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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
PNC icon
376
PNC Financial Services
PNC
$101B
$235K ﹤0.01%
1,260
-178
-12% -$30.1K
ZM icon
377
Zoom
ZM
$31.1B
$232K ﹤0.01%
2,970
+42
+1% +$3.25K
CSW
378
CSW Industrials
CSW
$5.72B
$230K ﹤0.01%
803
– –
UPS icon
379
United Parcel Service
UPS
$88.8B
$229K ﹤0.01%
2,270
-500
-18% -$49.2K
BROS icon
380
Dutch Bros
BROS
$8.66B
$228K ﹤0.01%
+3,335
New +$218K
BKR icon
381
Baker Hughes
BKR
$64.3B
$226K ﹤0.01%
5,906
-3,533
-37% -$133K
SITE icon
382
SiteOne Landscape Supply
SITE
$4.32B
$225K ﹤0.01%
1,861
– –
RYAN icon
383
Ryan Specialty Holdings
RYAN
$10.8B
$225K ﹤0.01%
3,305
+29
+0.9% +$2K
BMO icon
384
Bank of Montreal
BMO
$127B
$221K ﹤0.01%
+2,000
New +$202K
BP icon
385
BP
BP
$111B
$221K ﹤0.01%
7,388
-400
-5% -$11.7K
NTNX icon
386
Nutanix
NTNX
$17.4B
$221K ﹤0.01%
+2,889
New +$208K
CRWD icon
387
CrowdStrike
CRWD
$226B
$221K ﹤0.01%
1,732
-1,612
-48% -$175K
ACA icon
388
Arcosa
ACA
$7.12B
$219K ﹤0.01%
+2,530
New +$212K
DFAC icon
389
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$215K ﹤0.01%
+6,000
New +$200K
PYPL icon
390
PayPal
PYPL
$50.5B
$214K ﹤0.01%
2,882
-2,377
-45% -$163K
WYNN icon
391
Wynn Resorts
WYNN
$10.8B
$212K ﹤0.01%
+2,264
New +$192K
CNM icon
392
Core & Main
CNM
$8.73B
$212K ﹤0.01%
+3,509
New +$188K
IT icon
393
Gartner
IT
$11.8B
$209K ﹤0.01%
517
+8
+2% +$3.35K
PODD icon
394
Insulet
PODD
$10B
$209K ﹤0.01%
+664
New +$192K
PINS icon
395
Pinterest
PINS
$13.4B
$207K ﹤0.01%
+5,785
New +$176K
MSI icon
396
Motorola Solutions
MSI
$77.3B
$204K ﹤0.01%
486
+4
+0.8% +$1.67K
TRMB icon
397
Trimble
TRMB
$13.5B
$203K ﹤0.01%
+2,667
New +$179K
PR
398
Permian Resources
PR
$18B
$202K ﹤0.01%
14,845
+163
+1% +$2.1K
ITT icon
399
ITT
ITT
$19.4B
$202K ﹤0.01%
+1,287
New +$183K
RKT icon
400
Rocket Companies
RKT
$40.5B
$144K ﹤0.01%
10,176
– –
13 14 15
16
17

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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.