13F holdings
BRIDGES INVESTMENT MANAGEMENT INC portfolio
Managed by . 396 reported positions worth $7.4B as of 2026-03-31, filed with the SEC on 2026-05-04. Parsed from the filing itself, not a reseller.
$7.4B
Book value
396
Positions
39%
Top 10 weight
+22
New this quarter
-29
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 34 days old on 2026-05-04, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (22)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| EQBK | EQUITY BANCSHARES INC CL A | $2.7M | 61,876 | 0.04% |
| BELFB | BEL FUSE INC CL B | $2.5M | 12,425 | 0.03% |
| BIZD | VANECK BDC INCOME ETF | $1.7M | 135,805 | 0.02% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.4M | 21,120 | 0.02% |
| WAT | WATERS CORP | $922,585 | 3,098 | 0.01% |
| HTFL | HEARTFLOW INC | $421,225 | 17,313 | 0.01% |
| ACWI | ISHARES MSCI ACWI ETF | $347,862 | 2,514 | 0.00% |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $322,917 | 11,085 | 0.00% |
| BOH | BANK HAWAII CORP | $317,716 | 4,279 | 0.00% |
| WDC | WESTERN DIGITAL CORP COM | $274,006 | 1,013 | 0.00% |
| PBH | PRESTIGE BRANDS HLDGS INC COM | $268,315 | 4,527 | 0.00% |
| FUL | FULLER H B CO COM | $266,088 | 4,314 | 0.00% |
| GTY | GETTY RLTY CORP NEW COM | $241,712 | 7,601 | 0.00% |
| CW | CURTISS-WRIGHT CORP | $238,392 | 350 | 0.00% |
| IDEV | ISHARES TRCORE MSCI INTL | $227,728 | 2,725 | 0.00% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE | $226,552 | 5,815 | 0.00% |
| LSTR | LANDSTAR SYS INC COM | $220,747 | 1,377 | 0.00% |
| NOC | NORTHROP GRUMMAN CORP COM | $211,494 | 310 | 0.00% |
| ALH | ALLIANCE LAUNDRY HOLDINGS INC | $208,499 | 10,053 | 0.00% |
| D | DOMINION ENERGY INC COM | $208,086 | 3,366 | 0.00% |
| GLDM | SPDR GOLD MINISHARES TRUST OF | $204,567 | 2,207 | 0.00% |
| BRC | BRADY CORP CL A | $200,094 | 2,463 | 0.00% |
Closed out (29)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SMMD | ISHARES RUSSELL 2500 ETF | $13.8M | 184,192 | 0.00% |
| ASHGY | ASHTEAD GROUP PLC SPONRD ADS | $1.5M | 21,120 | 0.00% |
| JKHY | JACK HENRY & ASSOCIATES INC | $1.5M | 8,030 | 0.00% |
| ATO | ATMOS ENERGY CORP | $995,722 | 5,940 | 0.00% |
| XPO | XPO INC COM | $975,290 | 7,176 | 0.00% |
| ARES | ARES MANAGEMENT CORPORATION CL | $712,627 | 4,409 | 0.00% |
| CVNA | CARVANA CO CL A | $653,287 | 1,548 | 0.00% |
| OTEX | OPEN TEXT CORP | $639,220 | 19,620 | 0.00% |
| ROK | ROCKWELL AUTOMATION INC COM | $629,904 | 1,619 | 0.00% |
| ALNY | ALNYLAM PHARMACEUTICALS, INC | $483,542 | 1,216 | 0.00% |
| VYM | VANGUARD HIGH DIVIDEND YIELD I | $364,110 | 2,537 | 0.00% |
| INSM | INSMED INC | $362,177 | 2,081 | 0.00% |
| RDDT | REDDIT INC CL A | $346,874 | 1,509 | 0.00% |
| CHWY | CHEWY INC CL A | $316,090 | 9,564 | 0.00% |
| PODD | INSULET CORPORATION | $313,232 | 1,102 | 0.00% |
| TRI4EUR | THOMSON REUTERS CORP COM | $291,081 | 2,207 | 0.00% |
| ZM | ZOOM COMMUNICATIONS INC CL A | $290,538 | 3,367 | 0.00% |
| TRMB | TRIMBLE INC | $288,406 | 3,681 | 0.00% |
| BROS | DUTCH BROTHERS INC CL A | $280,143 | 4,576 | 0.00% |
| SOLS | SOLSTICE ADVANCED MATERIALS IN | $272,728 | 5,614 | 0.00% |
| MDB | MONGODB INC CL A | $269,861 | 643 | 0.00% |
| VT | VANGUARD TOTAL WORLD STOCK IND | $263,077 | 1,865 | 0.00% |
| VEEV | VEEVA SYSTEMS INC - CLASS A | $240,865 | 1,079 | 0.00% |
| CAG | CONAGRA BRANDS INC COM | $239,518 | 13,837 | 0.00% |
| LW | LAMB WESTON HOLDINGS INC | $233,327 | 5,570 | 0.00% |
Added to (106)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKET | $283.9M | 4,430,181 | 3.85% | +6% |
| VWO | VANGUARD FTSE EMERGING MARKETS | $186.8M | 3,455,673 | 2.53% | +4% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $166.8M | 1,341,939 | 2.26% | +1% |
| SPGI | S & P GLOBAL INC | $101.0M | 237,483 | 1.37% | +8% |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $69.8M | 363,865 | 0.95% | +15% |
| CSL | CARLISLE COMPANIES INCORPORATE | $64.5M | 193,476 | 0.87% | +8% |
| NOW | SERVICENOW INC COM | $56.5M | 540,195 | 0.77% | +27% |
| URI | UNITED RENTALS INC COM | $52.7M | 72,398 | 0.71% | +4% |
| SYK | STRYKER CORP COM | $50.1M | 152,526 | 0.68% | +5% |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $49.7M | 662,141 | 0.67% | +3% |
| AZO | AUTOZONE INC COM | $42.5M | 12,581 | 0.58% | +51% |
| CPRT | COPART INC | $42.0M | 1,266,002 | 0.57% | +38% |
| ZTS | ZOETIS INC | $29.4M | 248,809 | 0.40% | +44% |
| ABT | ABBOTT LABS COM | $28.4M | 277,089 | 0.39% | +15% |
| APH | AMPHENOL CORP CL A | $27.4M | 216,478 | 0.37% | +2% |
Trimmed (145)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $9.3M | 45,235 | 0.13% | -81% |
| IVOG | VANGUARD S&P MID-CAP 400 GROWT | $241,308 | 1,930 | 0.00% | -50% |
| VTI | VANGUARD TOTAL STOCK MARKET - | $1.4M | 4,292 | 0.02% | -49% |
| ATR | APTARGROUP INC | $1.0M | 8,260 | 0.01% | -44% |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $587,732 | 7,622 | 0.01% | -43% |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.9M | 20,507 | 0.05% | -41% |
| OKE | ONEOK INC COM | $211,693 | 2,342 | 0.00% | -39% |
| UNF | UNIFIRST CORP MASS COM | $219,890 | 874 | 0.00% | -36% |
| DDOG | DATADOG INC - CLASS A | $266,793 | 2,260 | 0.00% | -34% |
| CB | CHUBB CORP COM | $1.4M | 4,257 | 0.02% | -33% |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $352,178 | 2,137 | 0.00% | -29% |
| VIG | VANGUARD DIVIDEND APPRECIATION | $825,400 | 3,838 | 0.01% | -29% |
| SWK | STANLEY BLACK & DECKER, INC. | $485,695 | 6,835 | 0.01% | -25% |
| CAKE | CHEESECAKE FACTORY (THE) | $303,479 | 5,543 | 0.00% | -25% |
| CPAY | CORPAY INC | $237,157 | 815 | 0.00% | -25% |
The book
Largest 150 of 396 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID CAP ETF | $390.5M | 5,782,188 | 5.29% | — |
| GOOGL | ALPHABET INC CL A | $383.2M | 1,332,433 | 5.19% | — |
| MSFT | MICROSOFT CORP COM | $335.8M | 907,119 | 4.55% | — |
| AAPL | APPLE INC | $313.8M | 1,236,543 | 4.25% | — |
| AMZN | AMAZON.COM INC | $292.9M | 1,406,179 | 3.97% | — |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $283.9M | 4,430,181 | 3.85% | — |
| NVDA | NVIDIA CORPORATION | $258.9M | 1,484,413 | 3.51% | — |
| BRK/A | BERKSHIRE HATHAWAY INC CLASS A | $242.0M | 337 | 3.28% | — |
| MA | MASTERCARD | $189.0M | 378,188 | 2.56% | — |
| VWO | VANGUARD FTSE EMERGING MARKETS | $186.8M | 3,455,673 | 2.53% | — |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $170.1M | 354,987 | 2.31% | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $166.8M | 1,341,939 | 2.26% | — |
| IVV | ISHARES CORE S&P 500 ETF | $151.7M | 232,208 | 2.06% | — |
| JPM | JPMORGAN CHASE & CO COM | $145.0M | 493,072 | 1.97% | — |
| UNP | UNION PACIFIC CORP COM | $144.2M | 594,231 | 1.95% | — |
| ODFL | OLD DOMINION FREIGHT LINE, INC | $125.5M | 642,375 | 1.70% | — |
| V | VISA INC. CLASS A | $122.6M | 405,777 | 1.66% | — |
| CASY | CASEYS GEN STORES COM | $113.4M | 155,741 | 1.54% | — |
| LOW | LOWES COMPANIES COM | $105.7M | 447,160 | 1.43% | — |
| META | META PLATFORMS INC | $105.6M | 184,587 | 1.43% | — |
| PANW | PALO ALTO NETWORKS INC COM | $105.2M | 656,421 | 1.43% | — |
| AVGO | BROADCOM INC | $103.8M | 335,238 | 1.41% | — |
| SPGI | S & P GLOBAL INC | $101.0M | 237,483 | 1.37% | — |
| GOOG | ALPHABET INC CL C | $84.0M | 292,816 | 1.14% | — |
| PGR | PROGRESSIVE CORP | $77.8M | 392,581 | 1.05% | — |
| ISRG | INTUITIVE SURGICAL, INC. | $77.2M | 167,548 | 1.05% | — |
| BLK | BLACKROCK INC | $74.9M | 77,841 | 1.01% | — |
| LAD | LITHIA MTRS INC CL A | $71.2M | 285,062 | 0.96% | — |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $70.0M | 164,182 | 0.95% | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $69.8M | 363,865 | 0.95% | — |
| TMO | THERMO FISHER SCIENTIFIC | $68.6M | 139,484 | 0.93% | — |
| CSL | CARLISLE COMPANIES INCORPORATE | $64.5M | 193,476 | 0.87% | — |
| ICE | INTERCONTINENTAL EXCHANGE INC. | $61.9M | 393,435 | 0.84% | — |
| KLAC | KLA CORP COM | $61.5M | 41,745 | 0.83% | — |
| NOW | SERVICENOW INC COM | $56.5M | 540,195 | 0.77% | — |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $55.0M | 257,253 | 0.74% | — |
| URI | UNITED RENTALS INC COM | $52.7M | 72,398 | 0.71% | — |
| WFC | WELLS FARGO & CO DEL COM | $51.9M | 652,244 | 0.70% | — |
| SYK | STRYKER CORP COM | $50.1M | 152,526 | 0.68% | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $49.7M | 662,141 | 0.67% | — |
| EOG | EOG RESOURCES INC. | $48.3M | 334,414 | 0.66% | — |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $48.2M | 173,482 | 0.65% | — |
| COST | COSTCO WHOLESALE CORP | $44.8M | 45,009 | 0.61% | — |
| CTAS | CINTAS CORP COM | $44.7M | 264,525 | 0.61% | — |
| AZO | AUTOZONE INC COM | $42.5M | 12,581 | 0.58% | — |
| CPRT | COPART INC | $42.0M | 1,266,002 | 0.57% | — |
| USB | U.S. BANCORP COM (NEW) | $41.0M | 787,487 | 0.55% | — |
| ABBV | ABBVIE INC | $40.5M | 186,093 | 0.55% | — |
| ULTA | ULTA SALON COSMETICS & FRAGRAN | $36.1M | 69,150 | 0.49% | — |
| HD | HOME DEPOT INC COM | $34.8M | 105,906 | 0.47% | — |
| FINN | FIRST NATL NEB INC COM | $33.5M | 2,032 | 0.45% | — |
| ALC | ALCON AG ORD SHS | $30.8M | 409,022 | 0.42% | — |
| AMGN | AMGEN INC COM | $30.8M | 87,581 | 0.42% | — |
| ZTS | ZOETIS INC | $29.4M | 248,809 | 0.40% | — |
| PEP | PEPSICO INC COM | $29.3M | 188,607 | 0.40% | — |
| CVX | CHEVRON CORP COM | $28.8M | 139,217 | 0.39% | — |
| ABT | ABBOTT LABS COM | $28.4M | 277,089 | 0.39% | — |
| APH | AMPHENOL CORP CL A | $27.4M | 216,478 | 0.37% | — |
| MCD | MCDONALDS CORP COM | $27.1M | 87,216 | 0.37% | — |
| SHW | SHERWIN WILLIAMS CO COM | $26.6M | 82,849 | 0.36% | — |
| LIN | LINDE PLC | $25.4M | 51,197 | 0.34% | — |
| ADBE | ADOBE INC COM | $25.2M | 103,730 | 0.34% | — |
| CHE | CHEMED CORP COM | $24.9M | 65,921 | 0.34% | — |
| FND | FLOOR & DECOR HOLDINGS INC-A | $24.1M | 474,641 | 0.33% | — |
| TJX | TJX COMPANIES INC | $23.5M | 146,917 | 0.32% | — |
| IEMG | ISHARES CORE MSCI EMERGING MKT | $23.2M | 332,484 | 0.31% | — |
| LLY | LILLY ELI & CO COM | $23.0M | 24,956 | 0.31% | — |
| VO | VANGUARD MID-CAP INDEX FUND -E | $21.2M | 73,709 | 0.29% | — |
| VOO | VANGUARD S&P 500 ETF | $21.1M | 35,365 | 0.29% | — |
| ADP | AUTOMATIC DATA PROCESSING COM | $20.6M | 101,264 | 0.28% | — |
| IWR | ISHARES RUSSELL MID CAP ETF | $20.4M | 210,148 | 0.28% | — |
| JNJ | JOHNSON & JOHNSON COM | $18.4M | 75,302 | 0.25% | — |
| UNH | UNITEDHEALTH GROUP INC COM | $18.2M | 67,251 | 0.25% | — |
| PLD | PROLOGIS INC COM | $17.0M | 128,416 | 0.23% | — |
| TT | TRANE TECHOLOGIES PLC | $16.6M | 39,761 | 0.22% | — |
| PH | PARKER-HANNIFIN CORP | $15.4M | 17,196 | 0.21% | — |
| BMI | BADGER METER INC COM | $14.8M | 97,405 | 0.20% | — |
| AFG | AMERICAN FINANCIAL GROUP INC O | $14.3M | 112,172 | 0.19% | — |
| POOL | POOL CORP | $14.3M | 70,660 | 0.19% | — |
| ROL | ROLLINS INC | $13.6M | 254,837 | 0.18% | — |
| HSY | HERSHEY COMPANY | $13.2M | 63,551 | 0.18% | — |
| ACN | ACCENTURE PLC F CLASS A | $13.0M | 65,562 | 0.18% | — |
| INTU | INTUIT INC | $12.8M | 29,672 | 0.17% | — |
| MRSH | MARSH COM | $12.4M | 71,671 | 0.17% | — |
| EXMOC | EXXON MOBIL CORP COM | $12.4M | 72,952 | 0.17% | — |
| GGG | GRACO INC COM | $12.3M | 145,795 | 0.17% | — |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $11.6M | 149,109 | 0.16% | — |
| VB | VANGUARD SMALL CAP INDEX FUND | $10.5M | 39,958 | 0.14% | — |
| WMT | WALMART INC | $10.0M | 80,114 | 0.13% | — |
| QDF | FLEXSHARES QUALITY DIVIDEND IN | $9.6M | 121,748 | 0.13% | — |
| ETN | EATON CORP PLC | $9.3M | 26,004 | 0.13% | — |
| BWXT | BWX TECHNOLOGIES INC | $9.3M | 45,235 | 0.13% | — |
| AMT | AMERICAN TOWER CORP COM | $9.1M | 52,764 | 0.12% | — |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $9.0M | 236,597 | 0.12% | — |
| PEM HOLDING COMAPNY, LLC | PEM HOLDING COMAPNY, LLC | $8.3M | 1 | 0.11% | — |
| FIX | COMFORT SYS USA INC COM | $8.0M | 5,830 | 0.11% | — |
| PM | PHILIP MORRIS INTERNATIONAL IN | $7.7M | 46,414 | 0.10% | — |
| MSCI | MSCI, INC. | $7.6M | 14,117 | 0.10% | — |
| ING | ING GROEP NV ADR | $7.2M | 277,987 | 0.10% | — |
| SPY | STATE STREET SPDR S&P 500 ETF | $6.9M | 10,686 | 0.09% | — |
| MRK | MERCK & CO INC COM | $6.7M | 55,851 | 0.09% | — |
| ET | ENERGY TRANSFER LP | $6.5M | 339,257 | 0.09% | — |
| MPLX | MPLX LP | $6.5M | 114,164 | 0.09% | — |
| IWM | ISHARES RUSSELL 2000 ETF | $6.2M | 25,016 | 0.08% | — |
| EEM | ISHARES MSCI EMERGING MKTS ETF | $6.1M | 107,714 | 0.08% | — |
| PAA | PLAINS ALL AMERICAN PIPELINE L | $5.7M | 256,241 | 0.08% | — |
| PG | PROCTER & GAMBLE CO COM | $5.7M | 39,483 | 0.08% | — |
| APG | API GROUP CORP STOCK | $5.6M | 137,365 | 0.08% | — |
| MUSA | MURPHY USA INC | $5.5M | 11,134 | 0.07% | — |
| CSCO | CISCO SYS INC COM | $5.3M | 68,290 | 0.07% | — |
| RTX | RTX CORPORATION COM | $5.1M | 26,526 | 0.07% | — |
| HONGBP | HONEYWELL INTERNATIONAL INC CO | $5.0M | 22,250 | 0.07% | — |
| EVR | EVERCORE PARTNERS INC CL A | $4.9M | 16,460 | 0.07% | — |
| IVW | ISHARES S&P 500 GROWTH INDEX F | $4.9M | 43,241 | 0.07% | — |
| WMS | ADVANCED DRAIN SYSTEMS INC COM | $4.7M | 34,259 | 0.06% | — |
| DE | DEERE & CO COM | $4.5M | 7,985 | 0.06% | — |
| TSLA | TESLA INC | $4.4M | 11,810 | 0.06% | — |
| QUAL | ISHARES EDGE MSCI USA QUALITY | $4.2M | 22,002 | 0.06% | — |
| CAT | CATERPILLAR INC DEL COM | $4.2M | 5,951 | 0.06% | — |
| KO | COCA COLA CO COM | $4.1M | 54,065 | 0.06% | — |
| IWS | ISHARES RUSSELL MID CAP VALUE | $4.1M | 27,848 | 0.05% | — |
| LECO | LINCOLN ELECTRIC HOLDINGS | $4.0M | 16,149 | 0.05% | — |
| WM | WASTE MANAGEMENT INC | $3.9M | 17,134 | 0.05% | — |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.9M | 20,507 | 0.05% | — |
| TRGP | TARGA RESOURCES | $3.8M | 15,258 | 0.05% | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.7M | 41,009 | 0.05% | — |
| AMP | AMERIPRISE FINANCIAL INC COM | $3.7M | 8,270 | 0.05% | — |
| ACLS | AXCELIS TECHNOLOGIES INC COM N | $3.6M | 38,637 | 0.05% | — |
| RUSHA | RUSH ENTERPRISES | $3.5M | 53,494 | 0.05% | — |
| TMHC* | TAYLOR MORRISON HOME CORP - A | $3.5M | 60,254 | 0.05% | — |
| XPEL | XPEL INC | $3.5M | 79,062 | 0.05% | — |
| CLH | CLEAN HARBORS INC | $3.5M | 12,068 | 0.05% | — |
| LMT | LOCKHEED MARTIN CORP COM | $3.4M | 5,652 | 0.05% | — |
| MO | ALTRIA GROUP INC | $3.4M | 51,400 | 0.05% | — |
| TXN | TEXAS INSTRUMENTS INC COM | $3.3M | 17,255 | 0.05% | — |
| TW | TRADEWEB MKTS INC CL A | $3.3M | 27,901 | 0.04% | — |
| ORCL | ORACLE CORP COM | $3.3M | 22,236 | 0.04% | — |
| STT | STATE STREET CORP COM | $3.2M | 25,636 | 0.04% | — |
| ADSK | AUTODESK INC | $3.2M | 13,429 | 0.04% | — |
| GNRC | GENERAC HOLDINGS INC | $3.2M | 16,435 | 0.04% | — |
| AAON | AAON, INC. | $3.2M | 38,189 | 0.04% | — |
| TGT | TARGET CORP COM | $3.1M | 25,658 | 0.04% | — |
| GE | GE AEROSPACE COM NEW | $3.1M | 10,956 | 0.04% | — |
| DIS | DISNEY (WALT) | $3.0M | 30,742 | 0.04% | — |
| BA | BOEING CO COM | $2.9M | 14,713 | 0.04% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.8M | 30,632 | 0.04% | — |
| EQBK | EQUITY BANCSHARES INC CL A | $2.7M | 61,876 | 0.04% | — |
| DPZ | DOMINO'S PIZZA, INC. | $2.7M | 7,505 | 0.04% | — |
| CNX | CNX RESOURCES CORP | $2.6M | 67,229 | 0.04% | — |
| KNSL | KINSALE CAP GROUP INC COM | $2.6M | 7,509 | 0.03% | — |
This table is the 150 largest positions by value, out of 396 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by BRIDGES INVESTMENT MANAGEMENT INC (CIK 1007295, accession 0001007295-26-000004). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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