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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
PGR icon
26
Progressive
PGR
$124B
$90.7M 1.15%
398,118
-1,716
-0.4% -$388K
CASY icon
27
Casey's General Stores
CASY
$31.6B
$87.4M 1.11%
158,168
-16,020
-9% -$8.82M
BLK icon
28
Blackrock
BLK
$175B
$85.2M 1.08%
79,621
-6,714
-8% -$7.34M
TMO icon
29
Thermo Fisher Scientific
TMO
$222B
$82M 1.04%
141,442
-778
-0.5% -$440K
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$127B
$81.5M 1.03%
688,456
-9,268
-1% -$1.1M
NOW icon
31
ServiceNow
NOW
$132B
$64.9M 0.82%
423,815
+45,035
+12% +$7.73M
ICE icon
32
Intercontinental Exchange
ICE
$84.5B
$63.6M 0.81%
392,973
+14,225
+4% +$2.23M
KLAC icon
33
KLA
KLAC
$252B
$60.8M 0.77%
499,990
-12,460
-2% -$1.46M
RSP icon
34
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$60.7M 0.77%
316,978
+40,210
+15% +$7.63M
WFC icon
35
Wells Fargo
WFC
$265B
$60.6M 0.77%
649,938
-917
-0.1% -$79.6K
CSL icon
36
Carlisle Companies
CSL
$15.3B
$57.5M 0.73%
179,770
+31,663
+21% +$10.3M
URI icon
37
United Rentals
URI
$70.8B
$56.3M 0.71%
69,583
+1,354
+2% +$1.18M
IWD icon
38
iShares Russell 1000 Value ETF
IWD
$84.2B
$56.3M 0.71%
267,626
-5,450
-2% -$1.13M
CDNS icon
39
Cadence Design Systems
CDNS
$91.4B
$54M 0.69%
172,894
+490
+0.3% +$160K
SYK icon
40
Stryker
SYK
$133B
$50.9M 0.65%
144,689
+19,983
+16% +$7.28M
CTAS icon
41
Cintas
CTAS
$81.1B
$50M 0.63%
266,038
-4,776
-2% -$900K
ULTA icon
42
Ulta Beauty
ULTA
$23.6B
$49M 0.62%
80,991
+89
+0.1% +$48.9K
VEU icon
43
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$47.4M 0.6%
643,712
+7,543
+1% +$549K
ADBE icon
44
Adobe
ADBE
$109B
$42.8M 0.54%
122,381
-18,308
-13% -$6.23M
ABBV icon
45
AbbVie
ABBV
$438B
$42.8M 0.54%
187,387
-4,702
-2% -$1.07M
USB icon
46
US Bancorp
USB
$100B
$42.5M 0.54%
797,279
-695,473
-47% -$34.2M
BWXT icon
47
BWX Technologies
BWXT
$15.5B
$40.2M 0.51%
232,540
-53,481
-19% -$10M
COST icon
48
Costco
COST
$423B
$39M 0.5%
45,265
-2,036
-4% -$1.84M
HD icon
49
Home Depot
HD
$350B
$36.9M 0.47%
107,367
-4,220
-4% -$1.55M
CPRT icon
50
Copart
CPRT
$27.4B
$35.8M 0.45%
915,183
+213,607
+30% +$8.86M
1
2
3 4 5

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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.