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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
EOG icon
51
EOG Resources
EOG
$75.2B
$35.4M 0.45%
336,859
-31,247
-8% -$3.36M
ALC icon
52
Alcon
ALC
$36.7B
$32.5M 0.41%
412,247
-22,431
-5% -$1.73M
ABT icon
53
Abbott
ABT
$190B
$30.1M 0.38%
240,377
-5,662
-2% -$721K
AMGN icon
54
Amgen
AMGN
$224B
$29M 0.37%
88,593
-3,698
-4% -$1.17M
APH icon
55
Amphenol
APH
$206B
$28.6M 0.36%
211,268
-6,949
-3% -$929K
AZO icon
56
AutoZone
AZO
$49.7B
$28.3M 0.36%
8,341
+90
+1% +$340K
IEMG icon
57
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$27.7M 0.35%
412,319
-4,514
-1% -$303K
MCD icon
58
McDonald's
MCD
$194B
$27.1M 0.34%
88,700
-5,068
-5% -$1.55M
PEP icon
59
PepsiCo
PEP
$189B
$27.1M 0.34%
188,855
-16,781
-8% -$2.47M
SHW icon
60
Sherwin-Williams
SHW
$88.5B
$26.6M 0.34%
82,205
-1,462
-2% -$489K
CHE icon
61
Chemed
CHE
$7.02B
$26.5M 0.34%
61,869
-4,238
-6% -$1.84M
LLY icon
62
Eli Lilly
LLY
$1.08T
$25.6M 0.32%
23,822
+12,309
+107% +$11.8M
ADP icon
63
Automatic Data Processing
ADP
$108B
$24.5M 0.31%
95,162
-3,503
-4% -$932K
FND icon
64
Floor & Decor
FND
$6.44B
$24.1M 0.31%
396,378
-84,895
-18% -$5.5M
UNH icon
65
UnitedHealth
UNH
$365B
$22.5M 0.29%
68,137
-36,311
-35% -$12.3M
TJX icon
66
TJX Companies
TJX
$172B
$22.4M 0.28%
145,736
-6,031
-4% -$892K
ZTS icon
67
Zoetis
ZTS
$31.1B
$21.7M 0.28%
172,730
-87,391
-34% -$11.4M
LIN icon
68
Linde
LIN
$226B
$21.6M 0.27%
50,746
-2,160
-4% -$925K
CVX icon
69
Chevron
CVX
$386B
$21.4M 0.27%
140,590
-9,864
-7% -$1.5M
INTU icon
70
Intuit
INTU
$92B
$20.2M 0.26%
30,547
-1,078
-3% -$712K
IWR icon
71
iShares Russell Mid-Cap ETF
IWR
$57.7B
$20.1M 0.26%
208,896
+61,741
+42% +$5.94M
VO icon
72
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$19.6M 0.25%
269,940
+31,756
+13% +$2.31M
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.03T
$19.4M 0.25%
30,873
+2,014
+7% +$1.25M
ACN icon
74
Accenture
ACN
$110B
$18.3M 0.23%
68,310
-4,641
-6% -$1.18M
PLD icon
75
Prologis
PLD
$133B
$16.3M 0.21%
127,812
-4,177
-3% -$521K
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.