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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
COF icon
151
Capital One
COF
$135B
$2.38M 0.03%
11,202
+2,069
+23% +$386K
ABG icon
152
Asbury Automotive
ABG
$3.78B
$2.37M 0.03%
9,937
+1,296
+15% +$296K
TPL icon
153
Texas Pacific Land
TPL
$24.3B
$2.34M 0.03%
6,657
-2,784
-29% -$1.14M
CELH icon
154
Celsius Holdings
CELH
$6.8B
$2.31M 0.03%
49,774
+5,825
+13% +$224K
TILT icon
155
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.26B
$2.31M 0.03%
10,299
-216
-2% -$45K
MDT icon
156
Medtronic
MDT
$115B
$2.3M 0.03%
26,358
-74
-0.3% -$6.28K
FFIN icon
157
First Financial Bankshares
FFIN
$4.98B
$2.23M 0.03%
61,871
+10,230
+20% +$354K
TMHC
158
DELISTED
Taylor Morrison
TMHC
$2.23M 0.03%
36,241
+4,856
+15% +$282K
NMIH icon
159
NMI Holdings
NMIH
$3.35B
$2.2M 0.03%
52,231
+6,990
+15% +$263K
XPEL icon
160
XPEL
XPEL
$1.33B
$2.19M 0.03%
60,964
+8,141
+15% +$269K
LNG icon
161
Cheniere Energy
LNG
$55.4B
$2.19M 0.03%
8,974
– –
AAON icon
162
Aaon
AAON
$7.04B
$2.17M 0.03%
29,445
+3,942
+15% +$346K
CAT icon
163
Caterpillar
CAT
$391B
$2.17M 0.03%
5,578
-37
-0.7% -$12.3K
SCHW
164
Charles Schwab
SCHW
$187B
$2.16M 0.03%
23,706
-750
-3% -$62.8K
CLH icon
165
Clean Harbors
CLH
$16.4B
$2.15M 0.03%
9,309
+1,252
+16% +$274K
IJS icon
166
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$2.15M 0.03%
21,620
– –
RUSHA icon
167
Rush Enterprises Class A
RUSHA
$9.45B
$2.12M 0.03%
41,250
+5,501
+15% +$279K
QCOM icon
168
Qualcomm
QCOM
$171B
$2.09M 0.03%
13,114
-222
-2% -$32.7K
ACLS icon
169
Axcelis
ACLS
$4.13B
$2.08M 0.03%
29,775
+3,982
+15% +$227K
VTV icon
170
Vanguard Morningstar Value ETF
VTV
$192B
$2.06M 0.03%
11,679
+159
+1% +$26.9K
WSO icon
171
Watsco Inc
WSO
$13.4B
$2.06M 0.03%
4,655
+487
+12% +$226K
SYY icon
172
Sysco
SYY
$40.3B
$2.03M 0.03%
26,852
+3,404
+15% +$247K
TEL icon
173
TE Connectivity
TEL
$63.5B
$2.01M 0.03%
11,910
-1,480
-11% -$225K
NKE icon
174
Nike
NKE
$61.2B
$2M 0.03%
28,097
-654
-2% -$39.3K
RBA icon
175
RB Global
RBA
$16.9B
$1.98M 0.03%
18,605
+39
+0.2% +$4K
5 6
7
8 9

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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.