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Mesirow Financial Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Mesirow Financial Investment Management, Inc.
Filed: 2026-04-21 (Q1 2026) | Holdings: 517 | Value: $6.2B | 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 20% ($78.7M) | 7.58% | $468.0M | +2.28% | |||
| MOAT - VANECK ETF TRUST | Add 35% ($66.8M) | 4.19% | $258.7M | ||||
| AAPL - APPLE INC | Reduce 2% $(6.3M) | 4.01% | $247.4M | +9.38% | |||
| IJR - ISHARES TR | Add 44% ($59.6M) | 3.16% | $195.0M | +0.70% | |||
| MSFT - MICROSOFT CORP | Add 58% ($61.9M) | 2.74% | $169.1M | -3.17% | |||
| IVV - ISHARES TR | Add 53% ($55.3M) | 2.58% | $159.2M | +4.26% | |||
| FPAG - INVESTMENT MANAGERS SER TR I | Add 168% ($99.2M) | 2.56% | $158.3M | +0.67% | |||
| GOOG - ALPHABET INC | Add 4% ($5.6M) | 2.52% | $155.8M | ||||
| ITOT - ISHARES TR | Add 43% ($44.9M) | 2.43% | $150.2M | +3.75% | |||
| IJH - ISHARES TR | Add 251% ($99.7M) | 2.26% | $139.4M | +0.14% | |||
| VOO - VANGUARD INDEX FDS | Add 46% ($39.0M) | 2.01% | $124.2M | +4.22% | |||
| IWR - ISHARES TR | Add 269% ($79.8M) | 1.77% | $109.5M | +0.70% | |||
| GOOGL - ALPHABET INC | Add 3% ($3.4M) | 1.74% | $107.2M | ||||
| JPM - JPMORGAN CHASE & CO | Add 6% ($5.0M) | 1.49% | $91.8M | ||||
| GLD - SPDR GOLD TR | Add 25% ($17.6M) | 1.41% | $87.3M | ||||
| AMZN - AMAZON COM INC | Add 18% ($13.2M) | 1.38% | $84.9M | +6.56% | |||
| SPY - STATE STR SPDR S&P 500 ETF T | Add 12% ($9.4M) | 1.37% | $84.4M | ||||
| VYM - VANGUARD WHITEHALL FDS | Add 39% ($23.1M) | 1.32% | $81.8M | ||||
| IWF - ISHARES TR | Add 34% ($19.3M) | 1.22% | $75.4M | +4.03% | |||
| VXUS - VANGUARD STAR FDS | Add 53% ($26.0M) | 1.21% | $75.0M | +3.31% | |||
| EFA - ISHARES TR | Add 147% ($41.8M) | 1.14% | $70.3M | +1.38% | |||
| SGOV - ISHARES TR | Add 48% ($22.6M) | 1.13% | $69.5M | +0.19% | |||
| CAT - CATERPILLAR INC | Reduce 1% $(836.0K) | 1.03% | $63.7M | +14.07% | |||
| RTX - RTX CORPORATION | Add 5% ($2.6M) | 0.90% | $55.7M | ||||
| TCAF - T ROWE PRICE ETF INC | Add 69% ($22.2M) | 0.88% | $54.4M | +2.25% | |||
| SHY - ISHARES TR | New Purchase | 0.86% | $53.0M | -0.11% | |||
| AVGO - BROADCOM INC | Add 10% ($4.6M) | 0.80% | $49.5M | ||||
| FDX - FEDEX CORP | Add 6% ($2.6M) | 0.76% | $47.2M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Add 7% ($2.9M) | 0.72% | $44.4M | -14.06% | |||
| IWD - ISHARES TR | Add 24% ($8.5M) | 0.72% | $44.3M | +3.16% | |||
| COST - COSTCO WHOLESALE CORPORATION | 0.70% | $43.1M | -0.40% | ||||
| FEGE - RBB FUND TRUST | New Purchase | 0.70% | $43.1M | +1.26% | |||
| VUG - VANGUARD INDEX FDS | Add 44% ($13.0M) | 0.70% | $43.0M | +5.60% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.69% | $42.6M | +9.18% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Add 48% ($13.7M) | 0.69% | $42.5M | +3.49% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 54% ($14.9M) | 0.69% | $42.4M | ||||
| AKRE - PROFESIONALLY MANAGED PORTFO | Reduce 60% $(64.2M) | 0.68% | $42.1M | -4.49% | |||
| CVX - CHEVRON CORPORATION | Add 1% ($211.9K) | 0.67% | $41.5M | ||||
| IVE - ISHARES TR | New Purchase | 0.66% | $41.0M | +1.64% | |||
| VTV - VANGUARD INDEX FDS | Add 33% ($10.2M) | 0.66% | $40.8M | +2.12% | |||
| BAC - BANK AMERICA CORP | Add 8% ($2.9M) | 0.65% | $40.1M | ||||
| IEFA - ISHARES TR | Add 48% ($12.8M) | 0.64% | $39.8M | +1.55% | |||
| LOW - LOWES COS INC | Add 2% ($609.1K) | 0.64% | $39.6M | -10.30% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 0.60% | $37.4M | +9.71% | |||
| AOR - ISHARES TR | Add 17% ($5.1M) | 0.59% | $36.2M | +2.06% | |||
| IWP - ISHARES TR | New Purchase | 0.58% | $35.7M | -0.34% | |||
| ABBV - ABBVIE INC | Add 5% ($1.7M) | 0.56% | $34.5M | -1.16% | |||
| ORCL - ORACLE CORP | New Purchase | 0.55% | $34.2M | +4.11% | |||
| UNP - UNION PAC CORP | Add 5% ($1.6M) | 0.53% | $32.6M | +3.99% | |||
| TEL - TE CONNECTIVITY PLC | 0.51% | $31.5M | -4.92% | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | ||||
| VT - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| MGC - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||