Mesirow Financial Investment Management, Inc. 13F Holdings · Q2 2026
Mesirow Financial Investment Management, Inc. reported 529 securities worth $6.37B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (7.71%), AAPL (4.60%), MOAT (4.32%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $490.6M | 7.71% | 980,399 | Added |
| 2 | AAPL | APPLE INC | $292.6M | 4.60% | 1.0M | Added |
| 3 | MOAT | VANECK ETF TRUST | $275.2M | 4.32% | 2.6M | Trimmed |
| 4 | IJR | ISHARES TR | $240.0M | 3.77% | 1.6M | Added |
| 5 | GOOG | ALPHABET INC | $197.7M | 3.11% | 559,493 | Added |
| 6 | IVV | ISHARES TR | $185.0M | 2.91% | 246,977 | Added |
| 7 | ITOT | ISHARES TR | $176.9M | 2.78% | 1.1M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $150.6M | 2.37% | 219,307 | Added |
| 9 | GOOGL | ALPHABET INC | $131.4M | 2.06% | 367,716 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $117.2M | 1.84% | 314,298 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $103.0M | 1.62% | 314,532 | Added |
| 12 | AMZN | AMAZON COM INC | $97.8M | 1.54% | 410,159 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $97.9M | 1.54% | 131,037 | Added |
| 14 | IJH | ISHARES TR | $95.6M | 1.50% | 1.2M | Trimmed |
| 15 | CAT | CATERPILLAR INC | $95.1M | 1.49% | 89,291 | Trimmed |
| 16 | VXUS | VANGUARD STAR FDS | $94.0M | 1.48% | 1.1M | Added |
| 17 | IWF | ISHARES TR | $87.6M | 1.38% | 705,467 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $87.6M | 1.38% | 554,044 | Added |
| 19 | FPAG | INVESTMENT MANAGERS SER TR I | $86.1M | 1.35% | 2.1M | Trimmed |
| 20 | SGOV | ISHARES TR | $78.4M | 1.23% | 779,029 | Added |
| 21 | AKRE | PROFESIONALLY MANAGED PORTFO | $71.7M | 1.13% | 1.3M | Added |
| 22 | GLD | SPDR GOLD TR | $72.2M | 1.13% | 195,884 | Trimmed |
| 23 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $64.8M | 1.02% | 1.6M | Added |
| 24 | IWR | ISHARES TR | $61.0M | 0.96% | 553,000 | Trimmed |
| 25 | AVGO | BROADCOM INC | $56.9M | 0.89% | 150,683 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR