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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
VOE icon
301
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$399K 0.01%
2,167
+192
+10% +$35.9K
KMB icon
302
Kimberly-Clark
KMB
$36.4B
$399K 0.01%
4,133
-16
-0.4% -$1.64K
IWP icon
303
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$394K 0.01%
3,077
– –
Q
304
Qnity Electronics Inc
Q
$28.3B
$394K 0.01%
3,416
-149
-4% -$15.8K
ITT icon
305
ITT
ITT
$17.5B
$392K 0.01%
2,060
– –
NTRA icon
306
Natera
NTRA
$37.5B
$390K 0.01%
1,948
– –
MRVL icon
307
Marvell Technology
MRVL
$174B
$386K 0.01%
3,900
-725
-16% -$60.9K
ARKF icon
308
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$384K 0.01%
10,093
-375
-4% -$15.8K
VST icon
309
Vistra
VST
$55.1B
$382K 0.01%
2,539
– –
IJJ icon
310
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$373K 0.01%
2,814
– –
FCX icon
311
Freeport-McMoran
FCX
$90B
$370K 0.01%
6,299
+142
+2% +$8.58K
AWI icon
312
Armstrong World Industries
AWI
$6.86B
$352K ﹤0.01%
2,137
-890
-29% -$163K
PR
313
Permian Resources
PR
$17.9B
$349K ﹤0.01%
16,368
– –
ACWI icon
314
iShares MSCI ACWI ETF
ACWI
$32.6B
$348K ﹤0.01%
+2,514
New +$361K
MDY icon
315
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$347K ﹤0.01%
563
– –
LNT icon
316
Alliant Energy
LNT
$19.4B
$343K ﹤0.01%
4,775
-50
-1% -$3.45K
WCN
317
Waste Connections
WCN
$42.8B
$340K ﹤0.01%
2,093
-162
-7% -$27K
NUE icon
318
Nucor
NUE
$56.4B
$340K ﹤0.01%
2,008
-413
-17% -$72K
BKR icon
319
Baker Hughes
BKR
$56.8B
$338K ﹤0.01%
5,530
– –
ADM icon
320
Archer Daniels Midland
ADM
$41.4B
$337K ﹤0.01%
4,633
– –
PRI icon
321
Primerica
PRI
$9.81B
$333K ﹤0.01%
1,330
-203
-13% -$52.4K
ENTG icon
322
Entegris
ENTG
$19.7B
$324K ﹤0.01%
2,762
– –
SCHG icon
323
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$323K ﹤0.01%
+11,085
New +$345K
VONV icon
324
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$323K ﹤0.01%
3,444
– –
SUN icon
325
Sunoco
SUN
$14.2B
$320K ﹤0.01%
4,927
– –
11 12
13
14 15

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KWM
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GLF
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JF
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YAM
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ASN
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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.