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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
DASH icon
351
DoorDash
DASH
$91.9B
$271K ﹤0.01%
+1,098
New +$220K
CMI icon
352
Cummins
CMI
$87.1B
$268K ﹤0.01%
819
+9
+1% +$2.79K
CHH icon
353
Choice Hotels
CHH
$4.62B
$265K ﹤0.01%
2,091
– –
SUN icon
354
Sunoco
SUN
$13.8B
$264K ﹤0.01%
4,927
– –
WING icon
355
Wingstop
WING
$3.03B
$264K ﹤0.01%
+784
New +$232K
ORLY icon
356
O'Reilly Automotive
ORLY
$74.9B
$262K ﹤0.01%
2,910
+15
+0.5% +$1.37K
FCX icon
357
Freeport-McMoran
FCX
$96.4B
$262K ﹤0.01%
6,036
-20
-0.3% -$760
RLI icon
358
RLI Corp
RLI
$5.87B
$262K ﹤0.01%
3,622
– –
THO icon
359
Thor Industries
THO
$4.23B
$261K ﹤0.01%
2,944
– –
NFLX icon
360
Netflix
NFLX
$311B
$260K ﹤0.01%
+1,940
New +$219K
TRU icon
361
TransUnion
TRU
$15.4B
$256K ﹤0.01%
2,912
-382
-12% -$31.9K
DXCM icon
362
DexCom
DXCM
$33.8B
$256K ﹤0.01%
+2,934
New +$230K
AFL icon
363
Aflac
AFL
$60.7B
$256K ﹤0.01%
2,425
-533
-18% -$56K
TRN icon
364
Trinity Industries
TRN
$2.29B
$256K ﹤0.01%
9,465
– –
AMD icon
365
Advanced Micro Devices
AMD
$774B
$255K ﹤0.01%
1,796
-306
-15% -$33.3K
MRVL icon
366
Marvell Technology
MRVL
$191B
$252K ﹤0.01%
+3,257
New +$203K
HLMN icon
367
Hillman Solutions
HLMN
$1.75B
$252K ﹤0.01%
35,264
– –
CP icon
368
Canadian Pacific Kansas City
CP
$80.8B
$243K ﹤0.01%
3,060
– –
LEG icon
369
Leggett & Platt
LEG
$1.3B
$242K ﹤0.01%
27,129
+69
+0.3% +$594
CSGP icon
370
CoStar Group
CSGP
$12.6B
$241K ﹤0.01%
3,000
– –
GTY
371
Getty Realty Corp
GTY
$2B
$241K ﹤0.01%
8,705
– –
LSTR icon
372
Landstar System
LSTR
$6.03B
$240K ﹤0.01%
1,727
+3
+0.2% +$416
HUBS icon
373
HubSpot
HUBS
$11B
$240K ﹤0.01%
431
+5
+1% +$2.93K
PTC icon
374
PTC
PTC
$16.3B
$239K ﹤0.01%
1,384
+18
+1% +$2.9K
FIZZ icon
375
National Beverage
FIZZ
$2.89B
$237K ﹤0.01%
5,472
– –
13 14
15
16 17

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AAF
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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.