Mesirow Financial Investment Management, Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$4.9M

Holdings

485

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (485 positions)

#	Stock	Shares	Value	% Portfolio
1	BRK/BBERKSHIRE HATHAWAY INC DEL	812,429	$408K	8.39%
2	AAPLAPPLE INC	999,523	$272K	5.58%
3	MOATVANECK ETF TRUST	1,984,526	$206K	4.22%
4	GOOGALPHABET INC	523,722	$164K	3.37%
5	MSFTMICROSOFT CORP	289,662	$140K	2.88%
6	AKREPROFESIONALLY MANAGED PORTFO	2,012,662	$132K	2.71%
7	IJRISHARES TR	1,088,751	$131K	2.69%
8	GOOGLALPHABET INC	360,682	$113K	2.32%
9	ITOTISHARES TR	739,501	$110K	2.26%
10	IVVISHARES TR	159,079	$109K	2.24%
11	JPMJPMORGAN CHASE & CO.	295,103	$95K	1.95%
12	VOOVANGUARD INDEX FDS	142,674	$89K	1.84%
13	AMZNAMAZON COM INC	344,501	$80K	1.63%
14	SPYSPDR S&P 500 ETF TR	115,388	$79K	1.62%
15	GQ9SPDR GOLD TR	161,977	$64K	1.32%
16	IWFISHARES TR	131,599	$62K	1.28%
17	FPAGINVESTMENT MANAGERS SER TR I	1,629,876	$60K	1.24%
18	VYMVANGUARD WHITEHALL FDS	396,265	$57K	1.17%
19	CATCATERPILLAR INC	91,120	$52K	1.07%
20	RTXRTX CORPORATION	275,192	$50K	1.04%
21	AVGOBROADCOM INC	145,219	$50K	1.03%
22	TMOTHERMO FISHER SCIENTIFIC INC	84,420	$49K	1.00%
23	VXUSVANGUARD STAR FDS	635,392	$48K	0.98%
24	SGOVISHARES TR	466,106	$47K	0.96%
25	BACBANK AMERICA CORP	763,190	$42K	0.86%
26	LOWLOWES COS INC	165,081	$40K	0.82%
27	IJHISHARES TR	587,514	$39K	0.80%
28	COSTCOSTCO WHSL CORP NEW	43,271	$37K	0.77%
29	FDXFEDEX CORP	125,161	$36K	0.74%
30	IWDISHARES TR	167,710	$35K	0.72%
31	TCAFT ROWE PRICE ETF INC	905,301	$35K	0.71%
32	ABBVABBVIE INC	150,513	$34K	0.71%
33	TELTE CONNECTIVITY PLC	150,808	$34K	0.70%
34	VUGVANGUARD INDEX FDS	68,531	$33K	0.69%
35	AORISHARES TR	483,350	$31K	0.65%
36	CVXCHEVRON CORP NEW	199,451	$30K	0.62%
37	BRK-BBERKSHIRE HATHAWAY INC DEL	40	$30K	0.62%
38	VTVVANGUARD INDEX FDS	156,185	$30K	0.61%
39	UNPUNION PAC CORP	127,779	$30K	0.61%
40	IWRISHARES TR	305,464	$29K	0.60%
41	EFAISHARES TR	293,732	$28K	0.58%
42	VEAVANGUARD TAX-MANAGED FDS	449,895	$28K	0.58%
43	VIGVANGUARD SPECIALIZED FUNDS	127,782	$28K	0.58%
44	ACNACCENTURE PLC IRELAND	102,875	$28K	0.57%
45	VVISA INC	78,530	$28K	0.57%
46	MGCVANGUARD WORLD FD	107,736	$27K	0.56%
47	VTVANGUARD INTL EQUITY INDEX F	191,008	$27K	0.55%
48	AQLTISHARES TR	297,970	$27K	0.55%
49	LINLINDE PLC	59,600	$25K	0.52%
50	AXPAMERICAN EXPRESS CO	68,479	$25K	0.52%
51	FITBFIFTH THIRD BANCORP	537,038	$25K	0.52%
52	FEGERBB FUND TRUST	535,564	$25K	0.51%
53	CRMSALESFORCE INC	92,034	$24K	0.50%
54	BLKBLACKROCK INC	22,405	$24K	0.49%
55	VTIVANGUARD INDEX FDS	70,865	$24K	0.49%
56	DISDISNEY WALT CO	203,295	$23K	0.47%
57	WMTWALMART INC	204,133	$23K	0.47%
58	JJACOBS SOLUTIONS INC	167,611	$22K	0.46%
59	MAMASTERCARD INCORPORATED	38,855	$22K	0.46%
60	VOVANGUARD INDEX FDS	75,211	$22K	0.45%
61	JNJJOHNSON & JOHNSON	102,083	$21K	0.43%
62	IWMISHARES TR	84,358	$21K	0.43%
63	SYKSTRYKER CORPORATION	58,844	$21K	0.42%
64	ORCLORACLE CORP	104,475	$20K	0.42%
65	ABTABBOTT LABS	162,396	$20K	0.42%
66	IVEISHARES TR	92,188	$20K	0.40%
67	IVWISHARES TR	157,579	$19K	0.40%
68	UNHUNITEDHEALTH GROUP INC	56,718	$19K	0.38%
69	GALSSGA ACTIVE ETF TR	376,817	$19K	0.38%
70	NDQINVESCO QQQ TR	29,559	$18K	0.37%
71	NVDANVIDIA CORPORATION	97,175	$18K	0.37%
72	VOEVANGUARD INDEX FDS	96,710	$17K	0.35%
73	EEMISHARES TR	312,860	$17K	0.35%
74	LLYELI LILLY & CO	14,008	$15K	0.31%
75	HLTHILTON WORLDWIDE HLDGS INC	52,164	$15K	0.31%
76	SHYISHARES TR	178,111	$15K	0.30%
77	HDHOME DEPOT INC	42,189	$15K	0.30%
78	METAMETA PLATFORMS INC	21,419	$14K	0.29%
79	AOAISHARES TR	154,902	$14K	0.28%
80	KOCOCA COLA CO	195,962	$14K	0.28%
81	EPDENTERPRISE PRODS PARTNERS L	424,593	$14K	0.28%
82	MDYSPDR S&P MIDCAP 400 ETF TR	22,000	$13K	0.27%
83	VCSHVANGUARD SCOTTSDALE FDS	162,219	$13K	0.27%
84	SDYSPDR SERIES TRUST	90,575	$13K	0.26%
85	MCDMCDONALDS CORP	41,035	$13K	0.26%
86	PEPPEPSICO INC	86,080	$12K	0.25%
87	IEMGISHARES INC	183,627	$12K	0.25%
88	IWPISHARES TR	89,423	$12K	0.25%
89	VONGVANGUARD SCOTTSDALE FDS	99,763	$12K	0.25%
90	SUBISHARES TR	110,894	$12K	0.24%
91	ALSALLSTATE CORP	56,663	$12K	0.24%
92	SCHWSCHWAB CHARLES CORP	117,639	$12K	0.24%
93	GLWCORNING INC	132,928	$12K	0.24%
94	IAU*ISHARES GOLD TR	137,269	$11K	0.23%
95	IBDRISHARES TR	445,591	$11K	0.22%
96	VWOVANGUARD INTL EQUITY INDEX F	192,540	$10K	0.21%
97	COPCONOCOPHILLIPS	105,372	$10K	0.20%
98	IBDSISHARES TR	388,687	$9K	0.19%
99	SBUXSTARBUCKS CORP	109,346	$9K	0.19%
100	XOMEXXON MOBIL CORP	76,385	$9K	0.19%

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