Mesirow Financial Investment Management, Inc.
Top Portfolio Positions
337 positions ·
$3,044,565,810 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
976,689 | $468,029,368 | 15.37% | |
| AAPL |
Apple Inc.
Technology
|
974,704 | $247,370,128 | 8.12% | |
| MSFT |
Microsoft Corp
Technology
|
456,761 | $169,079,219 | 5.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
372,655 | $107,160,671 | 3.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
311,969 | $91,768,801 | 3.01% | |
| GLD |
Spdr Gold Trust
|
202,840 | $87,280,023 | 2.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
407,829 | $84,938,545 | 2.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
129,793 | $84,409,579 | 2.77% | |
| CAT |
Caterpillar Inc
Industrials
|
89,940 | $63,718,892 | 2.09% | |
| RTX |
RTX Corp
Industrials
|
288,890 | $55,726,881 | 1.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FNWD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,212 | 10,667 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $375,371 | 10,667 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $342,304 | 10,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $294,622 | 10,667 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $310,409 | 10,667 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $299,849 | 10,667 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $341,130 | 10,667 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $261,554 | 10,667 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $262,408 | 10,667 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $269,235 | 10,667 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||