StockDriftsStockDriftsTop 50 Mesirow Financial Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.71% | 980.4K | $490.6M | +0.38%(+3.71K) | $390.71(+28.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.6% | 1.01M | $292.6M | +3.76%(+36.61K) | $185.10(+64.98%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 4.32% | 2.65M | $275.2M | -1.04%(-27.80K) | $88.81(+27.95%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.77% | 1.62M | $240.0M | +3.18%(+49.84K) | $110.54(+35.66%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.11% | 559.5K | $197.7M | +2.99%(+16.26K) | $151.68(+125.90%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.91% | 247.0K | $185.0M | +1.32%(+3.22K) | $542.65(+43.54%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.78% | 1.08M | $176.9M | +2.08%(+21.97K) | $123.00(+38.08%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.37% | 219.3K | $150.6M | +5.50%(+11.43K) | $490.35(+45.34%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.06% | 367.7K | $131.4M | -1.33%(-4.94K) | $143.85(+139.64%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.84% | 314.3K | $117.2M | -31.19%(-142.46K) | $384.05(+26.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.84% | +51.44% | +5.07% | +28.06% |
| Top 20 Holdings Unweighted | +17.13% | +60.68% | +5.37% | +29.89% |
Mesirow Financial Investment Management, Inc. reports $6.37B in US-listed equity holdings across 529 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.7%), AAPL (4.6%) and MOAT (4.3%). The top 20 holdings account for 49.98% of reported assets. Its disclosed equity book has returned +51.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mesirow Financial Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1469475). View Mesirow Financial Investment Management, Inc.’s 13F filings on SEC