Mesirow Financial Investment Management, Inc.
Top Portfolio Positions
336 positions ·
$2,576,689,288 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
974,704 | $247,370,128 | 9.60% |
| MSFT |
Microsoft Corp
Technology
|
456,761 | $169,079,219 | 6.56% |
| GOOGL |
Alphabet Inc.
Communication Services
|
372,655 | $107,160,671 | 4.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
311,969 | $91,768,801 | 3.56% |
| GLD |
Spdr Gold Trust
|
202,840 | $87,280,023 | 3.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
407,829 | $84,938,545 | 3.30% |
| SPY |
Spdr S&P 500 ETF Trust
|
129,793 | $84,409,579 | 3.28% |
| CAT |
Caterpillar Inc
Industrials
|
89,940 | $63,718,892 | 2.47% |
| RTX |
RTX Corp
Industrials
|
288,890 | $55,726,881 | 2.16% |
| AVGO |
Broadcom Inc.
Technology
|
160,012 | $49,525,314 | 1.92% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,377,294 | 41,023 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,588,876 | 39,796 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,427,887 | 39,359 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,942,257 | 37,994 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,156,302 | 38,037 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,501,143 | 37,961 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,949,381 | 38,493 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $3,269,217 | 37,970 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,804,526 | 34,530 | Shares | Sole | 2024-02-13 | |
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