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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 954,309 | $463.6B | 9039.18% | |
| 2 | MOATVANECK ETF TRUST | 2,668,567 | $250.3B | 4880.31% | |
| 3 | AAPLAPPLE INC | 1,064,255 | $218.4B | 4257.73% | |
| 4 | MSFTMICROSOFT CORP | 330,735 | $164.5B | 3208.04% | |
| 5 | IJRISHARES TR | 1,435,196 | $156.9B | 3058.48% | |
| 6 | IVVISHARES TR | 241,695 | $150.1B | 2926.44% | |
| 7 | ITOTISHARES TR | 1,019,989 | $137.7B | 2685.82% | |
| 8 | VOOVANGUARD INDEX FDS | 201,986 | $114.7B | 2237.15% | |
| 9 | GOOGALPHABET INC | 568,111 | $100.8B | 1965.06% | |
| 10 | JPMJPMORGAN CHASE & CO. | 319,311 | $92.6B | 1805.01% | |
| 11 | AMZNAMAZON COM INC | 409,281 | $89.8B | 1750.85% | |
| 12 | SPYSPDR S&P 500 ETF TR | 137,144 | $84.7B | 1652.26% | |
| 13 | IWFISHARES TR | 188,769 | $80.2B | 1562.94% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 570,074 | $76.0B | 1481.83% | |
| 15 | GOOGLALPHABET INC | 396,264 | $69.8B | 1361.69% | |
| 16 | GQ9SPDR GOLD TR | 212,260 | $64.7B | 1261.64% | |
| 17 | FPAGINVESTMENT MANAGERS SER TR I | 1,844,476 | $62.7B | 1222.69% | |
| 18 | AVGOBROADCOM INC | 219,782 | $60.6B | 1181.27% | |
| 19 | VXUSVANGUARD STAR FDS | 842,765 | $58.2B | 1135.38% | |
| 20 | IWRISHARES TR | 547,366 | $50.3B | 981.61% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 45,425 | $45.0B | 876.99% | |
| 22 | RTXRTX CORPORATION | 292,413 | $42.7B | 832.57% | |
| 23 | IJHISHARES TR | 671,772 | $41.7B | 812.40% | |
| 24 | IWDISHARES TR | 205,744 | $40.0B | 779.21% | |
| 25 | VIGVANGUARD SPECIALIZED FUNDS | 193,816 | $39.7B | 773.48% | |
| 26 | SGOVISHARES TR | 392,339 | $39.5B | 770.30% | |
| 27 | VUGVANGUARD INDEX FDS | 89,309 | $39.2B | 763.60% | |
| 28 | BACBANK AMERICA CORP | 822,903 | $38.9B | 759.29% | |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 656,751 | $37.4B | 730.07% | |
| 30 | CATCATERPILLAR INC | 94,936 | $36.9B | 718.65% | |
| 31 | VTVVANGUARD INDEX FDS | 207,260 | $36.6B | 714.27% | |
| 32 | AORISHARES TR | 594,241 | $36.6B | 713.42% | |
| 33 | LOWLOWES COS INC | 162,901 | $36.1B | 704.76% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 88,429 | $35.9B | 699.13% | |
| 35 | TCAFT ROWE PRICE ETF INC | 973,312 | $34.3B | 669.57% | |
| 36 | EFAISHARES TR | 351,984 | $31.5B | 613.51% | |
| 37 | MAMASTERCARD INCORPORATED | 53,805 | $30.2B | 589.65% | |
| 38 | ACNACCENTURE PLC IRELAND | 100,338 | $30.0B | 584.76% | |
| 39 | AQLTISHARES TR | 358,193 | $29.9B | 583.06% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 41 | $29.9B | 582.65% | |
| 41 | FDXFEDEX CORP | 131,430 | $29.9B | 582.56% | |
| 42 | CVXCHEVRON CORP NEW | 207,289 | $29.7B | 578.77% | |
| 43 | ABBVABBVIE INC | 158,777 | $29.5B | 574.66% | |
| 44 | UNPUNION PAC CORP | 125,847 | $29.0B | 564.60% | |
| 45 | LINLINDE PLC | 61,351 | $28.8B | 561.30% | |
| 46 | PEPPEPSICO INC | 216,507 | $28.6B | 557.44% | |
| 47 | DISDISNEY WALT CO | 224,996 | $27.9B | 544.06% | |
| 48 | VCSHVANGUARD SCOTTSDALE FDS | 348,883 | $27.7B | 540.84% | |
| 49 | ORCLORACLE CORP | 120,378 | $26.3B | 513.20% | |
| 50 | IJJISHARES TR | 212,409 | $26.3B | 511.86% | |
| 51 | METAMETA PLATFORMS INC | 35,118 | $25.9B | 505.51% | |
| 52 | TELTE CONNECTIVITY PLC | 152,451 | $25.7B | 501.40% | |
| 53 | GALSSGA ACTIVE ETF TR | 538,416 | $25.3B | 493.42% | |
| 54 | VTVANGUARD INTL EQUITY INDEX F | 195,441 | $25.1B | 489.78% | |
| 55 | CRMSALESFORCE INC | 90,641 | $24.7B | 481.95% | |
| 56 | AXPAMERICAN EXPRESS CO | 75,612 | $24.1B | 470.29% | |
| 57 | MGCVANGUARD WORLD FD | 106,843 | $24.0B | 468.59% | |
| 58 | FITBFIFTH THIRD BANCORP | 583,476 | $24.0B | 467.94% | |
| 59 | WMTWALMART INC | 244,212 | $23.9B | 465.61% | |
| 60 | VOEVANGUARD INDEX FDS | 144,648 | $23.8B | 463.88% | |
| 61 | VTIVANGUARD INDEX FDS | 77,584 | $23.6B | 459.82% | |
| 62 | BLKBLACKROCK INC | 22,220 | $23.3B | 454.60% | |
| 63 | VOVANGUARD INDEX FDS | 83,131 | $23.3B | 453.60% | |
| 64 | SYKSTRYKER CORPORATION | 58,670 | $23.2B | 452.67% | |
| 65 | ABTABBOTT LABS | 169,478 | $23.1B | 449.47% | |
| 66 | JJACOBS SOLUTIONS INC | 169,579 | $22.3B | 434.66% | |
| 67 | SHYISHARES TR | 263,045 | $21.8B | 425.01% | |
| 68 | IWMISHARES TR | 94,548 | $20.4B | 397.83% | |
| 69 | IWPISHARES TR | 141,784 | $19.7B | 383.44% | |
| 70 | HDHOME DEPOT INC | 51,794 | $19.0B | 370.31% | |
| 71 | IVEISHARES TR | 96,768 | $18.9B | 368.73% | |
| 72 | JNJJOHNSON & JOHNSON | 120,873 | $18.5B | 360.00% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 58,146 | $18.1B | 353.72% | |
| 74 | IVWISHARES TR | 160,286 | $17.6B | 344.11% | |
| 75 | VONGVANGUARD SCOTTSDALE FDS | 160,643 | $17.5B | 342.06% | |
| 76 | NDQINVESCO QQQ TR | 31,073 | $17.1B | 334.26% | |
| 77 | NVDANVIDIA CORPORATION | 107,562 | $17.0B | 331.37% | |
| 78 | IBDQISHARES TR | 606,747 | $15.3B | 297.90% | |
| 79 | VOOVVANGUARD ADMIRAL FDS INC | 80,381 | $15.2B | 295.78% | |
| 80 | EEMISHARES TR | 310,501 | $15.0B | 292.07% | |
| 81 | IEMGISHARES INC | 243,888 | $14.6B | 285.48% | |
| 82 | KOCOCA COLA CO | 206,201 | $14.6B | 284.46% | |
| 83 | MDYSPDR S&P MIDCAP 400 ETF TR | 25,464 | $14.4B | 281.26% | |
| 84 | VUSBVANGUARD BD INDEX FDS | 288,614 | $14.4B | 280.63% | |
| 85 | SDYSPDR SERIES TRUST | 102,333 | $13.9B | 270.83% | |
| 86 | HLTHILTON WORLDWIDE HLDGS INC | 51,688 | $13.8B | 268.43% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 442,127 | $13.7B | 267.34% | |
| 88 | IBDRISHARES TR | 556,889 | $13.5B | 263.33% | |
| 89 | AOAISHARES TR | 155,076 | $12.9B | 252.19% | |
| 90 | MCDMCDONALDS CORP | 43,534 | $12.7B | 248.01% | |
| 91 | ALSALLSTATE CORP | 62,517 | $12.6B | 245.41% | |
| 92 | SCHWSCHWAB CHARLES CORP | 137,586 | $12.6B | 244.78% | |
| 93 | SCHDSCHWAB STRATEGIC TR | 458,848 | $12.2B | 237.10% | |
| 94 | ADBEADOBE INC | 31,189 | $12.1B | 235.27% | |
| 95 | VVISA INC | 33,629 | $11.9B | 232.89% | |
| 96 | LLYELI LILLY & CO | 15,275 | $11.9B | 232.25% | |
| 97 | SBUXSTARBUCKS CORP | 128,289 | $11.8B | 229.23% | |
| 98 | IAU*ISHARES GOLD TR | 186,499 | $11.6B | 226.78% | |
| 99 | FEGERBB FUND TRUST | 287,269 | $11.6B | 226.13% | |
| 100 | SUBISHARES TR | 107,503 | $11.4B | 222.91% |
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