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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
KO icon
101
Coca-Cola
KO
$379B
$6.14M 0.07%
75,508
+21,443
+40% +$1.69M
MUSA icon
102
Murphy USA
MUSA
$9.4B
$6.03M 0.07%
11,182
+48
+0.4% +$26.1K
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$77.1B
$5.96M 0.07%
43,325
+84
+0.2% +$11.1K
APG icon
104
APi Group
APG
$17.3B
$5.84M 0.07%
137,960
+595
+0.4% +$26K
PAA icon
105
Plains All American Pipeline
PAA
$18.1B
$5.77M 0.07%
259,041
+2,800
+1% +$62.2K
EVR icon
106
Evercore
EVR
$11.5B
$5.64M 0.07%
16,531
+71
+0.4% +$24.3K
PG icon
107
Procter & Gamble
PG
$340B
$5.63M 0.07%
38,413
-1,070
-3% -$156K
WMS icon
108
Advanced Drainage Systems
WMS
$10.2B
$5.4M 0.07%
34,407
+148
+0.4% +$21.2K
ADBE icon
109
Adobe
ADBE
$106B
$5.32M 0.06%
25,948
-77,782
-75% -$18.4M
RTX icon
110
RTX Corp
RTX
$271B
$5.26M 0.06%
27,733
+1,207
+5% +$221K
TSLA icon
111
Tesla
TSLA
$1.4T
$5.18M 0.06%
12,318
+508
+4% +$202K
BWXT icon
112
BWX Technologies
BWXT
$14.4B
$5.1M 0.06%
26,218
-19,017
-42% -$3.96M
DE icon
113
Deere & Co
DE
$187B
$5.07M 0.06%
7,985
– –
TXN icon
114
Texas Instruments
TXN
$236B
$4.99M 0.06%
16,735
-520
-3% -$144K
AAON icon
115
Aaon
AAON
$6.55B
$4.87M 0.06%
38,354
+165
+0.4% +$19.3K
QUAL icon
116
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$4.85M 0.06%
22,116
+114
+0.5% +$23.9K
GNRC icon
117
Generac Holdings
GNRC
$11.1B
$4.83M 0.06%
16,506
+71
+0.4% +$17.8K
LSCC icon
118
Lattice Semiconductor
LSCC
$16.5B
$4.71M 0.06%
30,764
+132
+0.4% +$17K
IWS icon
119
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$4.59M 0.06%
27,880
+32
+0.1% +$5.05K
IWN icon
120
iShares Russell 2000 Value ETF
IWN
$14.6B
$4.54M 0.06%
20,507
– –
SPY icon
121
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$4.49M 0.05%
6,009
-4,677
-44% -$3.39M
TMHC
122
DELISTED
Taylor Morrison
TMHC
$4.34M 0.05%
60,515
+261
+0.4% +$16.6K
LECO icon
123
Lincoln Electric
LECO
$15.1B
$4.31M 0.05%
16,216
+67
+0.4% +$17.5K
GE icon
124
GE Aerospace
GE
$350B
$4.19M 0.05%
11,218
+262
+2% +$82K
BELFB
125
Bel Fuse Inc Class B
BELFB
$3.52B
$4.16M 0.05%
12,479
+54
+0.4% +$14.6K
3 4
5
6 7

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SC
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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.