Mesirow Financial Investment Management, Inc.
CIK: 0001469475Latest portfolio: $4.9B · Q4 2025
Holdings
485
Total Value
$4.9B
New Positions
18
Closed Positions
85
Top Holdings
View All 485 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 812,429 | $408.4M | 8.39% | -151,467 | |
| 2 | AAPLAPPLE INC | 999,523 | $271.7M | 5.58% | -53,786 | |
| 3 | MOATVANECK ETF TRUST | 1,984,526 | $205.5M | 4.22% | -642,791 | |
| 4 | GOOGALPHABET INC | 523,722 | $164.3M | 3.37% | -38,054 | |
| 5 | MSFTMICROSOFT CORP | 289,662 | $140.1M | 2.88% | -40,892 | |
| 6 | AKREPROFESIONALLY MANAGED PORTFO | 2,012,662 | $131.8M | 2.71% | NEW | |
| 7 | IJRISHARES TR | 1,088,751 | $130.8M | 2.69% | -389,393 | |
| 8 | GOOGLALPHABET INC | 360,682 | $112.9M | 2.32% | -30,931 | |
| 9 | ITOTISHARES TR | 739,501 | $110.0M | 2.26% | -283,367 | |
| 10 | IVVISHARES TR | 159,079 | $109.0M | 2.24% | -82,920 | |
| 11 | JPMJPMORGAN CHASE & CO. | 295,103 | $95.1M | 1.95% | -21,367 | |
| 12 | VOOVANGUARD INDEX FDS | 142,674 | $89.5M | 1.84% | -57,072 | |
| 13 | AMZNAMAZON COM INC | 344,501 | $79.5M | 1.63% | -63,317 | |
| 14 | SPYSPDR S&P 500 ETF TR | 115,388 | $78.7M | 1.62% | -19,579 | |
| 15 | GQ9SPDR GOLD TR | 161,977 | $64.2M | 1.32% | -52,421 | |
| 16 | IWFISHARES TR | 131,599 | $62.3M | 1.28% | -58,402 | |
| 17 | FPAGINVESTMENT MANAGERS SER TR I | 1,629,876 | $60.5M | 1.24% | -341,550 | |
| 18 | VYMVANGUARD WHITEHALL FDS | 396,265 | $56.9M | 1.17% | -152,187 | |
| 19 | CATCATERPILLAR INC | 91,120 | $52.2M | 1.07% | -2,303 | |
| 20 | RTXRTX CORPORATION | 275,192 | $50.5M | 1.04% | -15,385 | |
| 21 | AVGOBROADCOM INC | 145,219 | $50.3M | 1.03% | -66,414 | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 84,420 | $48.9M | 1.00% | -4,991 | |
| 23 | VXUSVANGUARD STAR FDS | 635,392 | $47.9M | 0.98% | -234,015 | |
| 24 | SGOVISHARES TR | 466,106 | $46.8M | 0.96% | -8,406 | |
| 25 | BACBANK AMERICA CORP | 763,190 | $42.0M | 0.86% | -58,103 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.717301400945026e+200T)
Healthcare0.0% ($4.891734390211272e+145T)
Industrials0.0% ($5.220150469361543e+127T)
Unknown0.0% ($4.083646419230192e+90T)
Consumer Cyclical0.0% ($7.951739811149841e+70T)
Consumer Defensive0.0% ($3.7317227421369916e+61T)
Energy0.0% ($3.0398136129864916e+58T)
Basic Materials0.0% ($2.5413140913191194e+50T)
Utilities0.0% ($4.815458825651862e+47T)
Communication Services0.0% ($1.643461128942313e+34T)
Real Estate0.0% ($171380363838537024.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 5, 2026 | $4.9B | 485 |
| Q3 2025 | Nov 12, 2025 | $5.6T | 554 |
| Q2 2025 | Aug 4, 2025 | $5.1T | 536 |
| Q1 2025 | May 8, 2025 | $5.2T | 593 |
| Q4 2024 | Feb 7, 2025 | $5.0T | 596 |
| Q3 2024 | Nov 1, 2024 | $5168.5T | 646 |
| Q2 2024 | Jul 16, 2024 | $21.2T | 68 |
| Q1 2024 | Apr 19, 2024 | $20.1T | 69 |
| Q4 2023 | Jan 10, 2024 | $25.3T | 81 |
| Q3 2023 | Nov 6, 2023 | $23.0T | 81 |
| Q2 2023 | Jul 17, 2023 | $23.6T | 79 |
| Q1 2023 | Apr 12, 2023 | $24.1T | 73 |
| Q4 2022 | Jan 19, 2023 | $23.8T | 77 |
| Q3 2022 | Oct 26, 2022 | $21.0B | 71 |
| Q2 2022 | Jul 20, 2022 | $20.7B | 69 |
| Q1 2022 | May 2, 2022 | $29.7B | 80 |
| Q4 2021 | Jan 14, 2022 | $34.7B | 77 |
| Q3 2021 | Oct 20, 2021 | $34.0B | 78 |
| Q2 2021 | Jul 23, 2021 | $39.1B | 85 |
| Q1 2021 | Apr 14, 2021 | $36.8B | 135 |
| Q4 2020 | Jan 14, 2021 | $31.6T | 126 |
| Q3 2020 | Oct 13, 2020 | $23.3B | 70 |
| Q2 2020 | Jul 22, 2020 | $21.2B | 70 |
| Q1 2020 | Apr 9, 2020 | $15.9B | 68 |
| Q4 2019 | Jan 9, 2020 | $23.7B | 62 |
| Q3 2019 | Oct 30, 2019 | $23.8B | 59 |
| Q2 2019 | Jul 12, 2019 | $27.4B | 52 |
| Q1 2019 | Apr 9, 2019 | $25.2B | 60 |
| Q4 2018 | Feb 14, 2019 | $15.5B | 58 |
| Q3 2018 | Oct 9, 2018 | $19.4B | 54 |
| Q2 2018 | Jul 11, 2018 | $22.5B | 56 |
| Q1 2018 | Apr 17, 2018 | $23.7B | 58 |
| Q4 2017 | Jan 16, 2018 | $22.1B | 55 |
| Q3 2017 | Oct 12, 2017 | $21.2B | 55 |
| Q2 2017 | Aug 17, 2017 | $21.2B | 54 |
Fund Information
Mesirow Financial Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.9B across 485 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 8.4% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 88 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.