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)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
812,429$408.4M8.39%
2
AAPLAPPLE INC
999,523$271.7M5.58%
3
MOATVANECK ETF TRUST
1,984,526$205.5M4.22%
4
GOOGALPHABET INC
523,722$164.3M3.37%
5
MSFTMICROSOFT CORP
289,662$140.1M2.88%
6
AKREPROFESIONALLY MANAGED PORTFO
2,012,662$131.8M2.71%
7
IJRISHARES TR
1,088,751$130.8M2.69%
8
GOOGLALPHABET INC
360,682$112.9M2.32%
9
ITOTISHARES TR
739,501$110.0M2.26%
10
IVVISHARES TR
159,079$109.0M2.24%
11
JPMJPMORGAN CHASE & CO.
295,103$95.1M1.95%
12
VOOVANGUARD INDEX FDS
142,674$89.5M1.84%
13
AMZNAMAZON COM INC
344,501$79.5M1.63%
14
SPYSPDR S&P 500 ETF TR
115,388$78.7M1.62%
15
GQ9SPDR GOLD TR
161,977$64.2M1.32%
16
IWFISHARES TR
131,599$62.3M1.28%
17
FPAGINVESTMENT MANAGERS SER TR I
1,629,876$60.5M1.24%
18
VYMVANGUARD WHITEHALL FDS
396,265$56.9M1.17%
19
CATCATERPILLAR INC
91,120$52.2M1.07%
20
RTXRTX CORPORATION
275,192$50.5M1.04%
21
AVGOBROADCOM INC
145,219$50.3M1.03%
22
TMOTHERMO FISHER SCIENTIFIC INC
84,420$48.9M1.00%
23
VXUSVANGUARD STAR FDS
635,392$47.9M0.98%
24
SGOVISHARES TR
466,106$46.8M0.96%
25
BACBANK AMERICA CORP
763,190$42.0M0.86%
26
LOWLOWES COS INC
165,081$39.8M0.82%
27
IJHISHARES TR
587,514$38.8M0.80%
28
COSTCOSTCO WHSL CORP NEW
43,271$37.3M0.77%
29
FDXFEDEX CORP
125,161$36.2M0.74%
30
IWDISHARES TR
167,710$35.3M0.72%
31
TCAFT ROWE PRICE ETF INC
905,301$34.6M0.71%
32
ABBVABBVIE INC
150,513$34.4M0.71%
33
TELTE CONNECTIVITY PLC
150,808$34.3M0.70%
34
VUGVANGUARD INDEX FDS
68,531$33.4M0.69%
35
AORISHARES TR
483,350$31.4M0.65%
36
CVXCHEVRON CORP NEW
199,451$30.4M0.62%
37
BRK-BBERKSHIRE HATHAWAY INC DEL
40$30.2M0.62%
38
VTVVANGUARD INDEX FDS
156,185$29.8M0.61%
39
UNPUNION PAC CORP
127,779$29.6M0.61%
40
IWRISHARES TR
305,464$29.4M0.60%
41
EFAISHARES TR
293,732$28.2M0.58%
42
VEAVANGUARD TAX-MANAGED FDS
449,895$28.1M0.58%
43
VIGVANGUARD SPECIALIZED FUNDS
127,782$28.1M0.58%
44
ACNACCENTURE PLC IRELAND
102,875$27.6M0.57%
45
VVISA INC
78,530$27.5M0.57%
46
MGCVANGUARD WORLD FD
107,736$27.1M0.56%
47
VTVANGUARD INTL EQUITY INDEX F
191,008$26.9M0.55%
48
AQLTISHARES TR
297,970$26.7M0.55%
49
LINLINDE PLC
59,600$25.4M0.52%
50
AXPAMERICAN EXPRESS CO
68,479$25.3M0.52%
51
FITBFIFTH THIRD BANCORP
537,038$25.1M0.52%
52
FEGERBB FUND TRUST
535,564$24.6M0.51%
53
CRMSALESFORCE INC
92,034$24.4M0.50%
54
BLKBLACKROCK INC
22,405$24.0M0.49%
55
VTIVANGUARD INDEX FDS
70,865$23.8M0.49%
56
DISDISNEY WALT CO
203,295$23.1M0.47%
57
WMTWALMART INC
204,133$22.7M0.47%
58
JJACOBS SOLUTIONS INC
167,611$22.2M0.46%
59
MAMASTERCARD INCORPORATED
38,855$22.2M0.46%
60
VOVANGUARD INDEX FDS
75,211$21.8M0.45%
61
JNJJOHNSON & JOHNSON
102,083$21.1M0.43%
62
IWMISHARES TR
84,358$20.8M0.43%
63
SYKSTRYKER CORPORATION
58,844$20.7M0.42%
64
ORCLORACLE CORP
104,475$20.4M0.42%
65
ABTABBOTT LABS
162,396$20.3M0.42%
66
IVEISHARES TR
92,188$19.6M0.40%
67
IVWISHARES TR
157,579$19.4M0.40%
68
UNHUNITEDHEALTH GROUP INC
56,718$18.7M0.38%
69
GALSSGA ACTIVE ETF TR
376,817$18.6M0.38%
70
NDQINVESCO QQQ TR
29,559$18.2M0.37%
71
NVDANVIDIA CORPORATION
97,175$18.1M0.37%
72
VOEVANGUARD INDEX FDS
96,710$17.2M0.35%
73
EEMISHARES TR
312,860$17.1M0.35%
74
LLYELI LILLY & CO
14,008$15.1M0.31%
75
HLTHILTON WORLDWIDE HLDGS INC
52,164$15.0M0.31%
76
SHYISHARES TR
178,111$14.8M0.30%
77
HDHOME DEPOT INC
42,189$14.5M0.30%
78
METAMETA PLATFORMS INC
21,419$14.1M0.29%
79
AOAISHARES TR
154,902$13.9M0.28%
80
KOCOCA COLA CO
195,962$13.7M0.28%
81
EPDENTERPRISE PRODS PARTNERS L
424,593$13.6M0.28%
82
MDYSPDR S&P MIDCAP 400 ETF TR
22,000$13.3M0.27%
83
VCSHVANGUARD SCOTTSDALE FDS
162,219$12.9M0.27%
84
SDYSPDR SERIES TRUST
90,575$12.6M0.26%
85
MCDMCDONALDS CORP
41,035$12.5M0.26%
86
PEPPEPSICO INC
86,080$12.4M0.25%
87
IEMGISHARES INC
183,627$12.3M0.25%
88
IWPISHARES TR
89,423$12.2M0.25%
89
VONGVANGUARD SCOTTSDALE FDS
99,763$12.1M0.25%
90
SUBISHARES TR
110,894$11.8M0.24%
91
ALSALLSTATE CORP
56,663$11.8M0.24%
92
SCHWSCHWAB CHARLES CORP
117,639$11.8M0.24%
93
GLWCORNING INC
132,928$11.6M0.24%
94
IAU*ISHARES GOLD TR
137,269$11.1M0.23%
95
IBDRISHARES TR
445,591$10.8M0.22%
96
VWOVANGUARD INTL EQUITY INDEX F
192,540$10.3M0.21%
97
COPCONOCOPHILLIPS
105,372$9.9M0.20%
98
IBDSISHARES TR
388,687$9.4M0.19%
99
SBUXSTARBUCKS CORP
109,346$9.2M0.19%
100
XOMEXXON MOBIL CORP
76,385$9.2M0.19%
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