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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
+15.13%
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
$8.22B
AUM Growth
+$843M
Cap. Flow
-$61.9K
Cap. Flow %
-0%
Top 10 Hldgs %
38.78%
Holding
419
New
23
Increased
186
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$30.7M
2
AVGO icon
Broadcom
AVGO
+$29.8M
3
NFLX icon
Netflix
NFLX
+$25.5M
4
SYK icon
Stryker
SYK
+$17.3M
5
KLAC icon
KLA
KLAC
+$16.1M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$30M
2
CHE icon
Chemed
CHE
+$25.8M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.6M
4
ZTS icon
Zoetis
ZTS
+$21.5M
5
EOG icon
EOG Resources
EOG
+$21.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 22.97%
2 Technology 21.76%
3 Financials 17.4%
4 Consumer Discretionary 10.65%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
326
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$396K ﹤0.01%
563
– –
ARKF icon
327
ARK Blockchain & Fintech Innovation ETF
ARKF
$834M
$383K ﹤0.01%
9,706
-387
-4% -$15.8K
PRI icon
328
Primerica
PRI
$9.1B
$378K ﹤0.01%
1,330
– –
AFL icon
329
Aflac
AFL
$58.8B
$374K ﹤0.01%
3,190
+701
+28% +$80.7K
VONV icon
330
Vanguard Russell 1000 Value ETF
VONV
$22B
$366K ﹤0.01%
3,444
– –
ACA icon
331
Arcosa
ACA
$7.14B
$366K ﹤0.01%
2,518
– –
LNT icon
332
Alliant Energy
LNT
$17.6B
$364K ﹤0.01%
4,775
– –
CATH icon
333
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$360K ﹤0.01%
4,070
– –
WDFC icon
334
WD-40
WDFC
$2.79B
$354K ﹤0.01%
1,455
– –
ADM icon
335
Archer Daniels Midland
ADM
$40.8B
$354K ﹤0.01%
4,633
– –
BMO icon
336
Bank of Montreal
BMO
$122B
$353K ﹤0.01%
2,000
– –
MU icon
337
Micron Technology
MU
$1.15T
$350K ﹤0.01%
+303
New +$227K
WCN
338
Waste Connections
WCN
$41.5B
$349K ﹤0.01%
2,093
– –
BOH icon
339
Bank of Hawaii
BOH
$3.05B
$349K ﹤0.01%
4,279
– –
PRU icon
340
Prudential Financial
PRU
$42.1B
$349K ﹤0.01%
3,229
+239
+8% +$24.3K
SCHV
341
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$348K ﹤0.01%
9,995
– –
JBTM
342
JBT Marel
JBTM
$6.11B
$347K ﹤0.01%
2,393
– –
AWI icon
343
Armstrong World Industries
AWI
$7.33B
$343K ﹤0.01%
2,137
– –
CGDV icon
344
Capital Group Dividend Value ETF
CGDV
$38.7B
$338K ﹤0.01%
+6,866
New +$323K
NVO
345
Novo Nordisk
NVO
$206B
$336K ﹤0.01%
7,011
-300
-4% -$12.9K
PNC icon
346
PNC Financial Services
PNC
$98B
$335K ﹤0.01%
1,360
+25
+2% +$5.6K
CHRW icon
347
C.H. Robinson
CHRW
$17.3B
$333K ﹤0.01%
1,766
– –
SUN icon
348
Sunoco
SUN
$14.2B
$333K ﹤0.01%
4,927
– –
DAL icon
349
Delta Air Lines
DAL
$52.7B
$322K ﹤0.01%
+3,435
New +$259K
BX icon
350
Blackstone
BX
$102B
$317K ﹤0.01%
+2,692
New +$323K
12 13
14
15 16

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Bridges Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Bridges Investment Management held 419 positions worth $8.22B, up 11% from $7.38B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q2 2026 filing shows 23 new, 186 increased, 92 reduced and 18 closed positions. Its largest new stake was Netflix: 288,995 shares worth $20.6M. The largest sale was Union Pacific, an estimated $30M.

By sector, the portfolio is most concentrated in Miscellaneous at 23% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Bridges Investment Management's largest Q2 2026 buy was Netflix: 288,995 shares worth $20.6M.
  • Bridges Investment Management added most to Parker-Hannifin in Q2 2026, an estimated $30.7M increase.
  • Bridges Investment Management's biggest Q2 2026 reduction was Union Pacific, cutting an estimated $30M.
  • Bridges Investment Management fully exited Stanley Black & Decker in Q2 2026, selling an estimated $486K.
  • Bridges Investment Management's ten largest holdings make up 39% of its $8.22B portfolio in Q2 2026.
  • Bridges Investment Management opened 23 new positions and closed 18 in Q2 2026.
  • Bridges Investment Management's portfolio value rose 11% quarter-over-quarter to $8.22B.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.