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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
MLM icon
326
Martin Marietta Materials
MLM
$33.3B
$330K ﹤0.01%
601
+5
+0.8% +$2.64K
BOH icon
327
Bank of Hawaii
BOH
$3.13B
$327K ﹤0.01%
4,846
– –
VOE icon
328
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$325K ﹤0.01%
1,975
-288
-13% -$45.6K
HBI
329
DELISTED
Hanesbrands
HBI
$323K ﹤0.01%
70,520
– –
CPAY icon
330
Corpay
CPAY
$26.7B
$319K ﹤0.01%
960
+10
+1% +$3.26K
CATH icon
331
Global X S&P 500 Catholic Values ETF
CATH
$1.35B
$318K ﹤0.01%
4,216
+165
+4% +$11.5K
DKNG icon
332
DraftKings
DKNG
$12.6B
$313K ﹤0.01%
7,304
+659
+10% +$23.6K
FUL icon
333
H.B. Fuller
FUL
$3.34B
$313K ﹤0.01%
5,204
– –
MPWR icon
334
Monolithic Power Systems
MPWR
$68.9B
$312K ﹤0.01%
426
+79
+23% +$50.3K
NUE icon
335
Nucor
NUE
$61.9B
$311K ﹤0.01%
2,399
– –
PBH icon
336
Prestige Consumer Healthcare
PBH
$2.54B
$308K ﹤0.01%
3,856
+82
+2% +$6.86K
EVTC icon
337
Evertec
EVTC
$1.76B
$308K ﹤0.01%
8,538
– –
SYBT icon
338
Stock Yards Bancorp
SYBT
$2.6B
$308K ﹤0.01%
3,897
– –
TYL icon
339
Tyler Technologies
TYL
$13.2B
$302K ﹤0.01%
510
+7
+1% +$3.96K
VONV icon
340
Vanguard Russell 1000 Value ETF
VONV
$22B
$295K ﹤0.01%
3,460
+103
+3% +$8.37K
LNT icon
341
Alliant Energy
LNT
$17.8B
$293K ﹤0.01%
4,850
-17
-0.3% -$1.04K
CHWY icon
342
Chewy
CHWY
$9.2B
$293K ﹤0.01%
+6,874
New +$274K
SBUX icon
343
Starbucks
SBUX
$122B
$290K ﹤0.01%
3,170
-410
-11% -$35.5K
LW icon
344
Lamb Weston
LW
$7.23B
$288K ﹤0.01%
5,560
– –
NTRA icon
345
Natera
NTRA
$45.1B
$286K ﹤0.01%
1,690
+14
+0.8% +$2.18K
WDFC icon
346
WD-40
WDFC
$3.13B
$277K ﹤0.01%
1,216
– –
UNF icon
347
Unifirst Corp
UNF
$5.27B
$273K ﹤0.01%
1,450
– –
COIN icon
348
Coinbase
COIN
$39.2B
$272K ﹤0.01%
+776
New +$181K
ROST icon
349
Ross Stores
ROST
$80.8B
$272K ﹤0.01%
2,131
+214
+11% +$29.7K
ALL icon
350
Allstate
ALL
$66.3B
$272K ﹤0.01%
1,350
+6
+0.4% +$1.2K
12 13
14
15 16

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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.