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BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
-4.18%
1 Year Est. Return
+15.39%
3 Year Est. Return
+69.94%
5 Year Est. Return
+87.28%
10 Year Est. Return
+316.68%
AUM
$7.38B
AUM Growth
-$503M
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 18.6%
3 Consumer Discretionary 11.17%
4 Industrials 9.03%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
226
Carrier Global
CARR
$57.2B
$1.16M 0.02%
20,610
-2,501
-11% -$148K
TFC icon
227
Truist Financial
TFC
$63.2B
$1.14M 0.02%
24,764
– –
JCI icon
228
Johnson Controls International
JCI
$87.5B
$1.12M 0.02%
8,565
+75
+0.9% +$9.69K
WMG icon
229
Warner Music
WMG
$13.8B
$1.08M 0.01%
42,390
– –
TEL icon
230
TE Connectivity
TEL
$58.8B
$1.08M 0.01%
5,174
+6
+0.1% +$1.32K
BAM icon
231
Brookfield Asset Management
BAM
$74B
$1.08M 0.01%
24,248
+6,960
+40% +$340K
MAR icon
232
Marriott International
MAR
$98.7B
$1.07M 0.01%
3,277
– –
ATR icon
233
AptarGroup
ATR
$8.45B
$1.04M 0.01%
8,260
-6,507
-44% -$848K
VRT icon
234
Vertiv
VRT
$112B
$1.03M 0.01%
4,125
+20
+0.5% +$4.44K
EFA icon
235
iShares MSCI EAFE ETF
EFA
$76.4B
$997K 0.01%
10,266
-134
-1% -$13.4K
C icon
236
Citigroup
C
$222B
$977K 0.01%
8,618
-2,003
-19% -$228K
AVY icon
237
Avery Dennison
AVY
$12.3B
$970K 0.01%
5,620
– –
WMB icon
238
Williams Companies
WMB
$90.5B
$966K 0.01%
13,272
+133
+1% +$9.21K
EFV icon
239
iShares MSCI EAFE Value ETF
EFV
$27.6B
$954K 0.01%
12,827
-542
-4% -$40.7K
ALLE icon
240
Allegion
ALLE
$13B
$929K 0.01%
6,394
+2,030
+47% +$324K
CL icon
241
Colgate-Palmolive
CL
$72.6B
$926K 0.01%
10,862
-1,484
-12% -$132K
NXPI icon
242
NXP Semiconductors
NXPI
$68B
$925K 0.01%
4,700
+2,930
+166% +$649K
WAT icon
243
Waters Corp
WAT
$36.8B
$923K 0.01%
+3,098
New +$1.06M
PSX icon
244
Phillips 66
PSX
$82.9B
$919K 0.01%
5,047
-30
-0.6% -$4.7K
LKQ icon
245
LKQ Corp
LKQ
$6.58B
$917K 0.01%
31,230
– –
CBRE icon
246
CBRE Group
CBRE
$40.8B
$899K 0.01%
6,640
+1,515
+30% +$230K
INGR icon
247
Ingredion
INGR
$6.38B
$898K 0.01%
7,974
– –
ECL icon
248
Ecolab
ECL
$75.6B
$894K 0.01%
3,359
-34
-1% -$9.6K
MANH icon
249
Manhattan Associates
MANH
$8.97B
$873K 0.01%
6,560
+3,137
+92% +$470K
HAS icon
250
Hasbro
HAS
$12.6B
$857K 0.01%
9,155
-2,215
-19% -$207K
8 9
10
11 12

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Bridges Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridges Investment Management held 425 positions worth $7.38B, down 6.4% from $7.88B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q1 2026 filing shows 22 new, 128 increased, 175 reduced and 29 closed positions. Its largest new stake was Equity Bancshares: 61,876 shares worth $2.75M. The largest sale was BWX Technologies, an estimated $38M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q1 2026 buy was Equity Bancshares: 61,876 shares worth $2.75M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $17.5M increase.
  • Bridges Investment Management's biggest Q1 2026 reduction was BWX Technologies, cutting an estimated $38M.
  • Bridges Investment Management fully exited iShares Russell 2500 ETF in Q1 2026, selling an estimated $13.8M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.38B portfolio in Q1 2026.
  • Bridges Investment Management opened 22 new positions and closed 29 in Q1 2026.
  • Bridges Investment Management's portfolio value fell 6.4% quarter-over-quarter to $7.38B.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.