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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
ALC icon
51
Alcon
ALC
$34.3B
$30.8M 0.42%
409,022
-3,225
-0.8% -$257K
AMGN icon
52
Amgen
AMGN
$198B
$30.8M 0.42%
87,581
-1,012
-1% -$361K
ZTS icon
53
Zoetis
ZTS
$32.1B
$29.4M 0.4%
248,809
+76,079
+44% +$9.41M
PEP icon
54
PepsiCo
PEP
$187B
$29.3M 0.4%
188,607
-248
-0.1% -$38.6K
CVX icon
55
Chevron
CVX
$373B
$28.8M 0.39%
139,217
-1,373
-1% -$250K
ABT icon
56
Abbott
ABT
$175B
$28.4M 0.39%
277,089
+36,712
+15% +$4.15M
APH icon
57
Amphenol
APH
$186B
$27.4M 0.37%
216,478
+5,210
+2% +$733K
MCD icon
58
McDonald's
MCD
$190B
$27.1M 0.37%
87,216
-1,484
-2% -$473K
SHW icon
59
Sherwin-Williams
SHW
$81.7B
$26.6M 0.36%
82,849
+644
+0.8% +$222K
LIN icon
60
Linde
LIN
$237B
$25.4M 0.34%
51,197
+451
+0.9% +$213K
ADBE icon
61
Adobe
ADBE
$94.3B
$25.2M 0.34%
103,730
-18,651
-15% -$5.17M
CHE icon
62
Chemed
CHE
$6.77B
$24.9M 0.34%
65,921
+4,052
+7% +$1.74M
FND icon
63
Floor & Decor
FND
$6.14B
$24.1M 0.33%
474,641
+78,263
+20% +$5.09M
TJX icon
64
TJX Companies
TJX
$171B
$23.5M 0.32%
146,917
+1,181
+0.8% +$184K
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$23.2M 0.31%
332,484
-79,835
-19% -$5.76M
LLY icon
66
Eli Lilly
LLY
$1.05T
$23M 0.31%
24,956
+1,134
+5% +$1.15M
VO icon
67
Vanguard Mid-Cap ETF
VO
$106B
$21.2M 0.29%
294,836
+24,896
+9% +$1.85M
VOO icon
68
Vanguard S&P 500 ETF
VOO
$974B
$21.1M 0.29%
35,365
+4,492
+15% +$2.81M
ADP icon
69
Automatic Data Processing
ADP
$102B
$20.6M 0.28%
101,264
+6,102
+6% +$1.4M
IWR icon
70
iShares Russell Mid-Cap ETF
IWR
$56.6B
$20.4M 0.28%
210,148
+1,252
+0.6% +$125K
JNJ icon
71
Johnson & Johnson
JNJ
$609B
$18.4M 0.25%
75,302
-1,320
-2% -$307K
UNH icon
72
UnitedHealth
UNH
$387B
$18.2M 0.25%
67,251
-886
-1% -$264K
PLD icon
73
Prologis
PLD
$140B
$17M 0.23%
128,416
+604
+0.5% +$80.7K
TT icon
74
Trane Technologies
TT
$104B
$16.6M 0.22%
39,761
+38,219
+2,479% +$16.2M
PH icon
75
Parker-Hannifin
PH
$120B
$15.4M 0.21%
17,196
+142
+0.8% +$134K
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.