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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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.58% | 976,689 | +164,260 | +20.22% | $468,026,112 |
| VANECK ETF TRUST | MOAT | Other | 4.19% | 2,675,294 | +690,768 | +34.81% | $258,703,286 |
| APPLE INC | AAPL | Technology | 4.01% | 974,704 | -24,819 | -2.48% | $247,371,847 |
| ISHARES TR | IJR | Other | 3.16% | 1,568,315 | +479,564 | +44.05% | $194,961,955 |
| MICROSOFT CORP | MSFT | Technology | 2.74% | 456,761 | +167,099 | +57.69% | $169,082,590 |
| ISHARES TR | IVV | Other | 2.58% | 243,758 | +84,679 | +53.23% | $159,238,978 |
| ALPHABET INC | GOOG | Communication Services | 2.52% | 543,230 | +19,508 | +3.72% | $155,833,538 |
| ISHARES TR | ITOT | Other | 2.43% | 1,054,680 | +315,179 | +42.62% | $150,218,673 |
| ISHARES TR | IJH | Other | 2.26% | 2,063,935 | +1,476,421 | +251.30% | $139,377,738 |
| VANGUARD INDEX FDS | VOO | Other | 2.01% | 207,880 | +65,206 | +45.70% | $124,222,548 |
| ISHARES TR | IWR | Other | 1.77% | 1,126,058 | +820,594 | +268.64% | $109,486,608 |
| ALPHABET INC | GOOGL | Communication Services | 1.74% | 372,655 | +11,973 | +3.32% | $107,161,700 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.49% | 311,969 | +16,866 | +5.72% | $91,768,046 |
| SPDR GOLD TR | GLD | Other | 1.41% | 202,840 | +40,863 | +25.23% | $87,279,169 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.38% | 407,829 | +63,328 | +18.38% | $84,937,926 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.37% | 129,793 | +14,405 | +12.48% | $84,404,053 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.32% | 552,464 | +156,199 | +39.42% | $81,819,021 |
| ISHARES TR | IWF | Other | 1.22% | 176,756 | +45,157 | +34.31% | $75,375,705 |
| VANGUARD STAR FDS | VXUS | Other | 1.21% | 972,639 | +337,247 | +53.08% | $74,999,976 |
| ISHARES TR | EFA | Other | 1.14% | 724,150 | +430,418 | +146.53% | $70,337,322 |
| ISHARES TR | SGOV | Other | 1.13% | 690,898 | +224,792 | +48.23% | $69,545,454 |
| CATERPILLAR INC | CAT | Industrials | 1.03% | 89,940 | -1,180 | -1.29% | $63,719,214 |
| RTX CORPORATION | RTX | Industrials | 0.90% | 288,890 | +13,698 | +4.98% | $55,726,643 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.88% | 1,528,965 | +623,664 | +68.89% | $54,416,014 |
| ISHARES TR | SHY | Other | 0.86% | 641,570 | +463,459 | +260.21% | $52,975,766 |
| BROADCOM INC | AVGO | Technology | 0.80% | 160,012 | +14,793 | +10.19% | $49,525,053 |
| FEDEX CORP | FDX | Industrials | 0.76% | 132,517 | +7,356 | +5.88% | $47,201,054 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.72% | 90,383 | +5,963 | +7.06% | $44,426,415 |
| ISHARES TR | IWD | Other | 0.72% | 207,297 | +39,587 | +23.60% | $44,292,735 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.70% | 43,295 | +24 | +0.06% | $43,147,811 |
| RBB FUND TRUST | 75526L886 | Other | 0.70% | 917,976 | +382,412 | +71.40% | $43,145,101 |
| VANGUARD INDEX FDS | VUG | Other | 0.70% | 98,383 | +29,852 | +43.56% | $42,988,275 |
| NVIDIA CORPORATION | NVDA | Technology | 0.69% | 244,268 | +147,093 | +151.37% | $42,601,456 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.69% | 663,651 | +213,756 | +47.51% | $42,527,034 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.69% | 196,954 | +69,172 | +54.13% | $42,356,828 |
| CHEVRON CORPORATION | CVX | Energy | 0.67% | 200,475 | +1,024 | +0.51% | $41,478,333 |
| ISHARES TR | IVE | Other | 0.66% | 194,332 | +102,144 | +110.80% | $41,032,700 |
| VANGUARD INDEX FDS | VTV | Other | 0.66% | 208,072 | +51,887 | +33.22% | $40,824,368 |
| BANK AMERICA CORP | BAC | Financial Services | 0.65% | 822,060 | +58,870 | +7.71% | $40,075,569 |
| ISHARES TR | IEFA | Other | 0.64% | 439,624 | +141,654 | +47.54% | $39,799,048 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.64% | 167,659 | +2,578 | +1.56% | $39,614,734 |
| INVESCO QQQ TR | QQQ | Other | 0.60% | 64,706 | +35,147 | +118.90% | $37,350,458 |
| ISHARES TR | AOR | Other | 0.59% | 563,116 | +79,766 | +16.50% | $36,236,250 |
| ISHARES TR | IWP | Other | 0.58% | 278,458 | +189,035 | +211.39% | $35,678,966 |
| ABBVIE INC | ABBV | Healthcare | 0.56% | 158,536 | +8,023 | +5.33% | $34,479,650 |
| ORACLE CORP | ORCL | Technology | 0.55% | 232,362 | +127,887 | +122.41% | $34,180,890 |
| UNION PAC CORP | UNP | Industrials | 0.53% | 134,360 | +6,581 | +5.15% | $32,598,885 |
| TE CONNECTIVITY PLC | TEL | Other | 0.51% | 150,543 | -265 | -0.18% | $31,466,218 |
| VANGUARD WORLD FD | MGC | Other | 0.51% | 132,573 | +24,837 | +23.05% | $31,333,482 |
| LINDE PLC | LIN | Other | 0.50% | 61,686 | +2,086 | +3.50% | $30,580,607 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.48% | 376,495 | +214,276 | +132.09% | $29,844,751 |
| PEPSICO INC | PEP | Consumer Defensive | 0.48% | 190,712 | +104,632 | +121.55% | $29,616,454 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.48% | 41 | +1 | +2.50% | $29,443,740 |
| WALMART INC | WMT | Consumer Defensive | 0.47% | 234,533 | +30,400 | +14.89% | $29,147,337 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.46% | 205,920 | +14,912 | +7.81% | $28,482,638 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.45% | 114,945 | +12,862 | +12.60% | $28,096,872 |
| VANGUARD INDEX FDS | VOE | Other | 0.44% | 147,982 | +51,272 | +53.02% | $27,270,363 |
| VISA INC | V | Financial Services | 0.43% | 88,075 | +9,545 | +12.15% | $26,620,369 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.40% | 49,819 | +10,964 | +28.22% | $24,892,480 |
| VANGUARD INDEX FDS | VTI | Other | 0.40% | 76,896 | +6,031 | +8.51% | $24,669,212 |
| VANGUARD INDEX FDS | VO | Other | 0.39% | 84,386 | +9,175 | +12.20% | $24,234,388 |
| SSGA ACTIVE ETF TR | GAL | Other | 0.39% | 485,443 | +108,626 | +28.83% | $24,029,413 |
| ISHARES TR | IWM | Other | 0.38% | 95,201 | +10,843 | +12.85% | $23,609,692 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.36% | 483,766 | -53,272 | -9.92% | $22,475,766 |
| BLACKROCK INC | BLK | Other | 0.36% | 22,875 | +470 | +2.10% | $22,000,800 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.35% | 171,318 | +3,707 | +2.21% | $21,805,382 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.35% | 109,754 | +6,879 | +6.69% | $21,762,184 |
| ISHARES TR | IBDR | Other | 0.35% | 882,856 | +437,265 | +98.13% | $21,400,425 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.34% | 70,371 | +1,892 | +2.76% | $21,284,973 |
| STRYKER CORPORATION | SYK | Healthcare | 0.34% | 64,583 | +5,739 | +9.75% | $21,220,898 |
| DISNEY WALT CO | DIS | Communication Services | 0.34% | 219,096 | +15,801 | +7.77% | $21,116,587 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.32% | 72,571 | +15,853 | +27.95% | $19,637,616 |
| META PLATFORMS INC | META | Communication Services | 0.31% | 33,638 | +12,219 | +57.05% | $19,248,277 |
| CORNING INC | GLW | Technology | 0.31% | 141,426 | +8,498 | +6.39% | $19,229,509 |
| ISHARES TR | EEM | Other | 0.30% | 330,129 | +17,269 | +5.52% | $18,747,983 |
| SALESFORCE INC | CRM | Technology | 0.30% | 99,885 | +7,851 | +8.53% | $18,645,894 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.30% | 168,410 | +68,647 | +68.81% | $18,473,058 |
| ISHARES TR | IVW | Other | 0.30% | 162,293 | +4,714 | +2.99% | $18,357,123 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.29% | 109,138 | +54,313 | +99.07% | $18,044,958 |
| ISHARES TR | IBDS | Other | 0.29% | 739,406 | +350,719 | +90.23% | $17,923,204 |
| ISHARES INC | IEMG | Other | 0.29% | 252,832 | +69,205 | +37.69% | $17,635,122 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.28% | 83,626 | +49,084 | +142.10% | $17,042,097 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.27% | 163,286 | +890 | +0.55% | $16,764,756 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.27% | 26,910 | +4,910 | +22.32% | $16,595,226 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 50,074 | +7,885 | +18.69% | $16,469,184 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.26% | 112,290 | +54,191 | +93.27% | $16,219,650 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.26% | 428,545 | +3,952 | +0.93% | $16,216,147 |
| ISHARES TR | IBDT | Other | 0.26% | 637,798 | +319,642 | +100.47% | $16,155,434 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.26% | 53,095 | +931 | +1.78% | $16,145,127 |
| SPDR SERIES TRUST | SDY | Other | 0.26% | 110,265 | +19,690 | +21.74% | $16,091,793 |
| CONOCOPHILLIPS | COP | Energy | 0.25% | 117,225 | +11,853 | +11.25% | $15,473,688 |
| NIKE INC | NKE | Consumer Cyclical | 0.25% | 291,670 | +181,608 | +165.01% | $15,406,190 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.24% | 439,352 | +186,005 | +73.42% | $15,117,825 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 196,953 | +991 | +0.51% | $14,978,178 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 482,380 | +178,293 | +58.63% | $14,799,381 |
| EXXON MOBIL CORP | XOM | Energy | 0.24% | 85,795 | +9,410 | +12.32% | $14,555,847 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.23% | 74,100 | +64,542 | +675.27% | $14,221,020 |
| ISHARES GOLD TR | IAU | Other | 0.23% | 159,293 | +22,024 | +16.04% | $14,043,261 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.23% | 99,578 | +60,893 | +157.41% | $13,897,810 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 14,790 | +782 | +5.58% | $13,606,268 |