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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
+9.44%
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
$7.4B
AUM Growth
+$471M
Cap. Flow
-$1.36M
Cap. Flow %
-0.02%
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7

Top Buys

Rank Stock Value
1
SYK icon
Stryker
SYK
+$14.4M
2
CDNS icon
Cadence Design Systems
CDNS
+$12.4M
3
AMZN icon
Amazon
AMZN
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$26.7M
2
AAPL icon
Apple
AAPL
+$24M
3
CPRT icon
Copart
CPRT
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

Rank Sector Weight
1 Technology 22.27%
2 Financials 21.43%
3 Consumer Discretionary 11.07%
4 Industrials 8.65%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
26
Casey's General Stores
CASY
$31.6B
$89.3M 1.21%
174,923
-913
-0.5% -$421K
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$127B
$87.5M 1.18%
823,952
-31,372
-4% -$3M
LAD icon
28
Lithia Motors
LAD
$8.35B
$86.3M 1.17%
255,599
+14,179
+6% +$4.39M
LOW icon
29
Lowe's Companies
LOW
$123B
$82.3M 1.11%
370,974
+433
+0.1% +$96.6K
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$84.2B
$73.2M 0.99%
377,072
-8,627
-2% -$1.6M
ICE icon
31
Intercontinental Exchange
ICE
$84.5B
$70.1M 0.95%
382,126
-4,466
-1% -$767K
NOW icon
32
ServiceNow
NOW
$132B
$67.8M 0.92%
329,950
-1,190
-0.4% -$225K
USB icon
33
US Bancorp
USB
$100B
$67.6M 0.91%
1,494,949
-2,473
-0.2% -$104K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.35T
$66.5M 0.9%
374,707
-2,287
-0.6% -$378K
CTAS icon
35
Cintas
CTAS
$81.1B
$60.3M 0.81%
270,631
-3,491
-1% -$751K
TMO icon
36
Thermo Fisher Scientific
TMO
$222B
$58.2M 0.79%
143,614
+3,377
+2% +$1.41M
ADBE icon
37
Adobe
ADBE
$109B
$55.4M 0.75%
143,223
-1,381
-1% -$532K
CDNS icon
38
Cadence Design Systems
CDNS
$91.4B
$53.6M 0.72%
174,072
+42,812
+33% +$12.4M
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$52.7M 0.71%
784,671
-4,971
-0.6% -$315K
WFC icon
40
Wells Fargo
WFC
$265B
$52.2M 0.71%
651,917
-27,150
-4% -$1.96M
URI icon
41
United Rentals
URI
$70.8B
$51M 0.69%
67,713
+8,505
+14% +$5.69M
COST icon
42
Costco
COST
$423B
$46.7M 0.63%
47,145
-225
-0.5% -$224K
KLAC icon
43
KLA
KLAC
$252B
$45.9M 0.62%
512,070
-4,910
-0.9% -$369K
EOG icon
44
EOG Resources
EOG
$74.6B
$43.9M 0.59%
366,794
-700
-0.2% -$80K
ZTS icon
45
Zoetis
ZTS
$30.9B
$41.7M 0.56%
267,452
-4,101
-2% -$650K
BWXT icon
46
BWX Technologies
BWXT
$15.5B
$41.5M 0.56%
288,401
+5,589
+2% +$653K
ALC icon
47
Alcon
ALC
$35.9B
$38.9M 0.53%
440,438
-2,820
-0.6% -$253K
ULTA icon
48
Ulta Beauty
ULTA
$23.6B
$38.5M 0.52%
82,292
+686
+0.8% +$284K
HD icon
49
Home Depot
HD
$350B
$38M 0.51%
103,724
-2,384
-2% -$863K
SYK icon
50
Stryker
SYK
$133B
$37.9M 0.51%
95,738
+38,416
+67% +$14.4M
1
2
3 4 5

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CCM
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Bridges Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Bridges Investment Management held 416 positions worth $7.4B, up 6.8% from $6.93B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Bridges Investment Management's Q2 2025 filing shows 24 new, 178 increased, 137 reduced and 7 closed positions. Its largest new stake was XPO: 7,891 shares worth $997K. The largest sale was AptarGroup, an estimated $26.7M.

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 2025 buy was XPO: 7,891 shares worth $997K.
  • Bridges Investment Management added most to Stryker in Q2 2025, an estimated $14.4M increase.
  • Bridges Investment Management's biggest Q2 2025 reduction was AptarGroup, cutting an estimated $26.7M.
  • Bridges Investment Management fully exited Cognex in Q2 2025, selling an estimated $1.34M.
  • Bridges Investment Management's ten largest holdings make up 37% of its $7.4B portfolio in Q2 2025.
  • Bridges Investment Management opened 24 new positions and closed 7 in Q2 2025.
  • Bridges Investment Management's portfolio value rose 6.8% quarter-over-quarter to $7.4B.

Based on Bridges Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.