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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
+9.44%
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
$7.4B
AUM Growth
+$471M
Cap. Flow
-$1.36M
Cap. Flow %
-0.02%
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7

Top Buys

Rank Stock Value
1
SYK icon
Stryker
SYK
+$14.4M
2
CDNS icon
Cadence Design Systems
CDNS
+$12.4M
3
AMZN icon
Amazon
AMZN
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$26.7M
2
AAPL icon
Apple
AAPL
+$24M
3
CPRT icon
Copart
CPRT
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

Rank Sector Weight
1 Technology 22.27%
2 Financials 21.43%
3 Consumer Discretionary 11.07%
4 Industrials 8.65%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLI icon
251
Houlihan Lokey
HLI
$8.77B
$807K 0.01%
4,487
+366
+9% +$61.5K
FICO icon
252
Fair Isaac
FICO
$22.4B
$797K 0.01%
436
+2
+0.5% +$3.75K
KMX icon
253
CarMax
KMX
$8.26B
$780K 0.01%
11,602
+12
+0.1% +$807
XRAY icon
254
Dentsply Sirona
XRAY
$2.31B
$752K 0.01%
47,366
+96
+0.2% +$1.44K
IJK icon
255
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$747K 0.01%
8,215
-155
-2% -$13.3K
APD icon
256
Air Products & Chemicals
APD
$68.9B
$727K 0.01%
2,579
+15
+0.6% +$4.1K
VMI icon
257
Valmont Industries
VMI
$9.52B
$727K 0.01%
2,227
-40
-2% -$12.3K
ROAD icon
258
Construction Partners
ROAD
$6.86B
$709K 0.01%
6,671
– –
EFG icon
259
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$695K 0.01%
6,209
+205
+3% +$21.6K
MKC icon
260
McCormick & Company Non-Voting
MKC
$14.2B
$682K 0.01%
8,990
-450
-5% -$33.7K
DUK icon
261
Duke Energy
DUK
$96.1B
$677K 0.01%
5,737
-480
-8% -$56.6K
TT icon
262
Trane Technologies
TT
$106B
$673K 0.01%
1,538
+6
+0.4% +$2.37K
WEC icon
263
WEC Energy
WEC
$34.8B
$668K 0.01%
6,406
+41
+0.6% +$4.36K
CI icon
264
Cigna
CI
$72.4B
$662K 0.01%
2,004
+142
+8% +$45.8K
RCL icon
265
Royal Caribbean
RCL
$82.1B
$660K 0.01%
2,109
+394
+23% +$93.8K
BMY icon
266
Bristol-Myers Squibb
BMY
$130B
$648K 0.01%
14,006
+80
+0.6% +$3.93K
HCA icon
267
HCA Healthcare
HCA
$89.1B
$638K 0.01%
1,665
+5
+0.3% +$1.8K
ALLE icon
268
Allegion
ALLE
$14.3B
$629K 0.01%
+4,364
New +$597K
SWK icon
269
Stanley Black & Decker
SWK
$15.7B
$621K 0.01%
9,170
– –
PWR icon
270
Quanta Services
PWR
$101B
$607K 0.01%
1,606
+14
+0.9% +$4.49K
PAYX icon
271
Paychex
PAYX
$43.1B
$591K 0.01%
4,066
– –
COR icon
272
Cencora
COR
$63.7B
$580K 0.01%
1,935
+22
+1% +$6.34K
ARKF icon
273
ARK Blockchain & Fintech Innovation ETF
ARKF
$765M
$576K 0.01%
11,465
– –
UL icon
274
Unilever
UL
$134B
$574K 0.01%
8,347
-2,933
-26% -$206K
ARES icon
275
Ares Management
ARES
$32.3B
$559K 0.01%
3,227
+35
+1% +$5.54K
9 10
11
12 13

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Bridges Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Bridges Investment Management held 416 positions worth $7.4B, up 6.8% from $6.93B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Bridges Investment Management's Q2 2025 filing shows 24 new, 178 increased, 137 reduced and 7 closed positions. Its largest new stake was XPO: 7,891 shares worth $997K. The largest sale was AptarGroup, an estimated $26.7M.

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

  • Bridges Investment Management's largest Q2 2025 buy was XPO: 7,891 shares worth $997K.
  • Bridges Investment Management added most to Stryker in Q2 2025, an estimated $14.4M increase.
  • Bridges Investment Management's biggest Q2 2025 reduction was AptarGroup, cutting an estimated $26.7M.
  • Bridges Investment Management fully exited Cognex in Q2 2025, selling an estimated $1.34M.
  • Bridges Investment Management's ten largest holdings make up 37% of its $7.4B portfolio in Q2 2025.
  • Bridges Investment Management opened 24 new positions and closed 7 in Q2 2025.
  • Bridges Investment Management's portfolio value rose 6.8% quarter-over-quarter to $7.4B.

Based on Bridges Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.