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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
BMI icon
151
Badger Meter
BMI
$3.93B
$2.4M 0.03%
13,786
-3,034
-18% -$546K
NMIH icon
152
NMI Holdings
NMIH
$3.34B
$2.39M 0.03%
58,480
+2,878
+5% +$109K
GIL icon
153
Gildan
GIL
$10.8B
$2.38M 0.03%
38,065
– –
IWB icon
154
iShares Russell 1000 ETF
IWB
$50B
$2.37M 0.03%
6,335
-46
-0.7% -$17K
BDX icon
155
Becton Dickinson
BDX
$49.4B
$2.36M 0.03%
12,178
-2,700
-18% -$514K
ACLS icon
156
Axcelis
ACLS
$4.18B
$2.28M 0.03%
28,400
-3,299
-10% -$276K
TW icon
157
Tradeweb Markets
TW
$22B
$2.21M 0.03%
20,595
+9,902
+93% +$1.06M
QCOM icon
158
Qualcomm
QCOM
$171B
$2.21M 0.03%
12,927
-1,490
-10% -$255K
CNX icon
159
CNX Resources
CNX
$5.35B
$2.14M 0.03%
58,076
+3,214
+6% +$115K
AAON icon
160
Aaon
AAON
$7.03B
$2.12M 0.03%
27,777
-3,550
-11% -$328K
IQV icon
161
IQVIA
IQV
$40.1B
$2.09M 0.03%
9,288
+103
+1% +$22.4K
REM icon
162
iShares Mortgage Real Estate ETF
REM
$545M
$2.09M 0.03%
94,154
-27,423
-23% -$610K
CELH icon
163
Celsius Holdings
CELH
$7.11B
$2.08M 0.03%
45,555
-6,970
-13% -$351K
RSG icon
164
Republic Services
RSG
$65.9B
$2.07M 0.03%
9,790
-624
-6% -$134K
GNRC icon
165
Generac Holdings
GNRC
$12.7B
$2.07M 0.03%
15,158
-4,592
-23% -$741K
RBA icon
166
RB Global
RBA
$16.6B
$2.06M 0.03%
20,027
+1,442
+8% +$146K
PPG icon
167
PPG Industries
PPG
$25.8B
$2.03M 0.03%
19,842
+1,602
+9% +$161K
SCHW
168
Charles Schwab
SCHW
$186B
$2.03M 0.03%
20,316
+138
+0.7% +$13.1K
OPCH icon
169
Option Care Health
OPCH
$3.61B
$2.02M 0.03%
63,343
+3,118
+5% +$91.5K
CB icon
170
Chubb
CB
$134B
$2M 0.03%
6,398
+15
+0.2% +$4.39K
JLL icon
171
Jones Lang LaSalle
JLL
$16.7B
$1.98M 0.03%
5,881
+430
+8% +$135K
SYY icon
172
Sysco
SYY
$40.3B
$1.98M 0.03%
26,852
– –
VZ icon
173
Verizon
VZ
$196B
$1.97M 0.03%
48,490
-16,677
-26% -$676K
CACI icon
174
CACI
CACI
$14.8B
$1.96M 0.02%
3,675
+182
+5% +$103K
LSCC icon
175
Lattice Semiconductor
LSCC
$17.9B
$1.95M 0.02%
26,441
+1,302
+5% +$92.7K
5 6
7
8 9

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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.