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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
MDLZ icon
251
Mondelez International
MDLZ
$77.7B
$839K 0.01%
14,564
-812
-5% -$47K
WWD icon
252
Woodward
WWD
$25B
$832K 0.01%
2,325
-460
-17% -$166K
VIG icon
253
Vanguard Dividend Appreciation ETF
VIG
$111B
$825K 0.01%
3,838
-1,587
-29% -$354K
SCHM icon
254
Schwab US Mid-Cap ETF
SCHM
$14.6B
$823K 0.01%
26,573
+1,234
+5% +$39.3K
KHC icon
255
Kraft Heinz
KHC
$30.4B
$820K 0.01%
36,456
-1,211
-3% -$28.5K
DV icon
256
DoubleVerify
DV
$1.62B
$815K 0.01%
85,777
+62,349
+266% +$637K
IJK icon
257
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$798K 0.01%
7,926
-84
-1% -$8.63K
RCL icon
258
Royal Caribbean
RCL
$78.7B
$789K 0.01%
2,866
-100
-3% -$29.8K
BMY icon
259
Bristol-Myers Squibb
BMY
$127B
$773K 0.01%
12,749
-1,312
-9% -$76.5K
CLX icon
260
Clorox
CLX
$11.6B
$754K 0.01%
7,272
– –
CRM icon
261
Salesforce
CRM
$134B
$753K 0.01%
4,035
-49
-1% -$10.2K
COR icon
262
Cencora
COR
$60.3B
$740K 0.01%
2,357
– –
WEC icon
263
WEC Energy
WEC
$37.7B
$722K 0.01%
6,237
-100
-2% -$11.2K
HLT icon
264
Hilton Worldwide
HLT
$74B
$714K 0.01%
2,348
-46
-2% -$13.9K
OTIS icon
265
Otis Worldwide
OTIS
$27.4B
$705K 0.01%
9,140
-1,271
-12% -$111K
UL icon
266
Unilever
UL
$131B
$704K 0.01%
12,356
+3,881
+46% +$260K
VMI icon
267
Valmont Industries
VMI
$9.44B
$683K 0.01%
1,709
-518
-23% -$226K
EFG icon
268
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$668K 0.01%
6,000
-224
-4% -$26.3K
HLI icon
269
Houlihan Lokey
HLI
$9.68B
$634K 0.01%
4,417
-616
-12% -$101K
DUK icon
270
Duke Energy
DUK
$102B
$632K 0.01%
4,824
-312
-6% -$39K
NET icon
271
Cloudflare
NET
$93B
$630K 0.01%
3,053
+118
+4% +$22.5K
HCA icon
272
HCA Healthcare
HCA
$84.8B
$606K 0.01%
1,281
– –
VXUS icon
273
Vanguard Total International Stock ETF
VXUS
$153B
$588K 0.01%
7,622
-5,836
-43% -$463K
APD icon
274
Air Products & Chemicals
APD
$66.3B
$579K 0.01%
1,992
-402
-17% -$111K
INTC icon
275
Intel
INTC
$466B
$571K 0.01%
12,945
-725
-5% -$33.2K
9 10
11
12 13

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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.