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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
MSFT icon
1
Microsoft
MSFT
$3.71T
$476M 6.09%
919,347
-17,492
-2% -$8.92M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.33T
$382M 4.89%
1,573,121
-25,424
-2% -$5.33M
AAPL icon
3
Apple
AAPL
$4.57T
$381M 4.87%
1,495,356
-34,314
-2% -$7.75M
AMZN icon
4
Amazon
AMZN
$2.96T
$319M 4.07%
1,450,926
-21,608
-1% -$4.89M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$127B
$290M 3.71%
4,443,042
-138,424
-3% -$8.9M
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.12T
$278M 3.55%
368
-14
-4% -$10.2M
NVDA icon
7
NVIDIA
NVDA
$5.42T
$277M 3.54%
1,485,490
-65,167
-4% -$11.4M
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$236B
$240M 3.07%
4,009,526
+928,575
+30% +$54.1M
MA icon
9
Mastercard
MA
$493B
$222M 2.84%
391,015
-3,615
-0.9% -$2.08M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.13T
$190M 2.43%
378,827
-2,217
-0.6% -$1.07M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$175M 2.24%
3,232,404
+6,250
+0.2% +$322K
JPM icon
12
JPMorgan Chase
JPM
$950B
$166M 2.13%
527,676
-3,054
-0.6% -$908K
UNP icon
13
Union Pacific
UNP
$174B
$158M 2.02%
667,696
-4,231
-0.6% -$954K
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$112B
$154M 1.97%
1,294,092
-153,285
-11% -$17.6M
V icon
15
Visa
V
$677B
$143M 1.82%
417,930
-2,242
-0.5% -$776K
PANW icon
16
Palo Alto Networks
PANW
$297B
$140M 1.79%
687,322
-10,996
-2% -$2.1M
META icon
17
Meta Platforms (Facebook)
META
$1.51T
$134M 1.71%
182,193
-2,566
-1% -$1.91M
IVV icon
18
iShares Core S&P 500 ETF
IVV
$902B
$133M 1.7%
198,247
+5,406
+3% +$3.48M
AVGO icon
19
Broadcom
AVGO
$2.04T
$122M 1.56%
369,923
-23,444
-6% -$7.19M
LOW icon
20
Lowe's Companies
LOW
$125B
$106M 1.35%
420,832
+49,858
+13% +$12.2M
BLK icon
21
Blackrock
BLK
$176B
$101M 1.29%
86,335
-135
-0.2% -$151K
PGR icon
22
Progressive
PGR
$125B
$98.7M 1.26%
399,834
-4,538
-1% -$1.12M
CASY icon
23
Casey's General Stores
CASY
$30.9B
$98.5M 1.26%
174,188
-735
-0.4% -$385K
SPGI icon
24
S&P Global
SPGI
$120B
$96.9M 1.24%
199,084
-2,181
-1% -$1.17M
ODFL icon
25
Old Dominion Freight Line
ODFL
$44.9B
$96.8M 1.24%
687,625
-1,336
-0.2% -$205K
1
2 3 4 5

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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.