Mesirow Financial Investment Management, Inc.

hedge fundUpdated 50 days ago

Managed by Mesirow Financial Investment Management, Inc. • Latest filing Q2 2026

Portfolio value

$6.4B

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

1103.4%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$23.6M
Q3 2023	$23M
Q4 2023	$25.3M
Q1 2024	$20.1M
Q2 2024	$21.2M
Q3 2024	$5.2B
Q4 2024	$5B
Q1 2025	$5.2B
Q2 2025	$5.1B
Q3 2025	$5.6B
Q4 2025	$4.9B
Q1 2026	$6.2B
Q2 2026	$6.4B

Top holdings

529 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	B BRK-A BERKSHIRE HATHAWAY INC DEL	$490.6M	980.4K	7.71%	Added(+0.4%)
2	A AAPL APPLE INC	$292.6M	1.01M	4.60%	Added(+3.8%)
3	? N/A VANECK ETF TRUST	$275.2M	2.65M	4.32%	Trimmed(-1.0%)
4	E ETHA ISHARES TR	$240M	1.62M	3.77%	Added(+3.2%)
5	G GOOGN ALPHABET INC	$197.7M	559.5K	3.11%	Added(+3.0%)
6	E ETHA ISHARES TR	$185M	247.0K	2.91%	Added(+1.3%)
7	E ETHA ISHARES TR	$176.9M	1.08M	2.78%	Added(+2.1%)
8	V VGES VANGUARD INDEX FDS	$150.6M	219.3K	2.37%	Added(+5.5%)
9	G GOOGN ALPHABET INC	$131.4M	367.7K	2.06%	Trimmed(-1.3%)
10	M MSFT MICROSOFT CORP	$117.2M	314.3K	1.84%	Trimmed(-31.2%)
11	J JPM-PM JPMORGAN CHASE & CO	$103M	314.5K	1.62%	Added(+0.8%)
12	S SPY STATE STR SPDR S&P 500 ETF T	$97.9M	131.0K	1.54%	Added(+1.0%)
13	A AMZN AMAZON COM INC	$97.8M	410.2K	1.54%	Added(+0.6%)
14	E ETHA ISHARES TR	$95.6M	1.24M	1.50%	Trimmed(-39.9%)
15	C CAT CATERPILLAR INC	$95.1M	89.3K	1.49%	Trimmed(-0.7%)
16	V VGES VANGUARD STAR FDS	$94M	1.10M	1.48%	Added(+13.0%)
17	E ETHA ISHARES TR	$87.6M	705.5K	1.38%	Added(+299.1%)
18	V VGES VANGUARD WHITEHALL FDS	$87.6M	554.0K	1.38%	Added(+0.3%)
19	? N/A INVESTMENT MANAGERS SER TR I	$86.1M	2.14M	1.35%	Trimmed(-50.9%)
20	? N/A ISHARES TR	$78.4M	779.0K	1.23%	Added(+12.8%)

B

BERKSHIRE HATHAWAY INC DEL

+0.4%

Value

$490.6M

Shares

980.4K

% Port

7.71%

A

APPLE INC

+3.8%

Value

$292.6M

Shares

1.01M

% Port

4.60%

?

3.N/A

VANECK ETF TRUST

-1.0%

Value

$275.2M

Shares

2.65M

% Port

4.32%

E

ISHARES TR

+3.2%

Value

$240M

Shares

1.62M

% Port

3.77%

G

ALPHABET INC

+3.0%

Value

$197.7M

Shares

559.5K

% Port

3.11%

E

ISHARES TR

+1.3%

Value

$185M

Shares

247.0K

% Port

2.91%

E

ISHARES TR

+2.1%

Value

$176.9M

Shares

1.08M

% Port

2.78%

V

VANGUARD INDEX FDS

+5.5%

Value

$150.6M

Shares

219.3K

% Port

2.37%

G

ALPHABET INC

-1.3%

Value

$131.4M

Shares

367.7K

% Port

2.06%

M

MICROSOFT CORP

-31.2%

Value

$117.2M

Shares

314.3K

% Port

1.84%

J

JPMORGAN CHASE & CO

+0.8%

Value

$103M

Shares

314.5K

% Port

1.62%

S

12.SPY

STATE STR SPDR S&P 500 ETF T

+1.0%

Value

$97.9M

Shares

131.0K

% Port

1.54%

A

AMAZON COM INC

+0.6%

Value

$97.8M

Shares

410.2K

% Port

1.54%

E

ISHARES TR

-39.9%

Value

$95.6M

Shares

1.24M

% Port

1.50%

C

15.CAT

CATERPILLAR INC

-0.7%

Value

$95.1M

Shares

89.3K

% Port

1.49%

V

VANGUARD STAR FDS

+13.0%

Value

$94M

Shares

1.10M

% Port

1.48%

E

ISHARES TR

+299.1%

Value

$87.6M

Shares

705.5K

% Port

1.38%

V

VANGUARD WHITEHALL FDS

+0.3%

Value

$87.6M

Shares

554.0K

% Port

1.38%

?

19.N/A

INVESTMENT MANAGERS SER TR I

-50.9%

Value

$86.1M

Shares

2.14M

% Port

1.35%

?

20.N/A

ISHARES TR

+12.8%

Value

$78.4M

Shares

779.0K

% Port

1.23%

View full portfolio (529 holdings) →

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