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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2025-08-04 (Q2 2025) | Holdings: 536 | Value: $5.1B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($5.6M) | 9.04% | $463.6M | +6.97% | |||
| MOAT - VANECK ETF TRUST | Reduce 3% $(7.3M) | 4.88% | $250.3M | ||||
| AAPL - APPLE INC | Reduce 3% $(7.9M) | 4.26% | $218.4M | +15.35% | |||
| MSFT - MICROSOFT CORP | Add 5% ($8.5M) | 3.21% | $164.5M | -7.06% | |||
| IJR - ISHARES TR | Reduce 2% $(3.8M) | 3.06% | $156.9M | +6.50% | |||
| IVV - ISHARES TR | Add 3% ($4.4M) | 2.93% | $150.1M | +2.95% | |||
| ITOT - ISHARES TR | Reduce 47% $(119.9M) | 2.69% | $137.7M | +3.24% | |||
| VOO - VANGUARD INDEX FDS | Add 2% ($1.8M) | 2.24% | $114.7M | +2.95% | |||
| GOOG - ALPHABET INC | Reduce 4% $(4.0M) | 1.97% | $100.8M | ||||
| JPM - JPMORGAN CHASE & CO. | Add 1% ($966.2K) | 1.81% | $92.6M | ||||
| AMZN - AMAZON COM INC | Add 1% ($763.9K) | 1.75% | $89.8M | +11.82% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(2.9M) | 1.65% | $84.7M | ||||
| IWF - ISHARES TR | Reduce 1% $(1.0M) | 1.56% | $80.2M | +2.79% | |||
| VYM - VANGUARD WHITEHALL FDS | Add 1% ($532.6K) | 1.48% | $76.0M | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(543.0K) | 1.36% | $69.8M | ||||
| GLD - SPDR GOLD TR | Reduce 13% $(9.4M) | 1.26% | $64.7M | ||||
| FPAG - INVESTMENT MANAGERS SER TR I | Reduce 21% $(16.5M) | 1.22% | $62.7M | +5.19% | |||
| AVGO - BROADCOM INC | Reduce 5% $(2.9M) | 1.18% | $60.6M | ||||
| VXUS - VANGUARD STAR FDS | Add 5% ($2.7M) | 1.14% | $58.2M | +4.47% | |||
| IWR - ISHARES TR | Reduce 51% $(52.6M) | 0.98% | $50.3M | +2.39% | |||
| COST - COSTCO WHSL CORP NEW | Reduce 6% $(2.8M) | 0.88% | $45.0M | +2.94% | |||
| RTX - RTX CORPORATION | Reduce 1% $(269.6K) | 0.83% | $42.7M | ||||
| IJH - ISHARES TR | Reduce 41% $(29.1M) | 0.81% | $41.7M | +3.92% | |||
| IWD - ISHARES TR | New Purchase | 0.78% | $40.0M | +3.51% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 3% ($1.2M) | 0.77% | $39.7M | ||||
| SGOV - ISHARES TR | New Purchase | 0.77% | $39.5M | +0.42% | |||
| VUG - VANGUARD INDEX FDS | Add 15% ($5.0M) | 0.76% | $39.2M | +2.96% | |||
| BAC - BANK AMERICA CORP | Reduce 1% $(213.2K) | 0.76% | $38.9M | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Add 3% ($1.2M) | 0.73% | $37.4M | +4.34% | |||
| CAT - CATERPILLAR INC | Reduce 1% $(268.6K) | 0.72% | $36.9M | -2.24% | |||
| VTV - VANGUARD INDEX FDS | Add 4% ($1.5M) | 0.71% | $36.6M | +2.90% | |||
| AOR - ISHARES TR | Reduce 1% $(543.5K) | 0.71% | $36.6M | +2.85% | |||
| LOW - LOWES COS INC | 0.70% | $36.1M | +14.78% | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.70% | $35.9M | +3.30% | ||||
| TCAF - T ROWE PRICE ETF INC | Add 10% ($3.2M) | 0.67% | $34.3M | +0.82% | |||
| EFA - ISHARES TR | Reduce 51% $(32.5M) | 0.61% | $31.5M | +4.29% | |||
| MA - MASTERCARD INCORPORATED | Reduce 6% $(2.1M) | 0.59% | $30.2M | +2.53% | |||
| ACN - ACCENTURE PLC IRELAND | 0.58% | $30.0M | |||||
| IEFA - ISHARES TR | Add 8% ($2.1M) | 0.58% | $29.9M | +4.23% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Add 3% ($728.8K) | 0.58% | $29.9M | +6.57% | |||
| FDX - FEDEX CORP | Reduce 2% $(565.8K) | 0.58% | $29.9M | ||||
| CVX - CHEVRON CORP NEW | Add 2% ($449.1K) | 0.58% | $29.7M | ||||
| ABBV - ABBVIE INC | Reduce 1% $(263.4K) | 0.57% | $29.5M | +6.51% | |||
| UNP - UNION PAC CORP | Reduce 1% $(232.6K) | 0.56% | $29.0M | -2.39% | |||
| LIN - LINDE PLC | Reduce 3% $(946.9K) | 0.56% | $28.8M | ||||
| PEP - PEPSICO INC | Add 1% ($219.6K) | 0.56% | $28.6M | +3.51% | |||
| DIS - DISNEY WALT CO | New Purchase | 0.54% | $27.9M | -1.58% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($412.9K) | 0.54% | $27.7M | +0.87% | |||
| ORCL - ORACLE CORP | New Purchase | 0.51% | $26.3M | -5.44% | |||
| IJJ - ISHARES TR | Reduce 1% $(342.9K) | 0.51% | $26.3M | +5.19% | |||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IEMG - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||