We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+15.13%
1 Year Est. Return
+21.38%
3 Year Est. Return
+77.85%
5 Year Est. Return
+98.89%
10 Year Est. Return
+374.69%
AUM
$8.22B
AUM Growth
+$843M
Cap. Flow
-$61.9K
Cap. Flow %
-0%
Top 10 Hldgs %
38.78%
Holding
419
New
23
Increased
186
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$30.7M
2
AVGO icon
Broadcom
AVGO
+$29.8M
3
NFLX icon
Netflix
NFLX
+$25.5M
4
SYK icon
Stryker
SYK
+$17.3M
5
KLAC icon
KLA
KLAC
+$16.1M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$30M
2
CHE icon
Chemed
CHE
+$25.8M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.6M
4
ZTS icon
Zoetis
ZTS
+$21.5M
5
EOG icon
EOG Resources
EOG
+$21.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 22.97%
2 Technology 21.76%
3 Financials 17.4%
4 Consumer Discretionary 10.65%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.14T
$452M 5.49%
1,264,162
-68,271
-5% -$24.6M
IJH icon
2
iShares Core S&P Mid-Cap ETF
IJH
$126B
$450M 5.47%
5,830,885
+48,697
+0.8% +$3.57M
AAPL icon
3
Apple
AAPL
$4.68T
$342M 4.15%
1,180,277
-56,266
-5% -$16.1M
MSFT icon
4
Microsoft
MSFT
$3.73T
$338M 4.11%
904,889
-2,230
-0.2% -$902K
AMZN icon
5
Amazon
AMZN
$2.78T
$331M 4.03%
1,390,101
-16,078
-1% -$4.04M
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$240B
$317M 3.86%
4,453,914
+23,733
+0.5% +$1.65M
NVDA icon
7
NVIDIA
NVDA
$5.64T
$282M 3.43%
1,409,406
-75,007
-5% -$15.4M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.08T
$238M 2.9%
318
-19
-6% -$13.7M
PANW icon
9
Palo Alto Networks
PANW
$270B
$231M 2.81%
678,562
+22,141
+3% +$5.07M
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$208M 2.53%
3,479,278
+23,605
+0.7% +$1.39M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$198M 2.41%
1,333,633
-8,306
-0.6% -$1.14M
MA icon
12
Mastercard
MA
$508B
$194M 2.35%
376,973
-1,215
-0.3% -$606K
IVV icon
13
iShares Core S&P 500 ETF
IVV
$890B
$185M 2.25%
246,971
+14,763
+6% +$10.8M
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.09T
$181M 2.21%
362,572
+7,585
+2% +$3.65M
JPM icon
15
JPMorgan Chase
JPM
$950B
$160M 1.95%
489,080
-3,992
-0.8% -$1.24M
AVGO icon
16
Broadcom
AVGO
$1.7T
$155M 1.88%
409,492
+74,254
+22% +$29.8M
KLAC icon
17
KLA
KLAC
$241B
$150M 1.83%
498,542
+81,092
+19% +$16.1M
V icon
18
Visa
V
$698B
$139M 1.69%
405,537
-240
-0.1% -$77.1K
ODFL icon
19
Old Dominion Freight Line
ODFL
$38.7B
$139M 1.69%
641,260
-1,115
-0.2% -$241K
UNP icon
20
Union Pacific
UNP
$173B
$131M 1.59%
480,021
-114,210
-19% -$30M
CASY icon
21
Casey's General Stores
CASY
$27.8B
$124M 1.51%
155,740
-1
-0% -$806
META icon
22
Meta Platforms (Facebook)
META
$1.55T
$105M 1.28%
186,651
+2,064
+1% +$1.26M
SPGI icon
23
S&P Global
SPGI
$130B
$101M 1.23%
247,443
+9,960
+4% +$4.21M
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.1T
$99.8M 1.21%
282,417
-10,399
-4% -$3.72M
URI icon
25
United Rentals
URI
$62.8B
$98.5M 1.2%
86,985
+14,587
+20% +$13.9M
1
2 3 4 5

Similar funds

WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $8.19B AUM 42.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bridges Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Bridges Investment Management held 419 positions worth $8.22B, up 11% from $7.38B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q2 2026 filing shows 23 new, 186 increased, 92 reduced and 18 closed positions. Its largest new stake was Netflix: 288,995 shares worth $20.6M. The largest sale was Union Pacific, an estimated $30M.

By sector, the portfolio is most concentrated in Miscellaneous at 23% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Bridges Investment Management's largest Q2 2026 buy was Netflix: 288,995 shares worth $20.6M.
  • Bridges Investment Management added most to Parker-Hannifin in Q2 2026, an estimated $30.7M increase.
  • Bridges Investment Management's biggest Q2 2026 reduction was Union Pacific, cutting an estimated $30M.
  • Bridges Investment Management fully exited Stanley Black & Decker in Q2 2026, selling an estimated $486K.
  • Bridges Investment Management's ten largest holdings make up 39% of its $8.22B portfolio in Q2 2026.
  • Bridges Investment Management opened 23 new positions and closed 18 in Q2 2026.
  • Bridges Investment Management's portfolio value rose 11% quarter-over-quarter to $8.22B.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.