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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
PRI icon
301
Primerica
PRI
$9.63B
$430K 0.01%
1,571
– –
IWP icon
302
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$427K 0.01%
3,077
– –
EFA icon
303
iShares MSCI EAFE ETF
EFA
$79.9B
$427K 0.01%
4,772
-199
-4% -$17K
RBC icon
304
RBC Bearings
RBC
$17.5B
$426K 0.01%
1,107
+22
+2% +$7.77K
SCHV
305
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$417K 0.01%
15,055
-980
-6% -$25.8K
ROK icon
306
Rockwell Automation
ROK
$49.6B
$417K 0.01%
1,254
-7
-0.6% -$1.99K
NET icon
307
Cloudflare
NET
$109B
$411K 0.01%
2,100
+26
+1% +$3.77K
VGT icon
308
Vanguard Information Technology ETF
VGT
$147B
$408K 0.01%
4,920
– –
CAG icon
309
Conagra Brands
CAG
$7.14B
$406K 0.01%
19,824
-786
-4% -$18.4K
OKE icon
310
Oneok
OKE
$57.7B
$401K 0.01%
4,917
+19
+0.4% +$1.58K
SHEL icon
311
Shell
SHEL
$250B
$395K 0.01%
5,613
– –
CVNA icon
312
Carvana
CVNA
$79.2B
$378K 0.01%
+5,605
New +$307K
MDY icon
313
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$374K 0.01%
660
– –
WCN
314
Waste Connections
WCN
$42B
$374K 0.01%
2,002
+20
+1% +$3.85K
DFUV icon
315
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$372K 0.01%
8,794
– –
INTC icon
316
Intel
INTC
$493B
$369K 0.01%
16,493
+88
+0.5% +$1.82K
IJJ icon
317
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$367K 0.01%
2,969
– –
QQQ icon
318
Invesco QQQ Trust
QQQ
$478B
$359K ﹤0.01%
651
– –
CTVA icon
319
Corteva
CTVA
$50.9B
$354K ﹤0.01%
4,749
+26
+0.6% +$1.73K
JBTM
320
JBT Marel
JBTM
$6.32B
$345K ﹤0.01%
2,871
– –
VOOV icon
321
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$342K ﹤0.01%
1,811
– –
MMM icon
322
3M
MMM
$94.4B
$338K ﹤0.01%
2,222
+515
+30% +$73.6K
DDOG icon
323
Datadog
DDOG
$88.6B
$334K ﹤0.01%
2,488
+30
+1% +$3.32K
PRU icon
324
Prudential Financial
PRU
$42.2B
$334K ﹤0.01%
3,108
+18
+0.6% +$1.86K
VRT icon
325
Vertiv
VRT
$108B
$331K ﹤0.01%
+2,576
New +$251K
11 12
13
14 15

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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.