Mesirow Financial Investment Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Mesirow Financial Investment Management, Inc. disclosed 510 stock positions valued at approximately $6.37B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and VANECK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 510
- Portfolio Value
- $6.37B
Holdings by Sector
Mesirow Financial Investment Management, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 510 holdings in the latest reporting period.