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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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.71% | 980,399 | +3,710 | +0.38% | $490,579,109 |
| APPLE INC | AAPL | Technology | 4.60% | 1,011,311 | +36,607 | +3.76% | $292,633,057 |
| VANECK ETF TRUST | MOAT | Other | 4.32% | 2,647,494 | -27,800 | -1.04% | $275,235,680 |
| ISHARES TR | IJR | Other | 3.77% | 1,618,153 | +49,838 | +3.18% | $239,991,864 |
| ALPHABET INC | GOOG | Communication Services | 3.11% | 559,493 | +16,263 | +2.99% | $197,690,951 |
| ISHARES TR | IVV | Other | 2.91% | 246,977 | +3,219 | +1.32% | $184,994,351 |
| ISHARES TR | ITOT | Other | 2.78% | 1,076,654 | +21,974 | +2.08% | $176,863,746 |
| VANGUARD INDEX FDS | VOO | Other | 2.37% | 219,307 | +11,427 | +5.50% | $150,647,127 |
| ALPHABET INC | GOOGL | Communication Services | 2.06% | 367,716 | -4,939 | -1.33% | $131,410,262 |
| MICROSOFT CORP | MSFT | Technology | 1.84% | 314,298 | -142,463 | -31.19% | $117,243,021 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.62% | 314,532 | +2,563 | +0.82% | $102,954,345 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.54% | 131,037 | +1,244 | +0.96% | $97,856,658 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.54% | 410,159 | +2,330 | +0.57% | $97,756,660 |
| ISHARES TR | IJH | Other | 1.50% | 1,239,853 | -824,082 | -39.93% | $95,606,374 |
| CATERPILLAR INC | CAT | Industrials | 1.49% | 89,291 | -649 | -0.72% | $95,087,281 |
| VANGUARD STAR FDS | VXUS | Other | 1.48% | 1,099,337 | +126,698 | +13.03% | $93,983,067 |
| ISHARES TR | IWF | Other | 1.38% | 705,467 | +528,711 | +299.12% | $87,599,938 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.38% | 554,044 | +1,580 | +0.29% | $87,553,152 |
| ISHARES TR | SGOV | Other | 1.23% | 779,029 | +88,131 | +12.76% | $78,425,145 |
| SPDR GOLD TR | GLD | Other | 1.13% | 195,884 | -6,956 | -3.43% | $72,159,011 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 1.02% | 1,577,702 | +48,737 | +3.19% | $64,843,682 |
| ISHARES TR | IWR | Other | 0.96% | 553,000 | -573,058 | -50.89% | $61,006,852 |
| BROADCOM INC | AVGO | Technology | 0.89% | 150,683 | -9,329 | -5.83% | $56,922,953 |
| RTX CORPORATION | RTX | Industrials | 0.86% | 290,172 | +1,282 | +0.44% | $55,055,101 |
| VANGUARD INDEX FDS | VUG | Other | 0.84% | 622,377 | +523,994 | +532.61% | $53,613,263 |
| RBB FUND TRUST | 75526L886 | Other | 0.82% | 1,064,859 | +146,883 | +16.00% | $52,093,146 |
| ISHARES TR | IWD | Other | 0.75% | 196,514 | -10,783 | -5.20% | $47,640,614 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.74% | 663,218 | -433 | -0.07% | $47,254,356 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.73% | 197,505 | +551 | +0.28% | $46,733,423 |
| BANK OF AMER CORP | BAC | Financial Services | 0.73% | 813,986 | -8,074 | -0.98% | $46,381,084 |
| VANGUARD INDEX FDS | VTV | Other | 0.72% | 211,587 | +3,515 | +1.69% | $46,110,877 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.72% | 91,809 | +1,426 | +1.58% | $46,029,920 |
| ISHARES TR | IEFA | Other | 0.69% | 453,492 | +13,868 | +3.15% | $43,798,634 |
| FEDEX CORP | FDX | Industrials | 0.65% | 132,943 | +426 | +0.32% | $41,629,407 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.65% | 44,331 | +1,036 | +2.39% | $41,477,104 |
| ABBVIE INC | ABBV | Healthcare | 0.63% | 158,995 | +459 | +0.29% | $40,011,877 |
| VANGUARD WORLD FD | MGC | Other | 0.62% | 145,226 | +12,653 | +9.54% | $39,738,418 |
| ISHARES TR | AOR | Other | 0.62% | 565,749 | +2,633 | +0.47% | $39,319,277 |
| ISHARES TR | EFA | Other | 0.60% | 366,884 | -357,266 | -49.34% | $38,111,473 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.59% | 169,017 | +1,358 | +0.81% | $37,266,612 |
| UNION PAC CORP | UNP | Industrials | 0.58% | 134,567 | +207 | +0.15% | $36,602,311 |
| CORNING INC | GLW | Technology | 0.57% | 141,385 | -41 | -0.03% | $36,113,947 |
| CHEVRON CORPORATION | CVX | Energy | 0.52% | 199,038 | -1,437 | -0.72% | $32,992,353 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.52% | 209,158 | +3,238 | +1.57% | $32,827,733 |
| LINDE PLC | LIN | Other | 0.50% | 61,768 | +82 | +0.13% | $32,053,680 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.50% | 404,069 | +27,574 | +7.32% | $31,933,819 |
| VISA INC | V | Financial Services | 0.48% | 89,042 | +967 | +1.10% | $30,550,815 |
| TE CONNECTIVITY PLC | TEL | Other | 0.48% | 150,962 | +419 | +0.28% | $30,435,695 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.47% | 72,504 | -67 | -0.09% | $30,135,373 |
| VANGUARD INDEX FDS | VOE | Other | 0.46% | 149,741 | +1,759 | +1.19% | $29,587,028 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 115,650 | +705 | +0.61% | $29,369,460 |
| VANGUARD INDEX FDS | VTI | Other | 0.46% | 79,090 | +2,194 | +2.85% | $29,268,563 |
| ISHARES TR | IWM | Other | 0.45% | 95,143 | -58 | -0.06% | $28,585,834 |
| VANGUARD INDEX FDS | VO | Other | 0.45% | 353,926 | +269,540 | +319.41% | $28,515,859 |
| ISHARES TR | SHY | Other | 0.43% | 335,614 | -305,956 | -47.69% | $27,557,803 |
| WALMART INC | WMT | Consumer Defensive | 0.42% | 235,308 | +775 | +0.33% | $26,650,737 |
| NVIDIA CORPORATION | NVDA | Technology | 0.42% | 132,067 | -112,201 | -45.93% | $26,427,277 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.41% | 463,195 | -20,571 | -4.25% | $26,110,272 |
| SSGA ACTIVE ETF TR | GAL | Other | 0.41% | 490,514 | +5,071 | +1.04% | $25,918,677 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 34,939 | -29,767 | -46.00% | $25,731,385 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.39% | 48,679 | -1,140 | -2.29% | $25,000,945 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.37% | 70,015 | -356 | -0.51% | $23,683,323 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.36% | 31 | -10 | -24.39% | $23,214,350 |
| ISHARES TR | IVW | Other | 0.36% | 167,392 | +5,099 | +3.14% | $23,021,587 |
| ISHARES TR | EEM | Other | 0.36% | 333,948 | +3,819 | +1.16% | $22,845,344 |
| BLACKROCK INC | BLK | Other | 0.35% | 23,386 | +511 | +2.23% | $22,487,955 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.35% | 174,429 | +6,019 | +3.57% | $22,293,718 |
| ISHARES TR | IVE | Other | 0.35% | 97,895 | -96,437 | -49.62% | $22,227,792 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.34% | 172,326 | +1,008 | +0.59% | $21,713,103 |
| DISNEY WALT CO | DIS | Communication Services | 0.34% | 223,189 | +4,093 | +1.87% | $21,482,228 |
| ISHARES INC | IEMG | Other | 0.33% | 255,867 | +3,035 | +1.20% | $21,195,693 |
| ISHARES TR | IBDR | Other | 0.33% | 872,266 | -10,590 | -1.20% | $21,134,982 |
| ISHARES TR | IWP | Other | 0.33% | 143,704 | -134,754 | -48.39% | $21,043,100 |
| STRYKER CORPORATION | SYK | Healthcare | 0.33% | 65,794 | +1,211 | +1.88% | $20,713,989 |
| META PLATFORMS INC | META | Communication Services | 0.30% | 34,019 | +381 | +1.13% | $19,165,788 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.30% | 27,116 | +206 | +0.77% | $19,070,037 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.30% | 501,967 | +62,615 | +14.25% | $19,055,031 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.29% | 85,349 | +1,723 | +2.06% | $18,709,488 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 15,088 | +298 | +2.01% | $18,096,812 |
| ISHARES TR | IBDS | Other | 0.28% | 742,094 | +2,688 | +0.36% | $17,973,526 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.28% | 53,297 | +202 | +0.38% | $17,612,527 |
| PEPSICO INC | PEP | Consumer Defensive | 0.27% | 129,101 | -61,611 | -32.31% | $17,480,942 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 49,273 | -801 | -1.60% | $17,376,688 |
| ORACLE CORP | ORCL | Technology | 0.27% | 117,822 | -114,540 | -49.29% | $17,265,990 |
| SPDR SERIES TRUST | SDY | Other | 0.26% | 109,968 | -297 | -0.27% | $16,734,761 |
| ISHARES TR | IBDT | Other | 0.26% | 653,571 | +15,773 | +2.47% | $16,502,699 |
| SALESFORCE INC | CRM | Technology | 0.25% | 100,967 | +1,082 | +1.08% | $15,817,618 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.25% | 429,813 | +1,268 | +0.30% | $15,799,905 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 189,063 | -7,890 | -4.01% | $15,364,932 |
| AMPLIFY ETF TR | DIVO | Other | 0.24% | 333,110 | +37,005 | +12.50% | $15,223,062 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.24% | 167,679 | +4,393 | +2.69% | $15,215,523 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 478,115 | -4,265 | -0.88% | $15,160,899 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.24% | 79,078 | -76 | -0.10% | $15,065,516 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.22% | 236,093 | +1,785 | +0.76% | $14,092,460 |
| ALLSTATE CORP | ALL | Financial Services | 0.22% | 58,598 | +83 | +0.14% | $13,943,262 |
| ISHARES TR | IBDU | Other | 0.22% | 599,061 | +144,702 | +31.85% | $13,874,255 |
| ISHARES TR | AOA | Other | 0.22% | 141,970 | -10,320 | -6.78% | $13,856,352 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.21% | 272,316 | +12,020 | +4.62% | $13,555,551 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.21% | 108,639 | -1,115 | -1.02% | $13,519,019 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.21% | 303,987 | +19,176 | +6.73% | $13,484,754 |