Evid Invest
Holders — by stockHoldings — by fund

Mesirow Financial Investment Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1469475

$6.37B

disclosed book value

529

positions

7.7%

largest position share

Positions, as of 2026-06-30

top 100 of 529 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BRK/BBERKSHIRE HATHAWAY INC DEL980,399$490.6M7.7%
2AAPLAPPLE INC1.0M$292.6M4.6%
3MOATVANECK ETF TRUST2.6M$275.2M4.3%
4IJRISHARES TR1.6M$240.0M3.8%
5GOOGALPHABET INC559,493$197.7M3.1%
6IVVISHARES TR246,977$185.0M2.9%
7ITOTISHARES TR1.1M$176.9M2.8%
8VOOVANGUARD INDEX FDS219,307$150.6M2.4%
9GOOGLALPHABET INC367,716$131.4M2.1%
10MSFTMICROSOFT CORP314,298$117.2M1.8%
11JPMJPMORGAN CHASE & CO314,532$103.0M1.6%
12SPYSTATE STR SPDR S&P 500 ETF T131,037$97.9M1.5%
13AMZNAMAZON COM INC410,159$97.8M1.5%
14IJHISHARES TR1.2M$95.6M1.5%
15CATCATERPILLAR INC89,291$95.1M1.5%
16VXUSVANGUARD STAR FDS1.1M$94.0M1.5%
17IWFISHARES TR705,467$87.6M1.4%
18VYMVANGUARD WHITEHALL FDS554,044$87.6M1.4%
19INVESTMENT MANAGERS SER TR I2.1M$86.1M1.4%
20SGOVISHARES TR779,029$78.4M1.2%
21GLDSPDR GOLD TR195,884$72.2M1.1%
22AKREPROFESIONALLY MANAGED PORTFO1.3M$71.7M1.1%
23TCAFT ROWE PRICE EXCHANGE-TRADED1.6M$64.8M1%
24IWRISHARES TR553,000$61.0M1%
25AVGOBROADCOM INC150,683$56.9M0.9%
26RTXRTX CORPORATION290,172$55.1M0.9%
27VUGVANGUARD INDEX FDS622,377$53.6M0.8%
28FEGERBB FUND TRUST1.1M$52.1M0.8%
29IWDISHARES TR196,514$47.6M0.7%
30VEAVANGUARD TAX-MANAGED FDS663,218$47.3M0.7%
31VIGVANGUARD SPECIALIZED FUNDS197,505$46.7M0.7%
32BACBANK OF AMER CORP813,986$46.4M0.7%
33VTVVANGUARD INDEX FDS211,587$46.1M0.7%
34TMOTHERMO FISHER SCIENTIFIC INC91,809$46.0M0.7%
35IEFAISHARES TR453,492$43.8M0.7%
36FDXFEDEX CORP132,943$41.6M0.7%
37COSTCOSTCO WHOLESALE CORPORATION44,331$41.5M0.7%
38ABBVABBVIE INC158,995$40.0M0.6%
39MGCVANGUARD WORLD FD145,226$39.7M0.6%
40AORISHARES TR565,749$39.3M0.6%
41EFAISHARES TR366,884$38.1M0.6%
42LOWLOWES COS INC169,017$37.3M0.6%
43UNPUNION PAC CORP134,567$36.6M0.6%
44GLWCORNING INC141,385$36.1M0.6%
45CVXCHEVRON CORPORATION199,038$33.0M0.5%
46VTVANGUARD INTL EQUITY INDEX F209,158$32.8M0.5%
47LINDE PLC61,768$32.1M0.5%
48VCSHVANGUARD SCOTTSDALE FDS404,069$31.9M0.5%
49VVISA INC89,042$30.6M0.5%
50TE CONNECTIVITY PLC150,962$30.4M0.5%
51UNHUNITEDHEALTH GROUP INC72,504$30.1M0.5%
52VOEVANGUARD INDEX FDS149,741$29.6M0.5%
53JNJJOHNSON & JOHNSON115,650$29.4M0.5%
54VTIVANGUARD INDEX FDS79,090$29.3M0.5%
55IWMISHARES TR95,143$28.6M0.4%
56VOVANGUARD INDEX FDS353,926$28.5M0.4%
57SHYISHARES TR335,614$27.6M0.4%
58WMTWALMART INC235,308$26.7M0.4%
59NVDANVIDIA CORPORATION132,067$26.4M0.4%
60FITBFIFTH THIRD BANCORP463,195$26.1M0.4%
61SSGA ACTIVE ETF TR490,514$25.9M0.4%
62QQQINVESCO QQQ TR34,939$25.7M0.4%
63MAMASTERCARD INCORPORATED48,679$25.0M0.4%
64AXPAMERICAN EXPRESS CO70,015$23.7M0.4%
65BRK/ABERKSHIRE HATHAWAY INC DEL31$23.2M0.4%
66IVWISHARES TR167,392$23.0M0.4%
67EEMISHARES TR333,948$22.8M0.4%
68BLKBLACKROCK INC23,386$22.5M0.4%
69VONGVANGUARD SCOTTSDALE FDS174,429$22.3M0.4%
70IVEISHARES TR97,895$22.2M0.3%
71JJACOBS SOLUTIONS INC172,326$21.7M0.3%
72DISDISNEY WALT CO223,189$21.5M0.3%
73IEMGISHARES INC255,867$21.2M0.3%
74IBDRISHARES TR872,266$21.1M0.3%
75IWPISHARES TR143,704$21.0M0.3%
76SYKSTRYKER CORPORATION65,794$20.7M0.3%
77METAMETA PLATFORMS INC34,019$19.2M0.3%
78MDYSTATE STR SPDR S&P MIDCAP 4027,116$19.1M0.3%
79CGBLCAPITAL GROUP CORE BALANCED501,967$19.1M0.3%
80VOOVVANGUARD ADMIRAL FDS INC85,349$18.7M0.3%
81LLYELI LILLY & CO15,088$18.1M0.3%
82IBDSISHARES TR742,094$18.0M0.3%
83HLTHILTON WORLDWIDE HLDGS INC53,297$17.6M0.3%
84PEPPEPSICO INC129,101$17.5M0.3%
85HDHOME DEPOT INC49,273$17.4M0.3%
86ORCLORACLE CORP117,822$17.3M0.3%
87SDYSPDR SERIES TRUST109,968$16.7M0.3%
88IBDTISHARES TR653,571$16.5M0.3%
89CRMSALESFORCE INC100,967$15.8M0.2%
90EPDENTERPRISE PRODS PARTNERS L429,813$15.8M0.2%
91KOCOCA COLA CO189,063$15.4M0.2%
92DIVOAMPLIFY ETF TR333,110$15.2M0.2%
93ABTABBOTT LABORATORIES167,679$15.2M0.2%
94SCHDSCHWAB STRATEGIC TR478,115$15.2M0.2%
95XLKSELECT SECTOR SPDR TR79,078$15.1M0.2%
96VWOVANGUARD INTL EQUITY INDEX F236,093$14.1M0.2%
97ALLALLSTATE CORP58,598$13.9M0.2%
98IBDUISHARES TR599,061$13.9M0.2%
99AOAISHARES TR141,970$13.9M0.2%
100VUSBVANGUARD BD INDEX FDS272,316$13.6M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.