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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
JNJ icon
76
Johnson & Johnson
JNJ
$626B
$15.9M 0.2%
76,622
-311
-0.4% -$61.5K
ROL icon
77
Rollins
ROL
$17.8B
$15.1M 0.19%
251,765
-10,342
-4% -$608K
PH icon
78
Parker-Hannifin
PH
$134B
$15M 0.19%
17,054
-846
-5% -$692K
AFG icon
79
American Financial Group
AFG
$12B
$14.6M 0.18%
106,662
-287
-0.3% -$39.4K
SMMD icon
80
iShares Russell 2500 ETF
SMMD
$3.74B
$13.8M 0.18%
+184,192
New +$13.7M
MRSH
81
Marsh
MRSH
$91.3B
$13.7M 0.17%
73,889
-2,307
-3% -$431K
GGG icon
82
Graco
GGG
$13.5B
$11.4M 0.15%
139,663
-3,569
-2% -$294K
HSY icon
83
Hershey
HSY
$36.6B
$11.3M 0.14%
62,279
-3,319
-5% -$607K
BAH icon
84
Booz Allen Hamilton
BAH
$9.45B
$10.3M 0.13%
121,589
-39,411
-24% -$3.53M
VB icon
85
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$10.2M 0.13%
39,702
-130
-0.3% -$33.3K
QDF icon
86
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$9.9M 0.13%
122,512
-577
-0.5% -$46.3K
WMT icon
87
Walmart Inc
WMT
$901B
$9.79M 0.12%
87,906
-2,129
-2% -$229K
POOL icon
88
Pool Corp
POOL
$7.32B
$9.44M 0.12%
41,266
-28,640
-41% -$7.45M
XOM icon
89
ExxonMobil
XOM
$657B
$9.08M 0.12%
75,460
-986
-1% -$114K
AMT icon
90
American Tower
AMT
$79B
$8.7M 0.11%
49,527
-4,502
-8% -$819K
ETN icon
91
Eaton
ETN
$178B
$8.37M 0.11%
26,283
-1,986
-7% -$704K
PM icon
92
Philip Morris
PM
$290B
$7.96M 0.1%
49,619
-4,010
-7% -$621K
ING icon
93
ING
ING
$101B
$7.78M 0.1%
277,987
-225,640
-45% -$5.82M
MSCI icon
94
MSCI
MSCI
$40.8B
$7.24M 0.09%
+12,621
New +$7.08M
SPY icon
95
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$7.23M 0.09%
10,595
– –
EPD icon
96
Enterprise Products Partners
EPD
$81.8B
$6.87M 0.09%
214,327
-134
-0.1% -$4.24K
IWN icon
97
iShares Russell 2000 Value ETF
IWN
$14.6B
$6.34M 0.08%
35,007
+14,375
+70% +$2.58M
IWM icon
98
iShares Russell 2000 ETF
IWM
$81.8B
$6.16M 0.08%
25,016
– –
MRK icon
99
Merck
MRK
$322B
$5.97M 0.08%
56,735
-2,267
-4% -$213K
PG icon
100
Procter & Gamble
PG
$338B
$5.82M 0.07%
40,607
-1,188
-3% -$175K
2 3
4
5 6

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GGHC
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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.