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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
AMGN icon
51
Amgen
AMGN
$236B
$31.8M 0.39%
87,741
+160
+0.2% +$54.8K
ULTA icon
52
Ulta Beauty
ULTA
$24.1B
$31.4M 0.38%
69,705
+555
+0.8% +$282K
TT icon
53
Trane Technologies
TT
$98.5B
$31.3M 0.38%
63,774
+24,013
+60% +$11.2M
LLY icon
54
Eli Lilly
LLY
$1.02T
$30.6M 0.37%
25,479
+523
+2% +$534K
FND icon
55
Floor & Decor
FND
$5.35B
$28.9M 0.35%
486,454
+11,813
+2% +$598K
UNH icon
56
UnitedHealth
UNH
$356B
$28.8M 0.35%
69,295
+2,044
+3% +$758K
SHW icon
57
Sherwin-Williams
SHW
$81B
$28.7M 0.35%
83,213
+364
+0.4% +$116K
ALC icon
58
Alcon
ALC
$34.1B
$27.7M 0.34%
412,607
+3,585
+0.9% +$251K
LIN icon
59
Linde
LIN
$220B
$26.8M 0.33%
51,674
+477
+0.9% +$242K
PEP icon
60
PepsiCo
PEP
$188B
$25.1M 0.31%
185,728
-2,879
-2% -$430K
IEMG icon
61
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$24.4M 0.3%
294,983
-37,501
-11% -$2.99M
ABT icon
62
Abbott
ABT
$187B
$24.4M 0.3%
269,145
-7,944
-3% -$725K
CVX icon
63
Chevron
CVX
$409B
$23.9M 0.29%
144,090
+4,873
+4% +$907K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.03T
$23.8M 0.29%
34,724
-641
-2% -$427K
VO icon
65
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$23.8M 0.29%
295,340
+504
+0.2% +$39.1K
MCD icon
66
McDonald's
MCD
$181B
$23.7M 0.29%
87,536
+320
+0.4% +$91.8K
ADP icon
67
Automatic Data Processing
ADP
$110B
$23.2M 0.28%
103,649
+2,385
+2% +$510K
EOG icon
68
EOG Resources
EOG
$76.2B
$23.2M 0.28%
178,669
-155,745
-47% -$21.2M
IWR icon
69
iShares Russell Mid-Cap ETF
IWR
$56.9B
$23.1M 0.28%
209,499
-649
-0.3% -$68.3K
TJX icon
70
TJX Companies
TJX
$145B
$22.5M 0.27%
148,709
+1,792
+1% +$283K
NFLX icon
71
Netflix
NFLX
$326B
$20.6M 0.25%
+288,995
New +$25.5M
BMI icon
72
Badger Meter
BMI
$3.84B
$20.1M 0.25%
135,764
+38,359
+39% +$5.02M
JNJ icon
73
Johnson & Johnson
JNJ
$663B
$19.4M 0.24%
76,239
+937
+1% +$218K
PLD icon
74
Prologis
PLD
$131B
$17.6M 0.21%
129,709
+1,293
+1% +$183K
AFG icon
75
American Financial Group
AFG
$11.8B
$15.7M 0.19%
112,410
+238
+0.2% +$31.6K
1 2
3
4 5

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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.