Mesirow Financial Investment Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Mesirow Financial Investment Management, Inc. 13F Holdings
CIK 0001469475 · CHICAGO, IL
As of Sep 30, 2025, Mesirow Financial Investment Management, Inc. reported
554 positions worth $5.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 963,896 | $484.6M | 9.02% |
| APPLE INC | AAPL | Technology | 1,053,309 | $268.2M | 4.99% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 2,627,317 | $260.4M | 4.85% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 1,478,144 |
|
75.6M3.27% |
| MICROSOFT CORP | MSFT | Technology | 330,554 |
71.2M | 3.19% |
| ISHARES CORE S&P 500 ETF | IVV | — | 241,999 |
62.0M | 3.02% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,022,868 |
49.0M | 2.77% |
| ALPHABET INC | GOOG | Equity | 561,776 |
36.8M | 2.55% |
| VANGUARD 500 INDEX FUND | VOO | — | 199,746 |
22.3M | 2.28% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 316,470 | $99.8M | 1.86% |
| ALPHABET INC | GOOGL | Equity | 391,613 | $95.2M | 1.77% |
| SPDR S&P 500 ETF TRUST | SPY | — | 134,967 | $89.9M | 1.67% |
| AMAZON.COM INC | AMZN | Equity | 407,818 | $89.5M | 1.67% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 190,001 | $89.0M | 1.66% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 548,452 | $77.3M | 1.44% |
| SPDR GOLD TRUST | GQ9 | — | 214,398 | $76.2M | 1.42% |
| INVESTMENT MANAGERS SER TR I | — | — | 1,971,426 | $70.7M | 1.32% |
| BROADCOM INC | AVGO | Technology | 211,633 | $69.8M | 1.30% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 869,407 | $63.9M | 1.19% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 547,963 | $52.9M | 0.99% |
| RTX CORP | RTX | Equity | 290,577 | $48.6M | 0.91% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 1,271,915 | $48.0M | 0.89% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 732,337 | $47.8M | 0.89% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 474,512 | $47.8M | 0.89% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 93,352 | $44.8M | 0.83% |