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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
+7.34%
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
$7.82B
AUM Growth
+$419M
Cap. Flow
-$23.4M
Cap. Flow %
-0.3%
Top 10 Hldgs %
39.06%
Holding
434
New
25
Increased
169
Reduced
138
Closed
20

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$54.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$50.3M
3
CSL icon
Carlisle Companies
CSL
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$60.2M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.7M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
51
Zoetis
ZTS
$31.1B
$38.1M 0.49%
260,121
-7,331
-3% -$1.11M
UNH icon
52
UnitedHealth
UNH
$365B
$36.1M 0.46%
104,448
-198,888
-66% -$60.2M
FND icon
53
Floor & Decor
FND
$6.44B
$35.5M 0.45%
481,273
+19,478
+4% +$1.6M
AZO icon
54
AutoZone
AZO
$49.7B
$35.4M 0.45%
8,251
-84
-1% -$337K
ABT icon
55
Abbott
ABT
$190B
$33M 0.42%
246,039
+1,400
+0.6% +$184K
ALC icon
56
Alcon
ALC
$36.7B
$32.4M 0.41%
434,678
-5,760
-1% -$481K
CPRT icon
57
Copart
CPRT
$27.2B
$31.5M 0.4%
701,576
-24,433
-3% -$1.15M
CHE icon
58
Chemed
CHE
$7.02B
$29.6M 0.38%
66,107
-5,385
-8% -$2.44M
SHW icon
59
Sherwin-Williams
SHW
$88.5B
$29M 0.37%
83,667
+884
+1% +$312K
ADP icon
60
Automatic Data Processing
ADP
$108B
$29M 0.37%
98,665
+1,013
+1% +$305K
PEP icon
61
PepsiCo
PEP
$189B
$28.9M 0.37%
205,636
-1,192
-0.6% -$170K
MCD icon
62
McDonald's
MCD
$194B
$28.5M 0.36%
93,768
-634
-0.7% -$193K
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$27.5M 0.35%
416,833
+4,983
+1% +$311K
APH icon
64
Amphenol
APH
$206B
$27M 0.35%
218,217
+6,771
+3% +$743K
AMGN icon
65
Amgen
AMGN
$224B
$26M 0.33%
92,291
+1,013
+1% +$294K
LIN icon
66
Linde
LIN
$226B
$25.1M 0.32%
52,906
+608
+1% +$288K
CVX icon
67
Chevron
CVX
$386B
$23.4M 0.3%
150,454
+2,006
+1% +$311K
TJX icon
68
TJX Companies
TJX
$172B
$21.9M 0.28%
151,767
+3,454
+2% +$459K
POOL icon
69
Pool Corp
POOL
$7.32B
$21.7M 0.28%
69,906
-2,296
-3% -$720K
INTU icon
70
Intuit
INTU
$92B
$21.6M 0.28%
31,625
+346
+1% +$249K
ACN icon
71
Accenture
ACN
$110B
$18M 0.23%
72,951
+12,999
+22% +$3.39M
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.03T
$17.7M 0.23%
28,859
-507
-2% -$299K
VO icon
73
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$17.5M 0.22%
238,184
-1,348
-0.6% -$96.8K
BAH icon
74
Booz Allen Hamilton
BAH
$9.45B
$16.1M 0.21%
161,000
+39,544
+33% +$4.23M
AFG icon
75
American Financial Group
AFG
$12B
$15.6M 0.2%
106,949
+2,813
+3% +$373K
1 2
3
4 5

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Bridges Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Bridges Investment Management held 434 positions worth $7.82B, up 5.7% from $7.4B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q3 2025 filing shows 25 new, 169 increased, 138 reduced and 20 closed positions. Its largest new stake was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M. The largest sale was UnitedHealth, an estimated $60.2M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q3 2025 buy was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $54.1M increase.
  • Bridges Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $60.2M.
  • Bridges Investment Management fully exited GMS Inc in Q3 2025, selling an estimated $2.86M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.82B portfolio in Q3 2025.
  • Bridges Investment Management opened 25 new positions and closed 20 in Q3 2025.
  • Bridges Investment Management's portfolio value rose 5.7% quarter-over-quarter to $7.82B.

Based on Bridges Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.