Mesirow Financial Investment Management, Inc.
Filing Date
Global Rank
#742
/ 8,232
▲ 141
Top Industry
Insurance - Diversified
16.7%
3Y Alpha vs SPY
-7.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 26.5% | $806,901,215 |
| Technology | 22.8% | $694,440,399 |
| Industrials | 9.5% | $288,579,624 |
| Unclassified | 8.1% | $246,435,495 |
| Healthcare | 7.9% | $240,589,829 |
| Consumer Cyclical | 7.0% | $213,867,676 |
| Communication Services | 5.7% | $172,443,894 |
| Consumer Defensive | 5.6% | $171,267,908 |
| Energy | 4.3% | $130,127,338 |
| Basic Materials | 1.5% | $44,294,033 |
| Utilities | 0.9% | $28,326,696 |
| Real Estate | 0.2% | $7,444,549 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
49 positions ·
$694,440,399 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 974,704 | $247,370,128 | 35.62% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 456,761 | $169,079,219 | 24.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 160,012 | $49,525,314 | 7.13% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 244,268 | $42,600,339 | 6.13% | |
| ORCL |
Oracle Corp
Technology
|
Added | 232,362 | $34,182,773 | 4.92% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 150,543 | $31,466,497 | 4.53% | |
| ACN |
Accenture plc
Technology
|
Added | 109,754 | $21,763,120 | 3.13% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 141,426 | $19,229,693 | 2.77% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 99,885 | $18,645,532 | 2.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 81,971 | $6,360,129 | 0.92% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 24,526 | $5,961,780 | 0.86% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 23,654 | $5,733,493 | 0.83% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 68,061 | $4,895,627 | 0.70% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 31,295 | $3,954,123 | 0.57% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 8,448 | $3,666,178 | 0.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 9,202 | $3,109,815 | 0.45% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 13,897 | $2,823,592 | 0.41% | |
| MU |
Micron Technology Inc
Technology
|
Added | 6,738 | $2,276,365 | 0.33% | |
| CIEN |
Ciena Corp
Technology
|
Added | 3,850 | $1,494,685 | 0.22% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 9,976 | $1,459,289 | 0.21% | |
| KLAC |
Kla Corp
Technology
|
Added | 980 | $1,442,961 | 0.21% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,718 | $1,397,669 | 0.20% | |
| NICE |
NICE Ltd.
Technology
|
Added | 12,138 | $1,338,335 | 0.19% | |
| BOX |
Box Inc
Technology
|
Added | 54,040 | $1,277,505 | 0.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,551 | $1,271,811 | 0.18% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 8,147 | $1,049,170 | 0.15% | |
| INTC |
Intel Corp
Technology
|
Added | 23,398 | $1,032,553 | 0.15% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,763 | $968,937 | 0.14% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 3,799 | $909,480 | 0.13% | |
| ASML |
Asml Holding NV
Technology
|
Added | 563 | $743,627 | 0.11% | |
| TYL |
Tyler Technologies Inc
Technology
|
NEW | 1,974 | $675,858 | 0.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,725 | $589,587 | 0.08% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 5,657 | $560,325 | 0.08% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,289 | $557,337 | 0.08% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Added | 4,636 | $534,901 | 0.08% | |
| FTV |
Fortive Corp
Technology
|
Added | 9,029 | $499,123 | 0.07% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Reduced | 2,975 | $444,941 | 0.06% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,239 | $394,175 | 0.06% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,356 | $386,690 | 0.06% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,730 | $369,631 | 0.05% | |
| LFUS |
Littelfuse Inc /De
Technology
|
Held | 1,000 | $339,350 | 0.05% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Held | 1,885 | $330,779 | 0.05% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 3,026 | $316,368 | 0.05% | |
| TSSI |
TSS, Inc.
Technology
|
NEW | 22,643 | $294,585 | 0.04% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 739 | $289,510 | 0.04% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
NEW | 1,092 | $228,315 | 0.03% | |
| U |
Unity Software Inc.
Technology
|
Added | 10,014 | $219,707 | 0.03% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 522 | $203,794 | 0.03% | |
| DUOT |
Duos Technologies Group, Inc.
Technology
|
Added | 25,610 | $175,684 | 0.03% |