Mesirow Financial Investment Management, Inc.
533 holdingsFiling period: 2026-06-30Current AUM: $6.53Bestimated 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 | 7.51% | +3.7K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 1.01M | $292.6M | $343.3M | 5.26% | +36.6K | 2026-06-30 |
| 3 | MOAT | VanEck ETF Trust | 2.65M | $275.2M | $296.0M | 4.53% | -27,800 | 2026-06-30 |
| 4 | IJR | iShares TR | 1.62M | $240.0M | $222.8M | 3.41% | +49.8K | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 559.5K | $197.7M | $188.2M | 2.88% | +16.3K | 2026-06-30 |
| 6 | IVV | iShares TR | 247.0K | $185.0M | $190.8M | 2.92% | +3.2K | 2026-06-30 |
| 7 | ITOT | iShares TR | 1.08M | $176.9M | $180.2M | 2.76% | +22.0K | 2026-06-30 |
| 8 | VOO | Vanguard Index Fds | 219.3K | $150.6M | $155.0M | 2.37% | +11.4K | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 367.7K | $131.4M | $125.1M | 1.92% | -4,939 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 314.3K | $117.2M | $167.2M | 2.56% | -142,463 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 314.5K | $103.0M | $105.4M | 1.61% | +2.6K | 2026-06-30 |
| 12 | SPY | State Str Spdr S&P 500 ETF T | 131.0K | $97.9M | $100.8M | 1.54% | +1.2K | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 410.2K | $97.8M | $107.7M | 1.65% | +2.3K | 2026-06-30 |
| 14 | IJH | iShares TR | 1.24M | $95.6M | $90.6M | 1.39% | -824,082 | 2026-06-30 |
| 15 | CAT | Caterpillar Inc | 89.3K | $95.1M | $64.8M | 0.99% | -649 | 2026-06-30 |
| 16 | VXUS | Vanguard Star Fds | 1.10M | $94.0M | $92.1M | 1.41% | +126.7K | 2026-06-30 |
| 17 | IWF | iShares TR | 705.5K | $87.6M | $86.4M | 1.32% | +528.7K | 2026-06-30 |
| 18 | VYM | Vanguard Whitehall Fds | 554.0K | $87.6M | $89.3M | 1.37% | +1.6K | 2026-06-30 |
| 19 | FPAG | Investment Managers Ser TR I | 2.14M | $86.1M | $90.2M | 1.38% | -2,219,773 | 2026-06-30 |
| 20 | SGOV | iShares TR | 779.0K | $78.4M | $78.4M | 1.20% | +88.1K | 2026-06-30 |
| 21 | GLD | Spdr Gold TR | 195.9K | $72.2M | $74.0M | 1.13% | -6,956 | 2026-06-30 |
| 22 | AKRE | Profesionally Managed Portfo | 1.35M | $71.7M | $78.4M | 1.20% | +550.0K | 2026-06-30 |
| 23 | TCAF | T Rowe Price Exchange-Traded | 1.58M | $64.8M | $68.6M | 1.05% | +48.7K | 2026-06-30 |
| 24 | IWR | iShares TR | 553.0K | $61.0M | $60.6M | 0.93% | -573,058 | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 150.7K | $56.9M | $50.4M | 0.77% | -9,329 | 2026-06-30 |
← Scroll →
Page 1 of 22