Mesirow Financial Investment Management, Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$5.6B

Holdings

554

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (554 positions)

#	Stock	Shares	Value	% Portfolio
1	BRK/BBERKSHIRE HATHAWAY INC DEL	963,896	$484.6M	8.67%
2	AAPLAPPLE INC	1,053,309	$268.2M	4.80%
3	MOATVANECK ETF TRUST	2,627,317	$260.4M	4.66%
4	IJRISHARES TR	1,478,144	$175.6M	3.14%
5	MSFTMICROSOFT CORP	330,554	$171.2M	3.06%
6	IVVISHARES TR	241,999	$162.0M	2.90%
7	ITOTISHARES TR	1,022,868	$149.0M	2.67%
8	GOOGALPHABET INC	561,776	$136.8M	2.45%
9	VOOVANGUARD INDEX FDS	199,746	$122.3M	2.19%
10	JPMJPMORGAN CHASE & CO.	316,470	$99.8M	1.79%
11	GOOGLALPHABET INC	391,613	$95.2M	1.70%
12	SPYSPDR S&P 500 ETF TR	134,967	$89.9M	1.61%
13	AMZNAMAZON COM INC	407,818	$89.5M	1.60%
14	IWFISHARES TR	190,001	$89.0M	1.59%
15	VYMVANGUARD WHITEHALL FDS	548,452	$77.3M	1.38%
16	GQ9SPDR GOLD TR	214,398	$76.2M	1.36%
17	FPAGINVESTMENT MANAGERS SER TR I	1,971,426	$70.7M	1.26%
18	AVGOBROADCOM INC	211,633	$69.8M	1.25%
19	VXUSVANGUARD STAR FDS	869,407	$63.9M	1.14%
20	IWRISHARES TR	547,963	$52.9M	0.95%
21	RTXRTX CORPORATION	290,577	$48.6M	0.87%
22	TCAFT ROWE PRICE ETF INC	1,271,915	$48.0M	0.86%
23	IJHISHARES TR	732,337	$47.8M	0.86%
24	SGOVISHARES TR	474,512	$47.8M	0.85%
25	VUGVANGUARD INDEX FDS	93,352	$44.8M	0.80%
26	CATCATERPILLAR INC	93,423	$44.6M	0.80%
27	TMOTHERMO FISHER SCIENTIFIC INC	89,411	$43.4M	0.78%
28	IWDISHARES TR	209,354	$42.6M	0.76%
29	VIGVANGUARD SPECIALIZED FUNDS	197,010	$42.5M	0.76%
30	BACBANK AMERICA CORP	821,293	$42.4M	0.76%
31	COSTCOSTCO WHSL CORP NEW	45,016	$41.7M	0.75%
32	LOWLOWES COS INC	164,562	$41.4M	0.74%
33	VEAVANGUARD TAX-MANAGED FDS	659,897	$39.5M	0.71%
34	VTVVANGUARD INDEX FDS	208,940	$39.0M	0.70%
35	ABBVABBVIE INC	162,499	$37.6M	0.67%
36	AORISHARES TR	573,177	$36.9M	0.66%
37	ORCLORACLE CORP	119,159	$33.5M	0.60%
38	TELTE CONNECTIVITY PLC	151,677	$33.3M	0.60%
39	EFAISHARES TR	350,287	$32.7M	0.59%
40	AQLTISHARES TR	373,911	$32.6M	0.58%
41	CVXCHEVRON CORP NEW	208,902	$32.4M	0.58%
42	BRK-BBERKSHIRE HATHAWAY INC DEL	42	$31.7M	0.57%
43	MGCVANGUARD WORLD FD	129,288	$31.6M	0.56%
44	FDXFEDEX CORP	130,542	$30.8M	0.55%
45	MAMASTERCARD INCORPORATED	53,207	$30.3M	0.54%
46	UNPUNION PAC CORP	127,255	$30.1M	0.54%
47	VCSHVANGUARD SCOTTSDALE FDS	367,435	$29.4M	0.53%
48	LINLINDE PLC	61,295	$29.1M	0.52%
49	VVISA INC	82,919	$28.3M	0.51%
50	VTVANGUARD INTL EQUITY INDEX F	198,849	$27.4M	0.49%
51	BLKBLACKROCK INC	22,489	$26.2M	0.47%
52	VTIVANGUARD INDEX FDS	79,263	$26.0M	0.47%
53	METAMETA PLATFORMS INC	35,229	$25.9M	0.46%
54	VOEVANGUARD INDEX FDS	146,499	$25.6M	0.46%
55	DISDISNEY WALT CO	222,605	$25.5M	0.46%
56	JJACOBS SOLUTIONS INC	167,996	$25.2M	0.45%
57	WMTWALMART INC	242,958	$25.0M	0.45%
58	IJJISHARES TR	192,427	$25.0M	0.45%
59	ACNACCENTURE PLC IRELAND	100,968	$24.9M	0.45%
60	AXPAMERICAN EXPRESS CO	74,889	$24.9M	0.45%
61	GALSSGA ACTIVE ETF TR	502,702	$24.7M	0.44%
62	FITBFIFTH THIRD BANCORP	545,748	$24.3M	0.43%
63	FEGERBB FUND TRUST	545,947	$24.1M	0.43%
64	VOVANGUARD INDEX FDS	82,142	$24.1M	0.43%
65	ABTABBOTT LABS	170,424	$22.8M	0.41%
66	IWMISHARES TR	93,526	$22.6M	0.40%
67	SHYISHARES TR	268,607	$22.3M	0.40%
68	JNJJOHNSON & JOHNSON	118,282	$21.9M	0.39%
69	SYKSTRYKER CORPORATION	59,106	$21.9M	0.39%
70	CRMSALESFORCE INC	91,797	$21.8M	0.39%
71	HDHOME DEPOT INC	52,174	$21.1M	0.38%
72	NVDANVIDIA CORPORATION	111,058	$20.7M	0.37%
73	IWPISHARES TR	142,861	$20.3M	0.36%
74	UNHUNITEDHEALTH GROUP INC	58,453	$20.2M	0.36%
75	IVEISHARES TR	97,018	$20.0M	0.36%
76	VONGVANGUARD SCOTTSDALE FDS	163,258	$19.7M	0.35%
77	NDQINVESCO QQQ TR	32,580	$19.6M	0.35%
78	IVWISHARES TR	159,115	$19.2M	0.34%
79	EEMISHARES TR	305,636	$16.3M	0.29%
80	VOOVVANGUARD ADMIRAL FDS INC	81,769	$16.3M	0.29%
81	IEMGISHARES INC	246,387	$16.2M	0.29%
82	IBDQISHARES TR	603,301	$15.2M	0.27%
83	MDYSPDR S&P MIDCAP 400 ETF TR	25,355	$15.1M	0.27%
84	SDYSPDR SERIES TRUST	103,444	$14.5M	0.26%
85	PEPPEPSICO INC	100,646	$14.1M	0.25%
86	IBDRISHARES TR	569,624	$13.8M	0.25%
87	EPDENTERPRISE PRODS PARTNERS L	441,123	$13.8M	0.25%
88	KOCOCA COLA CO	206,637	$13.7M	0.25%
89	AOAISHARES TR	155,008	$13.7M	0.24%
90	IAU*ISHARES GOLD TR	186,739	$13.6M	0.24%
91	VUSBVANGUARD BD INDEX FDS	270,825	$13.5M	0.24%
92	HLTHILTON WORLDWIDE HLDGS INC	51,609	$13.4M	0.24%
93	MCDMCDONALDS CORP	43,423	$13.2M	0.24%
94	SCHWSCHWAB CHARLES CORP	138,119	$13.2M	0.24%
95	ALSALLSTATE CORP	61,050	$13.1M	0.23%
96	CGBLCAPITAL GROUP CORE BALANCED	367,638	$12.8M	0.23%
97	SCHDSCHWAB STRATEGIC TR	463,281	$12.6M	0.23%
98	GLWCORNING INC	148,879	$12.2M	0.22%
99	VWOVANGUARD INTL EQUITY INDEX F	221,835	$12.0M	0.22%
100	LLYELI LILLY & CO	15,495	$11.8M	0.21%

Page 1 of 6Next