Mesirow Financial Investment Management, Inc. Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$5.1B

Holdings

536

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (536 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
954,309$463.6B9039.18%
2
MOATVANECK ETF TRUST
2,668,567$250.3B4880.31%
3
AAPLAPPLE INC
1,064,255$218.4B4257.73%
4
MSFTMICROSOFT CORP
330,735$164.5B3208.04%
5
IJRISHARES TR
1,435,196$156.9B3058.48%
6
IVVISHARES TR
241,695$150.1B2926.44%
7
ITOTISHARES TR
1,019,989$137.7B2685.82%
8
VOOVANGUARD INDEX FDS
201,986$114.7B2237.15%
9
GOOGALPHABET INC
568,111$100.8B1965.06%
10
JPMJPMORGAN CHASE & CO.
319,311$92.6B1805.01%
11
AMZNAMAZON COM INC
409,281$89.8B1750.85%
12
SPYSPDR S&P 500 ETF TR
137,144$84.7B1652.26%
13
IWFISHARES TR
188,769$80.2B1562.94%
14
VYMVANGUARD WHITEHALL FDS
570,074$76.0B1481.83%
15
GOOGLALPHABET INC
396,264$69.8B1361.69%
16
GQ9SPDR GOLD TR
212,260$64.7B1261.64%
17
FPAGINVESTMENT MANAGERS SER TR I
1,844,476$62.7B1222.69%
18
AVGOBROADCOM INC
219,782$60.6B1181.27%
19
VXUSVANGUARD STAR FDS
842,765$58.2B1135.38%
20
IWRISHARES TR
547,366$50.3B981.61%
21
COSTCOSTCO WHSL CORP NEW
45,425$45.0B876.99%
22
RTXRTX CORPORATION
292,413$42.7B832.57%
23
IJHISHARES TR
671,772$41.7B812.40%
24
IWDISHARES TR
205,744$40.0B779.21%
25
VIGVANGUARD SPECIALIZED FUNDS
193,816$39.7B773.48%
26
SGOVISHARES TR
392,339$39.5B770.30%
27
VUGVANGUARD INDEX FDS
89,309$39.2B763.60%
28
BACBANK AMERICA CORP
822,903$38.9B759.29%
29
VEAVANGUARD TAX-MANAGED FDS
656,751$37.4B730.07%
30
CATCATERPILLAR INC
94,936$36.9B718.65%
31
VTVVANGUARD INDEX FDS
207,260$36.6B714.27%
32
AORISHARES TR
594,241$36.6B713.42%
33
LOWLOWES COS INC
162,901$36.1B704.76%
34
TMOTHERMO FISHER SCIENTIFIC INC
88,429$35.9B699.13%
35
TCAFT ROWE PRICE ETF INC
973,312$34.3B669.57%
36
EFAISHARES TR
351,984$31.5B613.51%
37
MAMASTERCARD INCORPORATED
53,805$30.2B589.65%
38
ACNACCENTURE PLC IRELAND
100,338$30.0B584.76%
39
AQLTISHARES TR
358,193$29.9B583.06%
40
BRK-BBERKSHIRE HATHAWAY INC DEL
41$29.9B582.65%
41
FDXFEDEX CORP
131,430$29.9B582.56%
42
CVXCHEVRON CORP NEW
207,289$29.7B578.77%
43
ABBVABBVIE INC
158,777$29.5B574.66%
44
UNPUNION PAC CORP
125,847$29.0B564.60%
45
LINLINDE PLC
61,351$28.8B561.30%
46
PEPPEPSICO INC
216,507$28.6B557.44%
47
DISDISNEY WALT CO
224,996$27.9B544.06%
48
VCSHVANGUARD SCOTTSDALE FDS
348,883$27.7B540.84%
49
ORCLORACLE CORP
120,378$26.3B513.20%
50
IJJISHARES TR
212,409$26.3B511.86%
51
METAMETA PLATFORMS INC
35,118$25.9B505.51%
52
TELTE CONNECTIVITY PLC
152,451$25.7B501.40%
53
GALSSGA ACTIVE ETF TR
538,416$25.3B493.42%
54
VTVANGUARD INTL EQUITY INDEX F
195,441$25.1B489.78%
55
CRMSALESFORCE INC
90,641$24.7B481.95%
56
AXPAMERICAN EXPRESS CO
75,612$24.1B470.29%
57
MGCVANGUARD WORLD FD
106,843$24.0B468.59%
58
FITBFIFTH THIRD BANCORP
583,476$24.0B467.94%
59
WMTWALMART INC
244,212$23.9B465.61%
60
VOEVANGUARD INDEX FDS
144,648$23.8B463.88%
61
VTIVANGUARD INDEX FDS
77,584$23.6B459.82%
62
BLKBLACKROCK INC
22,220$23.3B454.60%
63
VOVANGUARD INDEX FDS
83,131$23.3B453.60%
64
SYKSTRYKER CORPORATION
58,670$23.2B452.67%
65
ABTABBOTT LABS
169,478$23.1B449.47%
66
JJACOBS SOLUTIONS INC
169,579$22.3B434.66%
67
SHYISHARES TR
263,045$21.8B425.01%
68
IWMISHARES TR
94,548$20.4B397.83%
69
IWPISHARES TR
141,784$19.7B383.44%
70
HDHOME DEPOT INC
51,794$19.0B370.31%
71
IVEISHARES TR
96,768$18.9B368.73%
72
JNJJOHNSON & JOHNSON
120,873$18.5B360.00%
73
UNHUNITEDHEALTH GROUP INC
58,146$18.1B353.72%
74
IVWISHARES TR
160,286$17.6B344.11%
75
VONGVANGUARD SCOTTSDALE FDS
160,643$17.5B342.06%
76
NDQINVESCO QQQ TR
31,073$17.1B334.26%
77
NVDANVIDIA CORPORATION
107,562$17.0B331.37%
78
IBDQISHARES TR
606,747$15.3B297.90%
79
VOOVVANGUARD ADMIRAL FDS INC
80,381$15.2B295.78%
80
EEMISHARES TR
310,501$15.0B292.07%
81
IEMGISHARES INC
243,888$14.6B285.48%
82
KOCOCA COLA CO
206,201$14.6B284.46%
83
MDYSPDR S&P MIDCAP 400 ETF TR
25,464$14.4B281.26%
84
VUSBVANGUARD BD INDEX FDS
288,614$14.4B280.63%
85
SDYSPDR SERIES TRUST
102,333$13.9B270.83%
86
HLTHILTON WORLDWIDE HLDGS INC
51,688$13.8B268.43%
87
EPDENTERPRISE PRODS PARTNERS L
442,127$13.7B267.34%
88
IBDRISHARES TR
556,889$13.5B263.33%
89
AOAISHARES TR
155,076$12.9B252.19%
90
MCDMCDONALDS CORP
43,534$12.7B248.01%
91
ALSALLSTATE CORP
62,517$12.6B245.41%
92
SCHWSCHWAB CHARLES CORP
137,586$12.6B244.78%
93
SCHDSCHWAB STRATEGIC TR
458,848$12.2B237.10%
94
ADBEADOBE INC
31,189$12.1B235.27%
95
VVISA INC
33,629$11.9B232.89%
96
LLYELI LILLY & CO
15,275$11.9B232.25%
97
SBUXSTARBUCKS CORP
128,289$11.8B229.23%
98
IAU*ISHARES GOLD TR
186,499$11.6B226.78%
99
FEGERBB FUND TRUST
287,269$11.6B226.13%
100
SUBISHARES TR
107,503$11.4B222.91%
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