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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
IWM icon
101
iShares Russell 2000 ETF
IWM
$82B
$5.41M 0.07%
25,079
-256
-1% -$51.5K
HON icon
102
Honeywell
HON
$77.2B
$5.23M 0.07%
23,822
+95
+0.4% +$19.2K
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$77.5B
$5.16M 0.07%
46,875
+122
+0.3% +$12.1K
CSCO icon
104
Cisco
CSCO
$480B
$5.01M 0.07%
72,187
-453
-0.6% -$27.8K
ORCL icon
105
Oracle
ORCL
$424B
$4.83M 0.07%
22,089
-372
-2% -$60.1K
ET icon
106
Energy Transfer Partners
ET
$71.2B
$4.79M 0.06%
264,422
– –
AMP icon
107
Ameriprise Financial
AMP
$49.2B
$4.58M 0.06%
8,576
-310
-3% -$153K
MRK icon
108
Merck
MRK
$323B
$4.45M 0.06%
56,268
-178
-0.3% -$14.1K
FIX icon
109
Comfort Systems
FIX
$60.6B
$4.41M 0.06%
8,227
+1,058
+15% +$461K
QUAL icon
110
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$4.28M 0.06%
23,429
-3,007
-11% -$519K
RTX icon
111
RTX Corp
RTX
$303B
$4.26M 0.06%
29,160
+25
+0.1% +$3.33K
ADSK icon
112
Autodesk
ADSK
$53.4B
$4.15M 0.06%
13,418
+4,176
+45% +$1.18M
DE icon
113
Deere & Co
DE
$167B
$4.13M 0.06%
8,116
-25
-0.3% -$12.2K
IWS icon
114
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$3.97M 0.05%
30,048
– –
TSLA icon
115
Tesla
TSLA
$1.32T
$3.97M 0.05%
12,484
-524
-4% -$158K
WM icon
116
Waste Management
WM
$91.2B
$3.95M 0.05%
17,250
-8
-0% -$1.86K
KO icon
117
Coca-Cola
KO
$371B
$3.77M 0.05%
53,251
+2,050
+4% +$146K
MO icon
118
Altria Group
MO
$108B
$3.71M 0.05%
63,252
+1,910
+3% +$112K
APG icon
119
APi Group
APG
$18.7B
$3.6M 0.05%
105,915
+14,152
+15% +$405K
DIS icon
120
Walt Disney
DIS
$179B
$3.54M 0.05%
28,515
-151
-0.5% -$15.7K
STT icon
121
State Street
STT
$51.4B
$3.49M 0.05%
32,796
+531
+2% +$49.1K
MPLX icon
122
MPLX
MPLX
$59.7B
$3.48M 0.05%
67,482
– –
EVR icon
123
Evercore
EVR
$11.6B
$3.43M 0.05%
12,698
+1,700
+15% +$374K
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$196B
$3.36M 0.05%
40,208
– –
IWN icon
125
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.25M 0.04%
20,632
– –
3 4
5
6 7

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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.