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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
DEM icon
401
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-13,020
Closed -$599K
DFIN icon
402
Donnelley Financial Solutions
DFIN
$1.14B
– –
-22,015
Closed -$1.13M
DFUV icon
403
Dimensional US Marketwide Value ETF
DFUV
$15.9B
– –
-8,794
Closed -$393K
DKNG icon
404
DraftKings
DKNG
$12.4B
– –
-7,288
Closed -$273K
DOL icon
405
WisdomTree True Developed International Fund
DOL
$848M
– –
-17,112
Closed -$1.07M
DON icon
406
WisdomTree US MidCap Dividend Fund
DON
$4.08B
– –
-13,871
Closed -$725K
EHC icon
407
Encompass Health
EHC
$12.3B
– –
-2,123
Closed -$270K
EVTC icon
408
Evertec
EVTC
$1.75B
– –
-8,538
Closed -$288K
FIZZ icon
409
National Beverage
FIZZ
$2.86B
– –
-5,472
Closed -$202K
FOXF icon
410
Fox Factory Holding Corp
FOXF
$889M
– –
-77,967
Closed -$1.89M
FUL icon
411
H.B. Fuller
FUL
$3.33B
– –
-5,204
Closed -$308K
GHLD
412
DELISTED
Guild Holdings
GHLD
– –
-704,741
Closed -$14.1M
GIS icon
413
General Mills
GIS
$19.9B
– –
-9,816
Closed -$495K
GTY
414
Getty Realty Corp
GTY
$2.01B
– –
-8,705
Closed -$234K
HOLX
415
DELISTED
Hologic
HOLX
– –
-28,555
Closed -$1.93M
HUBS icon
416
HubSpot
HUBS
$10.6B
– –
-430
Closed -$201K
KMX icon
417
CarMax
KMX
$8.19B
– –
-17,262
Closed -$775K
LSTR icon
418
Landstar System
LSTR
$6.2B
– –
-1,727
Closed -$212K
MCK icon
419
McKesson
MCK
$105B
– –
-268
Closed -$207K
PBH icon
420
Prestige Consumer Healthcare
PBH
$2.52B
– –
-5,235
Closed -$327K
RBLX icon
421
Roblox
RBLX
$25.5B
– –
-3,794
Closed -$526K
SBUX icon
422
Starbucks
SBUX
$121B
– –
-2,810
Closed -$238K
SCHG icon
423
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-30,364
Closed -$969K
SCHX icon
424
Schwab US Large- Cap ETF
SCHX
$74.5B
– –
-78,281
Closed -$2.06M
TTD icon
425
Trade Desk
TTD
$6.17B
– –
-6,627
Closed -$325K
14 15 16
17
18

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CCM
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GGHC
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FIA
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VIM
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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.