Mesirow Financial Investment Management, Inc.
13F Reported Value
ⓘ$6.4B
Holdings
529
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$BRK-A
$AAPL
$GOOG
$CSQ
$NAC
$PANW
$ILPTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$490.6M980,399 sh - 76.4#84
Quality
$292.6M1,011,311 sh VANECK ETF TRUST - MRNGSTR WDE MOAT
—Quality
$275.2M2,647,494 shISHARES TR - CORE S&P SCP ETF
—Quality
$240.0M1,618,153 sh- 78.2
Quality
$197.7M559,493 sh ISHARES TR - CORE S&P500 ETF
—Quality
$185.0M246,977 shISHARES TR - CORE S&P TTL STK
—Quality
$176.9M1,076,654 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$150.6M219,307 sh- 78.2
Quality
$131.4M367,716 sh - 79.8
Quality
$117.2M314,298 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $490.6M | 980,399 |
| Apple Inc.$AAPL | 76.4#84 | $292.6M | 1,011,311 |
| VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $275.2M | 2,647,494 |
| ISHARES TR - CORE S&P SCP ETF | — | $240.0M | 1,618,153 |
 Alphabet Inc.$GOOGL | 78.2 | $197.7M | 559,493 |
| ISHARES TR - CORE S&P500 ETF | — | $185.0M | 246,977 |
| ISHARES TR - CORE S&P TTL STK | — | $176.9M | 1,076,654 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $150.6M | 219,307 |
| Alphabet Inc.$GOOG | 78.2 | $131.4M | 367,716 |
 MICROSOFT CORP$MSFT | 79.8 | $117.2M | 314,298 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mesirow Financial Investment Management, Inc.'s 529 positions.
Showing top 10 of 529 holdings.
Sector Allocation
Other
$3.1B
Technology
$1.1B
Financials
$988.0M
Industrials
$366.9M
Consumer Discretionary
$275.3M
Healthcare
$196.9M
Energy
$103.9M
Materials
$83.9M
Top Holdings — Mesirow Financial Investment Management, Inc. (Q2 2026)
Top 150 of 529 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $490.6M | 7.7% | +0% | 73.8 |
| 2 | $AAPL | Apple Inc. | $292.6M | 4.6% | +4% | 76.4 |
| 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 | $GOOGL | Alphabet Inc. | $197.7M | 3.1% | +3% | 78.2 |
| 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 | $GOOG | Alphabet Inc. | $131.4M | 2.1% | -1% | 78.2 |
| 10 | $MSFT | MICROSOFT CORP | $117.2M | 1.8% | -31% | 79.8 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $103.0M | 1.6% | +1% | 70.7 |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $97.9M | 1.5% | +1% | — |
| 13 |  $AMZN | AMAZON COM INC | $97.8M | 1.5% | +1% | 68.7 |
| 14 | — | ISHARES TR - CORE S&P MCP ETF | $95.6M | 1.5% | -40% | — |
| 15 |  $CAT | CATERPILLAR INC | $95.1M | 1.5% | -1% | 66.5 |
| 16 | — | VANGUARD STAR FDS - VG TL INTL STK F | $94.0M | 1.5% | +13% | — |
| 17 | — | ISHARES TR - RUS 1000 GRW ETF | $87.6M | 1.4% | +299% | — |
| 18 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $87.6M | 1.4% | +0% | — |
| 19 | — | INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF | $86.1M | 1.4% | -51% | — |
| 20 | — | ISHARES TR - 0-3 MTH TREASURY | $78.4M | 1.2% | +13% | — |
| 21 |  $GLD | SPDR GOLD TRUST | $72.2M | 1.1% | -3% | — |
| 22 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $71.7M | 1.1% | +69% | — |
| 23 |  $BAH | Booz Allen Hamilton Holding Corp | $64.8M | 1.0% | +3% | 58 |
| 24 | — | ISHARES TR - RUS MID CAP ETF | $61.0M | 1.0% | -51% | — |
| 25 |  $AVGO | Broadcom Inc. | $56.9M | 0.9% | -6% | 84.5 |
| 26 |  $RTX | RTX Corp | $55.1M | 0.9% | +0% | 73.2 |
| 27 | — | VANGUARD INDEX FDS - GROWTH ETF | $53.6M | 0.8% | +533% | — |
| 28 | — | RBB FUND TRUST - FIRST EAGLE GBL | $52.1M | 0.8% | +16% | — |
| 29 | — | ISHARES TR - RUS 1000 VAL ETF | $47.6M | 0.8% | -5% | — |
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $47.3M | 0.7% | -0% | — |
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $46.7M | 0.7% | +0% | — |
| 32 |  $BAC | BANK OF AMERICA CORP /DE/ | $46.4M | 0.7% | -1% | 67.6 |
| 33 | — | VANGUARD INDEX FDS - VALUE ETF | $46.1M | 0.7% | +2% | — |
| 34 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $46.0M | 0.7% | +2% | 65.1 |
| 35 | — | ISHARES TR - CORE MSCI EAFE | $43.8M | 0.7% | +3% | — |
| 36 |  $FDX | FEDEX CORP | $41.6M | 0.7% | +0% | 60.3 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $41.5M | 0.7% | +2% | 66.2 |
| 38 |  $ABBV | AbbVie Inc. | $40.0M | 0.6% | +0% | 72.6 |
| 39 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $39.7M | 0.6% | +10% | — |
| 40 | — | ISHARES TR - CORE 60 BALA ETF | $39.3M | 0.6% | +0% | — |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $38.1M | 0.6% | -49% | — |
| 42 |  $LOW | LOWES COMPANIES INC | $37.3M | 0.6% | +1% | 60.8 |
| 43 |  $UNP | UNION PACIFIC CORP | $36.6M | 0.6% | +0% | 69.7 |
| 44 |  $GLW | CORNING INC /NY | $36.1M | 0.6% | -0% | 73.7 |
| 45 |  $CVX | CHEVRON CORP | $33.0M | 0.5% | -1% | 62.8 |
| 46 |  $DOV | DOVER Corp | $32.8M | 0.5% | +2% | 58.1 |
| 47 |  $LIN | LINDE PLC | $32.1M | 0.5% | +0% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $31.9M | 0.5% | +7% | — |
| 49 |  $V | VISA INC. | $30.6M | 0.5% | +1% | 82.9 |
| 50 |  $TEL | TE Connectivity plc | $30.4M | 0.5% | +0% | — |
| 51 |  $UNH | UNITEDHEALTH GROUP INC | $30.1M | 0.5% | -0% | 62.7 |
| 52 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $29.6M | 0.5% | +1% | — |
| 53 |  $JNJ | JOHNSON & JOHNSON | $29.4M | 0.5% | +1% | 69 |
| 54 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $29.3M | 0.5% | +3% | — |
| 55 | — | ISHARES TR - RUSSELL 2000 ETF | $28.6M | 0.5% | -0% | — |
| 56 | — | VANGUARD INDEX FDS - MID CAP ETF | $28.5M | 0.5% | +319% | — |
| 57 | — | ISHARES TR - 1 3 YR TREAS BD | $27.6M | 0.4% | -48% | — |
| 58 |  $WMT | Walmart Inc. | $26.7M | 0.4% | +0% | 60.2 |
| 59 |  $NVDA | NVIDIA CORP | $26.4M | 0.4% | -46% | 85.9 |
| 60 |  $FITB | FIFTH THIRD BANCORP | $26.1M | 0.4% | -4% | 63.2 |
| 61 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | $25.9M | 0.4% | +1% | — |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $25.7M | 0.4% | -46% | — |
| 63 |  $MA | Mastercard Inc | $25.0M | 0.4% | -2% | 85.1 |
| 64 |  $AXP | AMERICAN EXPRESS CO | $23.7M | 0.4% | -1% | 69.4 |
| 65 |  $BRK.A | BERKSHIRE HATHAWAY INC | $23.2M | 0.4% | -24% | 73.8 |
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | $23.0M | 0.4% | +3% | — |
| 67 | — | ISHARES TR - MSCI EMG MKT ETF | $22.8M | 0.4% | +1% | — |
| 68 |  $BLK | BlackRock, Inc. | $22.5M | 0.3% | +2% | 70 |
| 69 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $22.3M | 0.3% | +4% | — |
| 70 | — | ISHARES TR - S&P 500 VAL ETF | $22.2M | 0.3% | -50% | — |
| 71 |  $J | JACOBS SOLUTIONS INC. | $21.7M | 0.3% | +1% | 64.3 |
| 72 |  $DIS | Walt Disney Co | $21.5M | 0.3% | +2% | 60.1 |
| 73 | — | ISHARES INC - CORE MSCI EMKT | $21.2M | 0.3% | +1% | — |
| 74 | — | ISHARES TR - IBONDS DEC2026 | $21.1M | 0.3% | -1% | — |
| 75 | — | ISHARES TR - RUS MD CP GR ETF | $21.0M | 0.3% | -48% | — |
| 76 |  $SYK | STRYKER CORP | $20.7M | 0.3% | +2% | 72.1 |
| 77 |  $META | Meta Platforms, Inc. | $19.2M | 0.3% | +1% | 79.6 |
| 78 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $19.1M | 0.3% | +1% | — |
| 79 | — | CAPITAL GROUP CORE BALANCED - SHS | $19.1M | 0.3% | +14% | — |
| 80 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $18.7M | 0.3% | +2% | — |
| 81 |  $LLY | ELI LILLY & Co | $18.1M | 0.3% | +2% | 87.5 |
| 82 | — | ISHARES TR - IBONDS 27 ETF | $18.0M | 0.3% | +0% | — |
| 83 |  $HLT | Hilton Worldwide Holdings Inc. | $17.6M | 0.3% | +0% | 63.3 |
| 84 |  $PEP | PEPSICO INC | $17.5M | 0.3% | -32% | 63.4 |
| 85 |  $HD | HOME DEPOT, INC. | $17.4M | 0.3% | -2% | 60.3 |
| 86 |  $ORCL | ORACLE CORP | $17.3M | 0.3% | -49% | 66.2 |
| 87 | — | SPDR SERIES TRUST - ST STR SP DIV | $16.7M | 0.3% | -0% | — |
| 88 | — | ISHARES TR - IBDS DEC28 ETF | $16.5M | 0.3% | +2% | — |
| 89 |  $CRM | Salesforce, Inc. | $15.8M | 0.3% | +1% | 77 |
| 90 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $15.8M | 0.3% | +0% | 61.4 |
| 91 |  $KO | COCA COLA CO | $15.4M | 0.2% | -4% | 69.5 |
| 92 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $15.2M | 0.2% | +12% | — |
| 93 |  $ABT | ABBOTT LABORATORIES | $15.2M | 0.2% | +3% | 65.5 |
| 94 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $15.2M | 0.2% | -1% | — |
| 95 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $15.1M | 0.2% | -0% | — |
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $14.1M | 0.2% | +1% | — |
| 97 |  $ALL | ALLSTATE CORP | $13.9M | 0.2% | +0% | 78.5 |
| 98 | — | ISHARES TR - IBONDS DEC 29 | $13.9M | 0.2% | +32% | — |
| 99 | — | ISHARES TR - CORE 80 20 ETF | $13.9M | 0.2% | -7% | — |
| 100 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $13.6M | 0.2% | +5% | — |
| 101 |  $ACN | Accenture plc | $13.5M | 0.2% | -1% | — |
| 102 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $13.5M | 0.2% | +7% | — |
| 103 |  $COP | CONOCOPHILLIPS | $12.4M | 0.2% | +2% | 70.2 |
| 104 |  $SCHW | SCHWAB CHARLES CORP | $12.3M | 0.2% | +1% | 79.4 |
| 105 |  $IAU | ISHARES GOLD TRUST | $12.2M | 0.2% | +1% | — |
| 106 | — | ISHARES TR - S&P MC 400VL ETF | $11.8M | 0.2% | -0% | — |
| 107 | — | ISHARES TR - SHRT NAT MUN ETF | $11.7M | 0.2% | -2% | — |
| 108 |  $SBUX | STARBUCKS CORP | $11.4M | 0.2% | +0% | 58.2 |
| 109 |  $ENB | ENBRIDGE INC | $10.5M | 0.2% | -0% | 66.7 |
| 110 | — | VANECK ETF TRUST - MORN SMID MO ETF | $10.4M | 0.2% | -0% | — |
| 111 |  $KMI | KINDER MORGAN, INC. | $10.3M | 0.2% | -1% | 71.3 |
| 112 |  $FDXF | FedEx Freight Holding Company, Inc. | $9.9M | 0.2% | NEW | — |
| 113 |  $IVZ | Invesco Ltd. | $9.9M | 0.2% | -37% | — |
| 114 |  $PFE | PFIZER INC | $9.6M | 0.1% | -15% | 62 |
| 115 |  $PM | Philip Morris International Inc. | $9.3M | 0.1% | -53% | 75.9 |
| 116 |  $MCD | MCDONALDS CORP | $9.3M | 0.1% | -17% | 69 |
| 117 |  $WT | WisdomTree, Inc. | $9.2M | 0.1% | -1% | 59.9 |
| 118 | — | INVESTMENT MANAGERS SER TR - FPA GLOBAL ALLOC | $8.9M | 0.1% | NEW | — |
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | $8.7M | 0.1% | +2% | — |
| 120 |  $XOM.R34088 | EXXON MOBIL CORP | $8.6M | 0.1% | -27% | 57.9 |
| 121 |  $NTRS | NORTHERN TRUST CORP | $8.6M | 0.1% | -51% | 65.2 |
| 122 | — | PROSHARES TR - PSHS ULTRA QQQ | $8.5M | 0.1% | +2% | — |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $8.3M | 0.1% | -14% | 70.3 |
| 124 |  $PG | PROCTER & GAMBLE Co | $8.1M | 0.1% | -51% | 64.6 |
| 125 | — | SPDR SERIES TRUST - ST STR SP500DIV | $8.0M | 0.1% | +15% | — |
| 126 |  $ITW | ILLINOIS TOOL WORKS INC | $8.0M | 0.1% | -4% | 63.6 |
| 127 | — | ISHARES TR - PFD AND INCM SEC | $7.6M | 0.1% | +2% | — |
| 128 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $7.5M | 0.1% | -13% | — |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.2M | 0.1% | +8% | 70 |
| 130 |  $CBOE | Cboe Global Markets, Inc. | $7.0M | 0.1% | +617% | 79.2 |
| 131 | — | ISHARES TR - CORE MSCI TOTAL | $6.4M | 0.1% | +2% | — |
| 132 |  $NTRA | Natera, Inc. | $6.3M | 0.1% | -50% | 53.5 |
| 133 |  $MU | MICRON TECHNOLOGY INC | $6.1M | 0.1% | -22% | 86.2 |
| 134 | — | ISHARES TR - ISHARES SEMICDTR | $6.1M | 0.1% | +2% | — |
| 135 | — | ISHARES TR - IBONDS 26 TRM TS | $6.1M | 0.1% | -8% | — |
| 136 | — | TCW ETF TRUST - FLEXIBLE INCOME | $6.0M | 0.1% | +17% | — |
| 137 |  $TSLA | Tesla, Inc. | $6.0M | 0.1% | +1% | 53.9 |
| 138 |  $GE | GENERAL ELECTRIC CO | $5.8M | 0.1% | +5% | 73.8 |
| 139 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $5.7M | 0.1% | +1% | 66.8 |
| 140 |  $APH | AMPHENOL CORP /DE/ | $5.5M | 0.1% | -1% | 79.3 |
| 141 |  $AMGN | AMGEN INC | $5.3M | 0.1% | +1% | 79.2 |
| 142 |  $HON | HONEYWELL INTERNATIONAL INC | $5.2M | 0.1% | -49% | 65 |
| 143 | — | ALPS ETF TR - ALERIAN MLP | $5.2M | 0.1% | +3% | — |
| 144 |  $GEV | GE Vernova Inc. | $5.2M | 0.1% | +4% | 81.1 |
| 145 |  $HONA | Honeywell Aerospace Inc. | $5.1M | 0.1% | NEW | — |
| 146 |  $MRK | Merck & Co., Inc. | $5.1M | 0.1% | -3% | 59.9 |
| 147 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $5.0M | 0.1% | +63% | — |
| 148 | — | ISHARES TR - S&P SML 600 GWT | $5.0M | 0.1% | +4% | — |
| 149 |  $MCS | MARCUS CORP | $4.9M | 0.1% | -2% | 52.6 |
| 150 |  $UBER | Uber Technologies, Inc | $4.9M | 0.1% | -0% | 73.5 |
New Positions (35)
$FDXF FedEx Freight Holding Company, Inc.$9.9M$HONA Honeywell Aerospace Inc.$5.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$703,431
$KEYS Keysight Technologies, Inc.$466,993
$TER TERADYNE, INC$324,173
$VLO VALERO ENERGY CORP/TX$316,936
$HPE Hewlett Packard Enterprise Co$277,040
$SPG SIMON PROPERTY GROUP INC.$265,298
$SA SEABRIDGE GOLD INC$257,400Exited Positions (18)
$EME EMCOR Group, Inc.
$NICE NICE Ltd.
$INTU INTUIT INC.
$IBIT iShares Bitcoin Trust ETF
$HOLX HOLOGIC INC
$COLD AMERICOLD REALTY TRUST
$EL ESTEE LAUDER COMPANIES INC
$FXB Invesco CurrencyShares British Pound Sterling Trust
$ISRG INTUITIVE SURGICAL INC
$LNG Cheniere Energy, Inc.
$HCA HCA Healthcare, Inc.
$ZBRA ZEBRA TECHNOLOGIES CORP
$WHR WHIRLPOOL CORP /DE/
$PARR PAR PACIFIC HOLDINGS, INC.Browse Top Institutional Investors
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