Mesirow Financial Investment Management, Inc.
520 holdingsFiling period: 2026-03-31Current AUM: $6.84Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 976.7K | $468.0M | $468.0M | 6.84% | +164.3K | 2026-03-31 |
| 2 | MOAT | VANECK ETF TRUST | 2.68M | $258.7M | $289.1M | 4.22% | +690.8K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 974.7K | $247.4M | $301.1M | 4.40% | -24,819 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 1.57M | $195.0M | $228.1M | 3.33% | +479.6K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 456.8K | $169.1M | $212.3M | 3.10% | +167.1K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 243.8K | $159.2M | $182.9M | 2.67% | +84.7K | 2026-03-31 |
| 7 | FPAG | INVESTMENT MANAGERS SER TR I | 4.36M | $158.3M | $181.5M | 2.65% | +2.73M | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 543.2K | $155.8M | $193.7M | 2.83% | +19.5K | 2026-03-31 |
| 9 | ITOT | ISHARES TR | 1.05M | $150.2M | $172.6M | 2.52% | +315.2K | 2026-03-31 |
| 10 | IJH | ISHARES TR | 2.06M | $139.4M | $155.4M | 2.27% | +1.48M | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 207.9K | $124.2M | $142.7M | 2.09% | +65.2K | 2026-03-31 |
| 12 | IWR | ISHARES TR | 1.13M | $109.5M | $123.5M | 1.80% | +820.6K | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 372.7K | $107.2M | $132.7M | 1.94% | +12.0K | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 312.0K | $91.8M | $109.7M | 1.60% | +16.9K | 2026-03-31 |
| 15 | GLD | SPDR GOLD TR | 202.8K | $87.3M | $75.4M | 1.10% | +40.9K | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 407.8K | $84.9M | $110.8M | 1.62% | +63.3K | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 129.8K | $84.4M | $97.0M | 1.42% | +14.4K | 2026-03-31 |
| 18 | VYM | VANGUARD WHITEHALL FDS | 552.5K | $81.8M | $89.5M | 1.31% | +156.2K | 2026-03-31 |
| 19 | IWF | ISHARES TR | 176.8K | $75.4M | $83.7M | 1.22% | +45.2K | 2026-03-31 |
| 20 | VXUS | VANGUARD STAR FDS | 972.6K | $75.0M | $82.3M | 1.20% | +337.2K | 2026-03-31 |
| 21 | EFA | ISHARES TR | 724.1K | $70.3M | $76.5M | 1.12% | +430.4K | 2026-03-31 |
| 22 | SGOV | ISHARES TR | 690.9K | $69.5M | $69.6M | 1.02% | +224.8K | 2026-03-31 |
| 23 | CAT | CATERPILLAR INC | 89.9K | $63.7M | $73.3M | 1.07% | -1,180 | 2026-03-31 |
| 24 | RTX | RTX CORPORATION | 288.9K | $55.7M | $62.2M | 0.91% | +13.7K | 2026-03-31 |
| 25 | TCAF | T ROWE PRICE ETF INC | 1.53M | $54.4M | $63.4M | 0.93% | +623.7K | 2026-03-31 |
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