Mesirow Financial Investment Management, Inc.
CIK: 0001469475SEC EDGAR →
Portfolio Value
$4.9M
Holdings
485
As of
Q4 2025
New Positions
28
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 999,523 | $271.7M | 5580.20% |
| 2 | VANECK ETF TRUST | 1,984,526 | $205.5M | 4220.50% |
| 3 | ALPHABET INC | 523,722 | $164.3M | 3374.98% |
| 4 | MICROSOFT CORP | 289,662 | $140.1M | 2876.95% |
| 5 | PROFESIONALLY MANAGED PORTFO | 2,012,662 | $131.8M | 2707.63% |
| 6 | ISHARES TR | 1,088,751 | $130.8M | 2687.03% |
| 7 | ALPHABET INC | 360,682 | $112.9M | 2318.37% |
| 8 | ISHARES TR | 739,501 | $110.0M | 2258.08% |
| 9 | INTENSITY THERAPEUTICS INC | 251,000 | $102.0M | 2094.65% |
| 10 | JPMORGAN CHASE & CO. | 295,103 | $95.1M | 1952.71% |
Quarterly Changes
Top Buys
New Positions (19)
$131.8M · 2.0M shares
$867K · 11K shares
$821K · 30K shares
$385K · 30K shares
$376K · 5K shares
$344K · 5K shares
$277K · 2K shares
$262K · 4K shares
$251K · 1K shares
$237K · 10K shares
$221K · 2K shares
$221K · 1K shares
$207K · 7K shares
$202K · 2K shares
$187K · 19K shares
$175K · 34K shares
$140K · 10K shares
$70K · 20K shares
$63K · 10K shares
Closed Positions (88)
$15.2M · 603K shares
$8.8M · 377K shares
$1.9M · 39K shares
$1.6M · 3K shares
$1.1M · 9K shares
$892K · 1K shares
$873K · 5K shares
$701K · 9K shares
$668K · 2K shares
$641K · 4K shares
$637K · 4K shares
$617K · 16K shares
$593K · 5K shares
$574K · 10K shares
$537K · 30K shares
$503K · 11K shares
$503K · 2K shares
$478K · 996 shares
$468K · 7K shares
$466K · 2K shares
$457K · 11K shares
$456K · 5K shares
$454K · 4K shares
$439K · 8K shares
$414K · 13K shares
$409K · 20K shares
$398K · 4K shares
$369K · 4K shares
$369K · 1K shares
$369K · 4K shares
$366K · 14K shares
$365K · 156 shares
$344K · 1K shares
$340K · 11K shares
$336K · 3K shares
$335K · 2K shares
$334K · 3K shares
$323K · 2K shares
$319K · 4K shares
$317K · 20K shares
$314K · 3K shares
$310K · 9K shares
$302K · 933 shares
$298K · 3K shares
$298K · 4K shares
$295K · 9K shares
$288K · 593 shares
$282K · 2K shares
$280K · 19K shares
$276K · 3K shares
$261K · 4K shares
$261K · 1K shares
$258K · 3K shares
$240K · 2K shares
$238K · 486 shares
$238K · 10K shares
$238K · 5K shares
$231K · 1K shares
$225K · 2K shares
$224K · 3K shares
$224K · 664 shares
$224K · 11K shares
$224K · 11K shares
$223K · 3K shares
$219K · 635 shares
$218K · 1K shares
$212K · 1K shares
$212K · 3K shares
$206K · 262 shares
$202K · 1K shares
$201K · 1K shares
$201K · 980 shares
$201K · 3K shares
$195K · 13K shares
$178K · 11K shares
$168K · 16K shares
$158K · 16K shares
$130K · 29K shares
$112K · 25K shares
$110K · 12K shares
$104K · 12K shares
$104K · 11K shares
$102K · 23K shares
$95K · 43K shares
$81K · 14K shares
$72K · 30K shares
$53K · 20K shares
$8K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 205 | $2.0B | 50.8% |
| Technology | 57 | $651.8M | 16.3% |
| Communication Services | 10 | $312.9M | 7.8% |
| Healthcare | 44 | $256.6M | 6.4% |
| Consumer Cyclical | 22 | $191.7M | 4.8% |
| Industrials | 39 | $190.5M | 4.8% |
| Unknown | 26 | $137.7M | 3.5% |
| Energy | 19 | $87.9M | 2.2% |
| Consumer Defensive | 19 | $73.2M | 1.8% |
| Basic Materials | 18 | $35.2M | 0.9% |
| Utilities | 17 | $20.2M | 0.5% |
| Real Estate | 9 | $4.8M | 0.1% |