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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
NKE icon
176
Nike
NKE
$61.3B
$1.97M 0.03%
28,284
+187
+0.7% +$13.9K
WSO icon
177
Watsco Inc
WSO
$13.2B
$1.97M 0.03%
4,874
+219
+5% +$93.6K
FNF icon
178
Fidelity National Financial
FNF
$12.8B
$1.97M 0.03%
32,560
+7,810
+32% +$454K
HLNE icon
179
Hamilton Lane
HLNE
$5.78B
$1.96M 0.03%
14,550
+876
+6% +$132K
NEE icon
180
NextEra Energy
NEE
$179B
$1.94M 0.02%
25,635
+983
+4% +$71.8K
HOLX
181
DELISTED
Hologic
HOLX
$1.93M 0.02%
28,555
+1,708
+6% +$113K
SCHW
182
Charles Schwab
SCHW
$186B
$1.93M 0.02%
20,178
-3,528
-15% -$335K
PPG icon
183
PPG Industries
PPG
$25.8B
$1.92M 0.02%
18,240
+1,200
+7% +$133K
LHX icon
184
L3Harris
LHX
$53.3B
$1.91M 0.02%
6,249
-209
-3% -$57.1K
FOXF icon
185
Fox Factory Holding Corp
FOXF
$905M
$1.89M 0.02%
77,967
+4,716
+6% +$133K
TEL icon
186
TE Connectivity
TEL
$63.3B
$1.88M 0.02%
8,560
-3,350
-28% -$671K
LSCC icon
187
Lattice Semiconductor
LSCC
$17.9B
$1.84M 0.02%
25,139
+1,517
+6% +$92.3K
CB icon
188
Chubb
CB
$134B
$1.8M 0.02%
6,383
+1,862
+41% +$512K
CNX icon
189
CNX Resources
CNX
$5.35B
$1.76M 0.02%
54,862
+3,310
+6% +$101K
VTI icon
190
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$1.76M 0.02%
5,364
+686
+15% +$217K
IQV icon
191
IQVIA
IQV
$40.1B
$1.74M 0.02%
9,185
+198
+2% +$36K
CACI icon
192
CACI
CACI
$14.8B
$1.74M 0.02%
3,493
+206
+6% +$99.6K
AIT icon
193
Applied Industrial Technologies
AIT
$13B
$1.74M 0.02%
6,653
+433
+7% +$114K
COP icon
194
ConocoPhillips
COP
$151B
$1.73M 0.02%
18,295
+1,960
+12% +$185K
EGP icon
195
EastGroup Properties
EGP
$10.8B
$1.71M 0.02%
10,077
+557
+6% +$92.4K
OPCH icon
196
Option Care Health
OPCH
$3.61B
$1.67M 0.02%
60,225
+3,630
+6% +$105K
AER icon
197
AerCap
AER
$23.5B
$1.65M 0.02%
13,666
+6
+0% +$700
BN icon
198
Brookfield
BN
$110B
$1.65M 0.02%
36,083
-5,865
-14% -$260K
RNR icon
199
RenaissanceRe
RNR
$13.2B
$1.63M 0.02%
6,420
+400
+7% +$96.9K
JLL icon
200
Jones Lang LaSalle
JLL
$16.7B
$1.63M 0.02%
5,451
+348
+7% +$99.4K
6 7
8
9 10

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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.