Mesirow Financial Investment Management, Inc.
533 holdingsFiling period: 2026-06-30Current AUM: $6.48Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 980.4K | $490.6M | $490.6M | 7.57% | +3.7K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 1.01M | $292.6M | $335.1M | 5.17% | +36.6K | 2026-06-30 |
| 3 | MOAT | VANECK ETF TRUST | 2.65M | $275.2M | $288.9M | 4.46% | -27,800 | 2026-06-30 |
| 4 | IJR | ISHARES TR | 1.62M | $240.0M | $226.6M | 3.50% | +49.8K | 2026-06-30 |
| 5 | GOOG | ALPHABET INC | 559.5K | $197.7M | $191.0M | 2.95% | +16.3K | 2026-06-30 |
| 6 | IVV | ISHARES TR | 247.0K | $185.0M | $187.5M | 2.89% | +3.2K | 2026-06-30 |
| 7 | ITOT | ISHARES TR | 1.08M | $176.9M | $177.8M | 2.74% | +22.0K | 2026-06-30 |
| 8 | VOO | VANGUARD INDEX FDS | 219.3K | $150.6M | $152.7M | 2.36% | +11.4K | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 367.7K | $131.4M | $126.9M | 1.96% | -4,939 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 314.3K | $117.2M | $156.2M | 2.41% | -142,463 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 314.5K | $103.0M | $110.9M | 1.71% | +2.6K | 2026-06-30 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 131.0K | $97.9M | $99.2M | 1.53% | +1.2K | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 410.2K | $97.8M | $101.9M | 1.57% | +2.3K | 2026-06-30 |
| 14 | IJH | ISHARES TR | 1.24M | $95.6M | $90.8M | 1.40% | -824,082 | 2026-06-30 |
| 15 | CAT | CATERPILLAR INC | 89.3K | $95.1M | $70.0M | 1.08% | -649 | 2026-06-30 |
| 16 | VXUS | VANGUARD STAR FDS | 1.10M | $94.0M | $94.2M | 1.45% | +126.7K | 2026-06-30 |
| 17 | IWF | ISHARES TR | 705.5K | $87.6M | $85.0M | 1.31% | +528.7K | 2026-06-30 |
| 18 | VYM | VANGUARD WHITEHALL FDS | 554.0K | $87.6M | $89.4M | 1.38% | +1.6K | 2026-06-30 |
| 19 | FPAG | INVESTMENT MANAGERS SER TR I | 2.14M | $86.1M | $89.2M | 1.38% | -2,219,773 | 2026-06-30 |
| 20 | SGOV | ISHARES TR | 779.0K | $78.4M | $78.3M | 1.21% | +88.1K | 2026-06-30 |
| 21 | GLD | SPDR GOLD TR | 195.9K | $72.2M | $77.2M | 1.19% | -6,956 | 2026-06-30 |
| 22 | AKRE | PROFESIONALLY MANAGED PORTFO | 1.35M | $71.7M | $76.8M | 1.18% | +550.0K | 2026-06-30 |
| 23 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 1.58M | $64.8M | $66.3M | 1.02% | +48.7K | 2026-06-30 |
| 24 | IWR | ISHARES TR | 553.0K | $61.0M | $60.0M | 0.93% | -573,058 | 2026-06-30 |
| 25 | AVGO | BROADCOM INC | 150.7K | $56.9M | $51.1M | 0.79% | -9,329 | 2026-06-30 |
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