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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
(-6.4%)
Cap. Flow
-$71.9M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$17.5M |
| 2 |
Trane Technologies
TT
|
+$16.2M |
| 3 |
AutoZone
AZO
|
+$15.2M |
| 4 |
ServiceNow
NOW
|
+$13.7M |
| 5 |
Copart
CPRT
|
+$13.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BWX Technologies
BWXT
|
+$38M |
| 2 |
Apple
AAPL
|
+$34.4M |
| 3 |
Union Pacific
UNP
|
+$25.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$17.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
Open Text
OTEX
$5.65B
| – | – |
-19,620
| Closed | -$639K |
|
402
Insulet
PODD
$11.4B
| – | – |
-1,102
| Closed | -$313K |
|
403
RLI Corp
RLI
$5.66B
| – | – |
-3,204
| Closed | -$205K |
|
404
Rockwell Automation
ROK
$51.4B
| – | – |
-1,619
| Closed | -$630K |
|
405
iShares Russell 2500 ETF
SMMD
$3.56B
| – | – |
-184,192
| Closed | -$13.8M |
|
406
Thomson Reuters
TRI
$42B
| – | – |
-2,173
| Closed | -$291K |
|
407
Trimble
TRMB
$12.3B
| – | – |
-3,681
| Closed | -$288K |
|
408
Take-Two Interactive
TTWO
$43.9B
| – | – |
-885
| Closed | -$227K |
|
409
Veeva Systems
VEEV
$31.7B
| – | – |
-1,079
| Closed | -$241K |
|
410
Vanguard Total World Stock ETF
VT
$76.6B
| – | – |
-1,865
| Closed | -$263K |
|
411
Vanguard High Dividend Yield ETF
VYM
$80B
| – | – |
-2,537
| Closed | -$364K |
|
412
XPO
XPO
$25.2B
| – | – |
-7,176
| Closed | -$975K |
|
413
Zoom
ZM
$26.7B
| – | – |
-3,367
| Closed | -$291K |
|
414
Reddit
RDDT
$34.9B
| – | – |
-1,509
| Closed | -$347K |
|
|
SOLS
415
Solstice Advanced Materials
SOLS
$9.27B
| – | – |
-5,614
| Closed | -$273K |
|
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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.