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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
MDT icon
176
Medtronic
MDT
$107B
$2.03M 0.03%
23,433
-3,058
-12% -$293K
WSO icon
177
Watsco Inc
WSO
$14.9B
$2.02M 0.03%
5,560
+3,188
+134% +$1.24M
HESM icon
178
Hess Midstream
HESM
$5.22B
$2M 0.03%
51,380
– –
OPCH icon
179
Option Care Health
OPCH
$3.4B
$1.98M 0.03%
73,391
+10,048
+16% +$326K
EXP icon
180
Eagle Materials
EXP
$6.6B
$1.96M 0.03%
10,336
+1,572
+18% +$335K
BKNG icon
181
Booking.com
BKNG
$138B
$1.96M 0.03%
11,625
– –
JLL icon
182
Jones Lang LaSalle
JLL
$15.1B
$1.95M 0.03%
6,423
+542
+9% +$175K
GIL icon
183
Gildan
GIL
$9.25B
$1.94M 0.03%
34,795
-3,270
-9% -$211K
DT icon
184
Dynatrace
DT
$12.1B
$1.93M 0.03%
52,308
+27,678
+112% +$1.06M
COF icon
185
Capital One
COF
$124B
$1.93M 0.03%
10,556
-250
-2% -$52.3K
PPG icon
186
PPG Industries
PPG
$25.9B
$1.92M 0.03%
17,928
-1,914
-10% -$217K
SYY icon
187
Sysco
SYY
$39.7B
$1.92M 0.03%
26,852
– –
NEE icon
188
NextEra Energy
NEE
$187B
$1.9M 0.03%
20,493
-220
-1% -$19.6K
BDX icon
189
Becton Dickinson
BDX
$43.1B
$1.9M 0.03%
12,059
-119
-1% -$21.8K
TPL icon
190
Texas Pacific Land
TPL
$28.9B
$1.88M 0.03%
3,969
-276
-7% -$119K
CMCSA icon
191
Comcast
CMCSA
$79.1B
$1.77M 0.02%
61,584
-1,158
-2% -$34.7K
HLNE icon
192
Hamilton Lane
HLNE
$3.63B
$1.76M 0.02%
17,740
+9,227
+108% +$1.13M
BIZD icon
193
VanEck BDC Income ETF
BIZD
$1.58B
$1.74M 0.02%
+135,805
New +$1.83M
CCI icon
194
Crown Castle
CCI
$32.7B
$1.72M 0.02%
21,111
-10
-0% -$861
QCOM icon
195
Qualcomm
QCOM
$176B
$1.65M 0.02%
12,790
-137
-1% -$20K
CUBE icon
196
CubeSmart
CUBE
$9.53B
$1.64M 0.02%
44,812
+6,825
+18% +$262K
FISV
197
Fiserv Inc
FISV
$27.2B
$1.63M 0.02%
29,247
+847
+3% +$52.4K
VTV icon
198
Vanguard Value ETF
VTV
$189B
$1.63M 0.02%
8,316
-1,516
-15% -$304K
TYL icon
199
Tyler Technologies
TYL
$12.2B
$1.63M 0.02%
4,764
+4,046
+564% +$1.51M
H icon
200
Hyatt Hotels
H
$17.6B
$1.54M 0.02%
10,741
+1,469
+16% +$233K
6 7
8
9 10

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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.