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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
AEP icon
276
American Electric Power
AEP
$73.7B
$566K 0.01%
4,320
-100
-2% -$12.5K
ROST icon
277
Ross Stores
ROST
$76.6B
$560K 0.01%
2,583
– –
XRAY icon
278
Dentsply Sirona
XRAY
$2.59B
$549K 0.01%
47,366
– –
CMI icon
279
Cummins
CMI
$91.7B
$546K 0.01%
1,015
+14
+1% +$7.92K
WAB icon
280
Wabtec
WAB
$51.1B
$543K 0.01%
2,174
– –
VNQ icon
281
Vanguard Real Estate ETF
VNQ
$39.9B
$540K 0.01%
6,093
-667
-10% -$61.2K
CI icon
282
Cigna
CI
$76.6B
$532K 0.01%
1,996
-30
-1% -$8.3K
CRS icon
283
Carpenter Technology
CRS
$30B
$499K 0.01%
1,267
– –
LPLA icon
284
LPL Financial
LPLA
$26.3B
$499K 0.01%
1,658
-190
-10% -$63.8K
MPWR icon
285
Monolithic Power Systems
MPWR
$65.5B
$491K 0.01%
449
– –
IJT icon
286
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$489K 0.01%
3,380
– –
MFC icon
287
Manulife Financial
MFC
$72.6B
$489K 0.01%
14,191
-1,846
-12% -$66.4K
SWK icon
288
Stanley Black & Decker
SWK
$14.2B
$486K 0.01%
6,835
-2,335
-25% -$188K
SHEL icon
289
Shell
SHEL
$245B
$483K 0.01%
5,193
-325
-6% -$26.3K
SO icon
290
Southern Company
SO
$110B
$482K 0.01%
4,996
-338
-6% -$31.3K
FICO icon
291
Fair Isaac
FICO
$28.7B
$481K 0.01%
451
-62
-12% -$85K
ROAD icon
292
Construction Partners
ROAD
$5.84B
$466K 0.01%
4,190
-553
-12% -$66.3K
RBC icon
293
RBC Bearings
RBC
$18.8B
$463K 0.01%
852
-233
-21% -$124K
MLM icon
294
Martin Marietta Materials
MLM
$33.6B
$463K 0.01%
786
– –
TER icon
295
Teradyne
TER
$54.8B
$456K 0.01%
1,538
– –
MKC icon
296
McCormick & Company Non-Voting
MKC
$13.4B
$453K 0.01%
8,990
– –
QQQ icon
297
Invesco QQQ Trust
QQQ
$455B
$450K 0.01%
779
-59
-7% -$35.8K
VGT icon
298
Vanguard Information Technology ETF
VGT
$139B
$429K 0.01%
4,920
– –
AMD icon
299
Advanced Micro Devices
AMD
$851B
$428K 0.01%
2,102
-35
-2% -$7.47K
HTFL
300
Heartflow Inc
HTFL
$2.08B
$421K 0.01%
+17,313
New +$470K
10 11
12
13 14

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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.