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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
OKE icon
351
Oneok
OKE
$57.7B
$283K ﹤0.01%
3,852
-1,175
-23% -$83.2K
BROS icon
352
Dutch Bros
BROS
$8.93B
$280K ﹤0.01%
+4,576
New +$260K
FERG icon
353
Ferguson
FERG
$47.6B
$280K ﹤0.01%
1,257
+344
+38% +$82.2K
TKO icon
354
TKO Group
TKO
$14.3B
$278K ﹤0.01%
+1,332
New +$259K
SOLS
355
Solstice Advanced Materials
SOLS
$9.81B
$273K ﹤0.01%
+5,614
New +$264K
ORLY icon
356
O'Reilly Automotive
ORLY
$74.5B
$272K ﹤0.01%
2,980
-15
-0.5% -$1.47K
MDB icon
357
MongoDB
MDB
$35.4B
$270K ﹤0.01%
+643
New +$234K
DV icon
358
DoubleVerify
DV
$2.04B
$268K ﹤0.01%
23,428
-46,589
-67% -$514K
ACA icon
359
Arcosa
ACA
$7.13B
$268K ﹤0.01%
2,518
-12
-0.5% -$1.21K
PNC icon
360
PNC Financial Services
PNC
$102B
$267K ﹤0.01%
1,280
+20
+2% +$3.86K
ADM icon
361
Archer Daniels Midland
ADM
$38.3B
$266K ﹤0.01%
4,633
– –
UNF icon
362
Unifirst Corp
UNF
$5.27B
$265K ﹤0.01%
1,374
-76
-5% -$12.8K
VT icon
363
Vanguard Total World Stock ETF
VT
$81.4B
$263K ﹤0.01%
+1,865
New +$261K
BMO icon
364
Bank of Montreal
BMO
$128B
$260K ﹤0.01%
2,000
– –
SUN icon
365
Sunoco
SUN
$14B
$258K ﹤0.01%
4,927
– –
CSW
366
CSW Industrials
CSW
$5.73B
$258K ﹤0.01%
879
-231
-21% -$61.6K
BKR icon
367
Baker Hughes
BKR
$64.4B
$252K ﹤0.01%
+5,530
New +$262K
CNM icon
368
Core & Main
CNM
$8.57B
$251K ﹤0.01%
+4,839
New +$248K
SYBT icon
369
Stock Yards Bancorp
SYBT
$2.62B
$249K ﹤0.01%
3,833
-64
-2% -$4.3K
MS icon
370
Morgan Stanley
MS
$343B
$245K ﹤0.01%
+1,379
New +$230K
ALL icon
371
Allstate
ALL
$65.1B
$244K ﹤0.01%
1,172
+40
+4% +$8.19K
VEEV icon
372
Veeva Systems
VEEV
$38.5B
$241K ﹤0.01%
1,079
+272
+34% +$72.2K
MTSI icon
373
MACOM Technology Solutions
MTSI
$24.2B
$240K ﹤0.01%
+1,404
New +$223K
CAG icon
374
Conagra Brands
CAG
$7.17B
$240K ﹤0.01%
13,837
-5,987
-30% -$106K
DFAC icon
375
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$238K ﹤0.01%
6,000
– –
13 14
15
16 17

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CCM
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GGHC
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FIA
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FMI
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AAF
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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.