Mesirow Financial Investment Management, Inc. Portfolio Stock Holdings

Mesirow Financial Investment Management, Inc. disclosed 529 stock positions valued at approximately $6.4 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and VANECK ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.

Report Period
June 30, 2026
No. of Stocks
529
Portfolio Value
$6.4B
Holdings by Sector
Mesirow Financial Investment Management, Inc. Portfolio Holdings in Q2 2026

503 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services7.71%980,399+3,710+0.38%$490,579,109
APPLE INCAAPLTechnology4.60%1,011,311+36,607+3.76%$292,633,057
VANECK ETF TRUSTMOATOther4.32%2,647,494-27,800-1.04%$275,235,680
ISHARES TRIJROther3.77%1,618,153+49,838+3.18%$239,991,864
ALPHABET INCGOOGCommunication Services3.11%559,493+16,263+2.99%$197,690,951
ISHARES TRIVVOther2.91%246,977+3,219+1.32%$184,994,351
ISHARES TRITOTOther2.78%1,076,654+21,974+2.08%$176,863,746
VANGUARD INDEX FDSVOOOther2.37%219,307+11,427+5.50%$150,647,127
ALPHABET INCGOOGLCommunication Services2.06%367,716-4,939-1.33%$131,410,262
MICROSOFT CORPMSFTTechnology1.84%314,298-142,463-31.19%$117,243,021
JPMORGAN CHASE & COJPMFinancial Services1.62%314,532+2,563+0.82%$102,954,345
STATE STR SPDR S&P 500 ETF TSPYOther1.54%131,037+1,244+0.96%$97,856,658
AMAZON COM INCAMZNConsumer Cyclical1.54%410,159+2,330+0.57%$97,756,660
ISHARES TRIJHOther1.50%1,239,853-824,082-39.93%$95,606,374
CATERPILLAR INCCATIndustrials1.49%89,291-649-0.72%$95,087,281
VANGUARD STAR FDSVXUSOther1.48%1,099,337+126,698+13.03%$93,983,067
ISHARES TRIWFOther1.38%705,467+528,711+299.12%$87,599,938
VANGUARD WHITEHALL FDSVYMOther1.38%554,044+1,580+0.29%$87,553,152
ISHARES TRSGOVOther1.23%779,029+88,131+12.76%$78,425,145
SPDR GOLD TRGLDOther1.13%195,884-6,956-3.43%$72,159,011
T ROWE PRICE EXCHANGE-TRADEDTCAFOther1.02%1,577,702+48,737+3.19%$64,843,682
ISHARES TRIWROther0.96%553,000-573,058-50.89%$61,006,852
BROADCOM INCAVGOTechnology0.89%150,683-9,329-5.83%$56,922,953
RTX CORPORATIONRTXIndustrials0.86%290,172+1,282+0.44%$55,055,101
VANGUARD INDEX FDSVUGOther0.84%622,377+523,994+532.61%$53,613,263
RBB FUND TRUST75526L886Other0.82%1,064,859+146,883+16.00%$52,093,146
ISHARES TRIWDOther0.75%196,514-10,783-5.20%$47,640,614
VANGUARD TAX-MANAGED FDSVEAOther0.74%663,218-433-0.07%$47,254,356
VANGUARD SPECIALIZED FUNDSVIGOther0.73%197,505+551+0.28%$46,733,423
BANK OF AMER CORPBACFinancial Services0.73%813,986-8,074-0.98%$46,381,084
VANGUARD INDEX FDSVTVOther0.72%211,587+3,515+1.69%$46,110,877
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.72%91,809+1,426+1.58%$46,029,920
ISHARES TRIEFAOther0.69%453,492+13,868+3.15%$43,798,634
FEDEX CORPFDXIndustrials0.65%132,943+426+0.32%$41,629,407
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.65%44,331+1,036+2.39%$41,477,104
ABBVIE INCABBVHealthcare0.63%158,995+459+0.29%$40,011,877
VANGUARD WORLD FDMGCOther0.62%145,226+12,653+9.54%$39,738,418
ISHARES TRAOROther0.62%565,749+2,633+0.47%$39,319,277
ISHARES TREFAOther0.60%366,884-357,266-49.34%$38,111,473
LOWES COS INCLOWConsumer Cyclical0.59%169,017+1,358+0.81%$37,266,612
UNION PAC CORPUNPIndustrials0.58%134,567+207+0.15%$36,602,311
CORNING INCGLWTechnology0.57%141,385-41-0.03%$36,113,947
CHEVRON CORPORATIONCVXEnergy0.52%199,038-1,437-0.72%$32,992,353
VANGUARD INTL EQUITY INDEX FVTOther0.52%209,158+3,238+1.57%$32,827,733
LINDE PLCLINOther0.50%61,768+82+0.13%$32,053,680
VANGUARD SCOTTSDALE FDSVCSHOther0.50%404,069+27,574+7.32%$31,933,819
VISA INCVFinancial Services0.48%89,042+967+1.10%$30,550,815
TE CONNECTIVITY PLCTELOther0.48%150,962+419+0.28%$30,435,695
UNITEDHEALTH GROUP INCUNHHealthcare0.47%72,504-67-0.09%$30,135,373
VANGUARD INDEX FDSVOEOther0.46%149,741+1,759+1.19%$29,587,028
JOHNSON & JOHNSONJNJHealthcare0.46%115,650+705+0.61%$29,369,460
VANGUARD INDEX FDSVTIOther0.46%79,090+2,194+2.85%$29,268,563
ISHARES TRIWMOther0.45%95,143-58-0.06%$28,585,834
VANGUARD INDEX FDSVOOther0.45%353,926+269,540+319.41%$28,515,859
ISHARES TRSHYOther0.43%335,614-305,956-47.69%$27,557,803
WALMART INCWMTConsumer Defensive0.42%235,308+775+0.33%$26,650,737
NVIDIA CORPORATIONNVDATechnology0.42%132,067-112,201-45.93%$26,427,277
FIFTH THIRD BANCORPFITBFinancial Services0.41%463,195-20,571-4.25%$26,110,272
SSGA ACTIVE ETF TRGALOther0.41%490,514+5,071+1.04%$25,918,677
INVESCO QQQ TRQQQOther0.40%34,939-29,767-46.00%$25,731,385
MASTERCARD INCORPORATEDMAFinancial Services0.39%48,679-1,140-2.29%$25,000,945
AMERICAN EXPRESS COAXPFinancial Services0.37%70,015-356-0.51%$23,683,323
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.36%31-10-24.39%$23,214,350
ISHARES TRIVWOther0.36%167,392+5,099+3.14%$23,021,587
ISHARES TREEMOther0.36%333,948+3,819+1.16%$22,845,344
BLACKROCK INCBLKOther0.35%23,386+511+2.23%$22,487,955
VANGUARD SCOTTSDALE FDSVONGOther0.35%174,429+6,019+3.57%$22,293,718
ISHARES TRIVEOther0.35%97,895-96,437-49.62%$22,227,792
JACOBS SOLUTIONS INCJIndustrials0.34%172,326+1,008+0.59%$21,713,103
DISNEY WALT CODISCommunication Services0.34%223,189+4,093+1.87%$21,482,228
ISHARES INCIEMGOther0.33%255,867+3,035+1.20%$21,195,693
ISHARES TRIBDROther0.33%872,266-10,590-1.20%$21,134,982
ISHARES TRIWPOther0.33%143,704-134,754-48.39%$21,043,100
STRYKER CORPORATIONSYKHealthcare0.33%65,794+1,211+1.88%$20,713,989
META PLATFORMS INCMETACommunication Services0.30%34,019+381+1.13%$19,165,788
STATE STR SPDR S&P MIDCAP 40MDYOther0.30%27,116+206+0.77%$19,070,037
CAPITAL GROUP CORE BALANCEDCGBLOther0.30%501,967+62,615+14.25%$19,055,031
VANGUARD ADMIRAL FDS INCVOOVOther0.29%85,349+1,723+2.06%$18,709,488
ELI LILLY & COLLYHealthcare0.28%15,088+298+2.01%$18,096,812
ISHARES TRIBDSOther0.28%742,094+2,688+0.36%$17,973,526
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.28%53,297+202+0.38%$17,612,527
PEPSICO INCPEPConsumer Defensive0.27%129,101-61,611-32.31%$17,480,942
HOME DEPOT INCHDConsumer Cyclical0.27%49,273-801-1.60%$17,376,688
ORACLE CORPORCLTechnology0.27%117,822-114,540-49.29%$17,265,990
SPDR SERIES TRUSTSDYOther0.26%109,968-297-0.27%$16,734,761
ISHARES TRIBDTOther0.26%653,571+15,773+2.47%$16,502,699
SALESFORCE INCCRMTechnology0.25%100,967+1,082+1.08%$15,817,618
ENTERPRISE PRODS PARTNERS LEPDEnergy0.25%429,813+1,268+0.30%$15,799,905
COCA COLA COKOConsumer Defensive0.24%189,063-7,890-4.01%$15,364,932
AMPLIFY ETF TRDIVOOther0.24%333,110+37,005+12.50%$15,223,062
ABBOTT LABORATORIESABTHealthcare0.24%167,679+4,393+2.69%$15,215,523
SCHWAB STRATEGIC TRSCHDOther0.24%478,115-4,265-0.88%$15,160,899
SELECT SECTOR SPDR TRXLKOther0.24%79,078-76-0.10%$15,065,516
VANGUARD INTL EQUITY INDEX FVWOOther0.22%236,093+1,785+0.76%$14,092,460
ALLSTATE CORPALLFinancial Services0.22%58,598+83+0.14%$13,943,262
ISHARES TRIBDUOther0.22%599,061+144,702+31.85%$13,874,255
ISHARES TRAOAOther0.22%141,970-10,320-6.78%$13,856,352
VANGUARD BD INDEX FDSVUSBOther0.21%272,316+12,020+4.62%$13,555,551
ACCENTURE PLC IRELANDACNTechnology0.21%108,639-1,115-1.02%$13,519,019
DIMENSIONAL ETF TRUSTDFACOther0.21%303,987+19,176+6.73%$13,484,754
Mesirow Financial Investment Management, Inc. Portfolio Stock Holdings | InsiderSet