Mesirow Financial Investment Management, Inc. Portfolio Stock Holdings

Mesirow Financial Investment Management, Inc. disclosed 517 stock positions valued at approximately $6.2 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, VANECK ETF TRUST, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
517
Portfolio Value
$6.2B
Holdings by Sector
Mesirow Financial Investment Management, Inc. Portfolio Holdings in Q1 2026

502 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services7.58%976,689+164,260+20.22%$468,026,112
VANECK ETF TRUSTMOATOther4.19%2,675,294+690,768+34.81%$258,703,286
APPLE INCAAPLTechnology4.01%974,704-24,819-2.48%$247,371,847
ISHARES TRIJROther3.16%1,568,315+479,564+44.05%$194,961,955
MICROSOFT CORPMSFTTechnology2.74%456,761+167,099+57.69%$169,082,590
ISHARES TRIVVOther2.58%243,758+84,679+53.23%$159,238,978
ALPHABET INCGOOGCommunication Services2.52%543,230+19,508+3.72%$155,833,538
ISHARES TRITOTOther2.43%1,054,680+315,179+42.62%$150,218,673
ISHARES TRIJHOther2.26%2,063,935+1,476,421+251.30%$139,377,738
VANGUARD INDEX FDSVOOOther2.01%207,880+65,206+45.70%$124,222,548
ISHARES TRIWROther1.77%1,126,058+820,594+268.64%$109,486,608
ALPHABET INCGOOGLCommunication Services1.74%372,655+11,973+3.32%$107,161,700
JPMORGAN CHASE & COJPMFinancial Services1.49%311,969+16,866+5.72%$91,768,046
SPDR GOLD TRGLDOther1.41%202,840+40,863+25.23%$87,279,169
AMAZON COM INCAMZNConsumer Cyclical1.38%407,829+63,328+18.38%$84,937,926
STATE STR SPDR S&P 500 ETF TSPYOther1.37%129,793+14,405+12.48%$84,404,053
VANGUARD WHITEHALL FDSVYMOther1.32%552,464+156,199+39.42%$81,819,021
ISHARES TRIWFOther1.22%176,756+45,157+34.31%$75,375,705
VANGUARD STAR FDSVXUSOther1.21%972,639+337,247+53.08%$74,999,976
ISHARES TREFAOther1.14%724,150+430,418+146.53%$70,337,322
ISHARES TRSGOVOther1.13%690,898+224,792+48.23%$69,545,454
CATERPILLAR INCCATIndustrials1.03%89,940-1,180-1.29%$63,719,214
RTX CORPORATIONRTXIndustrials0.90%288,890+13,698+4.98%$55,726,643
T ROWE PRICE ETF INCTCAFOther0.88%1,528,965+623,664+68.89%$54,416,014
ISHARES TRSHYOther0.86%641,570+463,459+260.21%$52,975,766
BROADCOM INCAVGOTechnology0.80%160,012+14,793+10.19%$49,525,053
FEDEX CORPFDXIndustrials0.76%132,517+7,356+5.88%$47,201,054
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.72%90,383+5,963+7.06%$44,426,415
ISHARES TRIWDOther0.72%207,297+39,587+23.60%$44,292,735
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.70%43,295+24+0.06%$43,147,811
RBB FUND TRUST75526L886Other0.70%917,976+382,412+71.40%$43,145,101
VANGUARD INDEX FDSVUGOther0.70%98,383+29,852+43.56%$42,988,275
NVIDIA CORPORATIONNVDATechnology0.69%244,268+147,093+151.37%$42,601,456
VANGUARD TAX-MANAGED FDSVEAOther0.69%663,651+213,756+47.51%$42,527,034
VANGUARD SPECIALIZED FUNDSVIGOther0.69%196,954+69,172+54.13%$42,356,828
CHEVRON CORPORATIONCVXEnergy0.67%200,475+1,024+0.51%$41,478,333
ISHARES TRIVEOther0.66%194,332+102,144+110.80%$41,032,700
VANGUARD INDEX FDSVTVOther0.66%208,072+51,887+33.22%$40,824,368
BANK AMERICA CORPBACFinancial Services0.65%822,060+58,870+7.71%$40,075,569
ISHARES TRIEFAOther0.64%439,624+141,654+47.54%$39,799,048
LOWES COS INCLOWConsumer Cyclical0.64%167,659+2,578+1.56%$39,614,734
INVESCO QQQ TRQQQOther0.60%64,706+35,147+118.90%$37,350,458
ISHARES TRAOROther0.59%563,116+79,766+16.50%$36,236,250
ISHARES TRIWPOther0.58%278,458+189,035+211.39%$35,678,966
ABBVIE INCABBVHealthcare0.56%158,536+8,023+5.33%$34,479,650
ORACLE CORPORCLTechnology0.55%232,362+127,887+122.41%$34,180,890
UNION PAC CORPUNPIndustrials0.53%134,360+6,581+5.15%$32,598,885
TE CONNECTIVITY PLCTELOther0.51%150,543-265-0.18%$31,466,218
VANGUARD WORLD FDMGCOther0.51%132,573+24,837+23.05%$31,333,482
LINDE PLCLINOther0.50%61,686+2,086+3.50%$30,580,607
VANGUARD SCOTTSDALE FDSVCSHOther0.48%376,495+214,276+132.09%$29,844,751
PEPSICO INCPEPConsumer Defensive0.48%190,712+104,632+121.55%$29,616,454
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.48%41+1+2.50%$29,443,740
WALMART INCWMTConsumer Defensive0.47%234,533+30,400+14.89%$29,147,337
VANGUARD INTL EQUITY INDEX FVTOther0.46%205,920+14,912+7.81%$28,482,638
JOHNSON & JOHNSONJNJHealthcare0.45%114,945+12,862+12.60%$28,096,872
VANGUARD INDEX FDSVOEOther0.44%147,982+51,272+53.02%$27,270,363
VISA INCVFinancial Services0.43%88,075+9,545+12.15%$26,620,369
MASTERCARD INCORPORATEDMAFinancial Services0.40%49,819+10,964+28.22%$24,892,480
VANGUARD INDEX FDSVTIOther0.40%76,896+6,031+8.51%$24,669,212
VANGUARD INDEX FDSVOOther0.39%84,386+9,175+12.20%$24,234,388
SSGA ACTIVE ETF TRGALOther0.39%485,443+108,626+28.83%$24,029,413
ISHARES TRIWMOther0.38%95,201+10,843+12.85%$23,609,692
FIFTH THIRD BANCORPFITBFinancial Services0.36%483,766-53,272-9.92%$22,475,766
BLACKROCK INCBLKOther0.36%22,875+470+2.10%$22,000,800
JACOBS SOLUTIONS INCJIndustrials0.35%171,318+3,707+2.21%$21,805,382
ACCENTURE PLC IRELANDACNTechnology0.35%109,754+6,879+6.69%$21,762,184
ISHARES TRIBDROther0.35%882,856+437,265+98.13%$21,400,425
AMERICAN EXPRESS COAXPFinancial Services0.34%70,371+1,892+2.76%$21,284,973
STRYKER CORPORATIONSYKHealthcare0.34%64,583+5,739+9.75%$21,220,898
DISNEY WALT CODISCommunication Services0.34%219,096+15,801+7.77%$21,116,587
UNITEDHEALTH GROUP INCUNHHealthcare0.32%72,571+15,853+27.95%$19,637,616
META PLATFORMS INCMETACommunication Services0.31%33,638+12,219+57.05%$19,248,277
CORNING INCGLWTechnology0.31%141,426+8,498+6.39%$19,229,509
ISHARES TREEMOther0.30%330,129+17,269+5.52%$18,747,983
SALESFORCE INCCRMTechnology0.30%99,885+7,851+8.53%$18,645,894
VANGUARD SCOTTSDALE FDSVONGOther0.30%168,410+68,647+68.81%$18,473,058
ISHARES TRIVWOther0.30%162,293+4,714+2.99%$18,357,123
PHILIP MORRIS INTL INCPMConsumer Defensive0.29%109,138+54,313+99.07%$18,044,958
ISHARES TRIBDSOther0.29%739,406+350,719+90.23%$17,923,204
ISHARES INCIEMGOther0.29%252,832+69,205+37.69%$17,635,122
VANGUARD ADMIRAL FDS INCVOOVOther0.28%83,626+49,084+142.10%$17,042,097
ABBOTT LABORATORIESABTHealthcare0.27%163,286+890+0.55%$16,764,756
STATE STR SPDR S&P MIDCAP 40MDYOther0.27%26,910+4,910+22.32%$16,595,226
HOME DEPOT INCHDConsumer Cyclical0.27%50,074+7,885+18.69%$16,469,184
PROCTER & GAMBLE COPGConsumer Defensive0.26%112,290+54,191+93.27%$16,219,650
ENTERPRISE PRODS PARTNERS LEPDEnergy0.26%428,545+3,952+0.93%$16,216,147
ISHARES TRIBDTOther0.26%637,798+319,642+100.47%$16,155,434
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.26%53,095+931+1.78%$16,145,127
SPDR SERIES TRUSTSDYOther0.26%110,265+19,690+21.74%$16,091,793
CONOCOPHILLIPSCOPEnergy0.25%117,225+11,853+11.25%$15,473,688
NIKE INCNKEConsumer Cyclical0.25%291,670+181,608+165.01%$15,406,190
CAPITAL GROUP CORE BALANCEDCGBLOther0.24%439,352+186,005+73.42%$15,117,825
COCA COLA COKOConsumer Defensive0.24%196,953+991+0.51%$14,978,178
SCHWAB STRATEGIC TRSCHDOther0.24%482,380+178,293+58.63%$14,799,381
EXXON MOBIL CORPXOMEnergy0.24%85,795+9,410+12.32%$14,555,847
INVESCO EXCHANGE TRADED FD TRSPOther0.23%74,100+64,542+675.27%$14,221,020
ISHARES GOLD TRIAUOther0.23%159,293+22,024+16.04%$14,043,261
NORTHERN TR CORPNTRSFinancial Services0.23%99,578+60,893+157.41%$13,897,810
ELI LILLY & COLLYHealthcare0.22%14,790+782+5.58%$13,606,268