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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2026-02-04 (Q4 2025) | Holdings: 485 | Value: $4.9B | 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 | Reduce 16% $(76.1M) | 8.39% | $408.4M | -5.08% | |||
| AAPL - APPLE INC | Reduce 5% $(14.6M) | 5.58% | $271.7M | -6.72% | |||
| MOAT - VANECK ETF TRUST | Reduce 24% $(66.6M) | 4.22% | $205.5M | ||||
| GOOG - ALPHABET INC | Reduce 7% $(11.9M) | 3.37% | $164.3M | ||||
| MSFT - MICROSOFT CORP | Reduce 12% $(19.8M) | 2.88% | $140.1M | -5.45% | |||
| AKRE - PROFESIONALLY MANAGED PORTFO | New Purchase | 2.71% | $131.8M | -8.51% | |||
| IJR - ISHARES TR | Reduce 26% $(46.8M) | 2.69% | $130.8M | +2.50% | |||
| GOOGL - ALPHABET INC | Reduce 8% $(9.7M) | 2.32% | $112.9M | ||||
| ITOT - ISHARES TR | Reduce 28% $(42.1M) | 2.26% | $110.0M | +1.25% | |||
| IVV - ISHARES TR | Reduce 34% $(56.8M) | 2.24% | $109.0M | +1.09% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 7% $(6.9M) | 1.95% | $95.1M | ||||
| VOO - VANGUARD INDEX FDS | Reduce 29% $(35.8M) | 1.84% | $89.5M | +1.03% | |||
| AMZN - AMAZON COM INC | Reduce 16% $(14.6M) | 1.63% | $79.5M | +6.66% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 15% $(13.4M) | 1.62% | $78.7M | ||||
| GLD - SPDR GOLD TR | Reduce 24% $(20.8M) | 1.32% | $64.2M | ||||
| IWF - ISHARES TR | Reduce 31% $(27.6M) | 1.28% | $62.3M | +0.66% | |||
| FPAG - INVESTMENT MANAGERS SER TR I | Reduce 17% $(12.7M) | 1.24% | $60.5M | -1.45% | |||
| VYM - VANGUARD WHITEHALL FDS | Reduce 28% $(21.8M) | 1.17% | $56.9M | ||||
| CAT - CATERPILLAR INC | Reduce 2% $(1.3M) | 1.07% | $52.2M | +16.17% | |||
| RTX - RTX CORPORATION | Reduce 5% $(2.8M) | 1.04% | $50.5M | ||||
| AVGO - BROADCOM INC | Reduce 31% $(23.0M) | 1.03% | $50.3M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 6% $(2.9M) | 1.00% | $48.9M | -8.69% | |||
| VXUS - VANGUARD STAR FDS | Reduce 27% $(17.7M) | 0.98% | $47.9M | +3.07% | |||
| SGOV - ISHARES TR | Reduce 2% $(843.8K) | 0.96% | $46.8M | +0.66% | |||
| BAC - BANK AMERICA CORP | Reduce 7% $(3.2M) | 0.86% | $42.0M | ||||
| LOW - LOWES COS INC | 0.82% | $39.8M | -10.36% | ||||
| IJH - ISHARES TR | Reduce 20% $(9.6M) | 0.80% | $38.8M | +3.01% | |||
| COST - COSTCO WHSL CORP NEW | Reduce 4% $(1.5M) | 0.77% | $37.3M | -1.47% | |||
| FDX - FEDEX CORP | Reduce 4% $(1.6M) | 0.74% | $36.2M | ||||
| IWD - ISHARES TR | Reduce 20% $(8.8M) | 0.72% | $35.3M | +1.55% | |||
| TCAF - T ROWE PRICE ETF INC | Reduce 29% $(14.0M) | 0.71% | $34.6M | +0.83% | |||
| ABBV - ABBVIE INC | Reduce 7% $(2.7M) | 0.71% | $34.4M | -4.81% | |||
| TEL - TE CONNECTIVITY PLC | Reduce 1% $(197.7K) | 0.70% | $34.3M | +11.01% | |||
| VUG - VANGUARD INDEX FDS | Reduce 27% $(12.1M) | 0.69% | $33.4M | +1.26% | |||
| AOR - ISHARES TR | Reduce 16% $(5.8M) | 0.65% | $31.4M | +1.15% | |||
| CVX - CHEVRON CORP NEW | Reduce 5% $(1.4M) | 0.62% | $30.4M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 5% $(1.5M) | 0.62% | $30.2M | -4.74% | |||
| VTV - VANGUARD INDEX FDS | Reduce 25% $(10.1M) | 0.61% | $29.8M | +0.39% | |||
| UNP - UNION PAC CORP | 0.61% | $29.6M | +0.79% | ||||
| IWR - ISHARES TR | Reduce 44% $(23.3M) | 0.60% | $29.4M | +2.57% | |||
| EFA - ISHARES TR | Reduce 16% $(5.4M) | 0.58% | $28.2M | +2.18% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 32% $(13.1M) | 0.58% | $28.1M | +3.43% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 35% $(15.2M) | 0.58% | $28.1M | ||||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.57% | $27.6M | ||||
| V - VISA INC | Reduce 5% $(1.5M) | 0.57% | $27.5M | ||||
| MGC - VANGUARD WORLD FD | Reduce 17% $(5.4M) | 0.56% | $27.1M | ||||
| VT - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(1.1M) | 0.55% | $26.9M | +1.90% | |||
| IEFA - ISHARES TR | Reduce 20% $(6.8M) | 0.55% | $26.7M | +2.09% | |||
| LIN - LINDE PLC | Reduce 3% $(722.7K) | 0.52% | $25.4M | ||||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.52% | $25.3M | ||||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||