Mesirow Financial Investment Management

CHICAGO, ILfiles as Mesirow Financial Investment Management, Inc.

$6.4bn in 529 US stocks at the end of 30 June 2026. The top 10 are 35.5% of the money. It changed about 9.7% of the portfolio this quarter.

Value

$6.4bn

Stocks

529

Top 10 share

35.5%

Turnover

9.7%

What changed this quarter

New

Bought for the first time this quarter.

FedEx Freight Holding CompanyFDXF
0.2% of the fund
Investment Managers SER TRFPAA
0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Vanguard Instl Index FDVBIL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Keysight TechnologiesKEYS
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
TeradyneTER
<0.1% of the fund
Valero EnergyVLO
<0.1% of the fund
IsharesEMXC
<0.1% of the fund
Dimensional ETF TrustDFIV
<0.1% of the fund
Vaneck ETF TrustSMH
<0.1% of the fund
Hewlett Packard EnterpriseHPE
<0.1% of the fund
Simon Property GroupSPG
<0.1% of the fund
Seabridge GoldSA
<0.1% of the fund
Dimensional ETF TrustDFSV
<0.1% of the fund
Dollar GeneralDG
<0.1% of the fund
MP MaterialsMP
<0.1% of the fund
Cheesecake FactoryCAKE
<0.1% of the fund
Ishares TRIBMP
<0.1% of the fund
Morgan Stanley ETF TrustCVLC
<0.1% of the fund
Wisdomtree TRWQTM
<0.1% of the fund
Old National BancorpONB
<0.1% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
4.6% of the fund
+4%
Ishares TRIJR
3.8% of the fund
+3%
AlphabetGOOG
3.1% of the fund
+3%
Ishares TRITOT
2.8% of the fund
+2%
Vanguard Index FDSVOO
2.4% of the fund
+6%
Vanguard Star FDSVXUS
1.5% of the fund
+13%
Ishares TRSGOV
1.2% of the fund
+13%
Profesionally Managed PortfoAKRE
1.1% of the fund
+69%
T Rowe Price Exchange-TradedTCAF
1.0% of the fund
+3%
Vanguard Index FDSVUG
0.8% of the fund
+5%
RBB Fund TrustFEGE
0.8% of the fund
+16%
Ishares TRIEFA
0.7% of the fund
+3%
Costco WholesaleCOST
0.7% of the fund
+2%
Vanguard World FDMGC
0.6% of the fund
+10%
Vanguard Scottsdale FDSVCSH
0.5% of the fund
+7%
Vanguard Index FDSVTI
0.5% of the fund
+3%
Vanguard Index FDSVO
0.4% of the fund
+5%
Ishares TRIVW
0.4% of the fund
+3%
BlackRockBLK
0.4% of the fund
+2%
Vanguard Scottsdale FDSVONG
0.4% of the fund
+4%
Capital Group Core BalancedCGBL
0.3% of the fund
+14%
Vanguard Admiral FDSVOOV
0.3% of the fund
+2%
Eli LillyLLY
0.3% of the fund
+2%
Ishares TRIBDT
0.3% of the fund
+2%
Amplify ETF TRDIVO
0.2% of the fund
+13%

Cut

Sold some of their stake.

MicrosoftMSFT
1.8% of the fund
-31%
Ishares TRIJH
1.5% of the fund
-40%
Investment Managers SER TR IFPAG
1.4% of the fund
-51%
Spdr Gold TRGLD
1.1% of the fund
-3%
Ishares TRIWR
1.0% of the fund
-51%
BroadcomAVGO
0.9% of the fund
-6%
Ishares TRIWD
0.7% of the fund
-5%
Ishares TREFA
0.6% of the fund
-49%
Ishares TRSHY
0.4% of the fund
-48%
NvidiaNVDA
0.4% of the fund
-46%
Fifth Third BancorpFITB
0.4% of the fund
-4%
Invesco QQQ TRQQQ
0.4% of the fund
-46%
MastercardMA
0.4% of the fund
-2%
Berkshire Hathaway INC DELBRK-A
0.4% of the fund
-24%
Ishares TRIVE
0.3% of the fund
-50%
Ishares TRIWP
0.3% of the fund
-48%
PepsiCoPEP
0.3% of the fund
-32%
OracleORCL
0.3% of the fund
-49%
Coca-ColaKO
0.2% of the fund
-4%
Ishares TRAOA
0.2% of the fund
-7%
Invesco Exchange Traded FD TRSP
0.2% of the fund
-37%
PfizerPFE
0.2% of the fund
-15%
Philip Morris InternationalPM
0.1% of the fund
-53%
McDonald'sMCD
0.1% of the fund
-17%
ExxonMobil HoldingsXOM
0.1% of the fund
-27%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
EMCOR GroupEME
-100%
NiceNICE
-100%
IntuitINTU
-100%
Ishares Bitcoin Trust ETFIBIT
-100%
DuPont de NemoursDD
-100%
Hologic
-100%
Americold Realty TrustCOLD
-100%
Estee Lauder CompaniesEL
-100%
Spdr Series TrustBIL
-100%
Invesco Exchange Traded FD TXLG
-100%
Invesco Exchange Traded FD TPPA
-100%
Invesco Currencyshares BritFXB
-100%
Invesco Exch TRD SLF IDX FDBSCQ
-100%
Intuitive SurgicalISRG
-100%
Invesco Exch TRD SLF IDX FDBSCR
-100%
Cheniere EnergyLNG
-100%
HCA HealthcareHCA
-100%
Zebra TechnologiesZBRA
-100%
WhirlpoolWHR
-100%
Invesco Exch Traded FD TR IICGW
-100%
PAR Pacific HoldingsPARR
-100%
Invesco Exch Traded FD TR IIRDIV
-100%
Amicus Therapeutics
-100%
Esperion Therapeutics INC NE
-100%

Holdings

Berkshire HathawayBRK-B
Share
7.7%
Value
$491m
Shares
980,399
Held
AppleAAPL
Share
4.6%
Value
$293m
Shares
1,011,311
+4%
Vaneck ETF TrustMOAT
Share
4.3%
Value
$275m
Shares
2,647,494
Held
Ishares TRIJR
Share
3.8%
Value
$240m
Shares
1,618,153
+3%
AlphabetGOOG
Share
3.1%
Value
$198m
Shares
559,493
+3%
Ishares TRIVV
Share
2.9%
Value
$185m
Shares
246,977
Held
Ishares TRITOT
Share
2.8%
Value
$177m
Shares
1,076,654
+2%
Vanguard Index FDSVOO
Share
2.4%
Value
$151m
Shares
219,307
+6%
AlphabetGOOGL
Share
2.1%
Value
$131m
Shares
367,716
Held
MicrosoftMSFT
Share
1.8%
Value
$117m
Shares
314,298
-31%
JPMorgan ChaseJPM
Share
1.6%
Value
$103m
Shares
314,532
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.5%
Value
$98m
Shares
131,037
Held
Amazon.comAMZN
Share
1.5%
Value
$98m
Shares
410,159
Held
Ishares TRIJH
Share
1.5%
Value
$96m
Shares
1,239,853
-40%
CaterpillarCAT
Share
1.5%
Value
$95m
Shares
89,291
Held
Vanguard Star FDSVXUS
Share
1.5%
Value
$94m
Shares
1,099,337
+13%
Ishares TRIWF
Share
1.4%
Value
$88m
Shares
705,467
Held
Vanguard Whitehall FDSVYM
Share
1.4%
Value
$88m
Shares
554,044
Held
Investment Managers SER TR IFPAG
Share
1.4%
Value
$86m
Shares
2,143,769
-51%
Ishares TRSGOV
Share
1.2%
Value
$78m
Shares
779,029
+13%
Spdr Gold TRGLD
Share
1.1%
Value
$72m
Shares
195,884
-3%
Profesionally Managed PortfoAKRE
Share
1.1%
Value
$72m
Shares
1,347,351
+69%
T Rowe Price Exchange-TradedTCAF
Share
1.0%
Value
$65m
Shares
1,577,702
+3%
Ishares TRIWR
Share
1.0%
Value
$61m
Shares
553,000
-51%
BroadcomAVGO
Share
0.9%
Value
$57m
Shares
150,683
-6%
RTXRTX
Share
0.9%
Value
$55m
Shares
290,172
Held
Vanguard Index FDSVUG
Share
0.8%
Value
$54m
Shares
622,377
+5%
RBB Fund TrustFEGE
Share
0.8%
Value
$52m
Shares
1,064,859
+16%
Ishares TRIWD
Share
0.7%
Value
$48m
Shares
196,514
-5%
Vanguard Tax-Managed FDSVEA
Share
0.7%
Value
$47m
Shares
663,218
Held
Vanguard Specialized FundsVIG
Share
0.7%
Value
$47m
Shares
197,505
Held
Bank of AmericaBAC
Share
0.7%
Value
$46m
Shares
813,986
Held
Vanguard Index FDSVTV
Share
0.7%
Value
$46m
Shares
211,587
Held
Thermo Fisher ScientificTMO
Share
0.7%
Value
$46m
Shares
91,809
Held
Ishares TRIEFA
Share
0.7%
Value
$44m
Shares
453,492
+3%
FedExFDX
Share
0.7%
Value
$42m
Shares
132,943
Held
Costco WholesaleCOST
Share
0.7%
Value
$41m
Shares
44,331
+2%
AbbVieABBV
Share
0.6%
Value
$40m
Shares
158,995
Held
Vanguard World FDMGC
Share
0.6%
Value
$40m
Shares
145,226
+10%
Ishares TRAOR
Share
0.6%
Value
$39m
Shares
565,749
Held
Ishares TREFA
Share
0.6%
Value
$38m
Shares
366,884
-49%
Lowe's CompaniesLOW
Share
0.6%
Value
$37m
Shares
169,017
Held
Union PacificUNP
Share
0.6%
Value
$37m
Shares
134,567
Held
CorningGLW
Share
0.6%
Value
$36m
Shares
141,385
Held
ChevronCVX
Share
0.5%
Value
$33m
Shares
199,038
Held
Vanguard Intl Equity Index FVT
Share
0.5%
Value
$33m
Shares
209,158
Held
LindeLIN
Share
0.5%
Value
$32m
Shares
61,768
Held
Vanguard Scottsdale FDSVCSH
Share
0.5%
Value
$32m
Shares
404,069
+7%
VisaV
Share
0.5%
Value
$31m
Shares
89,042
Held
TE ConnectivityTEL
Share
0.5%
Value
$30m
Shares
150,962
Held
UnitedHealth GroupUNH
Share
0.5%
Value
$30m
Shares
72,504
Held
Vanguard Index FDSVOE
Share
0.5%
Value
$30m
Shares
149,741
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$29m
Shares
115,650
Held
Vanguard Index FDSVTI
Share
0.5%
Value
$29m
Shares
79,090
+3%
Ishares TRIWM
Share
0.4%
Value
$29m
Shares
95,143
Held
Vanguard Index FDSVO
Share
0.4%
Value
$29m
Shares
353,926
+5%
Ishares TRSHY
Share
0.4%
Value
$28m
Shares
335,614
-48%
WalmartWMT
Share
0.4%
Value
$27m
Shares
235,308
Held
NvidiaNVDA
Share
0.4%
Value
$26m
Shares
132,067
-46%
Fifth Third BancorpFITB
Share
0.4%
Value
$26m
Shares
463,195
-4%
Ssga Active ETF TRGAL
Share
0.4%
Value
$26m
Shares
490,514
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$26m
Shares
34,939
-46%
MastercardMA
Share
0.4%
Value
$25m
Shares
48,679
-2%
American ExpressAXP
Share
0.4%
Value
$24m
Shares
70,015
Held
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$23m
Shares
31
-24%
Ishares TRIVW
Share
0.4%
Value
$23m
Shares
167,392
+3%
Ishares TREEM
Share
0.4%
Value
$23m
Shares
333,948
Held
BlackRockBLK
Share
0.4%
Value
$22m
Shares
23,386
+2%
Vanguard Scottsdale FDSVONG
Share
0.4%
Value
$22m
Shares
174,429
+4%
Ishares TRIVE
Share
0.3%
Value
$22m
Shares
97,895
-50%
Jacobs SolutionsJ
Share
0.3%
Value
$22m
Shares
172,326
Held
Walt DisneyDIS
Share
0.3%
Value
$21m
Shares
223,189
Held
IsharesIEMG
Share
0.3%
Value
$21m
Shares
255,867
Held
Ishares TRIBDR
Share
0.3%
Value
$21m
Shares
872,266
Held
Ishares TRIWP
Share
0.3%
Value
$21m
Shares
143,704
-48%
StrykerSYK
Share
0.3%
Value
$21m
Shares
65,794
Held
Meta PlatformsMETA
Share
0.3%
Value
$19m
Shares
34,019
Held
State STR Spdr S&P Midcap 40MDY
Share
0.3%
Value
$19m
Shares
27,116
Held
Capital Group Core BalancedCGBL
Share
0.3%
Value
$19m
Shares
501,967
+14%
Vanguard Admiral FDSVOOV
Share
0.3%
Value
$19m
Shares
85,349
+2%
Eli LillyLLY
Share
0.3%
Value
$18m
Shares
15,088
+2%
Ishares TRIBDS
Share
0.3%
Value
$18m
Shares
742,094
Held
Hilton Worldwide HoldingsHLT
Share
0.3%
Value
$18m
Shares
53,297
Held
PepsiCoPEP
Share
0.3%
Value
$17m
Shares
129,101
-32%
Home DepotHD
Share
0.3%
Value
$17m
Shares
49,273
Held
OracleORCL
Share
0.3%
Value
$17m
Shares
117,822
-49%
Spdr Series TrustSDY
Share
0.3%
Value
$17m
Shares
109,968
Held
Ishares TRIBDT
Share
0.3%
Value
$17m
Shares
653,571
+2%
SalesforceCRM
Share
0.2%
Value
$16m
Shares
100,967
Held
Enterprise Products Partners L.P.EPD
Share
0.2%
Value
$16m
Shares
429,813
Held
Coca-ColaKO
Share
0.2%
Value
$15m
Shares
189,063
-4%
Amplify ETF TRDIVO
Share
0.2%
Value
$15m
Shares
333,110
+13%
Abbott LaboratoriesABT
Share
0.2%
Value
$15m
Shares
167,679
+3%
Schwab Strategic TRSCHD
Share
0.2%
Value
$15m
Shares
478,115
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$15m
Shares
79,078
Held
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$14m
Shares
236,093
Held
AllstateALL
Share
0.2%
Value
$14m
Shares
58,598
Held
Ishares TRIBDU
Share
0.2%
Value
$14m
Shares
599,061
+32%
Ishares TRAOA
Share
0.2%
Value
$14m
Shares
141,970
-7%
Vanguard BD Index FDSVUSB
Share
0.2%
Value
$14m
Shares
272,316
+5%

Company	Share of fund	Value	Shares	Change
Berkshire HathawayBRK-B	7.7%	$491m	980,399	Held
AppleAAPL	4.6%	$293m	1,011,311	+4%
Vaneck ETF TrustMOAT	4.3%	$275m	2,647,494	Held
Ishares TRIJR	3.8%	$240m	1,618,153	+3%
AlphabetGOOG	3.1%	$198m	559,493	+3%
Ishares TRIVV	2.9%	$185m	246,977	Held
Ishares TRITOT	2.8%	$177m	1,076,654	+2%
Vanguard Index FDSVOO	2.4%	$151m	219,307	+6%
AlphabetGOOGL	2.1%	$131m	367,716	Held
MicrosoftMSFT	1.8%	$117m	314,298	-31%
JPMorgan ChaseJPM	1.6%	$103m	314,532	Held
State STR Spdr S&P 500 ETF TSPY	1.5%	$98m	131,037	Held
Amazon.comAMZN	1.5%	$98m	410,159	Held
Ishares TRIJH	1.5%	$96m	1,239,853	-40%
CaterpillarCAT	1.5%	$95m	89,291	Held
Vanguard Star FDSVXUS	1.5%	$94m	1,099,337	+13%
Ishares TRIWF	1.4%	$88m	705,467	Held
Vanguard Whitehall FDSVYM	1.4%	$88m	554,044	Held
Investment Managers SER TR IFPAG	1.4%	$86m	2,143,769	-51%
Ishares TRSGOV	1.2%	$78m	779,029	+13%
Spdr Gold TRGLD	1.1%	$72m	195,884	-3%
Profesionally Managed PortfoAKRE	1.1%	$72m	1,347,351	+69%
T Rowe Price Exchange-TradedTCAF	1.0%	$65m	1,577,702	+3%
Ishares TRIWR	1.0%	$61m	553,000	-51%
BroadcomAVGO	0.9%	$57m	150,683	-6%
RTXRTX	0.9%	$55m	290,172	Held
Vanguard Index FDSVUG	0.8%	$54m	622,377	+5%
RBB Fund TrustFEGE	0.8%	$52m	1,064,859	+16%
Ishares TRIWD	0.7%	$48m	196,514	-5%
Vanguard Tax-Managed FDSVEA	0.7%	$47m	663,218	Held
Vanguard Specialized FundsVIG	0.7%	$47m	197,505	Held
Bank of AmericaBAC	0.7%	$46m	813,986	Held
Vanguard Index FDSVTV	0.7%	$46m	211,587	Held
Thermo Fisher ScientificTMO	0.7%	$46m	91,809	Held
Ishares TRIEFA	0.7%	$44m	453,492	+3%
FedExFDX	0.7%	$42m	132,943	Held
Costco WholesaleCOST	0.7%	$41m	44,331	+2%
AbbVieABBV	0.6%	$40m	158,995	Held
Vanguard World FDMGC	0.6%	$40m	145,226	+10%
Ishares TRAOR	0.6%	$39m	565,749	Held
Ishares TREFA	0.6%	$38m	366,884	-49%
Lowe's CompaniesLOW	0.6%	$37m	169,017	Held
Union PacificUNP	0.6%	$37m	134,567	Held
CorningGLW	0.6%	$36m	141,385	Held
ChevronCVX	0.5%	$33m	199,038	Held
Vanguard Intl Equity Index FVT	0.5%	$33m	209,158	Held
LindeLIN	0.5%	$32m	61,768	Held
Vanguard Scottsdale FDSVCSH	0.5%	$32m	404,069	+7%
VisaV	0.5%	$31m	89,042	Held
TE ConnectivityTEL	0.5%	$30m	150,962	Held
UnitedHealth GroupUNH	0.5%	$30m	72,504	Held
Vanguard Index FDSVOE	0.5%	$30m	149,741	Held
Johnson & JohnsonJNJ	0.5%	$29m	115,650	Held
Vanguard Index FDSVTI	0.5%	$29m	79,090	+3%
Ishares TRIWM	0.4%	$29m	95,143	Held
Vanguard Index FDSVO	0.4%	$29m	353,926	+5%
Ishares TRSHY	0.4%	$28m	335,614	-48%
WalmartWMT	0.4%	$27m	235,308	Held
NvidiaNVDA	0.4%	$26m	132,067	-46%
Fifth Third BancorpFITB	0.4%	$26m	463,195	-4%
Ssga Active ETF TRGAL	0.4%	$26m	490,514	Held
Invesco QQQ TRQQQ	0.4%	$26m	34,939	-46%
MastercardMA	0.4%	$25m	48,679	-2%
American ExpressAXP	0.4%	$24m	70,015	Held
Berkshire Hathaway INC DELBRK-A	0.4%	$23m	31	-24%
Ishares TRIVW	0.4%	$23m	167,392	+3%
Ishares TREEM	0.4%	$23m	333,948	Held
BlackRockBLK	0.4%	$22m	23,386	+2%
Vanguard Scottsdale FDSVONG	0.4%	$22m	174,429	+4%
Ishares TRIVE	0.3%	$22m	97,895	-50%
Jacobs SolutionsJ	0.3%	$22m	172,326	Held
Walt DisneyDIS	0.3%	$21m	223,189	Held
IsharesIEMG	0.3%	$21m	255,867	Held
Ishares TRIBDR	0.3%	$21m	872,266	Held
Ishares TRIWP	0.3%	$21m	143,704	-48%
StrykerSYK	0.3%	$21m	65,794	Held
Meta PlatformsMETA	0.3%	$19m	34,019	Held
State STR Spdr S&P Midcap 40MDY	0.3%	$19m	27,116	Held
Capital Group Core BalancedCGBL	0.3%	$19m	501,967	+14%
Vanguard Admiral FDSVOOV	0.3%	$19m	85,349	+2%
Eli LillyLLY	0.3%	$18m	15,088	+2%
Ishares TRIBDS	0.3%	$18m	742,094	Held
Hilton Worldwide HoldingsHLT	0.3%	$18m	53,297	Held
PepsiCoPEP	0.3%	$17m	129,101	-32%
Home DepotHD	0.3%	$17m	49,273	Held
OracleORCL	0.3%	$17m	117,822	-49%
Spdr Series TrustSDY	0.3%	$17m	109,968	Held
Ishares TRIBDT	0.3%	$17m	653,571	+2%
SalesforceCRM	0.2%	$16m	100,967	Held
Enterprise Products Partners L.P.EPD	0.2%	$16m	429,813	Held
Coca-ColaKO	0.2%	$15m	189,063	-4%
Amplify ETF TRDIVO	0.2%	$15m	333,110	+13%
Abbott LaboratoriesABT	0.2%	$15m	167,679	+3%
Schwab Strategic TRSCHD	0.2%	$15m	478,115	Held
Select Sector Spdr TRXLK	0.2%	$15m	79,078	Held
Vanguard Intl Equity Index FVWO	0.2%	$14m	236,093	Held
AllstateALL	0.2%	$14m	58,598	Held
Ishares TRIBDU	0.2%	$14m	599,061	+32%
Ishares TRAOA	0.2%	$14m	141,970	-7%
Vanguard BD Index FDSVUSB	0.2%	$14m	272,316	+5%

Showing the largest 100 of 529.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 24.1% since 30 June 2025.

Where the money is

Financial services13.3%

Technology10.6%

Media & telecom6.1%

Industrials5.4%

Health care3.9%

Retail & consumer3.3%

Everyday goods2.1%

Energy1.4%

Materials0.7%

Utilities0.7%

Real estate0.1%

Other52.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.