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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2025-11-11 (Q3 2025) | Holdings: 554 | Value: $5.6B | 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% ($4.8M) | 8.67% | $484.6M | +0.56% | |||
| AAPL - APPLE INC | Reduce 1% $(2.8M) | 4.80% | $268.2M | -1.47% | |||
| MOAT - VANECK ETF TRUST | Reduce 2% $(4.1M) | 4.66% | $260.4M | ||||
| IJR - ISHARES TR | Add 3% ($5.1M) | 3.14% | $175.6M | +3.50% | |||
| MSFT - MICROSOFT CORP | 3.06% | $171.2M | -4.62% | ||||
| IVV - ISHARES TR | 2.90% | $162.0M | +0.31% | ||||
| ITOT - ISHARES TR | 2.67% | $149.0M | +0.49% | ||||
| GOOG - ALPHABET INC | Reduce 1% $(1.5M) | 2.45% | $136.8M | ||||
| VOO - VANGUARD INDEX FDS | Reduce 1% $(1.4M) | 2.19% | $122.3M | +0.30% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(896.1K) | 1.79% | $99.8M | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(1.1M) | 1.70% | $95.2M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(1.5M) | 1.61% | $89.9M | ||||
| AMZN - AMAZON COM INC | 1.60% | $89.5M | -8.71% | ||||
| IWF - ISHARES TR | Add 1% ($577.1K) | 1.59% | $89.0M | -1.37% | |||
| VYM - VANGUARD WHITEHALL FDS | Reduce 4% $(3.0M) | 1.38% | $77.3M | ||||
| GLD - SPDR GOLD TR | Add 1% ($760.0K) | 1.36% | $76.2M | ||||
| FPAG - INVESTMENT MANAGERS SER TR I | Add 7% ($4.5M) | 1.26% | $70.7M | +2.52% | |||
| AVGO - BROADCOM INC | Reduce 4% $(2.7M) | 1.25% | $69.8M | ||||
| VXUS - VANGUARD STAR FDS | Add 3% ($2.0M) | 1.14% | $63.9M | +1.12% | |||
| IWR - ISHARES TR | 0.95% | $52.9M | +1.76% | ||||
| RTX - RTX CORPORATION | Reduce 1% $(307.2K) | 0.87% | $48.6M | ||||
| TCAF - T ROWE PRICE ETF INC | Add 31% ($11.3M) | 0.86% | $48.0M | -1.49% | |||
| IJH - ISHARES TR | Add 9% ($4.0M) | 0.86% | $47.8M | +3.44% | |||
| SGOV - ISHARES TR | Add 21% ($8.3M) | 0.85% | $47.8M | +0.43% | |||
| VUG - VANGUARD INDEX FDS | Add 5% ($1.9M) | 0.80% | $44.8M | -1.22% | |||
| CAT - CATERPILLAR INC | Reduce 2% $(721.9K) | 0.80% | $44.6M | +2.09% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 1% ($476.3K) | 0.78% | $43.4M | -1.40% | |||
| IWD - ISHARES TR | Add 2% ($734.9K) | 0.76% | $42.6M | +2.35% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 2% ($689.2K) | 0.76% | $42.5M | ||||
| BAC - BANK AMERICA CORP | 0.76% | $42.4M | |||||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(378.7K) | 0.75% | $41.7M | -7.15% | |||
| LOW - LOWES COS INC | Add 1% ($417.4K) | 0.74% | $41.4M | +3.28% | |||
| VEA - VANGUARD TAX-MANAGED FDS | 0.71% | $39.5M | +2.10% | ||||
| VTV - VANGUARD INDEX FDS | Add 1% ($313.3K) | 0.70% | $39.0M | +2.16% | |||
| ABBV - ABBVIE INC | Add 2% ($861.8K) | 0.67% | $37.6M | +1.11% | |||
| AOR - ISHARES TR | Reduce 4% $(1.4M) | 0.66% | $36.9M | +0.40% | |||
| ORCL - ORACLE CORP | Reduce 1% $(342.8K) | 0.60% | $33.5M | -16.20% | |||
| TEL - TE CONNECTIVITY PLC | New Purchase | 0.60% | $33.3M | -5.27% | |||
| EFA - ISHARES TR | 0.59% | $32.7M | +1.17% | ||||
| IEFA - ISHARES TR | Add 4% ($1.4M) | 0.58% | $32.6M | +1.40% | |||
| CVX - CHEVRON CORP NEW | Add 1% ($250.5K) | 0.58% | $32.4M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Add 2% ($754.2K) | 0.57% | $31.7M | +0.71% | |||
| MGC - VANGUARD WORLD FD | New Purchase | 0.56% | $31.6M | ||||
| FDX - FEDEX CORP | Reduce 1% $(209.4K) | 0.55% | $30.8M | ||||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(340.1K) | 0.54% | $30.3M | +2.80% | |||
| UNP - UNION PAC CORP | Add 1% ($332.8K) | 0.54% | $30.1M | +4.97% | |||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 5% ($1.5M) | 0.53% | $29.4M | +0.49% | |||
| LIN - LINDE PLC | 0.52% | $29.1M | |||||
| V - VISA INC | New Purchase | 0.51% | $28.3M | ||||
| VT - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.49% | $27.4M | +0.65% | |||
| IJJ - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||