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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
+7.34%
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
$7.82B
AUM Growth
+$419M
Cap. Flow
-$23.4M
Cap. Flow %
-0.3%
Top 10 Hldgs %
39.06%
Holding
434
New
25
Increased
169
Reduced
138
Closed
20

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$54.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$50.3M
3
CSL icon
Carlisle Companies
CSL
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$60.2M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.7M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABG icon
151
Asbury Automotive
ABG
$3.73B
$2.58M 0.03%
10,543
+606
+6% +$147K
TRGP icon
152
Targa Resources
TRGP
$56.9B
$2.56M 0.03%
15,258
– –
BKNG icon
153
Booking.com
BKNG
$160B
$2.55M 0.03%
11,825
+100
+0.9% +$22.3K
MDT icon
154
Medtronic
MDT
$116B
$2.52M 0.03%
26,497
+139
+0.5% +$12.8K
CMCSA icon
155
Comcast
CMCSA
$91B
$2.48M 0.03%
79,030
-2,614
-3% -$87.6K
BLDR icon
156
Builders FirstSource
BLDR
$8.08B
$2.47M 0.03%
20,392
+5,953
+41% +$790K
TILT icon
157
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.25B
$2.45M 0.03%
10,117
-182
-2% -$42.5K
QCOM icon
158
Qualcomm
QCOM
$171B
$2.4M 0.03%
14,417
+1,303
+10% +$207K
COF icon
159
Capital One
COF
$134B
$2.39M 0.03%
11,251
+49
+0.4% +$10.7K
RSG icon
160
Republic Services
RSG
$65.9B
$2.39M 0.03%
10,414
+643
+7% +$151K
IJS icon
161
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$2.38M 0.03%
21,533
-87
-0.4% -$9.24K
RUSHA icon
162
Rush Enterprises Class A
RUSHA
$9.52B
$2.35M 0.03%
43,899
+2,649
+6% +$147K
ROP icon
163
Roper Technologies
ROP
$39.5B
$2.34M 0.03%
4,684
-62
-1% -$33.1K
IWB icon
164
iShares Russell 1000 ETF
IWB
$50B
$2.33M 0.03%
6,381
-15,176
-70% -$5.35M
CLH icon
165
Clean Harbors
CLH
$16.4B
$2.3M 0.03%
9,900
+591
+6% +$140K
SYY icon
166
Sysco
SYY
$40.3B
$2.21M 0.03%
26,852
– –
GIL icon
167
Gildan
GIL
$10.8B
$2.2M 0.03%
38,065
+3,060
+9% +$164K
FFIN icon
168
First Financial Bankshares
FFIN
$4.99B
$2.2M 0.03%
65,329
+3,458
+6% +$124K
XPEL icon
169
XPEL
XPEL
$1.32B
$2.15M 0.03%
64,878
+3,914
+6% +$139K
NMIH icon
170
NMI Holdings
NMIH
$3.34B
$2.13M 0.03%
55,602
+3,371
+6% +$132K
LNG icon
171
Cheniere Energy
LNG
$54.8B
$2.11M 0.03%
8,974
– –
HWKN icon
172
Hawkins
HWKN
$2.71B
$2.08M 0.03%
11,403
+685
+6% +$114K
SCHX icon
173
Schwab US Large- Cap ETF
SCHX
$74.3B
$2.06M 0.03%
+78,281
New +$1.99M
RBA icon
174
RB Global
RBA
$16.6B
$2.01M 0.03%
18,585
-20
-0.1% -$2.24K
EXP icon
175
Eagle Materials
EXP
$6.57B
$1.98M 0.03%
8,485
+505
+6% +$114K
5 6
7
8 9

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Bridges Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Bridges Investment Management held 434 positions worth $7.82B, up 5.7% from $7.4B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q3 2025 filing shows 25 new, 169 increased, 138 reduced and 20 closed positions. Its largest new stake was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M. The largest sale was UnitedHealth, an estimated $60.2M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q3 2025 buy was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $54.1M increase.
  • Bridges Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $60.2M.
  • Bridges Investment Management fully exited GMS Inc in Q3 2025, selling an estimated $2.86M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.82B portfolio in Q3 2025.
  • Bridges Investment Management opened 25 new positions and closed 20 in Q3 2025.
  • Bridges Investment Management's portfolio value rose 5.7% quarter-over-quarter to $7.82B.

Based on Bridges Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.