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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
+15.13%
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
$8.22B
AUM Growth
+$843M
Cap. Flow
-$61.9K
Cap. Flow %
-0%
Top 10 Hldgs %
38.78%
Holding
419
New
23
Increased
186
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$30.7M
2
AVGO icon
Broadcom
AVGO
+$29.8M
3
NFLX icon
Netflix
NFLX
+$25.5M
4
SYK icon
Stryker
SYK
+$17.3M
5
KLAC icon
KLA
KLAC
+$16.1M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$30M
2
CHE icon
Chemed
CHE
+$25.8M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.6M
4
ZTS icon
Zoetis
ZTS
+$21.5M
5
EOG icon
EOG Resources
EOG
+$21.2M

Sector Composition

Rank Sector Weight
1 Technology 21.76%
2 Financials 17.4%
3 Consumer Discretionary 10.65%
4 Industrials 9.31%
5 Communication Services 8.39%

No holdings matched the selected filter criteria.

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Bridges Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Bridges Investment Management held 419 positions worth $8.22B, up 11% from $7.38B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q2 2026 filing shows 23 new, 186 increased, 92 reduced and 18 closed positions. Its largest new stake was Netflix: 288,995 shares worth $20.6M. The largest sale was Union Pacific, an estimated $30M.

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 2026 buy was Netflix: 288,995 shares worth $20.6M.
  • Bridges Investment Management added most to Parker-Hannifin in Q2 2026, an estimated $30.7M increase.
  • Bridges Investment Management's biggest Q2 2026 reduction was Union Pacific, cutting an estimated $30M.
  • Bridges Investment Management fully exited Stanley Black & Decker in Q2 2026, selling an estimated $486K.
  • Bridges Investment Management's ten largest holdings make up 39% of its $8.22B portfolio in Q2 2026.
  • Bridges Investment Management opened 23 new positions and closed 18 in Q2 2026.
  • Bridges Investment Management's portfolio value rose 11% quarter-over-quarter to $8.22B.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.