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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
HLNE icon
176
Hamilton Lane
HLNE
$5.78B
$1.94M 0.03%
13,674
+1,829
+15% +$276K
PPG icon
177
PPG Industries
PPG
$25.8B
$1.94M 0.03%
17,040
+1,847
+12% +$200K
FOXF icon
178
Fox Factory Holding Corp
FOXF
$905M
$1.9M 0.03%
73,251
+9,796
+15% +$230K
MUSA icon
179
Murphy USA
MUSA
$10B
$1.89M 0.03%
4,646
+606
+15% +$275K
OPCH icon
180
Option Care Health
OPCH
$3.61B
$1.84M 0.02%
56,595
+7,564
+15% +$244K
HOLX
181
DELISTED
Hologic
HOLX
$1.75M 0.02%
26,847
+3,620
+16% +$217K
CNX icon
182
CNX Resources
CNX
$5.35B
$1.74M 0.02%
51,552
+6,879
+15% +$217K
BN icon
183
Brookfield
BN
$110B
$1.73M 0.02%
41,948
-325
-0.8% -$12K
GIL icon
184
Gildan
GIL
$10.8B
$1.72M 0.02%
35,005
+1,515
+5% +$69.6K
BIZD icon
185
VanEck BDC Income ETF
BIZD
$1.69B
$1.72M 0.02%
105,767
+9,015
+9% +$141K
NEE icon
186
NextEra Energy
NEE
$179B
$1.71M 0.02%
24,652
-1,387
-5% -$96.3K
CARR icon
187
Carrier Global
CARR
$52.4B
$1.69M 0.02%
23,072
+17
+0.1% +$1.15K
BLDR icon
188
Builders FirstSource
BLDR
$8.08B
$1.68M 0.02%
14,439
+1,927
+15% +$222K
LHX icon
189
L3Harris
LHX
$53.3B
$1.62M 0.02%
6,458
+281
+5% +$64.6K
EXP icon
190
Eagle Materials
EXP
$6.57B
$1.61M 0.02%
7,980
+1,062
+15% +$229K
AER icon
191
AerCap
AER
$23.5B
$1.6M 0.02%
13,660
– –
EGP icon
192
EastGroup Properties
EGP
$10.8B
$1.59M 0.02%
9,520
+1,189
+14% +$198K
CACI icon
193
CACI
CACI
$14.8B
$1.57M 0.02%
3,287
+443
+16% +$196K
DT icon
194
Dynatrace
DT
$14.4B
$1.56M 0.02%
28,193
+3,320
+13% +$166K
OTEX icon
195
Open Text
OTEX
$5.81B
$1.55M 0.02%
53,240
-2,000
-4% -$54.4K
HWKN icon
196
Hawkins
HWKN
$2.71B
$1.52M 0.02%
10,718
+1,429
+15% +$180K
MCO icon
197
Moody's
MCO
$82.5B
$1.52M 0.02%
3,031
-9
-0.3% -$4.17K
TW icon
198
Tradeweb Markets
TW
$22B
$1.47M 0.02%
10,060
+1,342
+15% +$187K
CUBE icon
199
CubeSmart
CUBE
$9.2B
$1.47M 0.02%
34,570
+4,604
+15% +$191K
COP icon
200
ConocoPhillips
COP
$151B
$1.47M 0.02%
16,335
-160
-1% -$14.4K
6 7
8
9 10

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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.