We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
-4.18%
1 Year Est. Return
+15.39%
3 Year Est. Return
+69.94%
5 Year Est. Return
+87.28%
10 Year Est. Return
+316.68%
AUM
$7.38B
AUM Growth
-$503M
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 18.6%
3 Consumer Discretionary 11.17%
4 Industrials 9.03%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACA icon
351
Arcosa
ACA
$7.12B
$267K ﹤0.01%
2,518
– –
ASML icon
352
ASML
ASML
$675B
$267K ﹤0.01%
202
+12
+6% +$16.4K
DDOG icon
353
Datadog
DDOG
$87.9B
$267K ﹤0.01%
2,260
-1,159
-34% -$143K
FUL icon
354
H.B. Fuller
FUL
$3B
$266K ﹤0.01%
+4,314
New +$264K
IDXX icon
355
Idexx Laboratories
IDXX
$42.9B
$253K ﹤0.01%
451
-90
-17% -$57.7K
HLMN icon
356
Hillman Solutions
HLMN
$1.56B
$252K ﹤0.01%
30,336
-4,928
-14% -$44.5K
MSI icon
357
Motorola Solutions
MSI
$69.4B
$248K ﹤0.01%
571
-33
-5% -$14.3K
CSW
358
CSW Industrials
CSW
$4.71B
$245K ﹤0.01%
941
+62
+7% +$18K
AR icon
359
Antero Resources
AR
$10.9B
$243K ﹤0.01%
5,733
-862
-13% -$31.5K
CSGP icon
360
CoStar Group
CSGP
$11.3B
$242K ﹤0.01%
6,000
+3,000
+100% +$156K
GTY
361
Getty Realty Corp
GTY
$2.1B
$242K ﹤0.01%
+7,601
New +$238K
IVOG icon
362
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
$241K ﹤0.01%
1,930
-1,930
-50% -$246K
CNM icon
363
Core & Main
CNM
$8.17B
$239K ﹤0.01%
4,839
– –
CW icon
364
Curtiss-Wright
CW
$27.7B
$238K ﹤0.01%
+350
New +$233K
ALL icon
365
Allstate
ALL
$66.9B
$238K ﹤0.01%
1,148
-24
-2% -$4.92K
CPAY icon
366
Corpay
CPAY
$24.2B
$237K ﹤0.01%
815
-267
-25% -$85.5K
DFAC icon
367
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$233K ﹤0.01%
6,000
– –
SYBT icon
368
Stock Yards Bancorp
SYBT
$2.41B
$228K ﹤0.01%
3,440
-393
-10% -$26.2K
IDEV icon
369
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$228K ﹤0.01%
+2,725
New +$234K
DFAI
370
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$227K ﹤0.01%
+5,815
New +$233K
SITE icon
371
SiteOne Landscape Supply
SITE
$4.43B
$224K ﹤0.01%
1,684
-177
-10% -$25K
LSTR icon
372
Landstar System
LSTR
$6.8B
$221K ﹤0.01%
+1,377
New +$211K
UNF icon
373
Unifirst Corp
UNF
$5.32B
$220K ﹤0.01%
874
-500
-36% -$115K
MS icon
374
Morgan Stanley
MS
$337B
$219K ﹤0.01%
1,333
-46
-3% -$7.96K
PTC icon
375
PTC
PTC
$13.7B
$219K ﹤0.01%
1,535
-147
-9% -$23.2K
13 14
15
16 17

Similar funds

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bridges Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridges Investment Management held 425 positions worth $7.38B, down 6.4% from $7.88B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q1 2026 filing shows 22 new, 128 increased, 175 reduced and 29 closed positions. Its largest new stake was Equity Bancshares: 61,876 shares worth $2.75M. The largest sale was BWX Technologies, an estimated $38M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q1 2026 buy was Equity Bancshares: 61,876 shares worth $2.75M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $17.5M increase.
  • Bridges Investment Management's biggest Q1 2026 reduction was BWX Technologies, cutting an estimated $38M.
  • Bridges Investment Management fully exited iShares Russell 2500 ETF in Q1 2026, selling an estimated $13.8M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.38B portfolio in Q1 2026.
  • Bridges Investment Management opened 22 new positions and closed 29 in Q1 2026.
  • Bridges Investment Management's portfolio value fell 6.4% quarter-over-quarter to $7.38B.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.