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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
APD icon
276
Air Products & Chemicals
APD
$68.4B
$591K 0.01%
2,394
-669
-22% -$170K
MFC icon
277
Manulife Financial
MFC
$72.9B
$582K 0.01%
16,037
+321
+2% +$10.9K
NET icon
278
Cloudflare
NET
$111B
$579K 0.01%
2,935
+840
+40% +$178K
AWI icon
279
Armstrong World Industries
AWI
$7.82B
$578K 0.01%
3,027
– –
CI icon
280
Cigna
CI
$72.5B
$558K 0.01%
2,026
-61
-3% -$17.1K
UL icon
281
Unilever
UL
$133B
$554K 0.01%
8,475
+128
+2% +$8.6K
AXON
282
Axon Enterprise
AXON
$52B
$549K 0.01%
967
+336
+53% +$208K
XRAY icon
283
Dentsply Sirona
XRAY
$2.31B
$541K 0.01%
47,366
– –
ROAD icon
284
Construction Partners
ROAD
$6.98B
$515K 0.01%
4,743
-1,928
-29% -$217K
QQQ icon
285
Invesco QQQ Trust
QQQ
$482B
$515K 0.01%
838
+64
+8% +$39.3K
CMI icon
286
Cummins
CMI
$88.5B
$511K 0.01%
1,001
+156
+18% +$72.9K
AEP icon
287
American Electric Power
AEP
$67.6B
$510K 0.01%
4,420
-270
-6% -$31.9K
INTC icon
288
Intel
INTC
$514B
$504K 0.01%
13,670
-1,300
-9% -$49.1K
ARKF icon
289
ARK Blockchain & Fintech Innovation ETF
ARKF
$763M
$499K 0.01%
10,468
-271
-3% -$14.1K
MLM icon
290
Martin Marietta Materials
MLM
$33B
$489K 0.01%
786
+187
+31% +$116K
RBC icon
291
RBC Bearings
RBC
$17.7B
$487K 0.01%
1,085
– –
WYNN icon
292
Wynn Resorts
WYNN
$10.9B
$484K 0.01%
4,022
+1,441
+56% +$178K
ALNY icon
293
Alnylam Pharmaceuticals
ALNY
$29.6B
$484K 0.01%
1,216
+422
+53% +$187K
IJT icon
294
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.45B
$477K 0.01%
3,380
-1,283
-28% -$182K
ROST icon
295
Ross Stores
ROST
$80.1B
$465K 0.01%
2,583
+463
+22% +$77.3K
SO icon
296
Southern Company
SO
$106B
$465K 0.01%
5,334
+270
+5% +$24.6K
DDOG icon
297
Datadog
DDOG
$89.6B
$465K 0.01%
3,419
+934
+38% +$148K
WAB icon
298
Wabtec
WAB
$50.6B
$464K 0.01%
2,174
+482
+28% +$99K
IVOG icon
299
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.73B
$464K 0.01%
3,860
– –
VGT icon
300
Vanguard Information Technology ETF
VGT
$149B
$464K 0.01%
4,920
– –
10 11
12
13 14

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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.