Mesirow Financial Investment Management, Inc.

CIK: 0001469475Latest portfolio: $4.9B · Q4 2025

Holdings

485

Total Value

$4.9B

New Positions

18

Closed Positions

85

#StockSharesValue% PortfolioChangeType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
812,429$408.4M8.39%-151,467
2
AAPLAPPLE INC
999,523$271.7M5.58%-53,786
3
MOATVANECK ETF TRUST
1,984,526$205.5M4.22%-642,791
4
GOOGALPHABET INC
523,722$164.3M3.37%-38,054
5
MSFTMICROSOFT CORP
289,662$140.1M2.88%-40,892
6
AKREPROFESIONALLY MANAGED PORTFO
2,012,662$131.8M2.71%NEW
7
IJRISHARES TR
1,088,751$130.8M2.69%-389,393
8
GOOGLALPHABET INC
360,682$112.9M2.32%-30,931
9
ITOTISHARES TR
739,501$110.0M2.26%-283,367
10
IVVISHARES TR
159,079$109.0M2.24%-82,920
11
JPMJPMORGAN CHASE & CO.
295,103$95.1M1.95%-21,367
12
VOOVANGUARD INDEX FDS
142,674$89.5M1.84%-57,072
13
AMZNAMAZON COM INC
344,501$79.5M1.63%-63,317
14
SPYSPDR S&P 500 ETF TR
115,388$78.7M1.62%-19,579
15
GQ9SPDR GOLD TR
161,977$64.2M1.32%-52,421
16
IWFISHARES TR
131,599$62.3M1.28%-58,402
17
FPAGINVESTMENT MANAGERS SER TR I
1,629,876$60.5M1.24%-341,550
18
VYMVANGUARD WHITEHALL FDS
396,265$56.9M1.17%-152,187
19
CATCATERPILLAR INC
91,120$52.2M1.07%-2,303
20
RTXRTX CORPORATION
275,192$50.5M1.04%-15,385
21
AVGOBROADCOM INC
145,219$50.3M1.03%-66,414
22
TMOTHERMO FISHER SCIENTIFIC INC
84,420$48.9M1.00%-4,991
23
VXUSVANGUARD STAR FDS
635,392$47.9M0.98%-234,015
24
SGOVISHARES TR
466,106$46.8M0.96%-8,406
25
BACBANK AMERICA CORP
763,190$42.0M0.86%-58,103

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
INTS251K+51K
QLD92K+45K
NEPH50K+36K
ISSC90K+30K
ICCC36K+24K
XLE41K+18K
XLK58K+17K
BHK86K+12K
EEM313K+7K
CSQ55K+3K

Decreased Positions

NameSharesChange
MOAT2.0M-642791
IJR1.1M-389393
FPAG1.6M-341550
IWR305K-242499
VXUS635K-234015
ARCC130K-215809
VEA450K-210002
VCSH162K-205216
IBTG136K-161120
SCHD304K-159194

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.717301400945026e+200T)
Healthcare0.0% ($4.891734390211272e+145T)
Industrials0.0% ($5.220150469361543e+127T)
Unknown0.0% ($4.083646419230192e+90T)
Consumer Cyclical0.0% ($7.951739811149841e+70T)
Consumer Defensive0.0% ($3.7317227421369916e+61T)
Energy0.0% ($3.0398136129864916e+58T)
Basic Materials0.0% ($2.5413140913191194e+50T)
Utilities0.0% ($4.815458825651862e+47T)
Communication Services0.0% ($1.643461128942313e+34T)
Real Estate0.0% ($171380363838537024.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$4.9B485
Q3 2025Nov 12, 2025$5.6T554
Q2 2025Aug 4, 2025$5.1T536
Q1 2025May 8, 2025$5.2T593
Q4 2024Feb 7, 2025$5.0T596
Q3 2024Nov 1, 2024$5168.5T646
Q2 2024Jul 16, 2024$21.2T68
Q1 2024Apr 19, 2024$20.1T69
Q4 2023Jan 10, 2024$25.3T81
Q3 2023Nov 6, 2023$23.0T81
Q2 2023Jul 17, 2023$23.6T79
Q1 2023Apr 12, 2023$24.1T73
Q4 2022Jan 19, 2023$23.8T77
Q3 2022Oct 26, 2022$21.0B71
Q2 2022Jul 20, 2022$20.7B69
Q1 2022May 2, 2022$29.7B80
Q4 2021Jan 14, 2022$34.7B77
Q3 2021Oct 20, 2021$34.0B78
Q2 2021Jul 23, 2021$39.1B85
Q1 2021Apr 14, 2021$36.8B135
Q4 2020Jan 14, 2021$31.6T126
Q3 2020Oct 13, 2020$23.3B70
Q2 2020Jul 22, 2020$21.2B70
Q1 2020Apr 9, 2020$15.9B68
Q4 2019Jan 9, 2020$23.7B62
Q3 2019Oct 30, 2019$23.8B59
Q2 2019Jul 12, 2019$27.4B52
Q1 2019Apr 9, 2019$25.2B60
Q4 2018Feb 14, 2019$15.5B58
Q3 2018Oct 9, 2018$19.4B54
Q2 2018Jul 11, 2018$22.5B56
Q1 2018Apr 17, 2018$23.7B58
Q4 2017Jan 16, 2018$22.1B55
Q3 2017Oct 12, 2017$21.2B55
Q2 2017Aug 17, 2017$21.2B54

Fund Information

CIK0001469475
Most Recent FilingFeb 5, 2026
Number of Filings35

Mesirow Financial Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.9B across 485 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 8.4% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 88 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.