Mesirow Financial Investment Management, Inc.

CIK

1469475

Location

CHICAGO, IL

Portfolio Value

Mid $3,044,718,656

Diversification

Diversified

Filing Date

Global Rank

#742 / 8,232 ▲ 141

Top Industry

Insurance - Diversified 16.7%

3Y Alpha vs SPY

-7.8%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+76.3%

Annualised alpha

-7.2%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

337 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

+0.2 pts

Top 5

35.6%

−2.6 pts

Top 10

47.9%

−2.3 pts

HHI

425

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.5%	$806,901,215	56
Technology	22.8%	$694,440,399	49
Industrials	9.5%	$288,579,624	45
Unclassified	8.1%	$246,435,495	12
Healthcare	7.9%	$240,589,829	52
Consumer Cyclical	7.0%	$213,867,676	24
Communication Services	5.7%	$172,443,894	11
Consumer Defensive	5.6%	$171,267,908	21
Energy	4.3%	$130,127,338	20
Basic Materials	1.5%	$44,294,033	19
Utilities	0.9%	$28,326,696	17
Real Estate	0.2%	$7,444,549	11

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+286,767	468,406	$13,152,840
NKE	NIKE, Inc.	+181,608	291,670	$15,406,009
MSFT	Microsoft Corp	+167,099	456,761	$169,079,219
BRK-B	Berkshire Hathaway Inc	+164,260	976,689	$468,029,368
NVDA	Nvidia Corp	+147,093	244,268	$42,600,339
ORCL	Oracle Corp	+127,887	232,362	$34,182,773
KMI	Kinder Morgan, Inc.	+120,327	324,692	$10,886,922
PEP	Pepsico Inc	+104,632	190,712	$29,615,666
NFLX	Netflix Inc	+76,649	131,624	$12,655,647
NEPH	Nephros Inc	+70,000	120,000	$357,600
AMZN	Amazon Com Inc	+63,328	407,829	$84,938,545
NTRS	Northern Trust Corp	+60,893	99,578	$13,898,101
BAC	Bank Of America Corp /De/	+58,870	822,060	$40,075,425
DBA	Invesco Db Agriculture Fund	+56,385	108,628	$2,967,716
PM	Philip Morris International Inc.	+54,313	109,138	$18,044,876
PG	PROCTER & GAMBLE Co	+54,191	112,290	$16,219,167
NUV	Nuveen Municipal Value Fund Inc	+49,912	99,688	$896,195
GLD	Spdr Gold Trust	+40,863	202,840	$87,280,023
OKE	Oneok Inc /New/	+38,054	75,478	$6,822,456
SOR	Source Capital /De/	+37,598	75,349	$3,490,165
QQQ	Invesco Qqq Trust, Series 1	+35,147	64,706	$37,347,009
WMT	Walmart Inc.	+30,400	234,533	$29,147,761
UBER	Uber Technologies, Inc	+24,603	68,061	$4,895,627
WBD	Warner Bros. Discovery, Inc.	+23,495	38,444	$1,055,672
NTRA	Natera, Inc.	+22,985	45,930	$9,185,540
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ISSC	Innovative Solutions & Support Inc	−62,975	27,224	$558,908
ARCC	Ares Capital Corp	−61,631	68,302	$1,230,802
FITB	Fifth Third Bancorp	−53,272	483,766	$22,475,768
AAPL	Apple Inc.	−24,819	974,704	$247,370,128
BHK	Blackrock Core Bond Trust	−11,537	74,215	$679,809
DOW	Dow Inc.	−8,284	11,713	$487,846
BMY	Bristol Myers Squibb Co	−7,399	24,050	$1,458,632
MRK	Merck & Co., Inc.	−3,101	40,395	$4,859,114
USB	US Bancorp De	−2,847	17,320	$900,813
DVN	Devon Energy Corp/De	−2,468	13,385	$673,533
CRCL	Circle Internet Group, Inc.	−2,194	8,750	$834,837
MPC	Marathon Petroleum Corp	−2,190	7,659	$1,870,174
AGI	Alamos Gold Inc	−2,175	6,874	$305,411
SCCO	Southern Copper Corp/	−1,804	8,018	$1,379,577
HAL	Halliburton Co	−1,698	8,720	$339,992
A	Agilent Technologies, Inc.	−1,495	2,187	$249,274
CAT	Caterpillar Inc	−1,180	89,940	$63,718,892
GD	General Dynamics Corp	−1,089	4,084	$1,401,710
QCOM	Qualcomm Inc/De	−947	8,147	$1,049,170
GMED	Globus Medical Inc	−784	3,397	$292,685
BP	Bp PLC	−717	16,561	$778,367
WFC	Wells Fargo & Company/Mn	−602	14,736	$1,173,132
GWRE	Guidewire Software, Inc.	−515	2,975	$444,941
ITW	Illinois Tool Works Inc	−424	30,899	$8,042,700
WELL	Welltower Inc.	−407	3,033	$599,654
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
COMP	Compass, Inc.	340,959	$2,492,410
TTD	Trade Desk, Inc.	37,352	$847,516
TYL	Tyler Technologies Inc	1,974	$675,858
MRVL	Marvell Technology, Inc.	5,657	$560,325
OXY	Occidental Petroleum Corp /De/	8,462	$550,030
AZN	Astrazeneca PLC	2,183	$430,531
IONS	Ionis Pharmaceuticals Inc	5,460	$409,991
SOLS	Solstice Advanced Materials Inc.	4,417	$336,398
WAT	Waters Corp /De/	1,049	$312,392
TSSI	TSS, Inc.	22,643	$294,585
AEM	Agnico Eagle Mines Ltd	1,400	$284,172
FXB	Invesco CurrencyShares British Pound Sterling Trust	2,156	$274,566
OCSL	Oaktree Specialty Lending Corp	24,250	$274,025
GNRC	Generac Holdings Inc.	1,390	$271,508
RKLB	Rocket Lab Corp	4,005	$257,201
RSI	Rush Street Interactive, Inc.	10,923	$237,575
LNG	Cheniere Energy, Inc.	824	$233,818
ZBRA	Zebra Technologies Corp	1,092	$228,315
VRT	Vertiv Holdings Co	855	$214,245
MET	Metlife Inc	3,028	$214,140
POCI	Precision Optics Corporation, Inc.	46,728	$205,135
CRWD	CrowdStrike Holdings, Inc.	522	$203,794
PARR	Par Pacific Holdings, Inc.	3,250	$203,580
CMC	COMMERCIAL METALS Co	3,289	$202,043
CAH	Cardinal Health Inc	947	$200,110
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	1,260	$281,269
VLO	Valero Energy Corp/Tx	1,706	$277,719
PYPL	PayPal Holdings, Inc.	4,452	$259,907
KEYS	Keysight Technologies, Inc.	1,239	$251,752
SKE	Skeena Resources Ltd	10,000	$237,300
ZBH	Zimmer Biomet Holdings, Inc.	2,585	$232,443
SAP	Sap SE	935	$227,120
RYAN	Ryan Specialty Holdings, Inc.	4,300	$222,009
PPLT	abrdn Platinum ETF Trust	1,188	$221,478
NVO	Novo Nordisk A S	4,134	$210,337
SA	Seabridge Gold Inc	7,000	$207,130
GPC	Genuine Parts Co	1,643	$202,023
DNP	Dnp Select Income Fund Inc	18,781	$187,622
GGN	GAMCO Global Gold, Natural Resources & Income Trust	34,073	$175,816
EQX	Equinox Gold Corp.	10,000	$140,400
HLN	Haleon plc	10,376	$104,901
NEWP	New Pacific Metals Corp	20,000	$70,200
KLXE	KLX Energy Services Holdings, Inc.	12,000	$22,680
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

337 positions · $3,044,718,656 total · as of Mar 31, 2026

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

Showing 1–50 of 337 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	976,689	+164,260	$468,029,368	+14.6%	15.37%
AAPL	Apple Inc. Technology	Reduced	974,704	-24,819	$247,370,128	−9.0%	8.12%
MSFT	Microsoft Corp Technology	Added	456,761	+167,099	$169,079,219	+20.7%	5.55%
GOOGL	Alphabet Inc. Communication Services	Added	372,655	+11,973	$107,160,671	−5.1%	3.52%
JPM	Jpmorgan Chase & Co Financial Services	Added	311,969	+16,866	$91,768,801	−3.5%	3.01%
GLD	Spdr Gold Trust	Added	202,840	+40,863	$87,280,023	+36.0%	2.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	407,829	+63,328	$84,938,545	+6.8%	2.79%
SPY	Spdr S&P 500 ETF Trust	Added	129,793	+14,405	$84,409,579	+7.3%	2.77%
CAT	Caterpillar Inc Industrials	Reduced	89,940	-1,180	$63,718,892	+22.1%	2.09%
RTX	RTX Corp Industrials	Added	288,890	+13,698	$55,726,881	+10.4%	1.83%
AVGO	Broadcom Inc. Technology	Added	160,012	+14,793	$49,525,314	−1.5%	1.63%
FDX	Fedex Corp Industrials	Added	132,517	+7,356	$47,199,905	+30.6%	1.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	90,383	+5,963	$44,425,955	−9.2%	1.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	43,295	+24	$43,140,436	+15.6%	1.42%
NVDA	Nvidia Corp Technology	Added	244,268	+147,093	$42,600,339	+135.1%	1.40%
CVX	Chevron Corp Energy	Added	200,475	+1,024	$41,478,277	+36.4%	1.36%
BAC	Bank Of America Corp /De/ Financial Services	Added	822,060	+58,870	$40,075,425	−4.5%	1.32%
LOW	Lowes Companies Inc Consumer Cyclical	Added	167,659	+2,578	$39,614,468	−0.5%	1.30%
QQQ	Invesco Qqq Trust, Series 1	Added	64,706	+35,147	$37,347,009	+105.7%	1.23%
ABBV	AbbVie Inc. Healthcare	Added	158,536	+8,023	$34,479,994	+0.3%	1.13%
ORCL	Oracle Corp Technology	Added	232,362	+127,887	$34,182,773	+67.9%	1.12%
UNP	Union Pacific Corp Industrials	Added	134,360	+6,581	$32,598,423	+10.3%	1.07%
TEL	TE Connectivity plc Technology	Reduced	150,543	-265	$31,466,497	−8.3%	1.03%
LIN	Linde PLC Basic Materials	Added	61,686	+2,086	$30,581,451	+20.3%	1.00%
PEP	Pepsico Inc Consumer Defensive	Added	190,712	+104,632	$29,615,666	+139.7%	0.97%
WMT	Walmart Inc. Consumer Defensive	Added	234,533	+30,400	$29,147,761	+28.2%	0.96%
JNJ	Johnson & Johnson Healthcare	Added	114,945	+12,862	$28,097,155	+33.0%	0.92%
V	Visa Inc. Financial Services	Added	88,075	+9,545	$26,619,788	−3.3%	0.87%
MA	Mastercard Inc Financial Services	Added	49,819	+10,964	$24,892,561	+12.2%	0.82%
FITB	Fifth Third Bancorp Financial Services	Reduced	483,766	-53,272	$22,475,768	−10.6%	0.74%
BLK	BlackRock, Inc. Financial Services	Added	22,875	+470	$21,999,116	−8.3%	0.72%
J	Jacobs Solutions Inc. Industrials	Added	171,318	+3,707	$21,805,355	−1.8%	0.72%
ACN	Accenture plc Technology	Added	109,754	+6,879	$21,763,120	−21.2%	0.71%
AXP	American Express Co Financial Services	Added	70,371	+1,892	$21,285,820	−16.0%	0.70%
SYK	Stryker Corp Healthcare	Added	64,583	+5,739	$21,221,327	+2.6%	0.70%
DIS	Walt Disney Co Communication Services	Added	219,096	+15,801	$21,116,472	−8.7%	0.69%
UNH	Unitedhealth Group Inc Healthcare	Added	72,571	+15,853	$19,636,986	+4.9%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	33,638	+12,219	$19,245,308	+36.1%	0.63%
GLW	Corning Inc /Ny Technology	Added	141,426	+8,498	$19,229,693	+65.2%	0.63%
CRM	Salesforce, Inc. Technology	Added	99,885	+7,851	$18,645,532	−23.5%	0.61%
PM	Philip Morris International Inc. Consumer Defensive	Added	109,138	+54,313	$18,044,876	+105.2%	0.59%
ABT	Abbott Laboratories Healthcare	Added	163,286	+890	$16,764,573	−17.6%	0.55%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	26,910	+4,910	$16,597,011	+25.1%	0.55%
HD	Home Depot, Inc. Consumer Cyclical	Added	50,074	+7,885	$16,468,837	+13.4%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	112,290	+54,191	$16,219,167	+94.8%	0.53%
EPD	Enterprise Products Partners L.P. Energy	Added	428,545	+3,952	$16,216,142	+19.1%	0.53%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	53,095	+931	$16,145,127	+7.7%	0.53%
COP	Conocophillips Energy	Added	117,225	+11,853	$15,473,700	+56.9%	0.51%
NKE	NIKE, Inc. Consumer Cyclical	Added	291,670	+181,608	$15,406,009	+119.7%	0.51%
KO	Coca Cola Co Consumer Defensive	Added	196,953	+991	$14,978,275	+9.3%	0.49%