Mesirow Financial Investment Management, Inc. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$5.6T
Holdings
554
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (554 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 963,896 | $484.6B | 8.67% | |
| 2 | AAPLAPPLE INC | 1,053,309 | $268.2B | 4.80% | |
| 3 | MOATVANECK ETF TRUST | 2,627,317 | $260.4B | 4.66% | |
| 4 | IJRISHARES TR | 1,478,144 | $175.6B | 3.14% | |
| 5 | MSFTMICROSOFT CORP | 330,554 | $171.2B | 3.06% | |
| 6 | IVVISHARES TR | 241,999 | $162.0B | 2.90% | |
| 7 | ITOTISHARES TR | 1,022,868 | $149.0B | 2.67% | |
| 8 | GOOGALPHABET INC | 561,776 | $136.8B | 2.45% | |
| 9 | VOOVANGUARD INDEX FDS | 199,746 | $122.3B | 2.19% | |
| 10 | JPMJPMORGAN CHASE & CO. | 316,470 | $99.8B | 1.79% | |
| 11 | GOOGLALPHABET INC | 391,613 | $95.2B | 1.70% | |
| 12 | SPYSPDR S&P 500 ETF TR | 134,967 | $89.9B | 1.61% | |
| 13 | AMZNAMAZON COM INC | 407,818 | $89.5B | 1.60% | |
| 14 | IWFISHARES TR | 190,001 | $89.0B | 1.59% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 548,452 | $77.3B | 1.38% | |
| 16 | GQ9SPDR GOLD TR | 214,398 | $76.2B | 1.36% | |
| 17 | FPAGINVESTMENT MANAGERS SER TR I | 1,971,426 | $70.7B | 1.26% | |
| 18 | AVGOBROADCOM INC | 211,633 | $69.8B | 1.25% | |
| 19 | VXUSVANGUARD STAR FDS | 869,407 | $63.9B | 1.14% | |
| 20 | IWRISHARES TR | 547,963 | $52.9B | 0.95% | |
| 21 | RTXRTX CORPORATION | 290,577 | $48.6B | 0.87% | |
| 22 | TCAFT ROWE PRICE ETF INC | 1,271,915 | $48.0B | 0.86% | |
| 23 | IJHISHARES TR | 732,337 | $47.8B | 0.86% | |
| 24 | SGOVISHARES TR | 474,512 | $47.8B | 0.85% | |
| 25 | VUGVANGUARD INDEX FDS | 93,352 | $44.8B | 0.80% | |
| 26 | CATCATERPILLAR INC | 93,423 | $44.6B | 0.80% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 89,411 | $43.4B | 0.78% | |
| 28 | IWDISHARES TR | 209,354 | $42.6B | 0.76% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 197,010 | $42.5B | 0.76% | |
| 30 | BACBANK AMERICA CORP | 821,293 | $42.4B | 0.76% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 45,016 | $41.7B | 0.75% | |
| 32 | LOWLOWES COS INC | 164,562 | $41.4B | 0.74% | |
| 33 | VEAVANGUARD TAX-MANAGED FDS | 659,897 | $39.5B | 0.71% | |
| 34 | VTVVANGUARD INDEX FDS | 208,940 | $39.0B | 0.70% | |
| 35 | ABBVABBVIE INC | 162,499 | $37.6B | 0.67% | |
| 36 | AORISHARES TR | 573,177 | $36.9B | 0.66% | |
| 37 | ORCLORACLE CORP | 119,159 | $33.5B | 0.60% | |
| 38 | TELTE CONNECTIVITY PLC | 151,677 | $33.3B | 0.60% | |
| 39 | EFAISHARES TR | 350,287 | $32.7B | 0.59% | |
| 40 | AQLTISHARES TR | 373,911 | $32.6B | 0.58% | |
| 41 | CVXCHEVRON CORP NEW | 208,902 | $32.4B | 0.58% | |
| 42 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $31.7B | 0.57% | |
| 43 | MGCVANGUARD WORLD FD | 129,288 | $31.6B | 0.56% | |
| 44 | FDXFEDEX CORP | 130,542 | $30.8B | 0.55% | |
| 45 | MAMASTERCARD INCORPORATED | 53,207 | $30.3B | 0.54% | |
| 46 | UNPUNION PAC CORP | 127,255 | $30.1B | 0.54% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 367,435 | $29.4B | 0.53% | |
| 48 | LINLINDE PLC | 61,295 | $29.1B | 0.52% | |
| 49 | VVISA INC | 82,919 | $28.3B | 0.51% | |
| 50 | VTVANGUARD INTL EQUITY INDEX F | 198,849 | $27.4B | 0.49% | |
| 51 | BLKBLACKROCK INC | 22,489 | $26.2B | 0.47% | |
| 52 | VTIVANGUARD INDEX FDS | 79,263 | $26.0B | 0.47% | |
| 53 | METAMETA PLATFORMS INC | 35,229 | $25.9B | 0.46% | |
| 54 | VOEVANGUARD INDEX FDS | 146,499 | $25.6B | 0.46% | |
| 55 | DISDISNEY WALT CO | 222,605 | $25.5B | 0.46% | |
| 56 | JJACOBS SOLUTIONS INC | 167,996 | $25.2B | 0.45% | |
| 57 | WMTWALMART INC | 242,958 | $25.0B | 0.45% | |
| 58 | IJJISHARES TR | 192,427 | $25.0B | 0.45% | |
| 59 | ACNACCENTURE PLC IRELAND | 100,968 | $24.9B | 0.45% | |
| 60 | AXPAMERICAN EXPRESS CO | 74,889 | $24.9B | 0.45% | |
| 61 | GALSSGA ACTIVE ETF TR | 502,702 | $24.7B | 0.44% | |
| 62 | FITBFIFTH THIRD BANCORP | 545,748 | $24.3B | 0.43% | |
| 63 | FEGERBB FUND TRUST | 545,947 | $24.1B | 0.43% | |
| 64 | VOVANGUARD INDEX FDS | 82,142 | $24.1B | 0.43% | |
| 65 | ABTABBOTT LABS | 170,424 | $22.8B | 0.41% | |
| 66 | IWMISHARES TR | 93,526 | $22.6B | 0.40% | |
| 67 | SHYISHARES TR | 268,607 | $22.3B | 0.40% | |
| 68 | JNJJOHNSON & JOHNSON | 118,282 | $21.9B | 0.39% | |
| 69 | SYKSTRYKER CORPORATION | 59,106 | $21.9B | 0.39% | |
| 70 | CRMSALESFORCE INC | 91,797 | $21.8B | 0.39% | |
| 71 | HDHOME DEPOT INC | 52,174 | $21.1B | 0.38% | |
| 72 | NVDANVIDIA CORPORATION | 111,058 | $20.7B | 0.37% | |
| 73 | IWPISHARES TR | 142,861 | $20.3B | 0.36% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 58,453 | $20.2B | 0.36% | |
| 75 | IVEISHARES TR | 97,018 | $20.0B | 0.36% | |
| 76 | VONGVANGUARD SCOTTSDALE FDS | 163,258 | $19.7B | 0.35% | |
| 77 | NDQINVESCO QQQ TR | 32,580 | $19.6B | 0.35% | |
| 78 | IVWISHARES TR | 159,115 | $19.2B | 0.34% | |
| 79 | EEMISHARES TR | 305,636 | $16.3B | 0.29% | |
| 80 | VOOVVANGUARD ADMIRAL FDS INC | 81,769 | $16.3B | 0.29% | |
| 81 | IEMGISHARES INC | 246,387 | $16.2B | 0.29% | |
| 82 | IBDQISHARES TR | 603,301 | $15.2B | 0.27% | |
| 83 | MDYSPDR S&P MIDCAP 400 ETF TR | 25,355 | $15.1B | 0.27% | |
| 84 | SDYSPDR SERIES TRUST | 103,444 | $14.5B | 0.26% | |
| 85 | PEPPEPSICO INC | 100,646 | $14.1B | 0.25% | |
| 86 | IBDRISHARES TR | 569,624 | $13.8B | 0.25% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 441,123 | $13.8B | 0.25% | |
| 88 | KOCOCA COLA CO | 206,637 | $13.7B | 0.25% | |
| 89 | AOAISHARES TR | 155,008 | $13.7B | 0.24% | |
| 90 | IAU*ISHARES GOLD TR | 186,739 | $13.6B | 0.24% | |
| 91 | VUSBVANGUARD BD INDEX FDS | 270,825 | $13.5B | 0.24% | |
| 92 | HLTHILTON WORLDWIDE HLDGS INC | 51,609 | $13.4B | 0.24% | |
| 93 | MCDMCDONALDS CORP | 43,423 | $13.2B | 0.24% | |
| 94 | SCHWSCHWAB CHARLES CORP | 138,119 | $13.2B | 0.24% | |
| 95 | ALSALLSTATE CORP | 61,050 | $13.1B | 0.23% | |
| 96 | CGBLCAPITAL GROUP CORE BALANCED | 367,638 | $12.8B | 0.23% | |
| 97 | SCHDSCHWAB STRATEGIC TR | 463,281 | $12.6B | 0.23% | |
| 98 | GLWCORNING INC | 148,879 | $12.2B | 0.22% | |
| 99 | VWOVANGUARD INTL EQUITY INDEX F | 221,835 | $12.0B | 0.22% | |
| 100 | LLYELI LILLY & CO | 15,495 | $11.8B | 0.21% |
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