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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
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
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
ISRG icon
26
Intuitive Surgical
ISRG
$122B
$77.2M 1.05%
167,548
-2,074
-1% -$1.05M
BLK icon
27
Blackrock
BLK
$166B
$74.9M 1.01%
77,841
-1,780
-2% -$1.87M
LAD icon
28
Lithia Motors
LAD
$7.65B
$71.2M 0.96%
285,062
+737
+0.3% +$219K
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$123B
$70M 0.95%
656,728
-31,728
-5% -$3.6M
RSP icon
30
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$69.8M 0.95%
363,865
+46,887
+15% +$9.29M
TMO icon
31
Thermo Fisher Scientific
TMO
$198B
$68.6M 0.93%
139,484
-1,958
-1% -$1.06M
CSL icon
32
Carlisle Companies
CSL
$14B
$64.5M 0.87%
193,476
+13,706
+8% +$4.99M
ICE icon
33
Intercontinental Exchange
ICE
$79B
$61.9M 0.84%
393,435
+462
+0.1% +$75.4K
KLAC icon
34
KLA
KLAC
$278B
$61.5M 0.83%
417,450
-82,540
-17% -$12.1M
NOW icon
35
ServiceNow
NOW
$106B
$56.5M 0.77%
540,195
+116,380
+27% +$13.7M
IWD icon
36
iShares Russell 1000 Value ETF
IWD
$81.9B
$55M 0.74%
257,253
-10,373
-4% -$2.27M
URI icon
37
United Rentals
URI
$65.5B
$52.7M 0.71%
72,398
+2,815
+4% +$2.36M
WFC icon
38
Wells Fargo
WFC
$265B
$51.9M 0.7%
652,244
+2,306
+0.4% +$198K
SYK icon
39
Stryker
SYK
$123B
$50.1M 0.68%
152,526
+7,837
+5% +$2.81M
VEU icon
40
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$49.7M 0.67%
662,141
+18,429
+3% +$1.43M
EOG icon
41
EOG Resources
EOG
$74.5B
$48.3M 0.66%
334,414
-2,445
-0.7% -$297K
CDNS icon
42
Cadence Design Systems
CDNS
$91B
$48.2M 0.65%
173,482
+588
+0.3% +$175K
COST icon
43
Costco
COST
$417B
$44.8M 0.61%
45,009
-256
-0.6% -$249K
CTAS icon
44
Cintas
CTAS
$81.8B
$44.7M 0.61%
264,525
-1,513
-0.6% -$290K
AZO icon
45
AutoZone
AZO
$49.7B
$42.5M 0.58%
12,581
+4,240
+51% +$15.2M
CPRT icon
46
Copart
CPRT
$25.6B
$42M 0.57%
1,266,002
+350,819
+38% +$13.2M
USB icon
47
US Bancorp
USB
$98.4B
$41M 0.56%
787,487
-9,792
-1% -$538K
ABBV icon
48
AbbVie
ABBV
$450B
$40.5M 0.55%
186,093
-1,294
-0.7% -$287K
ULTA icon
49
Ulta Beauty
ULTA
$20.6B
$36.1M 0.49%
69,150
-11,841
-15% -$7.53M
HD icon
50
Home Depot
HD
$338B
$34.8M 0.47%
105,906
-1,461
-1% -$532K
1
2
3 4 5

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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.