Mesirow Financial Investment Management, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$4.9B
Holdings
485
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (485 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 812,429 | $408.4M | 8.39% | |
| 2 | AAPLAPPLE INC | 999,523 | $271.7M | 5.58% | |
| 3 | MOATVANECK ETF TRUST | 1,984,526 | $205.5M | 4.22% | |
| 4 | GOOGALPHABET INC | 523,722 | $164.3M | 3.37% | |
| 5 | MSFTMICROSOFT CORP | 289,662 | $140.1M | 2.88% | |
| 6 | AKREPROFESIONALLY MANAGED PORTFO | 2,012,662 | $131.8M | 2.71% | |
| 7 | IJRISHARES TR | 1,088,751 | $130.8M | 2.69% | |
| 8 | GOOGLALPHABET INC | 360,682 | $112.9M | 2.32% | |
| 9 | ITOTISHARES TR | 739,501 | $110.0M | 2.26% | |
| 10 | IVVISHARES TR | 159,079 | $109.0M | 2.24% | |
| 11 | JPMJPMORGAN CHASE & CO. | 295,103 | $95.1M | 1.95% | |
| 12 | VOOVANGUARD INDEX FDS | 142,674 | $89.5M | 1.84% | |
| 13 | AMZNAMAZON COM INC | 344,501 | $79.5M | 1.63% | |
| 14 | SPYSPDR S&P 500 ETF TR | 115,388 | $78.7M | 1.62% | |
| 15 | GQ9SPDR GOLD TR | 161,977 | $64.2M | 1.32% | |
| 16 | IWFISHARES TR | 131,599 | $62.3M | 1.28% | |
| 17 | FPAGINVESTMENT MANAGERS SER TR I | 1,629,876 | $60.5M | 1.24% | |
| 18 | VYMVANGUARD WHITEHALL FDS | 396,265 | $56.9M | 1.17% | |
| 19 | CATCATERPILLAR INC | 91,120 | $52.2M | 1.07% | |
| 20 | RTXRTX CORPORATION | 275,192 | $50.5M | 1.04% | |
| 21 | AVGOBROADCOM INC | 145,219 | $50.3M | 1.03% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 84,420 | $48.9M | 1.00% | |
| 23 | VXUSVANGUARD STAR FDS | 635,392 | $47.9M | 0.98% | |
| 24 | SGOVISHARES TR | 466,106 | $46.8M | 0.96% | |
| 25 | BACBANK AMERICA CORP | 763,190 | $42.0M | 0.86% | |
| 26 | LOWLOWES COS INC | 165,081 | $39.8M | 0.82% | |
| 27 | IJHISHARES TR | 587,514 | $38.8M | 0.80% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 43,271 | $37.3M | 0.77% | |
| 29 | FDXFEDEX CORP | 125,161 | $36.2M | 0.74% | |
| 30 | IWDISHARES TR | 167,710 | $35.3M | 0.72% | |
| 31 | TCAFT ROWE PRICE ETF INC | 905,301 | $34.6M | 0.71% | |
| 32 | ABBVABBVIE INC | 150,513 | $34.4M | 0.71% | |
| 33 | TELTE CONNECTIVITY PLC | 150,808 | $34.3M | 0.70% | |
| 34 | VUGVANGUARD INDEX FDS | 68,531 | $33.4M | 0.69% | |
| 35 | AORISHARES TR | 483,350 | $31.4M | 0.65% | |
| 36 | CVXCHEVRON CORP NEW | 199,451 | $30.4M | 0.62% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 40 | $30.2M | 0.62% | |
| 38 | VTVVANGUARD INDEX FDS | 156,185 | $29.8M | 0.61% | |
| 39 | UNPUNION PAC CORP | 127,779 | $29.6M | 0.61% | |
| 40 | IWRISHARES TR | 305,464 | $29.4M | 0.60% | |
| 41 | EFAISHARES TR | 293,732 | $28.2M | 0.58% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 449,895 | $28.1M | 0.58% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 127,782 | $28.1M | 0.58% | |
| 44 | ACNACCENTURE PLC IRELAND | 102,875 | $27.6M | 0.57% | |
| 45 | VVISA INC | 78,530 | $27.5M | 0.57% | |
| 46 | MGCVANGUARD WORLD FD | 107,736 | $27.1M | 0.56% | |
| 47 | VTVANGUARD INTL EQUITY INDEX F | 191,008 | $26.9M | 0.55% | |
| 48 | AQLTISHARES TR | 297,970 | $26.7M | 0.55% | |
| 49 | LINLINDE PLC | 59,600 | $25.4M | 0.52% | |
| 50 | AXPAMERICAN EXPRESS CO | 68,479 | $25.3M | 0.52% | |
| 51 | FITBFIFTH THIRD BANCORP | 537,038 | $25.1M | 0.52% | |
| 52 | FEGERBB FUND TRUST | 535,564 | $24.6M | 0.51% | |
| 53 | CRMSALESFORCE INC | 92,034 | $24.4M | 0.50% | |
| 54 | BLKBLACKROCK INC | 22,405 | $24.0M | 0.49% | |
| 55 | VTIVANGUARD INDEX FDS | 70,865 | $23.8M | 0.49% | |
| 56 | DISDISNEY WALT CO | 203,295 | $23.1M | 0.47% | |
| 57 | WMTWALMART INC | 204,133 | $22.7M | 0.47% | |
| 58 | JJACOBS SOLUTIONS INC | 167,611 | $22.2M | 0.46% | |
| 59 | MAMASTERCARD INCORPORATED | 38,855 | $22.2M | 0.46% | |
| 60 | VOVANGUARD INDEX FDS | 75,211 | $21.8M | 0.45% | |
| 61 | JNJJOHNSON & JOHNSON | 102,083 | $21.1M | 0.43% | |
| 62 | IWMISHARES TR | 84,358 | $20.8M | 0.43% | |
| 63 | SYKSTRYKER CORPORATION | 58,844 | $20.7M | 0.42% | |
| 64 | ORCLORACLE CORP | 104,475 | $20.4M | 0.42% | |
| 65 | ABTABBOTT LABS | 162,396 | $20.3M | 0.42% | |
| 66 | IVEISHARES TR | 92,188 | $19.6M | 0.40% | |
| 67 | IVWISHARES TR | 157,579 | $19.4M | 0.40% | |
| 68 | UNHUNITEDHEALTH GROUP INC | 56,718 | $18.7M | 0.38% | |
| 69 | GALSSGA ACTIVE ETF TR | 376,817 | $18.6M | 0.38% | |
| 70 | NDQINVESCO QQQ TR | 29,559 | $18.2M | 0.37% | |
| 71 | NVDANVIDIA CORPORATION | 97,175 | $18.1M | 0.37% | |
| 72 | VOEVANGUARD INDEX FDS | 96,710 | $17.2M | 0.35% | |
| 73 | EEMISHARES TR | 312,860 | $17.1M | 0.35% | |
| 74 | LLYELI LILLY & CO | 14,008 | $15.1M | 0.31% | |
| 75 | HLTHILTON WORLDWIDE HLDGS INC | 52,164 | $15.0M | 0.31% | |
| 76 | SHYISHARES TR | 178,111 | $14.8M | 0.30% | |
| 77 | HDHOME DEPOT INC | 42,189 | $14.5M | 0.30% | |
| 78 | METAMETA PLATFORMS INC | 21,419 | $14.1M | 0.29% | |
| 79 | AOAISHARES TR | 154,902 | $13.9M | 0.28% | |
| 80 | KOCOCA COLA CO | 195,962 | $13.7M | 0.28% | |
| 81 | EPDENTERPRISE PRODS PARTNERS L | 424,593 | $13.6M | 0.28% | |
| 82 | MDYSPDR S&P MIDCAP 400 ETF TR | 22,000 | $13.3M | 0.27% | |
| 83 | VCSHVANGUARD SCOTTSDALE FDS | 162,219 | $12.9M | 0.27% | |
| 84 | SDYSPDR SERIES TRUST | 90,575 | $12.6M | 0.26% | |
| 85 | MCDMCDONALDS CORP | 41,035 | $12.5M | 0.26% | |
| 86 | PEPPEPSICO INC | 86,080 | $12.4M | 0.25% | |
| 87 | IEMGISHARES INC | 183,627 | $12.3M | 0.25% | |
| 88 | IWPISHARES TR | 89,423 | $12.2M | 0.25% | |
| 89 | VONGVANGUARD SCOTTSDALE FDS | 99,763 | $12.1M | 0.25% | |
| 90 | SUBISHARES TR | 110,894 | $11.8M | 0.24% | |
| 91 | ALSALLSTATE CORP | 56,663 | $11.8M | 0.24% | |
| 92 | SCHWSCHWAB CHARLES CORP | 117,639 | $11.8M | 0.24% | |
| 93 | GLWCORNING INC | 132,928 | $11.6M | 0.24% | |
| 94 | IAU*ISHARES GOLD TR | 137,269 | $11.1M | 0.23% | |
| 95 | IBDRISHARES TR | 445,591 | $10.8M | 0.22% | |
| 96 | VWOVANGUARD INTL EQUITY INDEX F | 192,540 | $10.3M | 0.21% | |
| 97 | COPCONOCOPHILLIPS | 105,372 | $9.9M | 0.20% | |
| 98 | IBDSISHARES TR | 388,687 | $9.4M | 0.19% | |
| 99 | SBUXSTARBUCKS CORP | 109,346 | $9.2M | 0.19% | |
| 100 | XOMEXXON MOBIL CORP | 76,385 | $9.2M | 0.19% |
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