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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
FIX icon
101
Comfort Systems
FIX
$59.4B
$5.74M 0.07%
6,149
+286
+5% +$264K
EEM icon
102
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$5.73M 0.07%
104,719
-11,861
-10% -$645K
MPLX icon
103
MPLX
MPLX
$60.1B
$5.52M 0.07%
103,351
– –
CSCO icon
104
Cisco
CSCO
$475B
$5.38M 0.07%
69,782
-4,230
-6% -$314K
RTX icon
105
RTX Corp
RTX
$302B
$5.34M 0.07%
29,117
-414
-1% -$71.9K
IVW icon
106
iShares S&P 500 Growth ETF
IVW
$76.9B
$5.33M 0.07%
43,241
-3,405
-7% -$417K
TSLA icon
107
Tesla
TSLA
$1.31T
$4.96M 0.06%
11,018
-122
-1% -$54.1K
ET icon
108
Energy Transfer Partners
ET
$71.6B
$4.93M 0.06%
299,182
+16,186
+6% +$269K
EVR icon
109
Evercore
EVR
$11.7B
$4.83M 0.06%
14,207
+702
+5% +$226K
QUAL icon
110
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$4.62M 0.06%
23,264
– –
APG icon
111
APi Group
APG
$18.5B
$4.54M 0.06%
118,557
+5,836
+5% +$216K
HON icon
112
Honeywell
HON
$72.9B
$4.38M 0.06%
22,450
-1,365
-6% -$267K
ORCL icon
113
Oracle
ORCL
$419B
$4.34M 0.06%
22,278
+189
+0.9% +$45K
WMS icon
114
Advanced Drainage Systems
WMS
$10.8B
$4.28M 0.05%
29,581
+1,459
+5% +$211K
AMP icon
115
Ameriprise Financial
AMP
$49.7B
$4.06M 0.05%
8,270
-206
-2% -$97.8K
ADSK icon
116
Autodesk
ADSK
$53.1B
$3.98M 0.05%
13,429
+11
+0.1% +$3.33K
IWS icon
117
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$3.93M 0.05%
27,848
-2,891
-9% -$404K
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.83M 0.05%
42,801
+2,013
+5% +$178K
WM icon
119
Waste Management
WM
$90.7B
$3.78M 0.05%
17,214
-47
-0.3% -$10K
KO icon
120
Coca-Cola
KO
$372B
$3.74M 0.05%
53,534
+154
+0.3% +$10.7K
DE icon
121
Deere & Co
DE
$167B
$3.73M 0.05%
8,008
-83
-1% -$39K
DIS icon
122
Walt Disney
DIS
$179B
$3.54M 0.04%
31,122
+2,617
+9% +$288K
MUSA icon
123
Murphy USA
MUSA
$10B
$3.45M 0.04%
8,552
-607
-7% -$233K
XPEL icon
124
XPEL
XPEL
$1.32B
$3.41M 0.04%
68,238
+3,360
+5% +$140K
LECO icon
125
Lincoln Electric
LECO
$15.5B
$3.36M 0.04%
14,035
+508
+4% +$120K
3 4
5
6 7

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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.