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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
EGP icon
176
EastGroup Properties
EGP
$10.8B
$1.93M 0.02%
10,826
+749
+7% +$133K
FISV
177
Fiserv Inc
FISV
$28B
$1.91M 0.02%
28,400
+5,254
+23% +$440K
ROP icon
178
Roper Technologies
ROP
$39.5B
$1.88M 0.02%
4,223
-461
-10% -$214K
VTV icon
179
Vanguard Morningstar Value ETF
VTV
$192B
$1.88M 0.02%
9,832
+1,898
+24% +$357K
CCI icon
180
Crown Castle
CCI
$31.3B
$1.88M 0.02%
21,121
+6,671
+46% +$614K
CMCSA icon
181
Comcast
CMCSA
$91B
$1.88M 0.02%
62,742
-16,288
-21% -$465K
LHX icon
182
L3Harris
LHX
$53.3B
$1.84M 0.02%
6,260
+11
+0.2% +$3.18K
COP icon
183
ConocoPhillips
COP
$151B
$1.83M 0.02%
19,553
+1,258
+7% +$114K
EXP icon
184
Eagle Materials
EXP
$6.57B
$1.81M 0.02%
8,764
+279
+3% +$61.6K
RNR icon
185
RenaissanceRe
RNR
$13.2B
$1.81M 0.02%
6,420
– –
ATR icon
186
AptarGroup
ATR
$8.57B
$1.8M 0.02%
14,767
-11,621
-44% -$1.44M
AIT icon
187
Applied Industrial Technologies
AIT
$13B
$1.8M 0.02%
6,998
+345
+5% +$88.3K
FNF icon
188
Fidelity National Financial
FNF
$12.8B
$1.78M 0.02%
32,560
– –
HESM icon
189
Hess Midstream
HESM
$5.2B
$1.77M 0.02%
+51,380
New +$1.73M
FFIN icon
190
First Financial Bankshares
FFIN
$4.99B
$1.77M 0.02%
59,100
-6,229
-10% -$196K
NKE icon
191
Nike
NKE
$61.3B
$1.76M 0.02%
27,563
-721
-3% -$47K
LNG icon
192
Cheniere Energy
LNG
$54.8B
$1.74M 0.02%
8,974
– –
KNSL icon
193
Kinsale Capital Group
KNSL
$8.53B
$1.71M 0.02%
4,365
-1,798
-29% -$733K
NEE icon
194
NextEra Energy
NEE
$179B
$1.66M 0.02%
20,713
-4,922
-19% -$408K
ACGL icon
195
Arch Capital
ACGL
$33.5B
$1.66M 0.02%
17,304
+1,733
+11% +$159K
BN icon
196
Brookfield
BN
$110B
$1.66M 0.02%
36,082
-1
-0% -$46
OMC icon
197
Omnicom Group
OMC
$23.6B
$1.62M 0.02%
20,097
+2,290
+13% +$175K
MCO icon
198
Moody's
MCO
$82.5B
$1.62M 0.02%
3,166
+136
+4% +$66.4K
HWKN icon
199
Hawkins
HWKN
$2.71B
$1.6M 0.02%
11,282
-121
-1% -$17.8K
TLTD icon
200
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$686M
$1.58M 0.02%
17,072
-34
-0.2% -$3.06K
6 7
8
9 10

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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.