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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
TRN icon
376
Trinity Industries
TRN
$2.31B
$237K ﹤0.01%
8,965
-500
-5% -$13.6K
LW icon
377
Lamb Weston
LW
$7.22B
$233K ﹤0.01%
5,570
+10
+0.2% +$589
WDFC icon
378
WD-40
WDFC
$3.11B
$233K ﹤0.01%
1,182
-34
-3% -$6.7K
ENTG icon
379
Entegris
ENTG
$24.2B
$233K ﹤0.01%
2,762
+478
+21% +$41.5K
SITE icon
380
SiteOne Landscape Supply
SITE
$4.25B
$232K ﹤0.01%
1,861
– –
MSI icon
381
Motorola Solutions
MSI
$77.1B
$232K ﹤0.01%
604
+26
+4% +$10.4K
PR
382
Permian Resources
PR
$17.9B
$230K ﹤0.01%
16,368
+4,468
+38% +$60K
AR icon
383
Antero Resources
AR
$11.5B
$227K ﹤0.01%
+6,595
New +$223K
TTWO icon
384
Take-Two Interactive
TTWO
$45.4B
$227K ﹤0.01%
+885
New +$221K
SCHB icon
385
Schwab US Broad Market ETF
SCHB
$44.8B
$215K ﹤0.01%
8,188
+180
+2% +$4.69K
BP icon
386
BP
BP
$110B
$214K ﹤0.01%
6,167
-221
-3% -$7.75K
RKT icon
387
Rocket Companies
RKT
$39.4B
$214K ﹤0.01%
11,045
+869
+9% +$15.5K
VOOV icon
388
Vanguard S&P 500 Value ETF
VOOV
$6.75B
$207K ﹤0.01%
1,011
-800
-44% -$162K
RLI icon
389
RLI Corp
RLI
$5.79B
$205K ﹤0.01%
3,204
-418
-12% -$26.3K
NFLX icon
390
Netflix
NFLX
$307B
$204K ﹤0.01%
2,180
-8,460
-80% -$912K
ASML icon
391
ASML
ASML
$697B
$203K ﹤0.01%
+190
New +$198K
CSGP icon
392
CoStar Group
CSGP
$12.4B
$202K ﹤0.01%
3,000
– –
DASH icon
393
DoorDash
DASH
$92.5B
$201K ﹤0.01%
887
-207
-19% -$48.6K
BIZD icon
394
VanEck BDC Income ETF
BIZD
$1.68B
– –
-179,365
Closed -$2.68M
BOH icon
395
Bank of Hawaii
BOH
$3.13B
– –
-4,846
Closed -$318K
CHH icon
396
Choice Hotels
CHH
$4.69B
– –
-2,091
Closed -$224K
CP icon
397
Canadian Pacific Kansas City
CP
$81.1B
– –
-2,772
Closed -$206K
CRWD icon
398
CrowdStrike
CRWD
$226B
– –
-1,732
Closed -$212K
CTVA icon
399
Corteva
CTVA
$50.2B
– –
-4,738
Closed -$320K
D icon
400
Dominion Energy
D
$59.8B
– –
-3,366
Closed -$206K
14 15
16
17 18

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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.