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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
GEV icon
201
GE Vernova
GEV
$269B
$1.58M 0.02%
2,410
-120
-5% -$73.1K
TRV icon
202
Travelers Companies
TRV
$78.3B
$1.57M 0.02%
5,403
+1,016
+23% +$286K
H icon
203
Hyatt Hotels
H
$16.3B
$1.49M 0.02%
9,272
+457
+5% +$70K
JKHY icon
204
Jack Henry & Associates
JKHY
$10.9B
$1.47M 0.02%
8,030
-2
-0% -$333
AXP icon
205
American Express
AXP
$230B
$1.46M 0.02%
3,954
-17
-0.4% -$6.08K
BLDR icon
206
Builders FirstSource
BLDR
$8.08B
$1.43M 0.02%
13,902
-6,490
-32% -$729K
EMR icon
207
Emerson Electric
EMR
$91.7B
$1.39M 0.02%
10,488
– –
LH icon
208
Labcorp
LH
$26.1B
$1.39M 0.02%
5,524
– –
CUBE icon
209
CubeSmart
CUBE
$9.2B
$1.37M 0.02%
37,987
+1,211
+3% +$46K
WMG icon
210
Warner Music
WMG
$13.1B
$1.3M 0.02%
42,390
– –
SAIA icon
211
Saia
SAIA
$9.52B
$1.28M 0.02%
3,909
-1,118
-22% -$338K
PFE icon
212
Pfizer
PFE
$152B
$1.28M 0.02%
51,231
+18
+0% +$454
AER icon
213
AerCap
AER
$23.5B
$1.26M 0.02%
8,790
-4,876
-36% -$646K
C icon
214
Citigroup
C
$228B
$1.24M 0.02%
10,621
+321
+3% +$33.3K
CARR icon
215
Carrier Global
CARR
$52.4B
$1.22M 0.02%
23,111
+39
+0.2% +$2.17K
TPL icon
216
Texas Pacific Land
TPL
$25.2B
$1.22M 0.02%
4,245
-42
-1% -$12.8K
TFC icon
217
Truist Financial
TFC
$63.9B
$1.22M 0.02%
24,764
+53
+0.2% +$2.44K
VIG icon
218
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.19M 0.02%
5,425
+430
+9% +$94K
TEL icon
219
TE Connectivity
TEL
$63.3B
$1.18M 0.01%
5,168
-3,392
-40% -$784K
HLNE icon
220
Hamilton Lane
HLNE
$5.78B
$1.14M 0.01%
8,513
-6,037
-41% -$759K
CRM icon
221
Salesforce
CRM
$162B
$1.08M 0.01%
4,084
+162
+4% +$40.3K
DT icon
222
Dynatrace
DT
$14.4B
$1.07M 0.01%
24,630
-5,146
-17% -$240K
GXO icon
223
GXO Logistics
GXO
$5.37B
$1.05M 0.01%
19,952
+981
+5% +$51.5K
T icon
224
AT&T
T
$168B
$1.04M 0.01%
42,067
-63
-0.1% -$1.59K
AVY icon
225
Avery Dennison
AVY
$13.6B
$1.02M 0.01%
+5,620
New +$972K
7 8
9
10 11

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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.