Mesirow Financial Investment Management, Inc.

Est. AUM

$6.10B

13F long equity only

Positions

513

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$468.0M	976,689	7.68%	SOLE
2	VANECK ETF TRUST	MRNGSTR WDE MOAT	$258.7M	2,675,294	4.24%	SOLE
3	APPLE INC	COM	$247.4M	974,704	4.06%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$195.0M	1,568,315	3.20%	SOLE
5	MICROSOFT CORP	COM	$169.1M	456,761	2.77%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$159.2M	243,758	2.61%	SOLE
7	INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$158.3M	4,363,542	2.60%	SOLE
8	ALPHABET INC	CAP STK CL C	$155.8M	543,230	2.56%	SOLE
9	ISHARES TR	CORE S&P TTL STK	$150.2M	1,054,680	2.46%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$139.4M	2,063,935	2.29%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$124.2M	207,880	2.04%	SOLE
12	ISHARES TR	RUS MID CAP ETF	$109.5M	1,126,058	1.80%	SOLE
13	ALPHABET INC	CAP STK CL A	$107.2M	372,655	1.76%	SOLE
14	JPMORGAN CHASE & CO	COM	$91.8M	311,969	1.50%	SOLE
15	SPDR GOLD TR	GOLD SHS	$87.3M	202,840	1.43%	SOLE
16	AMAZON COM INC	COM	$84.9M	407,829	1.39%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$84.4M	129,793	1.38%	SOLE
18	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$81.8M	552,464	1.34%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$75.4M	176,756	1.24%	SOLE
20	VANGUARD STAR FDS	VG TL INTL STK F	$75.0M	972,639	1.23%	SOLE
21	ISHARES TR	MSCI EAFE ETF	$70.3M	724,150	1.15%	SOLE
22	CATERPILLAR INC	COM	$63.7M	89,940	1.04%	SOLE
23	RTX CORPORATION	COM	$55.7M	288,890	0.91%	SOLE
24	T ROWE PRICE ETF INC	CAP APPRECIATION	$54.4M	1,528,965	0.89%	SOLE
25	ISHARES TR	1 3 YR TREAS BD	$53.0M	641,570	0.87%	SOLE
26	BROADCOM INC	COM	$49.5M	160,012	0.81%	SOLE
27	FEDEX CORP	COM	$47.2M	132,517	0.77%	SOLE
28	THERMO FISHER SCIENTIFIC INC	COM	$44.4M	90,383	0.73%	SOLE
29	ISHARES TR	RUS 1000 VAL ETF	$44.3M	207,297	0.73%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$43.1M	43,295	0.71%	SOLE
31	RBB FUND TRUST	FIRST EAGLE GBL	$43.1M	917,976	0.71%	SOLE
32	VANGUARD INDEX FDS	GROWTH ETF	$43.0M	98,383	0.70%	SOLE
33	NVIDIA CORPORATION	COM	$42.6M	244,268	0.70%	SOLE
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$42.5M	663,651	0.70%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$42.4M	196,954	0.69%	SOLE
36	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$42.1M	797,393	0.69%	SOLE
37	CHEVRON CORPORATION	COM	$41.5M	200,475	0.68%	SOLE
38	ISHARES TR	S&P 500 VAL ETF	$41.0M	194,332	0.67%	SOLE
39	VANGUARD INDEX FDS	VALUE ETF	$40.8M	208,072	0.67%	SOLE
40	BANK AMERICA CORP	COM	$40.1M	822,060	0.66%	SOLE
41	ISHARES TR	CORE MSCI EAFE	$39.8M	439,624	0.65%	SOLE
42	LOWES COS INC	COM	$39.6M	167,659	0.65%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$37.4M	64,706	0.61%	SOLE
44	ISHARES TR	CORE 60/40 BALAN	$36.2M	563,116	0.59%	SOLE
45	ISHARES TR	RUS MD CP GR ETF	$35.7M	278,458	0.59%	SOLE
46	ABBVIE INC	COM	$34.5M	158,536	0.57%	SOLE
47	ORACLE CORP	COM	$34.2M	232,362	0.56%	SOLE
48	UNION PAC CORP	COM	$32.6M	134,360	0.53%	SOLE
49	TE CONNECTIVITY PLC	ORD SHS	$31.5M	150,543	0.52%	SOLE
50	VANGUARD WORLD FD	MEGA CAP INDEX	$31.3M	132,573	0.51%	SOLE

1–50 of 513

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.