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

RankStockSharesValue% 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

AKRENEW
$131.8M
INTS↑ Increased
$53.5M
NKE↑ Increased
$4.9M
IBDU↑ Increased
$4.0M
XLK↑ Increased
$3.2M

Top Sells

BRK/B↓ Decreased
$484.2M
IVV↓ Decreased
$161.9M
VOO↓ Decreased
$122.2M
SPY↓ Decreased
$89.8M
MOAT↓ Decreased
$54.9M

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# HoldingsValue%
Financial Services205$2.0B50.8%
Technology57$651.8M16.3%
Communication Services10$312.9M7.8%
Healthcare44$256.6M6.4%
Consumer Cyclical22$191.7M4.8%
Industrials39$190.5M4.8%
Unknown26$137.7M3.5%
Energy19$87.9M2.2%
Consumer Defensive19$73.2M1.8%
Basic Materials18$35.2M0.9%
Utilities17$20.2M0.5%
Real Estate9$4.8M0.1%