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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
CPRT icon
51
Copart
CPRT
$27.4B
$35.6M 0.48%
726,009
-96,510
-12% -$5.4M
ABBV icon
52
AbbVie
ABBV
$438B
$35.3M 0.48%
189,972
-2,059
-1% -$383K
FND icon
53
Floor & Decor
FND
$6.3B
$35.1M 0.47%
461,795
+141,181
+44% +$10.5M
CHE icon
54
Chemed
CHE
$7.18B
$34.8M 0.47%
71,492
+491
+0.7% +$280K
ABT icon
55
Abbott
ABT
$188B
$33.3M 0.45%
244,639
-3,343
-1% -$441K
AZO icon
56
AutoZone
AZO
$50.1B
$30.9M 0.42%
8,335
+103
+1% +$380K
ADP icon
57
Automatic Data Processing
ADP
$109B
$30.1M 0.41%
97,652
-2,124
-2% -$652K
SHW icon
58
Sherwin-Williams
SHW
$88.1B
$28.4M 0.38%
82,783
-784
-0.9% -$272K
MCD icon
59
McDonald's
MCD
$194B
$27.6M 0.37%
94,402
-3,608
-4% -$1.11M
PEP icon
60
PepsiCo
PEP
$188B
$27.3M 0.37%
206,828
-6,120
-3% -$824K
AMGN icon
61
Amgen
AMGN
$226B
$25.5M 0.34%
91,278
-1,445
-2% -$409K
IEMG icon
62
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$24.7M 0.33%
411,850
-1,019
-0.2% -$56.9K
INTU icon
63
Intuit
INTU
$91.5B
$24.6M 0.33%
31,279
-639
-2% -$432K
LIN icon
64
Linde
LIN
$227B
$24.5M 0.33%
52,298
-1,142
-2% -$521K
CVX icon
65
Chevron
CVX
$382B
$21.3M 0.29%
148,448
+441
+0.3% +$62.2K
POOL icon
66
Pool Corp
POOL
$7.27B
$21M 0.28%
72,202
+1,218
+2% +$368K
APH icon
67
Amphenol
APH
$207B
$20.9M 0.28%
211,446
-5,709
-3% -$467K
TJX icon
68
TJX Companies
TJX
$175B
$18.3M 0.25%
148,313
-3,171
-2% -$402K
ACN icon
69
Accenture
ACN
$109B
$17.9M 0.24%
59,952
-2,831
-5% -$862K
LMT icon
70
Lockheed Martin
LMT
$139B
$17.3M 0.23%
37,366
-1,636
-4% -$766K
CSL icon
71
Carlisle Companies
CSL
$15.3B
$17.2M 0.23%
46,093
+4,630
+11% +$1.72M
VO icon
72
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$16.8M 0.23%
239,532
+46,980
+24% +$3.08M
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.03T
$16.7M 0.23%
29,366
-167
-0.6% -$87.8K
MRSH
74
Marsh
MRSH
$91B
$16M 0.22%
73,019
-2,255
-3% -$509K
ROL icon
75
Rollins
ROL
$17.9B
$14.5M 0.2%
256,663
-6,552
-2% -$368K
1 2
3
4 5

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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.