Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2025) About Mesirow Financial Investment Management, Inc.Investment ActivityMesirow Financial Investment Management, Inc. has $5.13 billion in total holdings as of June 30, 2025.Mesirow Financial Investment Management, Inc. owns shares of 536 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 9.53% of the portfolio was sold this quarter.This quarter, Mesirow Financial Investment Management, Inc. has purchased 593 new stocks and bought additional shares in 225 stocks.Mesirow Financial Investment Management, Inc. sold shares of 230 stocks and completely divested from 91 stocks this quarter.Largest Holdings Berkshire Hathaway $463,570,922VanEck Morningstar Wide Moat ETF $250,284,772Apple $218,356,034Microsoft $164,523,027iShares Core S&P Small-Cap ETF $156,852,973 Largest New Holdings this Quarter 33734X846 - First Trust Nasdaq Cybersecurity ETF $1,396,361 Holding06849F108 - BARRICK MNG CORP $757,500 Holding14021L109 - CAPITAL GROUP DIVIDEND GROWE $601,525 Holding921946794 - Vanguard International High Dividend Yield ETF $599,208 Holding25434V724 - Dimensional US Marketwide Value ETF $567,199 Holding Largest Purchases this Quarter iShares Russell 1000 Value ETF 173,093 shares (about $33.62M)iShares 0-3 Month Treasury Bond ETF 170,987 shares (about $17.22M)Stryker 43,487 shares (about $17.21M)Microsoft 17,155 shares (about $8.53M)Berkshire Hathaway 11,579 shares (about $5.62M) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 888,129 shares (about $119.93M)iShares Russell Mid-Cap ETF 572,282 shares (about $52.63M)iShares MSCI EAFE ETF 364,028 shares (about $32.54M)iShares Core S&P Mid-Cap ETF 469,300 shares (about $29.11M)iShares 1-3 Year Treasury Bond ETF 244,281 shares (about $20.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMesirow Financial Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$463,570,922$5,624,685 ▲1.2%954,3099.0%FinanceMOATVanEck Morningstar Wide Moat ETF$250,284,772$7,303,799 ▼-2.8%2,668,5674.9%ETFAAPLApple$218,356,034$7,910,842 ▼-3.5%1,064,2554.3%Computer and TechnologyMSFTMicrosoft$164,523,027$8,533,698 ▲5.5%330,7353.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$156,852,973$3,773,793 ▼-2.3%1,435,1963.1%ETFIVViShares Core S&P 500 ETF$150,081,295$4,393,244 ▲3.0%241,6952.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$137,741,419$119,934,773 ▼-46.5%1,019,9892.7%ETFVOOVanguard S&P 500 ETF$114,731,309$1,797,771 ▲1.6%201,9862.2%ETFGOOGAlphabet$100,777,566$4,037,411 ▼-3.9%568,1112.0%Computer and TechnologyJPMJPMorgan Chase & Co.$92,569,376$966,248 ▲1.1%319,3111.8%FinanceAMZNAmazon.com$89,791,720$763,912 ▲0.9%409,2811.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$84,735,343$2,865,002 ▼-3.3%137,1441.7%FinanceIWFiShares Russell 1000 Growth ETF$80,154,762$1,033,521 ▼-1.3%188,7691.6%ETFVYMVanguard High Dividend Yield ETF$75,995,198$532,564 ▲0.7%570,0741.5%ETFGOOGLAlphabet$69,833,855$542,967 ▼-0.8%396,2641.4%Computer and TechnologyGLDSPDR Gold Shares$64,702,911$9,446,028 ▼-12.7%212,2601.3%FinanceINVESTMENT MANAGERS SER TR I$62,705,207$16,485,004 ▼-20.8%1,844,4761.2%FPA GBL EQTY ETFAVGOBroadcom$60,581,172$2,860,338 ▼-4.5%219,7821.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$58,227,553$2,655,032 ▲4.8%842,7651.1%ETFIWRiShares Russell Mid-Cap ETF$50,341,233$52,632,757 ▼-51.1%547,3661.0%ETFCOSTCostco Wholesale$44,976,128$2,837,679 ▼-5.9%45,4250.9%Retail/WholesaleRTXRTX$42,698,165$269,553 ▼-0.6%292,4130.8%AerospaceIJHiShares Core S&P Mid-Cap ETF$41,663,619$29,106,209 ▼-41.1%671,7720.8%ETFIWDiShares Russell 1000 Value ETF$39,961,298$33,619,551 ▲530.1%205,7440.8%ETFVIGVanguard Dividend Appreciation ETF$39,667,499$1,200,160 ▲3.1%193,8160.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$39,504,726$17,216,730 ▲77.2%392,3390.8%ETFVUGVanguard Growth ETF$39,160,761$5,023,298 ▲14.7%89,3090.8%ETFBACBank of America$38,940,000$213,178 ▼-0.5%822,9030.8%FinanceVEAVanguard FTSE Developed Markets ETF$37,441,178$1,222,801 ▲3.4%656,7510.7%ETFCATCaterpillar$36,855,605$268,645 ▼-0.7%94,9360.7%IndustrialsVTVVanguard Value ETF$36,630,885$1,528,967 ▲4.4%207,2600.7%ETFAORiShares Core 60/40 Balanced Allocation ETF$36,587,703$543,544 ▼-1.5%594,2410.7%ETFLOWLowe's Companies$36,143,094$96,958 ▼-0.3%162,9010.7%Retail/WholesaleTMOThermo Fisher Scientific$35,854,832$154,482 ▲0.4%88,4290.7%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$34,338,538$3,202,092 ▲10.3%973,3120.7%ETFEFAiShares MSCI EAFE ETF$31,463,399$32,539,997 ▼-50.8%351,9840.6%FinanceMAMastercard$30,239,761$2,064,318 ▼-6.4%53,8050.6%Business ServicesACNAccenture$29,989,093$123,139 ▼-0.4%100,3380.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$29,902,154$2,130,758 ▲7.7%358,1930.6%ETFBRK.ABerkshire Hathaway$29,880,800$728,800 ▲2.5%410.6%FinanceFDXFedEx$29,876,127$565,789 ▼-1.9%131,4300.6%TransportationCVXChevron$29,682,207$449,051 ▲1.5%207,2890.6%EnergyABBVAbbVie$29,471,323$263,387 ▼-0.9%158,7770.6%MedicalUNPUnion Pacific$28,955,231$232,614 ▼-0.8%125,8470.6%TransportationLINDE PLC$28,786,253$946,858 ▼-3.2%61,3510.6%SHSPEPPepsiCo$28,588,025$219,586 ▲0.8%216,5070.6%Consumer StaplesDISWalt Disney$27,902,100$124,012 ▼-0.4%224,9960.5%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$27,736,793$412,852 ▲1.5%348,8830.5%ETFORCLOracle$26,319,062$92,702 ▲0.4%120,3780.5%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$26,250,405$342,946 ▼-1.3%212,4090.5%ETFMETAMeta Platforms$25,924,769$1,982,118 ▼-7.1%35,1180.5%Computer and TechnologyTE CONNECTIVITY PLC$25,714,101$68,987 ▼-0.3%152,4510.5%ORD SHSGALSPDR SSgA Global Allocation ETF$25,304,691$96,112 ▼-0.4%538,4160.5%ETFVTVanguard Total World Stock ETF$25,118,095$1,895,157 ▲8.2%195,4410.5%ETFCRMSalesforce$24,716,807$87,533 ▼-0.4%90,6410.5%Computer and TechnologyAXPAmerican Express$24,118,657$170,654 ▼-0.7%75,6120.5%FinanceMGCVanguard Mega Cap ETF$24,031,419$374,496 ▲1.6%106,8430.5%ETFFITBFifth Third Bancorp$23,998,363$70,826 ▲0.3%583,4760.5%FinanceWMTWalmart$23,878,532$32,560 ▲0.1%244,2120.5%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$23,790,053$557,055 ▲2.4%144,6480.5%ETFVTIVanguard Total Stock Market ETF$23,581,743$172,340 ▲0.7%77,5840.5%ETFBLACKROCK INC$23,314,100$166,829 ▲0.7%22,2200.5%COMVOVanguard Mid-Cap ETF$23,262,825$406,878 ▲1.8%83,1310.5%ETFSYKStryker$23,214,763$17,207,097 ▲286.4%58,6700.5%MedicalABTAbbott Laboratories$23,050,971$188,784 ▲0.8%169,4780.4%MedicalJJacobs Solutions$22,291,209$1,676,648 ▼-7.0%169,5790.4%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$21,796,542$20,241,712 ▼-48.2%263,0450.4%ManufacturingIWMiShares Russell 2000 ETF$20,402,678$8,200 ▲0.0%94,5480.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$19,664,686$18,585,364 ▼-48.6%141,7840.4%ETFHDHome Depot$18,991,088$148,866 ▲0.8%51,7940.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$18,910,335$322,833 ▼-1.7%96,7680.4%ETFJNJJohnson & Johnson$18,462,568$212,161 ▼-1.1%120,8730.4%MedicalUNHUnitedHealth Group$18,140,521$2,797,233 ▲18.2%58,1460.4%MedicalIVWiShares S&P 500 Growth ETF$17,647,389$401,312 ▼-2.2%160,2860.3%ETFVONGVanguard Russell 1000 Growth ETF$17,542,373$329,678 ▲1.9%160,6430.3%ETFQQQInvesco QQQ$17,142,457$500,377 ▲3.0%31,0730.3%FinanceNVDANVIDIA$16,994,147$330,839 ▲2.0%107,5620.3%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$15,277,895$106,386 ▼-0.7%606,7470.3%ETFVOOVVanguard S&P 500 Value ETF$15,168,790$1,113,962 ▼-6.8%80,3810.3%ETFEEMiShares MSCI Emerging Markets ETF$14,978,637$1,941,572 ▼-11.5%310,5010.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$14,640,611$15,560,392 ▼-51.5%243,8880.3%ETFKOCocaCola$14,588,566$89,852 ▼-0.6%206,2010.3%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$14,424,170$709,200 ▼-4.7%25,4640.3%ETFVUSBVanguard Ultra-Short Bond ETF$14,391,789$385,408 ▲2.8%288,6140.3%ETFSDYSPDR S&P Dividend ETF$13,889,464$240,374 ▼-1.7%102,3330.3%ETFHLTHilton Worldwide$13,766,582$84,696 ▼-0.6%51,6880.3%Consumer DiscretionaryEPDEnterprise Products Partners$13,710,429$236,577 ▼-1.7%442,1270.3%EnergyIBDRiShares iBonds Dec 2026 Term Corporate ETF$13,504,560$82,159 ▲0.6%556,8890.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$12,933,408$970,281 ▼-7.0%155,0760.3%ETFMCDMcDonald's$12,719,020$399,971 ▼-3.0%43,5340.2%Retail/WholesaleALLAllstate$12,585,637$79,922 ▼-0.6%62,5170.2%FinanceSCHWCharles Schwab$12,553,254$29,470 ▼-0.2%137,5860.2%FinanceSCHDSchwab US Dividend Equity ETF$12,159,539$532,308 ▲4.6%458,8480.2%ETFADBEAdobe$12,065,712$620,907 ▲5.4%31,1890.2%Computer and TechnologyVVisa$11,943,519$593,109 ▲5.2%33,6290.2%Business ServicesLLYEli Lilly and Company$11,910,826$308,785 ▼-2.5%15,2750.2%MedicalSBUXStarbucks$11,755,764$552,742 ▼-4.5%128,2890.2%Retail/WholesaleIAUiShares Gold Trust$11,630,078$11,787,849 ▼-50.3%186,4990.2%FinanceRBB FUND TRUST$11,597,050$2,941,358 ▲34.0%287,2690.2%FIRST EAGLE GBLSUBiShares Short-Term National Muni Bond ETF$11,431,841$180,246 ▲1.6%107,5030.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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