Mesirow Financial Investment Management, Inc.
Sector Allocation
- Other48.6%$3.1B
- Technology16.8%$1.1B
- Financials15.5%$988.0M
- Industrials5.5%$347.3M
- Healthcare3.9%$246.2M
- Consumer Discretionary3.4%$215.4M
- Consumer Staples2.2%$142.7M
- Energy1.6%$103.9M
- Materials1.3%$83.9M
- Communication Services0.6%$37.6M
AUM History
13fpro.ai/research/fund/mesirow-financial-investment-management-inc-1469475
Conviction and streaks
Concentrating · top 10 = 35.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$490.6MAAPL
$292.6M- VANECK$275.2M
- ISHARES$240.0M
GOOG
$197.7M- ISHARES$185.0M
- ISHARES$176.9M
- VANGUARD$150.6M
GOOGL
$131.4MMSFT
$117.2MJPM
$103.0MSPY
$97.9MAMZN
$97.8M- ISHARES$95.6M
CAT
$95.1M- VANGUARD$94.0M
- ISHARES$87.6M
- VANGUARD$87.6M
- INVESTMENT$86.1M
- ISHARES$78.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mesirow-financial-investment-management-inc-1469475
Mesirow Financial Investment Management, Inc. 13F holdings — Q2 2026
$6.4B portfolio (+3.1% QoQ) · 529 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$490.6M
7.7% of stocks
+0.4%This quarter—Since filed8+ qtrsHeld$292.6M
4.6% of stocks
+4%This quarter+5.5%Since filed8+ qtrsHeld- 3
VANECK ETF TRUST - MRNGSTR WDE MOAT
$275.2M
4.3% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P SCP ETF
$240.0M
3.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $197.7M
3.1% of stocks
+3%This quarter-8.1%Since filed8+ qtrsHeld- 6
ISHARES TR - CORE S&P500 ETF
$185.0M
2.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P TTL STK
$176.9M
2.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$150.6M
2.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $131.4M
2.1% of stocks
-1%This quarter-8.1%Since filed8+ qtrsHeld$117.2M
1.8% of stocks
-31%This quarter+36.5%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $490.6M | 7.7% | +0.4% | — | 8+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $292.6M | 4.6% | +4% | +5.5% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $275.2M | 4.3% | -1% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P SCP ETF | $240.0M | 3.8% | +3% | — | — | — | — | |
| 5 | $197.7M | 3.1% | +3% | -8.1% | 8+ qtrsAdded 2 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - CORE S&P500 ETF | $185.0M | 2.9% | +1% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P TTL STK | $176.9M | 2.8% | +2% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $150.6M | 2.4% | +5% | — | — | — | — | |
| 9 | $131.4M | 2.1% | -1% | -8.1% | 8+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $117.2M | 1.8% | -31% | +36.5% | 8+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Mesirow Financial Investment Management, Inc. (Q2 2026)
529 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $103.0M | 1.6% | 315K | +0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $97.9M | 1.5% | 131K | +1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $97.8M | 1.5% | 410K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $95.6M | 1.5% | 1.24M | -40% | — | — | 13F |
| 15 | CATERPILLAR INC | Industrials | $95.1M | 1.5% | 89K | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $94.0M | 1.5% | 1.10M | +13% | — | — | 13F |
| 17 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $87.6M | 1.4% | 705K | +299% | — | — | 13F |
| 18 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $87.6M | 1.4% | 554K | +0.3% | — | — | 13F |
| 19 | — | INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETFetf/fund | — | $86.1M | 1.4% | 2.14M | -51% | — | — | 13F |
| 20 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $78.4M | 1.2% | 779K | +13% | — | — | 13F |
| 21 | SPDR GOLD TRUSTetf/fund | Financials | $72.2M | 1.1% | 196K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETFetf/fund | — | $71.7M | 1.1% | 1.35M | +69% | — | — | 13F |
| 23 | Booz Allen Hamilton Holding Corp | Technology | $64.8M | 1.0% | 1.58M | +3% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $61.0M | 1.0% | 553K | -51% | — | — | 13F |
| 25 | Broadcom Inc. | Technology | $56.9M | 0.9% | 151K | -6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $55.1M | 0.9% | 290K | +0.4% | |||
| 27 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $53.6M | 0.8% | 622K | +533% | |||
| 28 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $52.1M | 0.8% | 1.06M | +16% | |||
| 29 | — | ISHARES TR - RUS 1000 VAL ETF | — | $47.6M | 0.8% | 197K | -5% | |||
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $47.3M | 0.7% | 663K | -0.1% | |||
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $46.7M | 0.7% | 198K | +0.3% | |||
| 32 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $46.4M | 0.7% | 814K | -1.0% | |||
| 33 | — | VANGUARD INDEX FDS - VALUE ETF | — | $46.1M | 0.7% | 212K | +2% | |||
| 34 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $46.0M | 0.7% | 92K | +2% | |||
| 35 | — | ISHARES TR - CORE MSCI EAFE | — | $43.8M | 0.7% | 453K | +3% | |||
| 36 | $FDX | FEDEX CORP | Industrials | $41.6M | 0.7% | 133K | +0.3% | |||
| 37 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $41.5M | 0.7% | 44K | +2% | |||
| 38 | $ABBV | AbbVie Inc. | Healthcare | $40.0M | 0.6% | 159K | +0.3% | |||
| 39 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $39.7M | 0.6% | 145K | +10% | |||
| 40 | — | ISHARES TR - CORE 60 BALA ETF | — | $39.3M | 0.6% | 566K | +0.5% | |||
| 41 | — | ISHARES TR - MSCI EAFE ETF | — | $38.1M | 0.6% | 367K | -49% | |||
| 42 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $37.3M | 0.6% | 169K | +0.8% | |||
| 43 | $UNP | UNION PACIFIC CORP | Industrials | $36.6M | 0.6% | 135K | +0.2% | |||
| 44 | $GLW | CORNING INC /NY | Materials | $36.1M | 0.6% | 141K | -0.0% | |||
| 45 | $CVX | CHEVRON CORP | Energy | $33.0M | 0.5% | 199K | -0.7% | |||
| 46 | $DOV | DOVER Corp | Industrials | $32.8M | 0.5% | 209K | +2% | |||
| 47 | $LIN | LINDE PLC | Materials | $32.1M | 0.5% | 62K | +0.1% | |||
| 48 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $31.9M | 0.5% | 404K | +7% | |||
| 49 | $V | VISA INC. | Financials | $30.6M | 0.5% | 89K | +1% | |||
| 50 | $TEL | TE Connectivity plc | Technology | $30.4M | 0.5% | 151K | +0.3% | |||
| 51 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $30.1M | 0.5% | 73K | -0.1% | |||
| 52 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $29.6M | 0.5% | 150K | +1% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $29.4M | 0.5% | 116K | +0.6% | |||
| 54 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $29.3M | 0.5% | 79K | +3% | |||
| 55 | — | ISHARES TR - RUSSELL 2000 ETF | — | $28.6M | 0.5% | 95K | -0.1% | |||
| 56 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $28.5M | 0.5% | 354K | +319% | |||
| 57 | — | ISHARES TR - 1 3 YR TREAS BD | — | $27.6M | 0.4% | 336K | -48% | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $26.7M | 0.4% | 235K | +0.3% | |||
| 59 | $NVDA | NVIDIA CORP | Technology | $26.4M | 0.4% | 132K | -46% | |||
| 60 | $FITB | FIFTH THIRD BANCORP | Financials | $26.1M | 0.4% | 463K | -4% | |||
| 61 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | — | $25.9M | 0.4% | 491K | +1% | |||
| 62 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $25.7M | 0.4% | 35K | -46% | |||
| 63 | $MA | Mastercard Inc | Financials | $25.0M | 0.4% | 49K | -2% | |||
| 64 | $AXP | AMERICAN EXPRESS CO | Financials | $23.7M | 0.4% | 70K | -0.5% | |||
| 65 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $23.2M | 0.4% | 31 | -24% | |||
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | — | $23.0M | 0.4% | 167K | +3% | |||
| 67 | — | ISHARES TR - MSCI EMG MKT ETF | — | $22.8M | 0.4% | 334K | +1% | |||
| 68 | $BLK | BlackRock, Inc. | Financials | $22.5M | 0.3% | 23K | +2% | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $22.3M | 0.3% | 174K | +4% | |||
| 70 | — | ISHARES TR - S&P 500 VAL ETF | — | $22.2M | 0.3% | 98K | -50% | |||
| 71 | $J | JACOBS SOLUTIONS INC. | Industrials | $21.7M | 0.3% | 172K | +0.6% | |||
| 72 | $DIS | Walt Disney Co | Communication Services | $21.5M | 0.3% | 223K | +2% | |||
| 73 | — | ISHARES INC - CORE MSCI EMKT | — | $21.2M | 0.3% | 256K | +1% | |||
| 74 | — | ISHARES TR - IBONDS DEC2026 | — | $21.1M | 0.3% | 872K | -1% | |||
| 75 | — | ISHARES TR - RUS MD CP GR ETF | — | $21.0M | 0.3% | 144K | -48% | |||
| 76 | $SYK | STRYKER CORP | Healthcare | $20.7M | 0.3% | 66K | +2% | |||
| 77 | $META | Meta Platforms, Inc. | Technology | $19.2M | 0.3% | 34K | +1% | |||
| 78 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $19.1M | 0.3% | 27K | +0.8% | |||
| 79 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $19.1M | 0.3% | 502K | +14% | |||
| 80 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $18.7M | 0.3% | 85K | +2% | |||
| 81 | $LLY | ELI LILLY & Co | Healthcare | $18.1M | 0.3% | 15K | +2% | |||
| 82 | — | ISHARES TR - IBONDS 27 ETF | — | $18.0M | 0.3% | 742K | +0.4% | |||
| 83 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $17.6M | 0.3% | 53K | +0.4% | |||
| 84 | $PEP | PEPSICO INC | Consumer Staples | $17.5M | 0.3% | 129K | -32% | |||
| 85 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $17.4M | 0.3% | 49K | -2% | |||
| 86 | $ORCL | ORACLE CORP | Technology | $17.3M | 0.3% | 118K | -49% | |||
| 87 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $16.7M | 0.3% | 110K | -0.3% | |||
| 88 | — | ISHARES TR - IBDS DEC28 ETF | — | $16.5M | 0.3% | 654K | +2% | |||
| 89 | $CRM | Salesforce, Inc. | Technology | $15.8M | 0.3% | 101K | +1% | |||
| 90 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $15.8M | 0.3% | 430K | +0.3% | |||
| 91 | $KO | COCA COLA CO | Consumer Staples | $15.4M | 0.2% | 189K | -4% | |||
| 92 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $15.2M | 0.2% | 333K | +12% | |||
| 93 | $ABT | ABBOTT LABORATORIES | Healthcare | $15.2M | 0.2% | 168K | +3% | |||
| 94 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $15.2M | 0.2% | 478K | -0.9% | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $15.1M | 0.2% | 79K | -0.1% | |||
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $14.1M | 0.2% | 236K | +0.8% | |||
| 97 | $ALL | ALLSTATE CORP | Financials | $13.9M | 0.2% | 59K | +0.1% | |||
| 98 | — | ISHARES TR - IBONDS DEC 29 | — | $13.9M | 0.2% | 599K | +32% | |||
| 99 | — | ISHARES TR - CORE 80 20 ETF | — | $13.9M | 0.2% | 142K | -7% | |||
| 100 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $13.6M | 0.2% | 272K | +5% | |||
| 101 | $ACN | Accenture plc | Technology | $13.5M | 0.2% | 109K | -1% | |||
| 102 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $13.5M | 0.2% | 304K | +7% | |||
| 103 | $COP | CONOCOPHILLIPS | Energy | $12.4M | 0.2% | 119K | +2% | |||
| 104 | $SCHW | SCHWAB CHARLES CORP | Financials | $12.3M | 0.2% | 133K | +0.6% | |||
| 105 | $IAU | ISHARES GOLD TRUST | Financials | $12.2M | 0.2% | 161K | +1% | |||
| 106 | — | ISHARES TR - S&P MC 400VL ETF | — | $11.8M | 0.2% | 80K | -0.2% | |||
| 107 | — | ISHARES TR - SHRT NAT MUN ETF | — | $11.7M | 0.2% | 110K | -2% | |||
| 108 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $11.4M | 0.2% | 112K | +0.4% | |||
| 109 | $ENB | ENBRIDGE INC | Energy | $10.5M | 0.2% | 194K | -0.2% | |||
| 110 | — | VANECK ETF TRUST - MORN SMID MO ETF | — | $10.4M | 0.2% | 268K | -0.0% | |||
| 111 | $KMI | KINDER MORGAN, INC. | Energy | $10.3M | 0.2% | 323K | -0.5% | |||
| 112 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $9.9M | 0.2% | 66K | New | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $9.9M | 0.2% | 47K | -37% | |||
| 114 | $PFE | PFIZER INC | Healthcare | $9.6M | 0.1% | 400K | -15% | |||
| 115 | $PM | Philip Morris International Inc. | Consumer Staples | $9.3M | 0.1% | 51K | -53% | |||
| 116 | $MCD | MCDONALDS CORP | Consumer Discretionary | $9.3M | 0.1% | 34K | -17% | |||
| 117 | $WT | WisdomTree, Inc. | Financials | $9.2M | 0.1% | 108K | -0.6% | |||
| 118 | — | INVESTMENT MANAGERS SER TR - FPA GLOBAL ALLOC | — | $8.9M | 0.1% | 357K | New | |||
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $8.7M | 0.1% | 29K | +2% | |||
| 120 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $8.6M | 0.1% | 63K | -27% | |||
| 121 | $NTRS | NORTHERN TRUST CORP | Financials | $8.6M | 0.1% | 49K | -51% | |||
| 122 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $8.5M | 0.1% | 88K | +2% | |||
| 123 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.3M | 0.1% | 71K | -14% | |||
| 124 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.1M | 0.1% | 55K | -51% | |||
| 125 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $8.0M | 0.1% | 168K | +15% | |||
| 126 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $8.0M | 0.1% | 30K | -4% | |||
| 127 | — | ISHARES TR - PFD AND INCM SEC | — | $7.6M | 0.1% | 249K | +2% | |||
| 128 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $7.5M | 0.1% | 62K | -13% | |||
| 129 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.2M | 0.1% | 26K | +8% | |||
| 130 | $CBOE | Cboe Global Markets, Inc. | Financials | $7.0M | 0.1% | 29K | +617% | |||
| 131 | — | ISHARES TR - CORE MSCI TOTAL | — | $6.4M | 0.1% | 67K | +2% | |||
| 132 | $NTRA | Natera, Inc. | Healthcare | $6.3M | 0.1% | 23K | -50% | |||
| 133 | $MU | MICRON TECHNOLOGY INC | Technology | $6.1M | 0.1% | 5,274 | -22% | |||
| 134 | — | ISHARES TR - ISHARES SEMICDTR | — | $6.1M | 0.1% | 9,475 | +2% | |||
| 135 | — | ISHARES TR - IBONDS 26 TRM TS | — | $6.1M | 0.1% | 265K | -8% | |||
| 136 | — | TCW ETF TRUST - FLEXIBLE INCOME | — | $6.0M | 0.1% | 154K | +17% | |||
| 137 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.0M | 0.1% | 14K | +1% | |||
| 138 | $GE | GENERAL ELECTRIC CO | Industrials | $5.8M | 0.1% | 15K | +5% | |||
| 139 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $5.7M | 0.1% | 41K | +0.7% | |||
| 140 | $APH | AMPHENOL CORP /DE/ | Technology | $5.5M | 0.1% | 31K | -0.9% | |||
| 141 | $AMGN | AMGEN INC | Healthcare | $5.3M | 0.1% | 15K | +0.8% | |||
| 142 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $5.2M | 0.1% | 23K | -49% | |||
| 143 | — | ALPS ETF TR - ALERIAN MLP | — | $5.2M | 0.1% | 100K | +3% | |||
| 144 | $GEV | GE Vernova Inc. | Industrials | $5.2M | 0.1% | 4,384 | +4% | |||
| 145 | $HONA | Honeywell Aerospace Inc. | Industrials | $5.1M | 0.1% | 23K | New | |||
| 146 | $MRK | Merck & Co., Inc. | Healthcare | $5.1M | 0.1% | 39K | -3% | |||
| 147 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $5.0M | 0.1% | 26K | +63% | |||
| 148 | — | ISHARES TR - S&P SML 600 GWT | — | $5.0M | 0.1% | 28K | +4% | |||
| 149 | $MCS | MARCUS CORP | Communication Services | $4.9M | 0.1% | 209K | -2% | |||
| 150 | $UBER | Uber Technologies, Inc | Technology | $4.9M | 0.1% | 68K | -0.4% |
What changed in Q2 2026
Against the previous quarter's 13F: 35 new, 251 added to, 187 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (35)
$FDXFFedEx Freight Holding Company, Inc.$9.9M
first bought this quarter
- INVESTMENT MANAGERS SER TR - FPA GLOBAL ALLOC$8.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$5.1M
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$1.4M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$703Kfirst bought this quarter
$KEYSKeysight Technologies, Inc.$467K
first bought this quarter
+29 more in the Excel export
Added to (251)
- ISHARES TR - RUS 1000 GRW ETF+299%
now $87.6M
- VANGUARD INDEX FDS - GROWTH ETF+533%
now $53.6M
- PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF+69%
now $71.7M
- VANGUARD INDEX FDS - MID CAP ETF+319%
now $28.5M
- VANGUARD STAR FDS - VG TL INTL STK F+13%
now $94.0M
now $292.6M · held 8+ qtrs
+245 more in the Excel export
Trimmed (187)
- INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF-51%
now $86.1M
- ISHARES TR - CORE S&P MCP ETF-40%
now $95.6M
- ISHARES TR - RUS MID CAP ETF-51%
now $61.0M
now $117.2M · held 8+ qtrs
- ISHARES TR - MSCI EAFE ETF-49%
now $38.1M
- ISHARES TR - 1 3 YR TREAS BD-48%
now $27.6M
+181 more in the Excel export
Holdings by quarter
Every 13F Mesirow Financial Investment Management, Inc. has filed, 36 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Mesirow Financial Investment Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 11% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Mesirow Financial Investment Management, Inc. disclosed 529 positions worth $6.4B in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 7.7% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 35 new positions and exited 18 — including a new stake in $FDXF and a full exit from $EME. The portfolio is most concentrated in Other (48.6% of disclosed assets). All figures are sourced directly from Mesirow Financial Investment Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1469475.
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AI-Powered Hedge Fund Analysis: Mesirow Financial Investment Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Mesirow Financial Investment Management, Inc. (SEC CIK: 1469475), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Mesirow Financial Investment Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.