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)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$463.6M
MOATVANECK ETF TRUST
$250.3M
AAPLAPPLE INC
$218.4M
MSFTMICROSOFT CORP
$164.5M
IJRISHARES TR
$156.9M
IVVISHARES TR
$150.1M
ITOTISHARES TR
$137.7M
VOOVANGUARD INDEX FDS
$114.7M
GOOGALPHABET INC
$100.8M
JPMJPMORGAN CHASE & CO.
$92.6M
AMZNAMAZON COM INC
$89.8M
SPYSPDR S&P 500 ETF TR
$84.7M
IWFISHARES TR
$80.2M
VYMVANGUARD WHITEHALL FDS
$76.0M
GOOGLALPHABET INC
$69.8M
GQ9SPDR GOLD TR
$64.7M
FPAGINVESTMENT MANAGERS SER TR I
$62.7M
AVGOBROADCOM INC
$60.6M
VXUSVANGUARD STAR FDS
$58.2M
IWRISHARES TR
$50.3M
COSTCOSTCO WHSL CORP NEW
$45.0M
RTXRTX CORPORATION
$42.7M
IJHISHARES TR
$41.7M
IWDISHARES TR
$40.0M
VIGVANGUARD SPECIALIZED FUNDS
$39.7M
SGOVISHARES TR
$39.5M
VUGVANGUARD INDEX FDS
$39.2M
BACBANK AMERICA CORP
$38.9M
VEAVANGUARD TAX-MANAGED FDS
$37.4M
CATCATERPILLAR INC
$36.9M
VTVVANGUARD INDEX FDS
$36.6M
AORISHARES TR
$36.6M
LOWLOWES COS INC
$36.1M
TMOTHERMO FISHER SCIENTIFIC INC
$35.9M
TCAFT ROWE PRICE ETF INC
$34.3M
EFAISHARES TR
$31.5M
MAMASTERCARD INCORPORATED
$30.2M
ACNACCENTURE PLC IRELAND
$30.0M
AQLTISHARES TR
$29.9M
BRK-BBERKSHIRE HATHAWAY INC DEL
$29.9M
FDXFEDEX CORP
$29.9M
CVXCHEVRON CORP NEW
$29.7M
ABBVABBVIE INC
$29.5M
UNPUNION PAC CORP
$29.0M
LINLINDE PLC
$28.8M
PEPPEPSICO INC
$28.6M
DISDISNEY WALT CO
$27.9M
VCSHVANGUARD SCOTTSDALE FDS
$27.7M
ORCLORACLE CORP
$26.3M
IJJISHARES TR
$26.3M
METAMETA PLATFORMS INC
$25.9M
TELTE CONNECTIVITY PLC
$25.7M
GALSSGA ACTIVE ETF TR
$25.3M
VTVANGUARD INTL EQUITY INDEX F
$25.1M
CRMSALESFORCE INC
$24.7M
AXPAMERICAN EXPRESS CO
$24.1M
MGCVANGUARD WORLD FD
$24.0M
FITBFIFTH THIRD BANCORP
$24.0M
WMTWALMART INC
$23.9M
VOEVANGUARD INDEX FDS
$23.8M
VTIVANGUARD INDEX FDS
$23.6M
BLKBLACKROCK INC
$23.3M
VOVANGUARD INDEX FDS
$23.3M
SYKSTRYKER CORPORATION
$23.2M
ABTABBOTT LABS
$23.1M
JJACOBS SOLUTIONS INC
$22.3M
SHYISHARES TR
$21.8M
IWMISHARES TR
$20.4M
IWPISHARES TR
$19.7M
HDHOME DEPOT INC
$19.0M
IVEISHARES TR
$18.9M
JNJJOHNSON & JOHNSON
$18.5M
UNHUNITEDHEALTH GROUP INC
$18.1M
IVWISHARES TR
$17.6M
VONGVANGUARD SCOTTSDALE FDS
$17.5M
NDQINVESCO QQQ TR
$17.1M
NVDANVIDIA CORPORATION
$17.0M
IBDQISHARES TR
$15.3M
VOOVVANGUARD ADMIRAL FDS INC
$15.2M
EEMISHARES TR
$15.0M
IEMGISHARES INC
$14.6M
KOCOCA COLA CO
$14.6M
MDYSPDR S&P MIDCAP 400 ETF TR
$14.4M
VUSBVANGUARD BD INDEX FDS
$14.4M
SDYSPDR SERIES TRUST
$13.9M
HLTHILTON WORLDWIDE HLDGS INC
$13.8M
EPDENTERPRISE PRODS PARTNERS L
$13.7M
IBDRISHARES TR
$13.5M
AOAISHARES TR
$12.9M
MCDMCDONALDS CORP
$12.7M
ALSALLSTATE CORP
$12.6M
SCHWSCHWAB CHARLES CORP
$12.6M
SCHDSCHWAB STRATEGIC TR
$12.2M
ADBEADOBE INC
$12.1M
VVISA INC
$11.9M
LLYELI LILLY & CO
$11.9M
SBUXSTARBUCKS CORP
$11.8M
IAU*ISHARES GOLD TR
$11.6M
FEGERBB FUND TRUST
$11.6M
SUBISHARES TR
$11.4M
Page 1 of 6Next