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 $5.13 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: $463,570,922
VanEck Morningstar Wide Moat ETF: $250,284,772
Apple: $218,356,034
Microsoft: $164,523,027
iShares Core S&P Small-Cap ETF: $156,852,973

Largest New Holdings this Quarter

33734X846 - First Trust Nasdaq Cybersecurity ETF: $1,396,361 Holding
06849F108 - BARRICK MNG CORP: $757,500 Holding
14021L109 - CAPITAL GROUP DIVIDEND GROWE: $601,525 Holding
921946794 - Vanguard International High Dividend Yield ETF: $599,208 Holding
25434V724 - 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 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	$463,570,922	$5,624,685 ▲	1.2%	954,309	9.0%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$250,284,772	$7,303,799 ▼	-2.8%	2,668,567	4.9%	ETF
AAPL Apple	$218,356,034	$7,910,842 ▼	-3.5%	1,064,255	4.3%	Computer and Technology
MSFT Microsoft	$164,523,027	$8,533,698 ▲	5.5%	330,735	3.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$156,852,973	$3,773,793 ▼	-2.3%	1,435,196	3.1%	ETF
IVV iShares Core S&P 500 ETF	$150,081,295	$4,393,244 ▲	3.0%	241,695	2.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$137,741,419	$119,934,773 ▼	-46.5%	1,019,989	2.7%	ETF
VOO Vanguard S&P 500 ETF	$114,731,309	$1,797,771 ▲	1.6%	201,986	2.2%	ETF
GOOG Alphabet	$100,777,566	$4,037,411 ▼	-3.9%	568,111	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$92,569,376	$966,248 ▲	1.1%	319,311	1.8%	Finance
AMZN Amazon.com	$89,791,720	$763,912 ▲	0.9%	409,281	1.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$84,735,343	$2,865,002 ▼	-3.3%	137,144	1.7%	Finance
IWF iShares Russell 1000 Growth ETF	$80,154,762	$1,033,521 ▼	-1.3%	188,769	1.6%	ETF
VYM Vanguard High Dividend Yield ETF	$75,995,198	$532,564 ▲	0.7%	570,074	1.5%	ETF
GOOGL Alphabet	$69,833,855	$542,967 ▼	-0.8%	396,264	1.4%	Computer and Technology
GLD SPDR Gold Shares	$64,702,911	$9,446,028 ▼	-12.7%	212,260	1.3%	Finance
INVESTMENT MANAGERS SER TR I	$62,705,207	$16,485,004 ▼	-20.8%	1,844,476	1.2%	FPA GBL EQTY ETF
AVGO Broadcom	$60,581,172	$2,860,338 ▼	-4.5%	219,782	1.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$58,227,553	$2,655,032 ▲	4.8%	842,765	1.1%	ETF
IWR iShares Russell Mid-Cap ETF	$50,341,233	$52,632,757 ▼	-51.1%	547,366	1.0%	ETF
COST Costco Wholesale	$44,976,128	$2,837,679 ▼	-5.9%	45,425	0.9%	Retail/Wholesale
RTX RTX	$42,698,165	$269,553 ▼	-0.6%	292,413	0.8%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$41,663,619	$29,106,209 ▼	-41.1%	671,772	0.8%	ETF
IWD iShares Russell 1000 Value ETF	$39,961,298	$33,619,551 ▲	530.1%	205,744	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$39,667,499	$1,200,160 ▲	3.1%	193,816	0.8%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$39,504,726	$17,216,730 ▲	77.2%	392,339	0.8%	ETF
VUG Vanguard Growth ETF	$39,160,761	$5,023,298 ▲	14.7%	89,309	0.8%	ETF
BAC Bank of America	$38,940,000	$213,178 ▼	-0.5%	822,903	0.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$37,441,178	$1,222,801 ▲	3.4%	656,751	0.7%	ETF
CAT Caterpillar	$36,855,605	$268,645 ▼	-0.7%	94,936	0.7%	Industrials
VTV Vanguard Value ETF	$36,630,885	$1,528,967 ▲	4.4%	207,260	0.7%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$36,587,703	$543,544 ▼	-1.5%	594,241	0.7%	ETF
LOW Lowe's Companies	$36,143,094	$96,958 ▼	-0.3%	162,901	0.7%	Retail/Wholesale
TMO Thermo Fisher Scientific	$35,854,832	$154,482 ▲	0.4%	88,429	0.7%	Medical
TCAF T. Rowe Price Capital Appreciation Equity ETF	$34,338,538	$3,202,092 ▲	10.3%	973,312	0.7%	ETF
EFA iShares MSCI EAFE ETF	$31,463,399	$32,539,997 ▼	-50.8%	351,984	0.6%	Finance
MA Mastercard	$30,239,761	$2,064,318 ▼	-6.4%	53,805	0.6%	Business Services
ACN Accenture	$29,989,093	$123,139 ▼	-0.4%	100,338	0.6%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$29,902,154	$2,130,758 ▲	7.7%	358,193	0.6%	ETF
BRK.A Berkshire Hathaway	$29,880,800	$728,800 ▲	2.5%	41	0.6%	Finance
FDX FedEx	$29,876,127	$565,789 ▼	-1.9%	131,430	0.6%	Transportation
CVX Chevron	$29,682,207	$449,051 ▲	1.5%	207,289	0.6%	Energy
ABBV AbbVie	$29,471,323	$263,387 ▼	-0.9%	158,777	0.6%	Medical
UNP Union Pacific	$28,955,231	$232,614 ▼	-0.8%	125,847	0.6%	Transportation
LINDE PLC	$28,786,253	$946,858 ▼	-3.2%	61,351	0.6%	SHS
PEP PepsiCo	$28,588,025	$219,586 ▲	0.8%	216,507	0.6%	Consumer Staples
DIS Walt Disney	$27,902,100	$124,012 ▼	-0.4%	224,996	0.5%	Consumer Discretionary
VCSH Vanguard Short-Term Corporate Bond ETF	$27,736,793	$412,852 ▲	1.5%	348,883	0.5%	ETF
ORCL Oracle	$26,319,062	$92,702 ▲	0.4%	120,378	0.5%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$26,250,405	$342,946 ▼	-1.3%	212,409	0.5%	ETF
META Meta Platforms	$25,924,769	$1,982,118 ▼	-7.1%	35,118	0.5%	Computer and Technology
TE CONNECTIVITY PLC	$25,714,101	$68,987 ▼	-0.3%	152,451	0.5%	ORD SHS
GAL SPDR SSgA Global Allocation ETF	$25,304,691	$96,112 ▼	-0.4%	538,416	0.5%	ETF
VT Vanguard Total World Stock ETF	$25,118,095	$1,895,157 ▲	8.2%	195,441	0.5%	ETF
CRM Salesforce	$24,716,807	$87,533 ▼	-0.4%	90,641	0.5%	Computer and Technology
AXP American Express	$24,118,657	$170,654 ▼	-0.7%	75,612	0.5%	Finance
MGC Vanguard Mega Cap ETF	$24,031,419	$374,496 ▲	1.6%	106,843	0.5%	ETF
FITB Fifth Third Bancorp	$23,998,363	$70,826 ▲	0.3%	583,476	0.5%	Finance
WMT Walmart	$23,878,532	$32,560 ▲	0.1%	244,212	0.5%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$23,790,053	$557,055 ▲	2.4%	144,648	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$23,581,743	$172,340 ▲	0.7%	77,584	0.5%	ETF
BLACKROCK INC	$23,314,100	$166,829 ▲	0.7%	22,220	0.5%	COM
VO Vanguard Mid-Cap ETF	$23,262,825	$406,878 ▲	1.8%	83,131	0.5%	ETF
SYK Stryker	$23,214,763	$17,207,097 ▲	286.4%	58,670	0.5%	Medical
ABT Abbott Laboratories	$23,050,971	$188,784 ▲	0.8%	169,478	0.4%	Medical
J Jacobs Solutions	$22,291,209	$1,676,648 ▼	-7.0%	169,579	0.4%	Business Services
SHY iShares 1-3 Year Treasury Bond ETF	$21,796,542	$20,241,712 ▼	-48.2%	263,045	0.4%	Manufacturing
IWM iShares Russell 2000 ETF	$20,402,678	$8,200 ▲	0.0%	94,548	0.4%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$19,664,686	$18,585,364 ▼	-48.6%	141,784	0.4%	ETF
HD Home Depot	$18,991,088	$148,866 ▲	0.8%	51,794	0.4%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$18,910,335	$322,833 ▼	-1.7%	96,768	0.4%	ETF
JNJ Johnson & Johnson	$18,462,568	$212,161 ▼	-1.1%	120,873	0.4%	Medical
UNH UnitedHealth Group	$18,140,521	$2,797,233 ▲	18.2%	58,146	0.4%	Medical
IVW iShares S&P 500 Growth ETF	$17,647,389	$401,312 ▼	-2.2%	160,286	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$17,542,373	$329,678 ▲	1.9%	160,643	0.3%	ETF
QQQ Invesco QQQ	$17,142,457	$500,377 ▲	3.0%	31,073	0.3%	Finance
NVDA NVIDIA	$16,994,147	$330,839 ▲	2.0%	107,562	0.3%	Computer and Technology
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$15,277,895	$106,386 ▼	-0.7%	606,747	0.3%	ETF
VOOV Vanguard S&P 500 Value ETF	$15,168,790	$1,113,962 ▼	-6.8%	80,381	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$14,978,637	$1,941,572 ▼	-11.5%	310,501	0.3%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$14,640,611	$15,560,392 ▼	-51.5%	243,888	0.3%	ETF
KO CocaCola	$14,588,566	$89,852 ▼	-0.6%	206,201	0.3%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$14,424,170	$709,200 ▼	-4.7%	25,464	0.3%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$14,391,789	$385,408 ▲	2.8%	288,614	0.3%	ETF
SDY SPDR S&P Dividend ETF	$13,889,464	$240,374 ▼	-1.7%	102,333	0.3%	ETF
HLT Hilton Worldwide	$13,766,582	$84,696 ▼	-0.6%	51,688	0.3%	Consumer Discretionary
EPD Enterprise Products Partners	$13,710,429	$236,577 ▼	-1.7%	442,127	0.3%	Energy
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$13,504,560	$82,159 ▲	0.6%	556,889	0.3%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$12,933,408	$970,281 ▼	-7.0%	155,076	0.3%	ETF
MCD McDonald's	$12,719,020	$399,971 ▼	-3.0%	43,534	0.2%	Retail/Wholesale
ALL Allstate	$12,585,637	$79,922 ▼	-0.6%	62,517	0.2%	Finance
SCHW Charles Schwab	$12,553,254	$29,470 ▼	-0.2%	137,586	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$12,159,539	$532,308 ▲	4.6%	458,848	0.2%	ETF
ADBE Adobe	$12,065,712	$620,907 ▲	5.4%	31,189	0.2%	Computer and Technology
V Visa	$11,943,519	$593,109 ▲	5.2%	33,629	0.2%	Business Services
LLY Eli Lilly and Company	$11,910,826	$308,785 ▼	-2.5%	15,275	0.2%	Medical
SBUX Starbucks	$11,755,764	$552,742 ▼	-4.5%	128,289	0.2%	Retail/Wholesale
IAU iShares Gold Trust	$11,630,078	$11,787,849 ▼	-50.3%	186,499	0.2%	Finance
RBB FUND TRUST	$11,597,050	$2,941,358 ▲	34.0%	287,269	0.2%	FIRST EAGLE GBL
SUB iShares Short-Term National Muni Bond ETF	$11,431,841	$180,246 ▲	1.6%	107,503	0.2%	ETF

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