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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
-4.18%
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
$7.38B
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
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$127B
$390M 5.29%
5,782,188
-233,038
-4% -$16.2M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.33T
$383M 5.19%
1,332,433
-55,178
-4% -$17.3M
MSFT icon
3
Microsoft
MSFT
$3.71T
$336M 4.55%
907,119
+3,764
+0.4% +$1.58M
AAPL icon
4
Apple
AAPL
$4.57T
$314M 4.25%
1,236,543
-131,994
-10% -$34.4M
AMZN icon
5
Amazon
AMZN
$2.96T
$293M 3.97%
1,406,179
-12,476
-0.9% -$2.75M
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$236B
$284M 3.85%
4,430,181
+265,162
+6% +$17.5M
NVDA icon
7
NVIDIA
NVDA
$5.42T
$259M 3.51%
1,484,413
-12,950
-0.9% -$2.38M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.12T
$242M 3.28%
337
-16
-5% -$11.8M
MA icon
9
Mastercard
MA
$493B
$189M 2.56%
378,188
-2,554
-0.7% -$1.35M
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$187M 2.53%
3,455,673
+118,524
+4% +$6.64M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.13T
$170M 2.31%
354,987
-14,484
-4% -$7.11M
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$112B
$167M 2.26%
1,341,939
+18,278
+1% +$2.32M
IVV icon
13
iShares Core S&P 500 ETF
IVV
$902B
$152M 2.06%
232,208
-25,686
-10% -$17.5M
JPM icon
14
JPMorgan Chase
JPM
$950B
$145M 1.97%
493,072
-4,613
-0.9% -$1.4M
UNP icon
15
Union Pacific
UNP
$174B
$144M 1.95%
594,231
-102,875
-15% -$25.2M
ODFL icon
16
Old Dominion Freight Line
ODFL
$44.9B
$126M 1.7%
642,375
-49,193
-7% -$9.17M
V icon
17
Visa
V
$677B
$123M 1.66%
405,777
-2,263
-0.6% -$728K
CASY icon
18
Casey's General Stores
CASY
$30.9B
$113M 1.54%
155,741
-2,427
-2% -$1.58M
LOW icon
19
Lowe's Companies
LOW
$125B
$106M 1.43%
447,160
+719
+0.2% +$188K
META icon
20
Meta Platforms (Facebook)
META
$1.51T
$106M 1.43%
184,587
+481
+0.3% +$308K
PANW icon
21
Palo Alto Networks
PANW
$297B
$105M 1.43%
656,421
-17,966
-3% -$3.02M
AVGO icon
22
Broadcom
AVGO
$2.04T
$104M 1.41%
335,238
-12,242
-4% -$4.03M
SPGI icon
23
S&P Global
SPGI
$120B
$101M 1.37%
237,483
+17,497
+8% +$8.12M
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.32T
$84M 1.14%
292,816
-12,882
-4% -$4.05M
PGR icon
25
Progressive
PGR
$125B
$77.8M 1.05%
392,581
-5,537
-1% -$1.14M
1
2 3 4 5

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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.