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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
MDY icon
326
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$340K ﹤0.01%
563
-97
-15% -$58K
PRU icon
327
Prudential Financial
PRU
$42.2B
$340K ﹤0.01%
3,008
-100
-3% -$10.7K
AJG icon
328
Arthur J. Gallagher & Co
AJG
$65B
$327K ﹤0.01%
1,263
-135
-10% -$35.7K
TYL icon
329
Tyler Technologies
TYL
$12.9B
$326K ﹤0.01%
718
+209
+41% +$99.6K
CPAY icon
330
Corpay
CPAY
$26.4B
$326K ﹤0.01%
1,082
+294
+37% +$85.4K
CATH icon
331
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$320K ﹤0.01%
3,897
– –
VONV icon
332
Vanguard Russell 1000 Value ETF
VONV
$21.9B
$318K ﹤0.01%
3,444
– –
CHWY icon
333
Chewy
CHWY
$9.1B
$316K ﹤0.01%
9,564
+2,689
+39% +$93.4K
LNT icon
334
Alliant Energy
LNT
$18.1B
$314K ﹤0.01%
4,825
– –
PODD icon
335
Insulet
PODD
$9.88B
$313K ﹤0.01%
1,102
+300
+37% +$93.8K
FCX icon
336
Freeport-McMoran
FCX
$97.1B
$313K ﹤0.01%
6,157
+121
+2% +$5.24K
GS icon
337
Goldman Sachs
GS
$306B
$312K ﹤0.01%
355
+34
+11% +$27.7K
HLMN icon
338
Hillman Solutions
HLMN
$1.71B
$305K ﹤0.01%
35,264
– –
AFL icon
339
Aflac
AFL
$60.5B
$305K ﹤0.01%
2,769
+72
+3% +$7.93K
THO icon
340
Thor Industries
THO
$4.09B
$302K ﹤0.01%
2,944
– –
LEG icon
341
Leggett & Platt
LEG
$1.28B
$298K ﹤0.01%
27,129
– –
TER icon
342
Teradyne
TER
$63.4B
$298K ﹤0.01%
+1,538
New +$264K
SCHV
343
Schwab US Large-Cap Value ETF
SCHV
$16.2B
$296K ﹤0.01%
9,995
-24,012
-71% -$702K
PTC icon
344
PTC
PTC
$16B
$293K ﹤0.01%
1,682
+429
+34% +$79.7K
Q
345
Qnity Electronics Inc
Q
$29.8B
$291K ﹤0.01%
+3,565
New +$303K
TRI icon
346
Thomson Reuters
TRI
$44B
$291K ﹤0.01%
2,173
– –
ZM icon
347
Zoom
ZM
$30.5B
$291K ﹤0.01%
+3,367
New +$283K
TRMB icon
348
Trimble
TRMB
$13.2B
$288K ﹤0.01%
3,681
+1,018
+38% +$81.1K
MMM icon
349
3M
MMM
$93.9B
$288K ﹤0.01%
1,801
-166
-8% -$27.1K
CHRW icon
350
C.H. Robinson
CHRW
$17.2B
$284K ﹤0.01%
+1,766
New +$261K
12 13
14
15 16

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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.