MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY 13F Holdings
CIK 02802457 · CHICAGO, IL
As of Dec 31, 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY reported 14 positions worth $98.4M in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 65,142 | $35.1M | 35.67% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 242,000 | $23.1M | 23.48% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 100,000 | $7.9M | 7.99% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 160,036 | $7.7M | 7.78% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 86,807 | $7.1M | 7.17% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 18,226 | $4.8M | 4.89% |
| VANGUARD S&P MID-CAP 400 INDEX FUND | IVOO | — | 33,264 | $3.5M | 3.57% |
| GREENFIRE RES LTD NEW | GFR | Energy | 403,690 | $2.9M | 2.90% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 60,414 | $2.7M | 2.70% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 10,725 | $2.6M | 2.62% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 5,082 | $452.7K | 0.46% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 8,404 | $434.5K | 0.44% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 3,914 | $320.9K | 0.33% |
| ALPHABET INC | GOOG | Equity | 5 | $952.0 | 0.00% |