLY CLARK CORP COM$398,7110.01%4,133CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$394,2250.01%3,077CommonSOLE
74743L100QQNITY ELECTRONICS INC COMMON S$394,1380.01%3,416CommonSOLE
450911201ITT CORP$392,4920.01%2,060CommonSOLE
632307104NTRANATERA INC$389,5810.01%1,948CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$386,2950.01%3,900CommonSOLE
00214Q708ARKFARK FINTECH INNOVATION ETF$383,6350.01%10,093CommonSOLE
92840M102VSTVISTRA CORP$381,6880.01%2,539CommonSOLE
464287705IJJISHARES S&P MID CAP VALUE ETF$372,8550.01%2,814CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC COM$370,2550.01%6,299CommonSOLE
04247X102AWIARMSTRONG WORLD INDUSTRIES INC$352,1780.00%2,137CommonSOLE
71424F105PRPERMIAN RESOURCES CORP CLASS A$348,9660.00%16,368CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$347,8620.00%2,514CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 400$347,2360.00%563CommonSOLE
018802108LNTALLIANT ENERGY CORP COM$342,6540.00%4,775CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$339,9870.00%2,093CommonSOLE
670346105NUENUCOR CORP COM$339,5530.00%2,008CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$337,6070.00%5,530CommonSOLE
039483102ADMARCHER DANIELS MIDLAND COM$336,7720.00%4,633CommonSOLE
74164M108PRIPRIMERICA INC$333,1380.00%1,330CommonSOLE
29362U104ENTGENTEGRIS INC COM$323,8170.00%2,762CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$322,9170.00%11,085CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ET$322,8400.00%3,444CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP UT R$320,1070.00%4,927CommonSOLE
37954Y889CATHGLOBAL X S&P 500 CATHOLIC VALU$318,0710.00%4,070CommonSOLE
062540109BOHBANK HAWAII CORP$317,7160.00%4,279CommonSOLE
05464C101AXONAXON ENTERPRISE INC$317,2440.00%747CommonSOLE
704326107PAYXPAYCHEX INC$315,7870.00%3,428CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$315,2110.00%3,104CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HOLDINGS$311,7860.00%1,404CommonSOLE
477839104JBTMJBT MAREL CORPORATION COM$305,9930.00%2,393CommonSOLE
808524409SCHVSCHWAB US LARGE CAP VALUE ETF$304,8480.00%9,995CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$304,5570.00%360CommonSOLE
163072101CAKECHEESECAKE FACTORY (THE)$303,4790.00%5,543CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$299,1260.00%1,841CommonSOLE
929236107WDFCWD-40 CO COM$296,7330.00%1,455CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$293,2800.00%1,766CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMO$293,2080.00%1,257CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$292,0930.00%2,990CommonSOLE
055622104BPBP PLC SPONS ADR$289,8490.00%6,167CommonSOLE
896522109TRNTRINITY INDS INC COM$288,4940.00%8,965CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$277,8010.00%1,335CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$275,0840.00%2,980CommonSOLE
958102105WDCWESTERN DIGITAL CORP COM$274,0060.00%1,013CommonSOLE
001055102AFLAFLAC INC$273,0680.00%2,489CommonSOLE
063671101BMOBANK OF MONTREAL$270,6800.00%2,000CommonSOLE
670100205NVONOVO NORDISK A/S SPONS ADR$268,6790.00%7,311CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC CL A$268,5980.00%1,332CommonSOLE
74112D101PBHPRESTIGE BRANDS HLDGS INC COM$268,3150.00%4,527CommonSOLE
039653100ACAARCOSA INC COM$267,2610.00%2,518CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$266,8070.00%202CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$266,7930.00%2,260CommonSOLE
359694106FULFULLER H B CO COM$266,0880.00%4,314CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$253,4120.00%451CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$252,3960.00%30,336CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM$247,7970.00%571CommonSOLE
126402106CSWCSW INDUSTRIALS INC$245,2060.00%941CommonSOLE
03674X106ARANTERO RES CORP COM$243,3090.00%5,733CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM$242,0400.00%6,000CommonNONE
374297109GTYGETTY RLTY CORP NEW COM$241,7120.00%7,601CommonSOLE
921932869IVOGVANGUARD S&P MID-CAP 400 GROWT$241,3080.00%1,930CommonSOLE
21874C102CNMCORE & MAIN INC CL A$239,0470.00%4,839CommonSOLE
231561101CWCURTISS-WRIGHT CORP$238,3920.00%350CommonSOLE
020002101ALLALLSTATE CORP COM$238,0260.00%1,148CommonSOLE
219948106CPAYCORPAY INC$237,1570.00%815CommonSOLE
25434V708DFACDIMENSIONAL U.S. CORE EQUITY 2$233,1600.00%6,000CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$228,0380.00%3,440CommonSOLE
46435G326IDEVISHARES TRCORE MSCI INTL$227,7280.00%2,725CommonSOLE
25434V203DFAIDIMENSIONAL INTERNATIONAL CORE$226,5520.00%5,815CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$224,1570.00%1,684CommonSOLE
515098101LSTRLANDSTAR SYS INC COM$220,7470.00%1,377CommonSOLE
904708104UNFUNIFIRST CORP MASS COM$219,8900.00%874CommonSOLE
617446448MSMORGAN STANLEY$219,3710.00%1,333CommonSOLE
69370C100PTCPTC INC$218,7220.00%1,535CommonSOLE
524660107LEGLEGGETT & PLATT INC COM$218,6350.00%22,129CommonSOLE
88579Y101MMM3M CO COM$218,0150.00%1,501CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET ETF$212,0450.00%8,448CommonSOLE
682680103OKEONEOK INC COM$211,6930.00%2,342CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$211,4940.00%310CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HOLDINGS INC$208,4990.00%10,053CommonSOLE
25746U109DDOMINION ENERGY INC COM$208,0860.00%3,366CommonSOLE
885160101THOTHOR INDS INC COM$206,2760.00%2,582CommonSOLE
921932703VOOVVANGUARD S&P 500 VALUE ETF$206,0320.00%1,011CommonSOLE
98149E303GLDMSPDR GOLD MINISHARES TRUST OF$204,5670.00%2,207CommonSOLE
104674106BRCBRADY CORP CL A$200,0940.00%2,463CommonSOLE
77311W101RKTROCKET COS INC CL A$145,0080.00%10,176CommonSOLE
91729J107U.S. GLOBAL NANOSPACE INC$20.00%107,000CommonSOLE
999002272CGTV MEDIA GROUP, INC$020,000CommonSOLE
137648101CBISEURCANNABIS SCIENCE INC$036,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.