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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 Miscellaneous 22.97%
2 Technology 21.76%
3 Financials 17.4%
4 Consumer Discretionary 10.65%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
26
Lowe's Companies
LOW
$115B
$97M 1.18%
439,775
-7,385
-2% -$1.68M
PGR icon
27
Progressive
PGR
$127B
$84M 1.02%
384,540
-8,041
-2% -$1.62M
LAD icon
28
Lithia Motors
LAD
$8.5B
$80.8M 0.98%
278,265
-6,797
-2% -$1.93M
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$126B
$80.8M 0.98%
650,736
-5,992
-0.9% -$722K
RSP icon
30
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$78.4M 0.95%
368,450
+4,585
+1% +$938K
BLK icon
31
Blackrock
BLK
$174B
$74.9M 0.91%
77,933
+92
+0.1% +$95.1K
ISRG icon
32
Intuitive Surgical
ISRG
$130B
$74.7M 0.91%
187,721
+20,173
+12% +$8.81M
CSL icon
33
Carlisle Companies
CSL
$14B
$72.7M 0.88%
200,409
+6,933
+4% +$2.43M
SYK icon
34
Stryker
SYK
$116B
$65.3M 0.79%
207,365
+54,839
+36% +$17.3M
CDNS icon
35
Cadence Design Systems
CDNS
$80.6B
$64M 0.78%
170,593
-2,889
-2% -$1.01M
TMO icon
36
Thermo Fisher Scientific
TMO
$227B
$63.2M 0.77%
126,117
-13,367
-10% -$6.42M
IWD icon
37
iShares Russell 1000 Value ETF
IWD
$84.2B
$61.5M 0.75%
253,556
-3,697
-1% -$861K
NOW icon
38
ServiceNow
NOW
$146B
$60.6M 0.74%
610,865
+70,670
+13% +$7M
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$54.3M 0.66%
647,813
-14,328
-2% -$1.17M
WFC icon
40
Wells Fargo
WFC
$272B
$54.2M 0.66%
655,304
+3,060
+0.5% +$246K
PH icon
41
Parker-Hannifin
PH
$121B
$49.6M 0.6%
50,718
+33,522
+195% +$30.7M
ICE icon
42
Intercontinental Exchange
ICE
$90.5B
$48.7M 0.59%
395,731
+2,296
+0.6% +$345K
ABBV icon
43
AbbVie
ABBV
$453B
$48.7M 0.59%
193,443
+7,350
+4% +$1.58M
USB icon
44
US Bancorp
USB
$98.7B
$48.3M 0.59%
799,540
+12,053
+2% +$675K
CTAS icon
45
Cintas
CTAS
$80.2B
$45.3M 0.55%
266,472
+1,947
+0.7% +$337K
AZO icon
46
AutoZone
AZO
$48.7B
$43.2M 0.53%
13,524
+943
+7% +$3.13M
COST icon
47
Costco
COST
$406B
$41.9M 0.51%
44,758
-251
-0.6% -$250K
APH icon
48
Amphenol
APH
$204B
$38.5M 0.47%
437,128
+4,172
+1% +$301K
HD icon
49
Home Depot
HD
$320B
$37.6M 0.46%
106,516
+610
+0.6% +$198K
CPRT icon
50
Copart
CPRT
$31.2B
$36.8M 0.45%
1,306,876
+40,874
+3% +$1.32M
1
2
3 4 5

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AWM
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SC
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KWM
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FWCM
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BP
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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 Miscellaneous at 23% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • 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.