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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
AMD icon
301
Advanced Micro Devices
AMD
$774B
$458K 0.01%
2,137
+341
+19% +$76.6K
PAYX icon
302
Paychex
PAYX
$43.1B
$456K 0.01%
4,063
+24
+0.6% +$2.81K
NTRA icon
303
Natera
NTRA
$45.1B
$446K 0.01%
1,948
+532
+38% +$111K
JBTM
304
JBT Marel
JBTM
$6.32B
$433K 0.01%
2,871
– –
IWP icon
305
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$421K 0.01%
3,077
– –
KMB icon
306
Kimberly-Clark
KMB
$36.1B
$419K 0.01%
4,149
– –
BR icon
307
Broadridge
BR
$19.5B
$412K 0.01%
1,844
– –
VST icon
308
Vistra
VST
$48.6B
$410K 0.01%
2,539
+315
+14% +$57.4K
MPWR icon
309
Monolithic Power Systems
MPWR
$68.9B
$407K 0.01%
449
+23
+5% +$22.1K
SHEL icon
310
Shell
SHEL
$250B
$405K 0.01%
5,518
-103
-2% -$7.59K
CRS icon
311
Carpenter Technology
CRS
$26.7B
$399K 0.01%
1,267
+433
+52% +$130K
PRI icon
312
Primerica
PRI
$9.63B
$396K 0.01%
1,533
-38
-2% -$9.91K
WCN
313
Waste Connections
WCN
$42B
$395K 0.01%
2,255
+612
+37% +$106K
NUE icon
314
Nucor
NUE
$61.9B
$395K 0.01%
2,421
+22
+0.9% +$3.31K
MRVL icon
315
Marvell Technology
MRVL
$191B
$393K 0.01%
4,625
+906
+24% +$79.3K
NXPI icon
316
NXP Semiconductors
NXPI
$59.6B
$384K ﹤0.01%
1,770
+160
+10% +$34.3K
CAKE icon
317
Cheesecake Factory
CAKE
$5.63B
$373K ﹤0.01%
7,385
-292
-4% -$14.6K
NVO
318
Novo Nordisk
NVO
$207B
$372K ﹤0.01%
7,311
+7
+0.1% +$358
IJJ icon
319
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
$370K ﹤0.01%
2,814
-155
-5% -$20.2K
IDXX icon
320
Idexx Laboratories
IDXX
$46.2B
$366K ﹤0.01%
541
+145
+37% +$98.7K
VYM icon
321
Vanguard High Dividend Yield ETF
VYM
$83.8B
$364K ﹤0.01%
+2,537
New +$361K
INSM icon
322
Insmed
INSM
$29B
$362K ﹤0.01%
2,081
+544
+35% +$99.3K
ITT icon
323
ITT
ITT
$19.4B
$357K ﹤0.01%
2,060
+778
+61% +$139K
VOE icon
324
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$350K ﹤0.01%
1,975
– –
RDDT icon
325
Reddit
RDDT
$30.1B
$347K ﹤0.01%
+1,509
New +$317K
11 12
13
14 15

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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.