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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
MSFT icon
1
Microsoft
MSFT
$3.71T
$437M 5.54%
903,355
-15,992
-2% -$8.01M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.33T
$434M 5.51%
1,387,611
-185,510
-12% -$53M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$127B
$397M 5.04%
6,015,226
+1,572,184
+35% +$103M
AAPL icon
4
Apple
AAPL
$4.57T
$372M 4.72%
1,368,537
-126,819
-8% -$34M
AMZN icon
5
Amazon
AMZN
$2.96T
$327M 4.15%
1,418,655
-32,271
-2% -$7.38M
NVDA icon
6
NVIDIA
NVDA
$5.42T
$279M 3.54%
1,497,363
+11,873
+0.8% +$2.21M
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.12T
$266M 3.38%
353
-15
-4% -$11.2M
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$236B
$260M 3.3%
4,165,019
+155,493
+4% +$9.53M
MA icon
9
Mastercard
MA
$493B
$217M 2.76%
380,742
-10,273
-3% -$5.74M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.13T
$186M 2.36%
369,471
-9,356
-2% -$4.65M
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$179M 2.28%
3,337,149
+104,745
+3% +$5.69M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$902B
$177M 2.24%
257,894
+59,647
+30% +$40.5M
UNP icon
13
Union Pacific
UNP
$174B
$161M 2.05%
697,106
+29,410
+4% +$6.71M
JPM icon
14
JPMorgan Chase
JPM
$950B
$160M 2.03%
497,685
-29,991
-6% -$9.29M
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$112B
$159M 2.02%
1,323,661
+29,569
+2% +$3.54M
V icon
16
Visa
V
$677B
$143M 1.82%
408,040
-9,890
-2% -$3.37M
PANW icon
17
Palo Alto Networks
PANW
$297B
$124M 1.58%
674,387
-12,935
-2% -$2.61M
META icon
18
Meta Platforms (Facebook)
META
$1.51T
$122M 1.54%
184,106
+1,913
+1% +$1.28M
AVGO icon
19
Broadcom
AVGO
$2.04T
$120M 1.53%
347,480
-22,443
-6% -$8.03M
SPGI icon
20
S&P Global
SPGI
$120B
$115M 1.46%
219,986
+20,902
+10% +$10.3M
ODFL icon
21
Old Dominion Freight Line
ODFL
$44.9B
$108M 1.38%
691,568
+3,943
+0.6% +$565K
LOW icon
22
Lowe's Companies
LOW
$125B
$108M 1.37%
446,441
+25,609
+6% +$6.15M
ISRG icon
23
Intuitive Surgical
ISRG
$134B
$96.1M 1.22%
169,622
-1,324
-0.8% -$705K
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.32T
$95.9M 1.22%
305,698
-69,669
-19% -$20M
LAD icon
25
Lithia Motors
LAD
$8.26B
$94.5M 1.2%
284,325
+21,168
+8% +$6.72M
1
2 3 4 5

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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.