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 | Open |
|---|---|---|---|---|---|
| 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 PTLO
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,100 | 37,070 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $95,067 | 20,940 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $160,218 | 24,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $266,251 | 22,815 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $519,973 | 43,732 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $404,500 | 43,032 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $552,189 | 40,994 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $219,594 | 22,592 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $298,304 | 21,037 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $564,686 | 35,448 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $239,837 | 15,584 | Shares | Sole | 2023-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||