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BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+2.51%
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
$7.88B
AUM Growth
+$60.8M
Cap. Flow
-$66.2M
Cap. Flow %
-0.84%
Top 10 Hldgs %
40.3%
Holding
439
New
25
Increased
151
Reduced
170
Closed
36

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$40.5M
3
SMMD icon
iShares Russell 2500 ETF
SMMD
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$53M
2
USB icon
US Bancorp
USB
+$34.2M
3
AAPL icon
Apple
AAPL
+$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

Rank Sector Weight
1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
226
Johnson Controls International
JCI
$93.7B
$1.02M 0.01%
8,490
– –
MAR icon
227
Marriott International
MAR
$91.1B
$1.02M 0.01%
3,277
+32
+1% +$9.14K
VXUS icon
228
Vanguard Total International Stock ETF
VXUS
$162B
$1.02M 0.01%
13,458
+5,815
+76% +$434K
EFA icon
229
iShares MSCI EAFE ETF
EFA
$79.9B
$999K 0.01%
10,400
+16
+0.2% +$1.52K
ATO icon
230
Atmos Energy
ATO
$28.6B
$996K 0.01%
5,940
-1,370
-19% -$237K
CL icon
231
Colgate-Palmolive
CL
$73.6B
$976K 0.01%
12,346
– –
XPO icon
232
XPO
XPO
$23.8B
$975K 0.01%
7,176
-1,264
-15% -$172K
OXY icon
233
Occidental Petroleum
OXY
$59B
$966K 0.01%
23,504
+5
+0% +$209
EFV icon
234
iShares MSCI EAFE Value ETF
EFV
$30B
$955K 0.01%
13,369
– –
LKQ icon
235
LKQ Corp
LKQ
$6.25B
$943K 0.01%
31,230
– –
ARMK icon
236
Aramark
ARMK
$15.9B
$943K 0.01%
+25,570
New +$975K
HAS icon
237
Hasbro
HAS
$13.7B
$932K 0.01%
11,370
– –
KHC icon
238
Kraft Heinz
KHC
$29.2B
$913K 0.01%
37,667
– –
OTIS icon
239
Otis Worldwide
OTIS
$27.8B
$909K 0.01%
10,411
– –
BAM icon
240
Brookfield Asset Management
BAM
$88.4B
$906K 0.01%
17,288
+4,300
+33% +$231K
PWR icon
241
Quanta Services
PWR
$101B
$898K 0.01%
2,127
+265
+14% +$116K
VMI icon
242
Valmont Industries
VMI
$9.52B
$896K 0.01%
2,227
– –
ECL icon
243
Ecolab
ECL
$79.8B
$891K 0.01%
3,393
+51
+2% +$13.6K
INGR icon
244
Ingredion
INGR
$6.6B
$879K 0.01%
7,974
+2,670
+50% +$301K
HLI icon
245
Houlihan Lokey
HLI
$8.77B
$877K 0.01%
5,033
+590
+13% +$108K
FICO icon
246
Fair Isaac
FICO
$22.4B
$867K 0.01%
513
+77
+18% +$133K
WWD icon
247
Woodward
WWD
$21.1B
$842K 0.01%
2,785
-1,535
-36% -$422K
MDLZ icon
248
Mondelez International
MDLZ
$78.9B
$828K 0.01%
15,376
-3,162
-17% -$182K
RCL icon
249
Royal Caribbean
RCL
$82.1B
$827K 0.01%
2,966
+809
+38% +$229K
CBRE icon
250
CBRE Group
CBRE
$42.7B
$824K 0.01%
5,125
+21
+0.4% +$3.3K
8 9
10
11 12

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Bridges Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Bridges Investment Management held 439 positions worth $7.88B, up 0.78% from $7.82B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Bridges Investment Management's Q4 2025 filing shows 25 new, 151 increased, 170 reduced and 36 closed positions. Its largest new stake was iShares Russell 2500 ETF: 184,192 shares worth $13.8M. The largest sale was Alphabet (Google) Class A, an estimated $53M.

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

  • Bridges Investment Management's largest Q4 2025 buy was iShares Russell 2500 ETF: 184,192 shares worth $13.8M.
  • Bridges Investment Management added most to iShares Core S&P Mid-Cap ETF in Q4 2025, an estimated $103M increase.
  • Bridges Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $53M.
  • Bridges Investment Management fully exited Guild Holdings in Q4 2025, selling an estimated $14.1M.
  • Bridges Investment Management's ten largest holdings make up 40% of its $7.88B portfolio in Q4 2025.
  • Bridges Investment Management opened 25 new positions and closed 36 in Q4 2025.
  • Bridges Investment Management's portfolio value rose 0.78% quarter-over-quarter to $7.88B.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.