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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
RNR icon
201
RenaissanceRe
RNR
$13.7B
$1.54M 0.02%
5,180
-1,240
-19% -$360K
TRV icon
202
Travelers Companies
TRV
$80.8B
$1.53M 0.02%
5,246
-157
-3% -$46K
IQV icon
203
IQVIA
IQV
$34.7B
$1.52M 0.02%
8,914
-374
-4% -$73K
FNF icon
204
Fidelity National Financial
FNF
$13.9B
$1.51M 0.02%
32,560
– –
SCHW
205
Charles Schwab
SCHW
$177B
$1.51M 0.02%
16,066
-4,250
-21% -$417K
OMC icon
206
Omnicom Group
OMC
$22.7B
$1.5M 0.02%
19,930
-167
-0.8% -$13K
AJG icon
207
Arthur J. Gallagher & Co
AJG
$63.7B
$1.5M 0.02%
6,924
+5,661
+448% +$1.31M
ROP icon
208
Roper Technologies
ROP
$36.3B
$1.48M 0.02%
4,193
-30
-0.7% -$11.1K
LH icon
209
Labcorp
LH
$24.3B
$1.47M 0.02%
5,524
– –
BN icon
210
Brookfield
BN
$102B
$1.46M 0.02%
36,082
– –
ACGL icon
211
Arch Capital
ACGL
$36.1B
$1.46M 0.02%
15,184
-2,120
-12% -$203K
NKE icon
212
Nike
NKE
$61.9B
$1.46M 0.02%
27,578
+15
+0.1% +$910
CB icon
213
Chubb
CB
$140B
$1.39M 0.02%
4,257
-2,141
-33% -$687K
MCO icon
214
Moody's
MCO
$81.7B
$1.38M 0.02%
3,158
-8
-0.3% -$3.78K
VTI icon
215
Vanguard Total Stock Market ETF
VTI
$654B
$1.38M 0.02%
4,292
-4,207
-49% -$1.41M
SUNB
216
Sunbelt Rentals Holdings
SUNB
$31B
$1.37M 0.02%
+21,120
New +$1.48M
EMR icon
217
Emerson Electric
EMR
$82.9B
$1.37M 0.02%
10,488
– –
PFE icon
218
Pfizer
PFE
$140B
$1.32M 0.02%
46,831
-4,400
-9% -$117K
ARMK icon
219
Aramark
ARMK
$15B
$1.31M 0.02%
32,350
+6,780
+27% +$269K
T icon
220
AT&T
T
$165B
$1.22M 0.02%
41,954
-113
-0.3% -$3.02K
AER icon
221
AerCap
AER
$23.9B
$1.21M 0.02%
8,790
– –
GXO icon
222
GXO Logistics
GXO
$6.06B
$1.2M 0.02%
23,110
+3,158
+16% +$181K
AXP icon
223
American Express
AXP
$223B
$1.19M 0.02%
3,946
-8
-0.2% -$2.68K
OXY icon
224
Occidental Petroleum
OXY
$57B
$1.19M 0.02%
18,274
-5,230
-22% -$263K
PWR icon
225
Quanta Services
PWR
$93.9B
$1.17M 0.02%
2,127
– –
7 8
9
10 11

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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.