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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 980,399 | $490.6M | 7.7% |
| 2 | AAPLAPPLE INC | 1.0M | $292.6M | 4.6% |
| 3 | MOATVANECK ETF TRUST | 2.6M | $275.2M | 4.3% |
| 4 | IJRISHARES TR | 1.6M | $240.0M | 3.8% |
| 5 | GOOGALPHABET INC | 559,493 | $197.7M | 3.1% |
| 6 | IVVISHARES TR | 246,977 | $185.0M | 2.9% |
| 7 | ITOTISHARES TR | 1.1M | $176.9M | 2.8% |
| 8 | VOOVANGUARD INDEX FDS | 219,307 | $150.6M | 2.4% |
| 9 | GOOGLALPHABET INC | 367,716 | $131.4M | 2.1% |
| 10 | MSFTMICROSOFT CORP | 314,298 | $117.2M | 1.8% |
| 11 | JPMJPMORGAN CHASE & CO | 314,532 | $103.0M | 1.6% |
| 12 | SPYSTATE STR SPDR S&P 500 ETF T | 131,037 | $97.9M | 1.5% |
| 13 | AMZNAMAZON COM INC | 410,159 | $97.8M | 1.5% |
| 14 | IJHISHARES TR | 1.2M | $95.6M | 1.5% |
| 15 | CATCATERPILLAR INC | 89,291 | $95.1M | 1.5% |
| 16 | VXUSVANGUARD STAR FDS | 1.1M | $94.0M | 1.5% |
| 17 | IWFISHARES TR | 705,467 | $87.6M | 1.4% |
| 18 | VYMVANGUARD WHITEHALL FDS | 554,044 | $87.6M | 1.4% |
| 19 | INVESTMENT MANAGERS SER TR I | 2.1M | $86.1M | 1.4% |
| 20 | SGOVISHARES TR | 779,029 | $78.4M | 1.2% |
| 21 | GLDSPDR GOLD TR | 195,884 | $72.2M | 1.1% |
| 22 | AKREPROFESIONALLY MANAGED PORTFO | 1.3M | $71.7M | 1.1% |
| 23 | TCAFT ROWE PRICE EXCHANGE-TRADED | 1.6M | $64.8M | 1% |
| 24 | IWRISHARES TR | 553,000 | $61.0M | 1% |
| 25 | AVGOBROADCOM INC | 150,683 | $56.9M | 0.9% |
| 26 | RTXRTX CORPORATION | 290,172 | $55.1M | 0.9% |
| 27 | VUGVANGUARD INDEX FDS | 622,377 | $53.6M | 0.8% |
| 28 | FEGERBB FUND TRUST | 1.1M | $52.1M | 0.8% |
| 29 | IWDISHARES TR | 196,514 | $47.6M | 0.7% |
| 30 | VEAVANGUARD TAX-MANAGED FDS | 663,218 | $47.3M | 0.7% |
| 31 | VIGVANGUARD SPECIALIZED FUNDS | 197,505 | $46.7M | 0.7% |
| 32 | BACBANK OF AMER CORP | 813,986 | $46.4M | 0.7% |
| 33 | VTVVANGUARD INDEX FDS | 211,587 | $46.1M | 0.7% |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 91,809 | $46.0M | 0.7% |
| 35 | IEFAISHARES TR | 453,492 | $43.8M | 0.7% |
| 36 | FDXFEDEX CORP | 132,943 | $41.6M | 0.7% |
| 37 | COSTCOSTCO WHOLESALE CORPORATION | 44,331 | $41.5M | 0.7% |
| 38 | ABBVABBVIE INC | 158,995 | $40.0M | 0.6% |
| 39 | MGCVANGUARD WORLD FD | 145,226 | $39.7M | 0.6% |
| 40 | AORISHARES TR | 565,749 | $39.3M | 0.6% |
| 41 | EFAISHARES TR | 366,884 | $38.1M | 0.6% |
| 42 | LOWLOWES COS INC | 169,017 | $37.3M | 0.6% |
| 43 | UNPUNION PAC CORP | 134,567 | $36.6M | 0.6% |
| 44 | GLWCORNING INC | 141,385 | $36.1M | 0.6% |
| 45 | CVXCHEVRON CORPORATION | 199,038 | $33.0M | 0.5% |
| 46 | VTVANGUARD INTL EQUITY INDEX F | 209,158 | $32.8M | 0.5% |
| 47 | LINDE PLC | 61,768 | $32.1M | 0.5% |
| 48 | VCSHVANGUARD SCOTTSDALE FDS | 404,069 | $31.9M | 0.5% |
| 49 | VVISA INC | 89,042 | $30.6M | 0.5% |
| 50 | TE CONNECTIVITY PLC | 150,962 | $30.4M | 0.5% |
| 51 | UNHUNITEDHEALTH GROUP INC | 72,504 | $30.1M | 0.5% |
| 52 | VOEVANGUARD INDEX FDS | 149,741 | $29.6M | 0.5% |
| 53 | JNJJOHNSON & JOHNSON | 115,650 | $29.4M | 0.5% |
| 54 | VTIVANGUARD INDEX FDS | 79,090 | $29.3M | 0.5% |
| 55 | IWMISHARES TR | 95,143 | $28.6M | 0.4% |
| 56 | VOVANGUARD INDEX FDS | 353,926 | $28.5M | 0.4% |
| 57 | SHYISHARES TR | 335,614 | $27.6M | 0.4% |
| 58 | WMTWALMART INC | 235,308 | $26.7M | 0.4% |
| 59 | NVDANVIDIA CORPORATION | 132,067 | $26.4M | 0.4% |
| 60 | FITBFIFTH THIRD BANCORP | 463,195 | $26.1M | 0.4% |
| 61 | SSGA ACTIVE ETF TR | 490,514 | $25.9M | 0.4% |
| 62 | QQQINVESCO QQQ TR | 34,939 | $25.7M | 0.4% |
| 63 | MAMASTERCARD INCORPORATED | 48,679 | $25.0M | 0.4% |
| 64 | AXPAMERICAN EXPRESS CO | 70,015 | $23.7M | 0.4% |
| 65 | BRK/ABERKSHIRE HATHAWAY INC DEL | 31 | $23.2M | 0.4% |
| 66 | IVWISHARES TR | 167,392 | $23.0M | 0.4% |
| 67 | EEMISHARES TR | 333,948 | $22.8M | 0.4% |
| 68 | BLKBLACKROCK INC | 23,386 | $22.5M | 0.4% |
| 69 | VONGVANGUARD SCOTTSDALE FDS | 174,429 | $22.3M | 0.4% |
| 70 | IVEISHARES TR | 97,895 | $22.2M | 0.3% |
| 71 | JJACOBS SOLUTIONS INC | 172,326 | $21.7M | 0.3% |
| 72 | DISDISNEY WALT CO | 223,189 | $21.5M | 0.3% |
| 73 | IEMGISHARES INC | 255,867 | $21.2M | 0.3% |
| 74 | IBDRISHARES TR | 872,266 | $21.1M | 0.3% |
| 75 | IWPISHARES TR | 143,704 | $21.0M | 0.3% |
| 76 | SYKSTRYKER CORPORATION | 65,794 | $20.7M | 0.3% |
| 77 | METAMETA PLATFORMS INC | 34,019 | $19.2M | 0.3% |
| 78 | MDYSTATE STR SPDR S&P MIDCAP 40 | 27,116 | $19.1M | 0.3% |
| 79 | CGBLCAPITAL GROUP CORE BALANCED | 501,967 | $19.1M | 0.3% |
| 80 | VOOVVANGUARD ADMIRAL FDS INC | 85,349 | $18.7M | 0.3% |
| 81 | LLYELI LILLY & CO | 15,088 | $18.1M | 0.3% |
| 82 | IBDSISHARES TR | 742,094 | $18.0M | 0.3% |
| 83 | HLTHILTON WORLDWIDE HLDGS INC | 53,297 | $17.6M | 0.3% |
| 84 | PEPPEPSICO INC | 129,101 | $17.5M | 0.3% |
| 85 | HDHOME DEPOT INC | 49,273 | $17.4M | 0.3% |
| 86 | ORCLORACLE CORP | 117,822 | $17.3M | 0.3% |
| 87 | SDYSPDR SERIES TRUST | 109,968 | $16.7M | 0.3% |
| 88 | IBDTISHARES TR | 653,571 | $16.5M | 0.3% |
| 89 | CRMSALESFORCE INC | 100,967 | $15.8M | 0.2% |
| 90 | EPDENTERPRISE PRODS PARTNERS L | 429,813 | $15.8M | 0.2% |
| 91 | KOCOCA COLA CO | 189,063 | $15.4M | 0.2% |
| 92 | DIVOAMPLIFY ETF TR | 333,110 | $15.2M | 0.2% |
| 93 | ABTABBOTT LABORATORIES | 167,679 | $15.2M | 0.2% |
| 94 | SCHDSCHWAB STRATEGIC TR | 478,115 | $15.2M | 0.2% |
| 95 | XLKSELECT SECTOR SPDR TR | 79,078 | $15.1M | 0.2% |
| 96 | VWOVANGUARD INTL EQUITY INDEX F | 236,093 | $14.1M | 0.2% |
| 97 | ALLALLSTATE CORP | 58,598 | $13.9M | 0.2% |
| 98 | IBDUISHARES TR | 599,061 | $13.9M | 0.2% |
| 99 | AOAISHARES TR | 141,970 | $13.9M | 0.2% |
| 100 | VUSBVANGUARD BD INDEX FDS | 272,316 | $13.6M | 0.2% |
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.