# Mesirow Financial Investment Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1469475. Source: https://holderbook.com/funds/1469475-mesirow-financial-investment-management-inc/

- Reported value: $6.4B
- Positions: 529
- Weight of the ten largest: 35.5%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $490.6M | 980,399 | 7.7% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $292.6M | 1,011,311 | 4.6% | 11 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $275.2M | 2,647,494 | 4.3% | 11 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $240.0M | 1,618,153 | 3.8% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $197.7M | 559,493 | 3.1% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $185.0M | 246,977 | 2.9% | 11 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $176.9M | 1,076,654 | 2.8% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $150.6M | 219,307 | 2.4% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $131.4M | 367,716 | 2.1% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $117.2M | 314,298 | 1.8% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $103.0M | 314,532 | 1.6% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $97.9M | 131,037 | 1.5% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $97.8M | 410,159 | 1.5% | 11 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $95.6M | 1,239,853 | 1.5% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $95.1M | 89,291 | 1.5% | 11 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $94.0M | 1,099,337 | 1.5% | 11 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $87.6M | 705,467 | 1.4% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $87.6M | 554,044 | 1.4% | 11 |
| INVESTMENT MANAGERS SER TR I | [FPAG](https://holderbook.com/stocks/FPAG/) | $86.1M | 2,143,769 | 1.4% | 9 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $78.4M | 779,029 | 1.2% | 7 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $72.2M | 195,884 | 1.1% | 11 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $71.7M | 1,347,351 | 1.1% | 3 |
| T ROWE PRICE EXCHANGE-TRADED | [TCAF](https://holderbook.com/stocks/TCAF/) | $64.8M | 1,577,702 | 1.0% | 11 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $61.0M | 553,000 | 1.0% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $56.9M | 150,683 | 0.9% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $55.1M | 290,172 | 0.9% | 11 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $53.6M | 622,377 | 0.8% | 11 |
| RBB FUND TRUST | [FEGE](https://holderbook.com/stocks/FEGE/) | $52.1M | 1,064,859 | 0.8% | 6 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $47.6M | 196,514 | 0.7% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $47.3M | 663,218 | 0.7% | 11 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $46.7M | 197,505 | 0.7% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $46.4M | 813,986 | 0.7% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $46.1M | 211,587 | 0.7% | 11 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $46.0M | 91,809 | 0.7% | 11 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $43.8M | 453,492 | 0.7% | 11 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $41.6M | 132,943 | 0.7% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $41.5M | 44,331 | 0.7% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $40.0M | 158,995 | 0.6% | 11 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $39.7M | 145,226 | 0.6% | 11 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $39.3M | 565,749 | 0.6% | 11 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $38.1M | 366,884 | 0.6% | 11 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $37.3M | 169,017 | 0.6% | 11 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $36.6M | 134,567 | 0.6% | 11 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $36.1M | 141,385 | 0.6% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $33.0M | 199,038 | 0.5% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $32.8M | 209,158 | 0.5% | 11 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $32.1M | 61,768 | 0.5% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $31.9M | 404,069 | 0.5% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $30.6M | 89,042 | 0.5% | 11 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $30.4M | 150,962 | 0.5% | 8 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $30.1M | 72,504 | 0.5% | 11 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $29.6M | 149,741 | 0.5% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $29.4M | 115,650 | 0.5% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $29.3M | 79,090 | 0.5% | 11 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $28.6M | 95,143 | 0.4% | 11 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $28.5M | 353,926 | 0.4% | 11 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $27.6M | 335,614 | 0.4% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $26.7M | 235,308 | 0.4% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $26.4M | 132,067 | 0.4% | 11 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $26.1M | 463,195 | 0.4% | 11 |
| SSGA ACTIVE ETF TR | [GAL](https://holderbook.com/stocks/GAL/) | $25.9M | 490,514 | 0.4% | 11 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $25.7M | 34,939 | 0.4% | 11 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $25.0M | 48,679 | 0.4% | 11 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $23.7M | 70,015 | 0.4% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $23.2M | 31 | 0.4% | 11 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $23.0M | 167,392 | 0.4% | 11 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $22.8M | 333,948 | 0.4% | 11 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $22.5M | 23,386 | 0.4% | 7 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $22.3M | 174,429 | 0.4% | 11 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $22.2M | 97,895 | 0.3% | 11 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $21.7M | 172,326 | 0.3% | 11 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $21.5M | 223,189 | 0.3% | 11 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $21.2M | 255,867 | 0.3% | 11 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $21.1M | 872,266 | 0.3% | 11 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $21.0M | 143,704 | 0.3% | 11 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $20.7M | 65,794 | 0.3% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $19.2M | 34,019 | 0.3% | 11 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $19.1M | 27,116 | 0.3% | 11 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $19.1M | 501,967 | 0.3% | 8 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $18.7M | 85,349 | 0.3% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.1M | 15,088 | 0.3% | 11 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $18.0M | 742,094 | 0.3% | 11 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $17.6M | 53,297 | 0.3% | 11 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $17.5M | 129,101 | 0.3% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $17.4M | 49,273 | 0.3% | 11 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $17.3M | 117,822 | 0.3% | 11 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $16.7M | 109,968 | 0.3% | 11 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $16.5M | 653,571 | 0.3% | 7 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $15.8M | 100,967 | 0.2% | 11 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $15.8M | 429,813 | 0.2% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $15.4M | 189,063 | 0.2% | 11 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $15.2M | 333,110 | 0.2% | 7 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $15.2M | 167,679 | 0.2% | 11 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $15.2M | 478,115 | 0.2% | 11 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $15.1M | 79,078 | 0.2% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $14.1M | 236,093 | 0.2% | 11 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $13.9M | 58,598 | 0.2% | 11 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $13.9M | 599,061 | 0.2% | 5 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $13.9M | 141,970 | 0.2% | 11 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $13.6M | 272,316 | 0.2% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.3% | 99% |
| Q1 2026 | -3.4% | -4.6% | +1.2% | 100% |
| Q4 2025 | +3.0% | +2.4% | +0.7% | 99% |
| Q3 2025 | +7.8% | +7.8% | +0.0% | 99% |
| Q2 2025 | +5.7% | +10.5% | -4.8% | 99% |
| Q1 2025 | -1.8% | -4.6% | +2.7% | 99% |
| Q4 2024 | +0.2% | +2.1% | -2.0% | 100% |
| Q3 2024 | +6.9% | +5.4% | +1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $6.4B | 529 |
| Q1 2026 | $6.2B | 517 |
| Q4 2025 | $4.9B | 485 |
| Q3 2025 | $5.6B | 554 |
| Q2 2025 | $5.1B | 536 |
| Q1 2025 | $5.2B | 593 |
| Q4 2024 | $5.0B | 596 |
| Q3 2024 | $5.2B | 593 |
| Q2 2024 | $4.4B | 508 |
| Q1 2024 | $4.4B | 523 |
| Q4 2023 | $2.7B | 565 |
| Q3 2023 | $23.0M | 81 |