Mesirow Financial Investment Management, Inc.

CIK

1469475

Location

CHICAGO, IL

Portfolio Value

Mid $3,080,238,031

Diversification

Diversified

Filing Date

Global Rank

#1,027 / 8,700 ▼ 340

Top Industry

Insurance - Diversified 17.2%

Period ended 2 months ago

Filed Jul 22, 2026 · 53d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

15.9%

−5.5 pts

Top 5

36.8%

−5.7 pts

Top 10

50.5%

−4.4 pts

HHI

462

Diversified−179

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	+3,669	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
GOOGL	Alphabet Inc.	−548,169	367,716	$131,410,666
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
STT	State Street Corp	−29,883	3,593	$609,372
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
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	13,530,578	$1,296,905,515
AFK	VanEck Africa Index ETF	3,063,685	$274,817,408
VB	Vanguard Morningstar Small-Cap ETF	863,102	$240,362,687
FPAG	FPA Global Equity ETF	4,394,304	$159,079,275
VIGI	Vanguard International Dividend Appreciation ETF	559,980	$82,528,225
VXUS	Vanguard Total International Stock ETF	972,639	$75,000,193
BNDW	Vanguard Total World Bond ETF	662,798	$59,318,661
TACN	T. Rowe Price Active Core International Equity ETF	1,528,965	$54,415,864
—		715,406	$49,712,656
VIG	Vanguard Dividend Appreciation ETF	228,684	$45,171,378
ACVT	Advent Convertible Bond ETF	917,976	$43,144,872
VEA	Vanguard FTSE Developed Markets ETF	663,651	$42,526,756
VEU	Vanguard FTSE All-World Ex-US ETF	457,165	$42,419,169
AKRE	Akre Focus ETF	797,393	$42,142,220
—		279,982	$35,964,973
EDV	Vanguard World Funds Extended Duration ETF	158,750	$34,356,499
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	485,443	$24,029,428
BKF	iShares MSCI BIC ETF	373,737	$21,477,185
DCOR	Dimensional US Core Equity 1 ETF	477,489	$19,520,750
BIV	Vanguard Intermediate-Term Bond ETF	330,792	$18,244,795
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	93,532	$17,715,237
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	117,993	$16,984,134
FNDA	Schwab Fundamental U.S. Small Company ETF	539,418	$16,280,420
ABI	VictoryShares Pioneer Asset-Based Income ETF	96,576	$15,824,421
CGBL	Capital Group Core Balanced ETF	439,352	$15,118,102
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	+3,669	$490,581,855	−1.4%	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	-548,169	$131,410,666	−50.0%	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.