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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
TRGP icon
126
Targa Resources
TRGP
$62.2B
$4.09M 0.05%
15,258
– –
ACLS icon
127
Axcelis
ACLS
$3.55B
$4.08M 0.05%
21,558
-17,079
-44% -$2.53M
IEFA icon
128
iShares Core MSCI EAFE ETF
IEFA
$196B
$4M 0.05%
41,416
+407
+1% +$39.1K
XPEL icon
129
XPEL
XPEL
$1.42B
$3.94M 0.05%
79,405
+343
+0.4% +$15.6K
RUSHA icon
130
Rush Enterprises Class A
RUSHA
$5.95B
$3.92M 0.05%
80,589
+348
+0.4% +$16.4K
WM icon
131
Waste Management
WM
$87.5B
$3.82M 0.05%
17,159
+25
+0.1% +$5.56K
AMP icon
132
Ameriprise Financial
AMP
$49.5B
$3.82M 0.05%
8,324
+54
+0.7% +$24.8K
KNSL icon
133
Kinsale Capital Group
KNSL
$8.5B
$3.69M 0.04%
11,193
+3,684
+49% +$1.19M
CLH icon
134
Clean Harbors
CLH
$16.7B
$3.62M 0.04%
12,120
+52
+0.4% +$15.4K
GEV icon
135
GE Vernova
GEV
$251B
$3.57M 0.04%
3,036
+123
+4% +$126K
DIS icon
136
Walt Disney
DIS
$182B
$3.41M 0.04%
35,452
+4,710
+15% +$480K
STT icon
137
State Street
STT
$53.4B
$3.38M 0.04%
19,946
-5,690
-22% -$877K
BAC icon
138
Bank of America
BAC
$438B
$3.28M 0.04%
57,609
+8,580
+17% +$456K
ORCL icon
139
Oracle
ORCL
$457B
$3.27M 0.04%
22,318
+82
+0.4% +$14.9K
TYL icon
140
Tyler Technologies
TYL
$14.9B
$3.26M 0.04%
11,161
+6,397
+134% +$2.02M
BA icon
141
Boeing
BA
$168B
$3.18M 0.04%
14,713
– –
MO icon
142
Altria Group
MO
$115B
$3.12M 0.04%
43,340
-8,060
-16% -$563K
TGT icon
143
Target
TGT
$74.7B
$3.1M 0.04%
23,715
-1,943
-8% -$247K
RBA icon
144
RB Global
RBA
$15.5B
$3.07M 0.04%
26,323
+4,960
+23% +$522K
EQBK icon
145
Equity Bancshares
EQBK
$1.05B
$3.03M 0.04%
61,876
– –
LMT icon
146
Lockheed Martin
LMT
$121B
$2.9M 0.04%
5,701
+49
+0.9% +$26.5K
IJS icon
147
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
$2.86M 0.03%
20,914
-182
-0.9% -$23.5K
VUG icon
148
Vanguard Morningstar Growth ETF
VUG
$228B
$2.85M 0.03%
33,042
-246
-0.7% -$20.7K
FERG icon
149
Ferguson
FERG
$44.2B
$2.84M 0.03%
11,973
+10,716
+853% +$2.59M
NMIH icon
150
NMI Holdings
NMIH
$3.37B
$2.8M 0.03%
68,053
+294
+0.4% +$11.2K
4 5
6
7 8

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AWM
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SC
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KWM
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BP
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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.