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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
NMIH icon
151
NMI Holdings
NMIH
$3.24B
$2.54M 0.03%
67,759
+9,279
+16% +$359K
IJS icon
152
iShares S&P Small-Cap 600 Value ETF
IJS
$8.16B
$2.5M 0.03%
21,096
-437
-2% -$52.8K
BELFB
153
Bel Fuse Inc Class B
BELFB
$3.88B
$2.46M 0.03%
+12,425
New +$2.6M
TILT icon
154
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.18B
$2.44M 0.03%
10,117
– –
VZ icon
155
Verizon
VZ
$181B
$2.44M 0.03%
48,635
+145
+0.3% +$6.72K
ABG icon
156
Asbury Automotive
ABG
$3.99B
$2.44M 0.03%
12,482
+2,071
+20% +$459K
IVE icon
157
iShares S&P 500 Value ETF
IVE
$48.7B
$2.44M 0.03%
11,545
-510
-4% -$110K
VUG icon
158
Vanguard Growth ETF
VUG
$222B
$2.42M 0.03%
33,288
+1,494
+5% +$116K
BAC icon
159
Bank of America
BAC
$427B
$2.39M 0.03%
49,029
-3,988
-8% -$206K
CACI icon
160
CACI
CACI
$10.1B
$2.32M 0.03%
4,258
+583
+16% +$351K
EGP icon
161
EastGroup Properties
EGP
$11.9B
$2.29M 0.03%
12,395
+1,569
+14% +$293K
IBM icon
162
IBM
IBM
$203B
$2.27M 0.03%
9,347
-375
-4% -$101K
FFIN icon
163
First Financial Bankshares
FFIN
$4.98B
$2.26M 0.03%
76,834
+17,734
+30% +$559K
CELH icon
164
Celsius Holdings
CELH
$7.41B
$2.19M 0.03%
61,650
+16,095
+35% +$763K
COP icon
165
ConocoPhillips
COP
$142B
$2.17M 0.03%
16,423
-3,130
-16% -$347K
LHX icon
166
L3Harris
LHX
$52.7B
$2.17M 0.03%
6,278
+18
+0.3% +$6.29K
IWB icon
167
iShares Russell 1000 ETF
IWB
$48.2B
$2.16M 0.03%
6,046
-289
-5% -$108K
SAIA icon
168
Saia
SAIA
$11.5B
$2.16M 0.03%
6,135
+2,226
+57% +$811K
AIT icon
169
Applied Industrial Technologies
AIT
$12.5B
$2.14M 0.03%
8,052
+1,054
+15% +$287K
RSG icon
170
Republic Services
RSG
$67.6B
$2.13M 0.03%
9,729
-61
-0.6% -$13.4K
HWKN icon
171
Hawkins
HWKN
$3.03B
$2.12M 0.03%
13,813
+2,531
+22% +$370K
TLTD icon
172
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$651M
$2.1M 0.03%
22,352
+5,280
+31% +$512K
REM icon
173
iShares Mortgage Real Estate ETF
REM
$553M
$2.05M 0.03%
95,623
+1,469
+2% +$33K
RBA icon
174
RB Global
RBA
$20.6B
$2.05M 0.03%
21,363
+1,336
+7% +$142K
BLDR icon
175
Builders FirstSource
BLDR
$7.91B
$2.05M 0.03%
24,848
+10,946
+79% +$1.17M
5 6
7
8 9

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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.