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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
MSFT icon
1
Microsoft
MSFT
$3.71T
$466M 6.29%
936,839
-8,016
-0.8% -$3.48M
AMZN icon
2
Amazon
AMZN
$2.96T
$323M 4.36%
1,472,534
+55,688
+4% +$11M
AAPL icon
3
Apple
AAPL
$4.57T
$314M 4.24%
1,529,670
-118,690
-7% -$24M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$127B
$284M 3.84%
4,581,466
+35,315
+0.8% +$2.07M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.33T
$282M 3.81%
1,598,545
-21,667
-1% -$3.55M
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.12T
$278M 3.76%
382
-7
-2% -$5.33M
NVDA icon
7
NVIDIA
NVDA
$5.42T
$245M 3.31%
1,550,657
-5,823
-0.4% -$733K
MA icon
8
Mastercard
MA
$493B
$222M 3%
394,630
+130
+0% +$71.9K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.13T
$185M 2.5%
381,044
-10,557
-3% -$5.36M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$236B
$176M 2.37%
3,080,951
-58,024
-2% -$3.11M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$160M 2.16%
3,226,154
+63,497
+2% +$2.95M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$112B
$158M 2.14%
1,447,377
+14,913
+1% +$1.54M
UNP icon
13
Union Pacific
UNP
$174B
$155M 2.09%
671,927
-2,370
-0.4% -$526K
JPM icon
14
JPMorgan Chase
JPM
$950B
$154M 2.08%
530,730
-1,158
-0.2% -$296K
V icon
15
Visa
V
$677B
$149M 2.02%
420,172
-7,598
-2% -$2.65M
PANW icon
16
Palo Alto Networks
PANW
$297B
$143M 1.93%
698,318
-4,866
-0.7% -$904K
META icon
17
Meta Platforms (Facebook)
META
$1.51T
$136M 1.84%
184,759
+11,911
+7% +$7.36M
IVV icon
18
iShares Core S&P 500 ETF
IVV
$902B
$120M 1.62%
192,841
+10,892
+6% +$6.25M
ODFL icon
19
Old Dominion Freight Line
ODFL
$44.9B
$112M 1.51%
688,961
+4,849
+0.7% +$774K
AVGO icon
20
Broadcom
AVGO
$2.04T
$108M 1.46%
393,367
-6,863
-2% -$1.49M
PGR icon
21
Progressive
PGR
$125B
$108M 1.46%
404,372
-1,805
-0.4% -$495K
SPGI icon
22
S&P Global
SPGI
$120B
$106M 1.43%
201,265
-949
-0.5% -$474K
UNH icon
23
UnitedHealth
UNH
$370B
$94.6M 1.28%
303,336
+20,163
+7% +$7.71M
ISRG icon
24
Intuitive Surgical
ISRG
$134B
$94.2M 1.27%
173,388
+1,242
+0.7% +$649K
BLK icon
25
Blackrock
BLK
$176B
$90.7M 1.23%
86,470
-1,263
-1% -$1.19M
1
2 3 4 5

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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.