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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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$50B
$3.18M 0.04%
16,265
-283
-2% -$52.7K
BA icon
127
Boeing
BA
$185B
$3.1M 0.04%
14,774
-102
-0.7% -$19.3K
IBM icon
128
IBM
IBM
$225B
$3.09M 0.04%
10,499
-438
-4% -$113K
BMI icon
129
Badger Meter
BMI
$3.96B
$3.01M 0.04%
12,276
+1,547
+14% +$350K
CMCSA icon
130
Comcast
CMCSA
$90.6B
$2.91M 0.04%
81,644
-1,675
-2% -$57.9K
GMS
131
DELISTED
GMS Inc
GMS
$2.86M 0.04%
26,255
+3,504
+15% +$271K
KNSL icon
132
Kinsale Capital Group
KNSL
$8.58B
$2.81M 0.04%
5,801
+775
+15% +$361K
FISV
133
Fiserv Inc
FISV
$28.1B
$2.8M 0.04%
16,230
+2,611
+19% +$474K
VZ icon
134
Verizon
VZ
$196B
$2.77M 0.04%
64,059
+94
+0.1% +$4.07K
SPY icon
135
State Street SPDR S&P 500 ETF Trust
SPY
$808B
$2.75M 0.04%
4,443
-30
-0.7% -$17.1K
GNRC icon
136
Generac Holdings
GNRC
$12.7B
$2.74M 0.04%
19,160
-87
-0.5% -$10.6K
BKNG icon
137
Booking.com
BKNG
$160B
$2.72M 0.04%
11,725
-475
-4% -$97.3K
ROP icon
138
Roper Technologies
ROP
$39.7B
$2.69M 0.04%
4,746
-477
-9% -$270K
TRGP icon
139
Targa Resources
TRGP
$57.7B
$2.66M 0.04%
15,258
+10
+0.1% +$1.68K
LECO icon
140
Lincoln Electric
LECO
$15.5B
$2.65M 0.04%
12,767
+1,083
+9% +$207K
DPZ icon
141
Domino's
DPZ
$11.8B
$2.61M 0.04%
5,802
+775
+15% +$364K
VUG icon
142
Vanguard Morningstar Growth ETF
VUG
$229B
$2.57M 0.03%
35,220
+900
+3% +$59.3K
PAA icon
143
Plains All American Pipeline
PAA
$16.4B
$2.51M 0.03%
136,937
– –
BDX icon
144
Becton Dickinson
BDX
$49.2B
$2.5M 0.03%
14,514
-65
-0.4% -$11.9K
BAC icon
145
Bank of America
BAC
$448B
$2.48M 0.03%
52,424
+14,153
+37% +$595K
GE icon
146
GE Aerospace
GE
$382B
$2.46M 0.03%
9,540
+87
+0.9% +$19.1K
WMS icon
147
Advanced Drainage Systems
WMS
$10.8B
$2.43M 0.03%
21,162
+7,040
+50% +$789K
LNTH icon
148
Lantheus
LNTH
$6.59B
$2.41M 0.03%
29,444
+3,935
+15% +$346K
RSG icon
149
Republic Services
RSG
$66.2B
$2.41M 0.03%
9,771
+55
+0.6% +$13.6K
EIPI
150
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$2.39M 0.03%
121,300
-53,860
-31% -$1.04M
4 5
6
7 8

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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.