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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
CAT icon
126
Caterpillar
CAT
$388B
$3.35M 0.04%
5,851
-179
-3% -$99.5K
STT icon
127
State Street
STT
$51.4B
$3.31M 0.04%
25,636
-3,463
-12% -$415K
BA icon
128
Boeing
BA
$184B
$3.26M 0.04%
15,009
+125
+0.8% +$25.7K
MO icon
129
Altria Group
MO
$109B
$3.21M 0.04%
55,738
-4,370
-7% -$264K
LMT icon
130
Lockheed Martin
LMT
$138B
$3.16M 0.04%
6,538
-506
-7% -$242K
PAA icon
131
Plains All American Pipeline
PAA
$16.3B
$3.07M 0.04%
170,836
+14,923
+10% +$254K
TXN icon
132
Texas Instruments
TXN
$257B
$3.07M 0.04%
17,682
-8,924
-34% -$1.53M
TMHC
133
DELISTED
Taylor Morrison
TMHC
$3.06M 0.04%
52,028
+2,548
+5% +$156K
GE icon
134
GE Aerospace
GE
$382B
$3M 0.04%
9,744
+140
+1% +$42.2K
BAC icon
135
Bank of America
BAC
$448B
$2.92M 0.04%
53,017
+407
+0.8% +$21.5K
IBM icon
136
IBM
IBM
$225B
$2.88M 0.04%
9,722
-479
-5% -$143K
VTI icon
137
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$2.85M 0.04%
8,499
+3,135
+58% +$1.04M
TRGP icon
138
Targa Resources
TRGP
$56.9B
$2.82M 0.04%
15,258
– –
DPZ icon
139
Domino's
DPZ
$11.8B
$2.7M 0.03%
6,482
+318
+5% +$133K
TGT icon
140
Target
TGT
$69.2B
$2.7M 0.03%
27,635
-13,080
-32% -$1.21M
COF icon
141
Capital One
COF
$134B
$2.62M 0.03%
10,806
-445
-4% -$99.1K
VUG icon
142
Vanguard Morningstar Growth ETF
VUG
$228B
$2.59M 0.03%
31,794
-1,950
-6% -$158K
IVE icon
143
iShares S&P 500 Value ETF
IVE
$50B
$2.56M 0.03%
12,055
-4,080
-25% -$855K
MDT icon
144
Medtronic
MDT
$116B
$2.54M 0.03%
26,491
-6
-0% -$583
TILT icon
145
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.25B
$2.52M 0.03%
10,117
– –
RUSHA icon
146
Rush Enterprises Class A
RUSHA
$9.52B
$2.49M 0.03%
46,171
+2,272
+5% +$118K
BKNG icon
147
Booking.com
BKNG
$160B
$2.49M 0.03%
11,625
-200
-2% -$41.2K
IJS icon
148
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$2.45M 0.03%
21,533
– –
CLH icon
149
Clean Harbors
CLH
$16.4B
$2.44M 0.03%
10,416
+516
+5% +$118K
ABG icon
150
Asbury Automotive
ABG
$3.73B
$2.42M 0.03%
10,411
-132
-1% -$31.2K
4 5
6
7 8

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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.