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BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
-4.18%
1 Year Est. Return
+15.39%
3 Year Est. Return
+69.94%
5 Year Est. Return
+87.28%
10 Year Est. Return
+316.68%
AUM
$7.38B
AUM Growth
-$503M
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 18.6%
3 Consumer Discretionary 11.17%
4 Industrials 9.03%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACLS icon
126
Axcelis
ACLS
$4.05B
$3.6M 0.05%
38,637
+10,237
+36% +$907K
RUSHA icon
127
Rush Enterprises Class A
RUSHA
$5.82B
$3.54M 0.05%
53,494
+7,323
+16% +$482K
TMHC icon
128
Taylor Morrison
TMHC
$6.66B
$3.51M 0.05%
60,254
+8,226
+16% +$514K
XPEL icon
129
XPEL
XPEL
$1.2B
$3.5M 0.05%
79,062
+10,824
+16% +$517K
CLH icon
130
Clean Harbors
CLH
$16.4B
$3.46M 0.05%
12,068
+1,652
+16% +$451K
LMT icon
131
Lockheed Martin
LMT
$117B
$3.42M 0.05%
5,652
-886
-14% -$546K
MO icon
132
Altria Group
MO
$125B
$3.39M 0.05%
51,400
-4,338
-8% -$279K
TXN icon
133
Texas Instruments
TXN
$259B
$3.35M 0.05%
17,255
-427
-2% -$86.5K
TW icon
134
Tradeweb Markets
TW
$21.4B
$3.28M 0.04%
27,901
+7,306
+35% +$836K
ORCL icon
135
Oracle
ORCL
$350B
$3.27M 0.04%
22,236
-42
-0.2% -$6.83K
STT icon
136
State Street
STT
$50.2B
$3.24M 0.04%
25,636
– –
ADSK icon
137
Autodesk
ADSK
$46B
$3.21M 0.04%
13,429
– –
GNRC icon
138
Generac Holdings
GNRC
$12.6B
$3.21M 0.04%
16,435
+1,277
+8% +$245K
AAON icon
139
Aaon
AAON
$8.51B
$3.16M 0.04%
38,189
+10,412
+37% +$946K
TGT icon
140
Target
TGT
$63.4B
$3.11M 0.04%
25,658
-1,977
-7% -$223K
GE icon
141
GE Aerospace
GE
$354B
$3.11M 0.04%
10,956
+1,212
+12% +$381K
DIS icon
142
Walt Disney
DIS
$167B
$2.96M 0.04%
30,742
-380
-1% -$40.2K
BA icon
143
Boeing
BA
$165B
$2.93M 0.04%
14,713
-296
-2% -$67.4K
LSCC icon
144
Lattice Semiconductor
LSCC
$17.2B
$2.84M 0.04%
30,632
+4,191
+16% +$376K
EQBK icon
145
Equity Bancshares
EQBK
$1.03B
$2.75M 0.04%
+61,876
New +$2.82M
DPZ icon
146
Domino's
DPZ
$10.9B
$2.69M 0.04%
7,505
+1,023
+16% +$404K
CNX icon
147
CNX Resources
CNX
$4.62B
$2.59M 0.04%
67,229
+9,153
+16% +$357K
KNSL icon
148
Kinsale Capital Group
KNSL
$8.07B
$2.57M 0.03%
7,509
+3,144
+72% +$1.19M
LNG icon
149
Cheniere Energy
LNG
$55.5B
$2.55M 0.03%
8,974
– –
GEV icon
150
GE Vernova
GEV
$290B
$2.54M 0.03%
2,913
+503
+21% +$392K
4 5
6
7 8

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Bridges Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridges Investment Management held 425 positions worth $7.38B, down 6.4% from $7.88B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q1 2026 filing shows 22 new, 128 increased, 175 reduced and 29 closed positions. Its largest new stake was Equity Bancshares: 61,876 shares worth $2.75M. The largest sale was BWX Technologies, an estimated $38M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q1 2026 buy was Equity Bancshares: 61,876 shares worth $2.75M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $17.5M increase.
  • Bridges Investment Management's biggest Q1 2026 reduction was BWX Technologies, cutting an estimated $38M.
  • Bridges Investment Management fully exited iShares Russell 2500 ETF in Q1 2026, selling an estimated $13.8M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.38B portfolio in Q1 2026.
  • Bridges Investment Management opened 22 new positions and closed 29 in Q1 2026.
  • Bridges Investment Management's portfolio value fell 6.4% quarter-over-quarter to $7.38B.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.