Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2025)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Mesirow Financial Investment Management, Inc. has $5.03 billion in total holdings as of December 31, 2024.
Mesirow Financial Investment Management, Inc. owns shares of 596 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 5.75% of the portfolio was purchased this quarter.
About 8.43% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 593 new stocks and bought additional shares in 289 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 207 stocks and completely divested from 35 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $428,888,528
VanEck Morningstar Wide Moat ETF: $324,540,973
Apple: $275,523,068
iShares Core S&P Small-Cap ETF: $168,114,186
iShares Core S&P 500 ETF: $137,602,231

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $22,593,561 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $6,506,833 Holding
46435U515 - iShares iBonds Dec 2028 Term Corporate ETF: $6,499,363 Holding
032108409 - Amplify YieldShares CWP Dividend & Option Income ETF: $3,933,500 Holding
29084Q100 - EMCOR Group: $1,458,928 Holding

Largest Purchases this Quarter

VanEck Morningstar Wide Moat ETF: 858,400 shares (about $79.59M)
Union Pacific: 131,118 shares (about $29.90M)
BLACKROCK INC: 22,041 shares (about $22.59M)
Vanguard Growth ETF: 21,940 shares (about $9.01M)
iShares Core S&P Small-Cap ETF: 76,834 shares (about $8.85M)

Largest Sales this Quarter

Vanguard High Dividend Yield ETF: 534,945 shares (about $68.25M)
Vanguard Total International Stock ETF: 666,887 shares (about $39.30M)
Vanguard Dividend Appreciation ETF: 169,401 shares (about $33.17M)
Vanguard Short-Term Corporate Bond ETF: 314,298 shares (about $24.52M)
Vanguard Mid-Cap ETF: 83,425 shares (about $22.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$428,888,528	$2,027,049 ▲	0.5%	946,198	8.5%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$324,540,973	$79,594,741 ▲	32.5%	3,500,055	6.4%	ETF
AAPL Apple	$275,523,068	$3,805,163 ▼	-1.4%	1,100,235	5.5%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$168,114,186	$8,852,815 ▲	5.6%	1,459,071	3.3%	ETF
IVV iShares Core S&P 500 ETF	$137,602,231	$868,404 ▲	0.6%	233,720	2.7%	ETF
MSFT Microsoft	$133,175,762	$8,672,914 ▲	7.0%	315,952	2.6%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$130,038,197	$745,880 ▲	0.6%	1,011,009	2.6%	ETF
GOOG Alphabet	$109,506,919	$1,028,778 ▼	-0.9%	575,009	2.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$105,935,632	$559,839 ▲	0.5%	196,605	2.1%	ETF
AMZN Amazon.com	$91,679,814	$170,465 ▲	0.2%	417,887	1.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$82,475,957	$1,758,835 ▼	-2.1%	140,724	1.6%	Finance
GOOGL Alphabet	$77,793,650	$651,192 ▼	-0.8%	410,954	1.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$77,371,732	$2,621,266 ▼	-3.3%	192,657	1.5%	ETF
JPM JPMorgan Chase & Co.	$76,479,537	$827,245 ▼	-1.1%	319,048	1.5%	Finance
VYM Vanguard High Dividend Yield ETF	$71,738,966	$68,252,257 ▼	-48.8%	562,273	1.4%	ETF
UNP Union Pacific	$59,954,552	$29,899,971 ▲	99.5%	262,914	1.2%	Transportation
GLD SPDR Gold Shares	$57,616,303	$339,223 ▲	0.6%	237,957	1.1%	Finance
AVGO Broadcom	$55,423,298	$997,609 ▼	-1.8%	239,058	1.1%	Computer and Technology
INVESTMENT MANAGERS SER TR I	$49,763,961	$3,666,808 ▲	8.0%	1,643,464	1.0%	FPA GBL EQTY ETF
IWR iShares Russell Mid-Cap ETF	$48,596,823	$424,146 ▲	0.9%	549,734	1.0%	ETF
TMO Thermo Fisher Scientific	$47,259,017	$175,320 ▲	0.4%	90,841	0.9%	Medical
VXUS Vanguard Total International Stock ETF	$44,816,764	$39,298,797 ▼	-46.7%	760,525	0.9%	ETF
COST Costco Wholesale	$42,146,092	$154,895 ▲	0.4%	45,984	0.8%	Retail/Wholesale
LOW Lowe's Companies	$41,141,945	$202,871 ▼	-0.5%	166,700	0.8%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$38,928,199	$20,724,190 ▼	-34.7%	814,066	0.8%	ETF
IWD iShares Russell 1000 Value ETF	$38,623,842	$7,775 ▲	0.0%	208,636	0.8%	ETF
FDX FedEx	$38,132,297	$293,998 ▼	-0.8%	135,539	0.8%	Transportation
BAC Bank of America	$36,776,843	$584,977 ▼	-1.6%	836,784	0.7%	Finance
ACN Accenture	$35,906,597	$89,718 ▲	0.3%	102,055	0.7%	Computer and Technology
CAT Caterpillar	$35,418,603	$412,460 ▼	-1.2%	97,636	0.7%	Industrials
AOR iShares Core 60/40 Balanced Allocation ETF	$35,040,405	$580,485 ▲	1.7%	611,306	0.7%	ETF
RTX RTX	$34,507,713	$103,106 ▼	-0.3%	298,202	0.7%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$34,437,175	$33,173,684 ▼	-49.1%	175,853	0.7%	ETF
PEP PepsiCo	$32,745,077	$176,086 ▼	-0.5%	215,342	0.7%	Consumer Staples
VTV Vanguard Value ETF	$32,105,723	$259,196 ▼	-0.8%	189,640	0.6%	ETF
VUG Vanguard Growth ETF	$30,907,979	$9,007,386 ▲	41.1%	75,285	0.6%	ETF
MA Mastercard	$30,639,119	$437,611 ▲	1.4%	58,182	0.6%	Business Services
CRM Salesforce	$30,589,495	$92,613 ▼	-0.3%	91,491	0.6%	Computer and Technology
ABBV AbbVie	$30,115,133	$757,001 ▲	2.6%	169,472	0.6%	Medical
IJH iShares Core S&P Mid-Cap ETF	$29,944,016	$87,298 ▼	-0.3%	480,558	0.6%	ETF
CVX Chevron	$29,682,239	$222,467 ▲	0.8%	204,938	0.6%	Energy
EFA iShares MSCI EAFE ETF	$27,340,758	$314,760 ▲	1.2%	361,608	0.5%	Finance
BRK.A Berkshire Hathaway	$27,236,800		0.0%	40	0.5%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$27,119,189	$56,481 ▲	0.2%	217,027	0.5%	ETF
LINDE PLC	$27,010,101	$110,531 ▼	-0.4%	64,513	0.5%	SHS
VCSH Vanguard Short-Term Corporate Bond ETF	$26,410,598	$24,518,677 ▼	-48.1%	338,550	0.5%	ETF
DIS Walt Disney	$25,207,997	$51,556 ▲	0.2%	226,380	0.5%	Consumer Discretionary
J Jacobs Solutions	$24,970,812	$118,788 ▲	0.5%	186,879	0.5%	Business Services
UNH UnitedHealth Group	$24,872,781	$555,022 ▲	2.3%	49,161	0.5%	Medical
FITB Fifth Third Bancorp	$24,790,351	$1,718,134 ▼	-6.5%	586,337	0.5%	Finance
TCAF T. Rowe Price Capital Appreciation Equity ETF	$24,673,061	$3,709,010 ▲	17.7%	741,600	0.5%	ETF
GAL SPDR SSgA Global Allocation ETF	$24,289,621	$530,820 ▼	-2.1%	549,790	0.5%	ETF
META Meta Platforms	$23,063,013	$18,740 ▼	-0.1%	39,382	0.5%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$22,862,659	$18,478,507 ▼	-44.7%	141,317	0.5%	ETF
TE CONNECTIVITY PLC	$22,731,411	$6,148 ▼	0.0%	158,993	0.5%	ORD SHS
BLACKROCK INC	$22,593,561	$22,593,561 ▲	New Holding	22,041	0.4%	COM
AXP American Express	$22,339,565	$22,260 ▲	0.1%	75,267	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$22,298,114	$461,466 ▲	2.1%	317,270	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$21,946,078	$34,200 ▼	-0.2%	75,721	0.4%	ETF
MGC Vanguard Mega Cap ETF	$21,908,115	$19,975,027 ▼	-47.7%	103,019	0.4%	ETF
WMT Walmart	$21,734,933	$21,797,274 ▼	-50.1%	240,564	0.4%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$21,456,598	$22,035,043 ▼	-50.7%	81,235	0.4%	ETF
VT Vanguard Total World Stock ETF	$21,006,099	$253,287 ▲	1.2%	178,806	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$20,144,694	$89,358 ▼	-0.4%	245,727	0.4%	Manufacturing
IWM iShares Russell 2000 ETF	$20,056,454	$229,805 ▼	-1.1%	90,767	0.4%	Finance
HD Home Depot	$19,725,004	$48,615 ▲	0.2%	50,717	0.4%	Retail/Wholesale
ORCL Oracle	$19,408,199	$70,825 ▲	0.4%	116,463	0.4%	Computer and Technology
ABT Abbott Laboratories	$19,114,597	$153,947 ▼	-0.8%	168,986	0.4%	Medical
IVE iShares S&P 500 Value ETF	$18,755,068	$500,486 ▼	-2.6%	98,256	0.4%	ETF
JNJ Johnson & Johnson	$17,917,189	$90,967 ▼	-0.5%	123,890	0.4%	Medical
IVW iShares S&P 500 Growth ETF	$16,759,594	$107,725 ▼	-0.6%	165,068	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$16,702,096	$5,474,062 ▲	48.8%	131,751	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$15,206,188	$19,523,542 ▼	-56.2%	147,203	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$14,884,386	$1,011,248 ▼	-6.4%	355,916	0.3%	Finance
QQQ Invesco QQQ	$14,660,749	$847,120 ▲	6.1%	28,677	0.3%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$14,579,742	$56,968 ▲	0.4%	25,593	0.3%	ETF
VOOV Vanguard S&P 500 Value ETF	$14,304,008	$251,857 ▲	1.8%	77,524	0.3%	ETF
NVDA NVIDIA	$14,197,308	$114,418 ▼	-0.8%	105,719	0.3%	Computer and Technology
EPD Enterprise Products Partners	$14,124,456	$143,943 ▲	1.0%	450,396	0.3%	Energy
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$13,959,089	$7,860,941 ▲	128.9%	557,249	0.3%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$13,815,364	$50,861 ▼	-0.4%	278,418	0.3%	ETF
SDY SPDR S&P Dividend ETF	$13,555,178	$201,453 ▲	1.5%	102,613	0.3%	ETF
SBUX Starbucks	$13,533,780	$190,172 ▼	-1.4%	148,310	0.3%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$13,433,611	$766,544 ▲	6.1%	257,248	0.3%	ETF
HLT Hilton Worldwide	$12,905,212	$60,307 ▲	0.5%	52,214	0.3%	Consumer Discretionary
ADBE Adobe	$12,829,118	$261,900 ▼	-2.0%	28,852	0.3%	Computer and Technology
KO Coca-Cola	$12,798,940	$54,042 ▲	0.4%	205,571	0.3%	Consumer Staples
MCD McDonald's	$12,637,737	$15,652 ▼	-0.1%	43,600	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$12,391,821	$33,208 ▲	0.3%	16,046	0.2%	Medical
AOA iShares Core 80/20 Aggressive Allocation ETF	$12,243,819	$74,849 ▲	0.6%	159,818	0.2%	ETF
ALL Allstate	$12,100,323	$652,211 ▼	-5.1%	62,764	0.2%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$11,862,961	$7,724,465 ▲	186.6%	492,853	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$11,738,406	$7,965,191 ▲	211.1%	429,664	0.2%	ETF
GPN Global Payments	$11,151,081	$2,092,495 ▼	-15.8%	99,510	0.2%	Business Services
COP ConocoPhillips	$11,137,933	$328,654 ▼	-2.9%	112,310	0.2%	Energy
PG Procter & Gamble	$10,923,495	$25,486 ▲	0.2%	65,149	0.2%	Consumer Staples
SUB iShares Short-Term National Muni Bond ETF	$10,786,842	$115,290 ▲	1.1%	102,264	0.2%	ETF
IAU iShares Gold Trust	$10,672,881	$5,248 ▲	0.0%	215,570	0.2%	Finance
MDT Medtronic	$10,642,427	$192,515 ▼	-1.8%	133,227	0.2%	Medical
HON Honeywell International	$10,452,560	$389,073 ▲	3.9%	46,262	0.2%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2025)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2025)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMesirow Financial Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools