Mesirow Financial Investment Management, Inc.

CIK

1469475

Location

CHICAGO, IL

Portfolio Value

Mid $3,080,238,031

Diversification

Diversified

Filing Date

Global Rank

#171 / 3,203 ▲ 750

Top Industry

Insurance - Diversified 17.2%

3Y Alpha vs SPY

-5.4%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.0%

SPY

+67.9%

Annualised alpha

-5.4%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

344 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

+0.6 pts

Top 5

36.8%

+1.3 pts

Top 10

50.5%

+2.5 pts

HHI

462

Diversified+37

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.0%	$861,216,193	58
Technology	22.2%	$684,608,525	50
Industrials	10.8%	$331,249,965	48
Healthcare	8.1%	$249,539,823	49
Unclassified	7.5%	$231,015,724	10
Consumer Cyclical	6.9%	$213,191,637	24
Communication Services	6.1%	$189,011,062	12
Consumer Defensive	4.4%	$136,650,598	21
Energy	3.4%	$104,264,430	19
Basic Materials	1.5%	$45,280,532	24
Utilities	0.8%	$25,152,237	18
Real Estate	0.3%	$9,057,305	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+36,607	1,011,311	$292,632,950
AUR	Aurora Innovation, Inc.	+31,288	67,375	$459,497
F	Ford Motor Co	+26,496	51,713	$718,810
CBOE	Cboe Global Markets, Inc.	+24,890	28,926	$7,019,472
BHK	Blackrock Core Bond Trust	+17,794	92,009	$843,722
BXSL	Blackstone Secured Lending Fund	+15,405	51,675	$1,225,214
T	At&T Inc.	+11,385	101,220	$2,095,254
KLAC	Kla Corp	+8,051	9,031	$2,724,743
BMY	Bristol Myers Squibb Co	+7,973	32,023	$1,845,165
DASH	DoorDash, Inc.	+6,964	8,533	$1,574,594
NLY	Annaly Capital Management Inc	+5,972	41,907	$937,040
SLV	iShares Silver Trust	+5,764	15,449	$826,058
PRU	Prudential Financial Inc	+4,841	10,328	$1,114,701
MDT	Medtronic plc	+4,541	7,784	$608,942
ABT	Abbott Laboratories	+4,393	167,679	$15,215,192
DIS	Walt Disney Co	+4,093	223,189	$21,481,941
BRK-B	Berkshire Hathaway Inc	+3,710	980,399	$490,581,855
JPM	Jpmorgan Chase & Co	+2,563	314,532	$102,955,759
AMZN	Amazon Com Inc	+2,330	410,159	$97,757,296
C	Citigroup Inc	+2,133	23,736	$3,322,090
GM	General Motors Co	+1,992	8,642	$666,125
IBM	International Business Machines Corp	+1,968	25,622	$7,205,162
COP	Conocophillips	+1,785	119,010	$12,372,279
IAU	Ishares Gold Trust	+1,664	160,957	$12,153,863
CVS	CVS HEALTH Corp	+1,436	21,655	$2,240,209
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−227,205	64,465	$2,646,288
MSFT	Microsoft Corp	−142,463	314,298	$117,239,439
ORCL	Oracle Corp	−114,540	117,822	$17,266,814
NVDA	Nvidia Corp	−112,201	132,067	$26,425,286
PFE	Pfizer Inc	−68,739	399,667	$9,623,981
NFLX	Netflix Inc	−64,854	66,770	$4,767,378
PEP	Pepsico Inc	−61,611	129,101	$17,480,275
NEPH	Nephros Inc	−60,000	60,000	$214,200
PM	Philip Morris International Inc.	−57,665	51,473	$9,311,980
PG	PROCTER & GAMBLE Co	−56,893	55,397	$8,123,416
DBA	Invesco Db Agriculture Fund	−54,314	54,314	$1,448,554
NTRS	Northern Trust Corp	−50,320	49,258	$8,563,010
NUV	Nuveen Municipal Value Fund Inc	−49,742	49,946	$460,502
ZTS	Zoetis Inc.	−37,871	6,583	$473,054
OKE	Oneok Inc /New/	−37,681	37,797	$3,286,071
QQQ	Invesco Qqq Trust, Series 1	−29,767	34,939	$25,729,079
NRGV	Energy Vault Holdings, Inc.	−25,000	25,100	$118,221
POCI	Precision Optics Corporation, Inc.	−23,364	23,364	$119,156
PTLO	Portillo's Inc.	−23,210	13,860	$65,696
XOM	ExxonMobil Holdings Corp	−22,969	62,826	$8,589,570
NTRA	Natera, Inc.	−22,765	23,165	$6,288,139
HON	Honeywell International Inc	−22,612	23,197	$5,193,808
MDLZ	Mondelez International, Inc.	−22,471	18,377	$1,062,925
FITB	Fifth Third Bancorp	−20,571	463,195	$26,110,302
DBC	Invesco DB Commodity Index Tracking Fund	−19,607	19,607	$522,722
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	65,844	$9,942,444
HONA	Honeywell Aerospace Inc.	23,197	$5,121,897
SPCX	Space Exploration Technologies Corp	4,117	$703,430
KEYS	Keysight Technologies, Inc.	1,334	$466,993
TER	Teradyne, Inc	670	$324,172
VLO	Valero Energy Corp/Tx	1,217	$316,955
HPE	Hewlett Packard Enterprise Co	6,142	$277,065
SPG	Simon Property Group Inc.	1,186	$265,248
SA	Seabridge Gold Inc	10,000	$257,400
DG	Dollar General Corp	2,130	$245,184
MP	MP Materials Corp. / DE	4,324	$242,187
CAKE	Cheesecake Factory Inc	3,030	$241,006
ONB	Old National Bancorp /In/	8,276	$214,348
PCAR	Paccar Inc	1,777	$213,453
NVO	Novo Nordisk A S	4,357	$208,874
DNP	Dnp Select Income Fund Inc	18,821	$203,078
STLD	Steel Dynamics Inc	884	$202,842
NBIS	Nebius Group N.V.	730	$201,604
OKLO	Oklo Inc.	3,832	$200,528
GGN	GAMCO Global Gold, Natural Resources & Income Trust	35,263	$170,672
MMED	MiniMed Group, Inc.	10,000	$149,500
NTSK	Netskope Inc	10,700	$117,058
EQX	Equinox Gold Corp.	10,000	$97,200
IAUX	i-80 Gold Corp.	65,000	$93,600
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	2,664	$1,966,857
NICE	NICE Ltd.	12,138	$1,338,335
INTU	Intuit Inc.	1,289	$557,337
IBIT	iShares Bitcoin Trust ETF	14,244	$547,254
HOLX	HOLOGIC INC	5,191	$392,387
COLD	Americold Realty Trust	30,000	$343,800
EL	Estee Lauder Companies Inc	4,550	$326,553
FXB	Invesco CurrencyShares British Pound Sterling Trust	2,156	$274,566
ISRG	Intuitive Surgical Inc	521	$240,175
LNG	Cheniere Energy, Inc.	824	$233,818
HCA	HCA Healthcare, Inc.	485	$229,521
ZBRA	Zebra Technologies Corp	1,092	$228,315
WHR	Whirlpool Corp /De/	4,119	$222,096
PARR	Par Pacific Holdings, Inc.	3,250	$203,580
FOLD	AMICUS THERAPEUTICS, INC.	13,000	$187,980
ESPR	Esperion Therapeutics, Inc.	20,000	$54,800
CMU	Mfs High Yield Municipal Trust	11,835	$42,369
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

344 tracked positions · $3,080,238,031 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 344 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	980,399	+3,710	$490,581,855	+4.8%	15.93%
AAPL	Apple Inc. Technology	Added	1,011,311	+36,607	$292,632,950	+18.3%	9.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	367,716	-4,939	$131,410,666	+22.6%	4.27%
MSFT	Microsoft Corp Technology	Reduced	314,298	-142,463	$117,239,439	−30.7%	3.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	314,532	+2,563	$102,955,759	+12.2%	3.34%
SPY	Spdr S&P 500 ETF Trust	Added	131,037	+1,244	$97,854,500	+15.9%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	410,159	+2,330	$97,757,296	+15.1%	3.17%
CAT	Caterpillar Inc Industrials	Reduced	89,291	-649	$95,085,985	+49.2%	3.09%
GLD	Spdr Gold Trust	Reduced	195,884	-6,956	$72,159,747	−17.3%	2.34%
AVGO	Broadcom Inc. Technology	Reduced	150,683	-9,329	$56,920,503	+14.9%	1.85%
RTX	RTX Corp Industrials	Added	290,172	+1,282	$55,054,333	−1.2%	1.79%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	813,986	-8,074	$46,380,922	+15.7%	1.51%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	91,809	+1,426	$46,029,360	+3.6%	1.49%
FDX	Fedex Corp Industrials	Added	132,943	+426	$41,628,441	−11.8%	1.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	44,331	+1,036	$41,470,320	−3.9%	1.35%
ABBV	AbbVie Inc. Healthcare	Added	158,995	+459	$40,009,501	+16.0%	1.30%
LOW	Lowes Companies Inc Consumer Cyclical	Added	169,017	+1,358	$37,266,558	−5.9%	1.21%
UNP	Union Pacific Corp Industrials	Added	134,567	+207	$36,602,224	+12.3%	1.19%
GLW	Corning Inc /Ny Technology	Reduced	141,385	-41	$36,113,970	+87.8%	1.17%
CVX	Chevron Corp Energy	Reduced	199,038	-1,437	$32,992,538	−20.5%	1.07%
LIN	Linde PLC Basic Materials	Added	61,768	+82	$32,053,885	+4.8%	1.04%
V	Visa Inc. Financial Services	Added	89,042	+967	$30,549,419	+14.8%	0.99%
TEL	TE Connectivity plc Technology	Added	150,962	+419	$30,435,448	−3.3%	0.99%
UNH	Unitedhealth Group Inc Healthcare	Reduced	72,504	-67	$30,134,837	+53.5%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	115,650	+705	$29,371,630	+4.5%	0.95%
WMT	Walmart Inc. Consumer Defensive	Added	235,308	+775	$26,650,984	−8.6%	0.87%
NVDA	Nvidia Corp Technology	Reduced	132,067	-112,201	$26,425,286	−38.0%	0.86%
FITB	Fifth Third Bancorp Financial Services	Reduced	463,195	-20,571	$26,110,302	+16.2%	0.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,939	-29,767	$25,729,079	−31.1%	0.84%
MA	Mastercard Inc Financial Services	Reduced	48,679	-1,140	$25,001,534	+0.4%	0.81%
AXP	American Express Co Financial Services	Reduced	70,015	-356	$23,682,573	+11.3%	0.77%
BLK	BlackRock, Inc. Financial Services	Added	23,386	+511	$22,487,042	+2.2%	0.73%
J	Jacobs Solutions Inc. Industrials	Added	172,326	+1,008	$21,713,076	−0.4%	0.70%
DIS	Walt Disney Co Communication Services	Added	223,189	+4,093	$21,481,941	+1.7%	0.70%
SYK	Stryker Corp Healthcare	Added	65,794	+1,211	$20,714,582	−2.4%	0.67%
META	Meta Platforms, Inc. Communication Services	Added	34,019	+381	$19,162,562	−0.4%	0.62%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	27,116	+206	$19,071,767	+14.9%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	15,088	+298	$18,097,001	+33.0%	0.59%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	53,297	+202	$17,612,526	+9.1%	0.57%
PEP	Pepsico Inc Consumer Defensive	Reduced	129,101	-61,611	$17,480,275	−41.0%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	49,273	-801	$17,377,601	+5.5%	0.56%
ORCL	Oracle Corp Technology	Reduced	117,822	-114,540	$17,266,814	−49.5%	0.56%
CRM	Salesforce, Inc. Technology	Added	100,967	+1,082	$15,817,490	−15.2%	0.51%
EPD	Enterprise Products Partners L.P. Energy	Added	429,813	+1,268	$15,799,925	−2.6%	0.51%
KO	Coca Cola Co Consumer Defensive	Reduced	189,063	-7,890	$15,365,150	+2.6%	0.50%
ABT	Abbott Laboratories Healthcare	Added	167,679	+4,393	$15,215,192	−9.2%	0.49%
ALL	Allstate Corp Financial Services	Added	58,598	+83	$13,942,808	+14.9%	0.45%
ACN	Accenture plc Technology	Reduced	108,639	-1,115	$13,519,037	−37.9%	0.44%
COP	Conocophillips Energy	Added	119,010	+1,785	$12,372,279	−20.0%	0.40%
SCHW	Schwab Charles Corp Financial Services	Added	133,408	+776	$12,309,556	−1.2%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.