Top 50 Mesirow Financial Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.58% | 976.7K | $468.0M | +20.22%(+164.26K) | $390.35(+24.38%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 4.19% | 2.68M | $258.7M | +34.81%(+690.77K) | $88.81(+11.99%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.01% | 974.7K | $247.4M | -2.48%(-24.82K) | $181.99(+64.22%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.16% | 1.57M | $195.0M | +44.05%(+479.56K) | $109.78(+23.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.74% | 456.8K | $169.1M | +57.69%(+167.10K) | $384.05(+5.51%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.58% | 243.8K | $159.2M | +53.23%(+84.68K) | $540.68(+37.93%) | 2026-03-31 | |
| FPAG | INVESTMENT MANAGERS SER TR I | 2.56% | 4.36M | $158.3M | +167.72%(+2.73M) | $33.58(+16.68%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.52% | 543.2K | $155.8M | +3.72%(+19.51K) | $146.85(+171.74%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.43% | 1.05M | $150.2M | +42.62%(+315.18K) | $122.41(+32.34%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.26% | 2.06M | $139.4M | +251.30%(+1.48M) | $64.21(+13.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.74% |
| Top 20 Holdings Unweighted | +16.28% | +57.21% |
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