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 $5.16 billion in total holdings as of March 31, 2025.
Mesirow Financial Investment Management, Inc. owns shares of 593 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 8.79% of the portfolio was purchased this quarter.
About 4.59% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 596 new stocks and bought additional shares in 261 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 194 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $502,074,711
Apple: $244,969,896
VanEck Morningstar Wide Moat ETF: $241,686,676
iShares Core S&P Total U.S. Stock Market ETF: $232,809,129
iShares Core S&P Small-Cap ETF: $153,689,351

Largest New Holdings this Quarter

75526L886 - RBB FUND TRUST: $8,056,427 Holding
836144303 - SOURCE CAPITAL: $3,218,307 Holding
97717X669 - WisdomTree U.S. Quality Dividend Growth Fund: $1,557,226 Holding
12503M108 - Cboe Global Markets: $1,054,742 Holding
29287L700 - TCW ETF TRUST: $576,939 Holding

Largest Purchases this Quarter

iShares Core S&P Total U.S. Stock Market ETF: 897,109 shares (about $109.46M)
iShares Russell Mid-Cap ETF: 569,914 shares (about $48.48M)
iShares Core S&P Mid-Cap ETF: 660,514 shares (about $38.54M)
iShares MSCI EAFE ETF: 354,404 shares (about $28.97M)
iShares 1-3 Year Treasury Bond ETF: 261,599 shares (about $21.64M)

Largest Sales this Quarter

VanEck Morningstar Wide Moat ETF: 753,614 shares (about $66.32M)
iShares Russell 1000 Value ETF: 175,985 shares (about $33.11M)
Union Pacific: 136,056 shares (about $32.14M)
Vanguard FTSE Developed Markets ETF: 178,764 shares (about $9.09M)
International Business Machines: 23,133 shares (about $5.75M)

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	$502,074,711	$1,846,971 ▼	-0.4%	942,730	9.7%	Finance
AAPL Apple	$244,969,896	$572,434 ▲	0.2%	1,102,812	4.7%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$241,686,676	$66,317,996 ▼	-21.5%	2,746,441	4.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$232,809,129	$109,456,105 ▲	88.7%	1,908,118	4.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$153,689,351	$1,114,194 ▲	0.7%	1,469,726	3.0%	ETF
IVV iShares Core S&P 500 ETF	$131,854,484	$505,792 ▲	0.4%	234,620	2.6%	ETF
MSFT Microsoft	$117,722,431	$890,483 ▼	-0.8%	313,580	2.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$102,174,430	$1,138,806 ▲	1.1%	198,821	2.0%	ETF
IWR iShares Russell Mid-Cap ETF	$95,248,122	$48,482,414 ▲	103.7%	1,119,648	1.8%	ETF
GOOG Alphabet	$92,313,039	$2,478,154 ▲	2.8%	590,871	1.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$79,310,151	$591,270 ▲	0.8%	141,781	1.5%	Finance
JPM JPMorgan Chase & Co.	$77,509,374	$753,071 ▼	-1.0%	315,978	1.5%	Finance
AMZN Amazon.com	$77,206,935	$2,299,851 ▼	-2.9%	405,799	1.5%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$73,000,656	$490,816 ▲	0.7%	566,079	1.4%	ETF
GLD SPDR Gold Shares	$70,089,220	$1,524,543 ▲	2.2%	243,248	1.4%	Finance
INVESTMENT MANAGERS SER TR I	$69,951,464	$20,598,175 ▲	41.7%	2,329,383	1.4%	FPA GBL EQTY ETF
IWF iShares Russell 1000 Growth ETF	$69,047,306	$525,069 ▼	-0.8%	191,203	1.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$66,580,890	$38,540,609 ▲	137.4%	1,141,072	1.3%	ETF
GOOGL Alphabet	$61,755,403	$1,795,236 ▼	-2.8%	399,345	1.2%	Computer and Technology
EFA iShares MSCI EAFE ETF	$58,518,814	$28,965,020 ▲	98.0%	716,012	1.1%	Finance
VXUS Vanguard Total International Stock ETF	$49,949,206	$2,720,719 ▲	5.8%	804,337	1.0%	ETF
COST Costco Wholesale	$45,687,799	$2,182,638 ▲	5.0%	48,291	0.9%	Retail/Wholesale
TMO Thermo Fisher Scientific	$43,813,128	$1,389,811 ▼	-3.1%	88,048	0.8%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$41,970,800	$21,641,941 ▲	106.5%	507,326	0.8%	Manufacturing
RTX RTX	$38,978,293	$522,300 ▼	-1.3%	294,259	0.8%	Aerospace
AVGO Broadcom	$38,536,039	$1,489,980 ▼	-3.7%	230,159	0.7%	Computer and Technology
LOW Lowe's Companies	$38,095,575	$784,124 ▼	-2.0%	163,338	0.7%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$36,460,125	$2,347,041 ▲	6.9%	187,952	0.7%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$34,719,061	$474,209 ▼	-1.3%	603,069	0.7%	ETF
BAC Bank of America	$34,527,771	$391,261 ▼	-1.1%	827,408	0.7%	Finance
VTV Vanguard Value ETF	$34,307,487	$1,549,295 ▲	4.7%	198,609	0.7%	ETF
CVX Chevron	$34,152,489	$131,322 ▼	-0.4%	204,153	0.7%	Energy
ABBV AbbVie	$33,564,187	$1,943,503 ▼	-5.5%	160,196	0.7%	Medical
FDX FedEx	$32,647,169	$394,928 ▼	-1.2%	133,919	0.6%	Transportation
IWP iShares Russell Mid-Cap Growth ETF	$32,407,526	$16,925,507 ▲	109.3%	275,786	0.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$32,292,321	$9,086,552 ▼	-22.0%	635,302	0.6%	ETF
PEP PepsiCo	$32,214,735	$74,672 ▼	-0.2%	214,844	0.6%	Consumer Staples
BRK.A Berkshire Hathaway	$31,937,669		0.0%	40	0.6%	Finance
CAT Caterpillar	$31,537,922	$662,234 ▼	-2.1%	95,628	0.6%	Industrials
MA Mastercard	$31,505,334	$385,883 ▼	-1.2%	57,478	0.6%	Business Services
ACN Accenture	$31,439,939	$407,237 ▼	-1.3%	100,750	0.6%	Computer and Technology
UNP Union Pacific	$29,968,924	$32,141,859 ▼	-51.7%	126,858	0.6%	Transportation
LINDE PLC	$29,508,238	$532,712 ▼	-1.8%	63,369	0.6%	SHS
VUG Vanguard Growth ETF	$28,876,138	$952,486 ▲	3.4%	77,853	0.6%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$28,488,787	$4,549,878 ▲	19.0%	882,550	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$27,152,614	$13,268,727 ▲	95.6%	503,098	0.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$27,130,972	$405,753 ▲	1.5%	343,690	0.5%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$25,764,808	$220,669 ▼	-0.8%	215,184	0.5%	ETF
UNH UnitedHealth Group	$25,763,501	$9,953 ▲	0.0%	49,180	0.5%	Medical
IEFA iShares Core MSCI EAFE ETF	$25,166,808	$1,164,953 ▲	4.9%	332,669	0.5%	ETF
CRM Salesforce	$24,410,835	$141,964 ▼	-0.6%	90,962	0.5%	Computer and Technology
GAL SPDR SSgA Global Allocation ETF	$24,224,488	$418,143 ▼	-1.7%	540,461	0.5%	ETF
FITB Fifth Third Bancorp	$22,804,773	$179,654 ▼	-0.8%	581,754	0.4%	Finance
VOE Vanguard Mid-Cap Value ETF	$22,679,491	$8,991 ▼	0.0%	141,261	0.4%	ETF
DIS Walt Disney	$22,306,112	$37,901 ▼	-0.2%	225,996	0.4%	Consumer Discretionary
ABT Abbott Laboratories	$22,298,036	$118,859 ▼	-0.5%	168,090	0.4%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$22,283,417	$15,753,987 ▲	241.3%	221,352	0.4%	ETF
IAU iShares Gold Trust	$22,141,144	$9,431,129 ▲	74.2%	375,528	0.4%	Finance
J Jacobs Solutions	$22,042,399	$549,446 ▼	-2.4%	182,334	0.4%	Business Services
META Meta Platforms	$21,793,093	$910,279 ▼	-4.0%	37,803	0.4%	Computer and Technology
TE CONNECTIVITY PLC	$21,602,073	$866,711 ▼	-3.9%	152,860	0.4%	ORD SHS
WMT Walmart	$21,409,696	$291,018 ▲	1.4%	243,879	0.4%	Retail/Wholesale
MGC Vanguard Mega Cap ETF	$21,181,005	$434,785 ▲	2.1%	105,178	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$21,169,146	$356,223 ▲	1.7%	77,017	0.4%	ETF
VO Vanguard Mid-Cap ETF	$21,123,537	$114,311 ▲	0.5%	81,677	0.4%	ETF
VT Vanguard Total World Stock ETF	$20,951,915	$219,033 ▲	1.1%	180,695	0.4%	ETF
BLACKROCK INC	$20,879,665	$18,929 ▲	0.1%	22,061	0.4%	COM
AXP American Express	$20,486,696	$236,756 ▲	1.2%	76,147	0.4%	Finance
JNJ Johnson & Johnson	$20,274,948	$269,974 ▼	-1.3%	122,262	0.4%	Medical
XOM Exxon Mobil	$19,806,204	$9,545,588 ▲	93.0%	166,532	0.4%	Energy
IWM iShares Russell 2000 ETF	$18,854,166	$746,706 ▲	4.1%	94,510	0.4%	Finance
HD Home Depot	$18,831,058	$245,887 ▲	1.3%	51,388	0.4%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$18,756,764	$31,255 ▲	0.2%	98,420	0.4%	ETF
ORCL Oracle	$16,771,098	$488,086 ▲	3.0%	119,954	0.3%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$15,892,433	$1,613,482 ▲	11.3%	86,284	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$15,365,952	$1,351,134 ▲	9.6%	610,972	0.3%	ETF
EPD Enterprise Products Partners	$15,354,705	$21,850 ▼	-0.1%	449,756	0.3%	Energy
EEM iShares MSCI Emerging Markets ETF	$15,327,710	$225,798 ▼	-1.5%	350,749	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$15,217,702	$105,548 ▼	-0.7%	163,931	0.3%	ETF
KO Coca-Cola	$14,859,091	$136,078 ▲	0.9%	207,471	0.3%	Consumer Staples
VONG Vanguard Russell 1000 Growth ETF	$14,625,939	$966,965 ▲	7.1%	157,624	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$14,250,981	$599,036 ▲	4.4%	26,716	0.3%	ETF
QQQ Invesco QQQ	$14,145,430	$698,221 ▲	5.2%	30,166	0.3%	Finance
SDY SPDR S&P Dividend ETF	$14,124,962	$202,301 ▲	1.5%	104,104	0.3%	ETF
MCD McDonald's	$14,026,273	$407,016 ▲	3.0%	44,903	0.3%	Retail/Wholesale
VUSB Vanguard Ultra-Short Bond ETF	$14,003,545	$122,992 ▲	0.9%	280,885	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$13,400,275	$1,468,290 ▲	12.3%	553,501	0.3%	ETF
DIM WisdomTree International MidCap Dividend Fund	$13,225,042	$6,687,978 ▲	102.3%	199,804	0.3%	Finance
SBUX Starbucks	$13,175,758	$1,372,203 ▼	-9.4%	134,321	0.3%	Retail/Wholesale
ALL Allstate	$13,027,336	$31,060 ▲	0.2%	62,914	0.3%	Finance
LLY Eli Lilly and Company	$12,947,437	$309,826 ▼	-2.3%	15,671	0.3%	Medical
AOA iShares Core 80/20 Aggressive Allocation ETF	$12,753,463	$527,244 ▲	4.3%	166,710	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$12,267,809	$254,353 ▲	2.1%	438,761	0.2%	ETF
MDT Medtronic	$11,964,039	$8,267 ▼	-0.1%	133,135	0.2%	Medical
COP ConocoPhillips	$11,866,912	$72,253 ▲	0.6%	112,998	0.2%	Energy
HLT Hilton Worldwide	$11,833,965	$47,330 ▼	-0.4%	52,006	0.2%	Consumer Discretionary
PG Procter & Gamble	$11,589,223	$485,732 ▲	4.4%	67,999	0.2%	Consumer Staples
NVDA NVIDIA	$11,430,808	$27,204 ▼	-0.2%	105,468	0.2%	Computer and Technology
ADBE Adobe	$11,345,676	$280,727 ▲	2.5%	29,584	0.2%	Computer and Technology
V Visa	$11,202,539	$897,353 ▲	8.7%	31,959	0.2%	Business Services

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