Back to Mesirow Financial Investment Management, Inc.

Mesirow Financial Investment Management, Inc.

Q2 2026 13F filing

Updated 50 days ago

529 disclosed positions worth $6.4B

Portfolio value
$6.4B
Total holdings
529
New positions
38
Closed positions
26
Increased
251
Decreased
185
Turnover
12.1%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

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
10.MSFT

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
13.AMZN

AMAZON COM INC

+0.6%
Value
$97.8M
Shares
410.2K
% Port
1.54%
E
14.ETHA

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
16.VGES

VANGUARD STAR FDS

+13.0%
Value
$94M
Shares
1.10M
% Port
1.48%
E
17.ETHA

ISHARES TR

+299.1%
Value
$87.6M
Shares
705.5K
% Port
1.38%
V
18.VGES

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%
G
21.GLD

SPDR GOLD TR

-3.4%
Value
$72.2M
Shares
195.9K
% Port
1.13%
?
22.N/A

PROFESIONALLY MANAGED PORTFO

+69.0%
Value
$71.7M
Shares
1.35M
% Port
1.13%
?
23.N/A

T ROWE PRICE EXCHANGE-TRADED

+3.2%
Value
$64.8M
Shares
1.58M
% Port
1.02%
E
24.ETHA

ISHARES TR

-50.9%
Value
$61M
Shares
553.0K
% Port
0.96%
A
25.AVGO

BROADCOM INC

-5.8%
Value
$56.9M
Shares
150.7K
% Port
0.89%
R
26.RTX

RTX CORPORATION

+0.4%
Value
$55.1M
Shares
290.2K
% Port
0.86%
V
27.VGES

VANGUARD INDEX FDS

+532.6%
Value
$53.6M
Shares
622.4K
% Port
0.84%
?
28.N/A

RBB FUND TRUST

+16.0%
Value
$52.1M
Shares
1.06M
% Port
0.82%
E
29.ETHA

ISHARES TR

-5.2%
Value
$47.6M
Shares
196.5K
% Port
0.75%
V
30.VGES

VANGUARD TAX-MANAGED FDS

-0.1%
Value
$47.3M
Shares
663.2K
% Port
0.74%
B
31.BX

VANGUARD SPECIALIZED FUNDS

+0.3%
Value
$46.7M
Shares
197.5K
% Port
0.73%
B

BANK OF AMER CORP

-1.0%
Value
$46.4M
Shares
814.0K
% Port
0.73%
V
33.VGES

VANGUARD INDEX FDS

+1.7%
Value
$46.1M
Shares
211.6K
% Port
0.72%
T
34.TMO

THERMO FISHER SCIENTIFIC INC

+1.6%
Value
$46M
Shares
91.8K
% Port
0.72%
E
35.ETHA

ISHARES TR

+3.1%
Value
$43.8M
Shares
453.5K
% Port
0.69%
F
36.FDX

FEDEX CORP

+0.3%
Value
$41.6M
Shares
132.9K
% Port
0.65%
C
37.COST

COSTCO WHOLESALE CORPORATION

+2.4%
Value
$41.5M
Shares
44.3K
% Port
0.65%
A
38.ABBV

ABBVIE INC

+0.3%
Value
$40M
Shares
159.0K
% Port
0.63%
?
39.N/A

VANGUARD WORLD FD

+9.5%
Value
$39.7M
Shares
145.2K
% Port
0.62%
?
40.N/A

ISHARES TR

+0.5%
Value
$39.3M
Shares
565.7K
% Port
0.62%
E
41.ETHA

ISHARES TR

-49.3%
Value
$38.1M
Shares
366.9K
% Port
0.60%
L
42.LOW

LOWES COS INC

+0.8%
Value
$37.3M
Shares
169.0K
% Port
0.59%
U
43.UNP

UNION PAC CORP

+0.1%
Value
$36.6M
Shares
134.6K
% Port
0.57%
G
44.GLW

CORNING INC

-0.0%
Value
$36.1M
Shares
141.4K
% Port
0.57%
C
45.CVX

CHEVRON CORPORATION

-0.7%
Value
$33M
Shares
199.0K
% Port
0.52%
?
46.N/A

VANGUARD INTL EQUITY INDEX F

+1.6%
Value
$32.8M
Shares
209.2K
% Port
0.52%
L
47.LIN

LINDE PLC

+0.1%
Value
$32.1M
Shares
61.8K
% Port
0.50%
?
48.N/A

VANGUARD SCOTTSDALE FDS

+7.3%
Value
$31.9M
Shares
404.1K
% Port
0.50%
V
49.V

VISA INC

+1.1%
Value
$30.6M
Shares
89.0K
% Port
0.48%
T
50.TEL

TE CONNECTIVITY PLC

+0.3%
Value
$30.4M
Shares
151.0K
% Port
0.48%