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Mesirow Financial Investment Management, Inc.

Portfolio Manager
Mesirow Financial Investment Management, Inc.
Performance
-5.93% (2026 Q1)
AUM (13F)
$6.18B
# of Holdings
517
Performance Rank
Allocation (Top 20)
48.95%

Mesirow Financial Investment Management, Inc. Holdings Map

Top 50 Mesirow Financial Investment Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
7.58%976.7K$468.0M
+20.22%(+164.26K)
2025-Q1: 942.7K shares2025-Q2: 954.3K shares2025-Q3: 963.9K shares2025-Q4: 812.4K shares2026-Q1: 976.7K shares
$390.35(+24.38%)
2026-03-31
MOAT
VANECK ETF TRUST
4.19%2.68M$258.7M
+34.81%(+690.77K)
2025-Q1: 2.75M shares2025-Q2: 2.67M shares2025-Q3: 2.63M shares2025-Q4: 1.98M shares2026-Q1: 2.68M shares
$88.81(+11.99%)
2026-03-31
AAPL
APPLE INC
4.01%974.7K$247.4M
-2.48%(-24.82K)
2025-Q1: 1.10M shares2025-Q2: 1.06M shares2025-Q3: 1.05M shares2025-Q4: 999.5K shares2026-Q1: 974.7K shares
$181.99(+64.22%)
2026-03-31
IJR
ISHARES TR
3.16%1.57M$195.0M
+44.05%(+479.56K)
2025-Q1: 1.47M shares2025-Q2: 1.44M shares2025-Q3: 1.48M shares2025-Q4: 1.09M shares2026-Q1: 1.57M shares
$109.78(+23.23%)
2026-03-31
MSFT
MICROSOFT CORP
2.74%456.8K$169.1M
+57.69%(+167.10K)
2025-Q1: 313.6K shares2025-Q2: 330.7K shares2025-Q3: 330.6K shares2025-Q4: 289.7K shares2026-Q1: 456.8K shares
$384.05(+5.51%)
2026-03-31
IVV
ISHARES TR
2.58%243.8K$159.2M
+53.23%(+84.68K)
2025-Q1: 234.6K shares2025-Q2: 241.7K shares2025-Q3: 242.0K shares2025-Q4: 159.1K shares2026-Q1: 243.8K shares
$540.68(+37.93%)
2026-03-31
FPAG
INVESTMENT MANAGERS SER TR I
2.56%4.36M$158.3M
+167.72%(+2.73M)
2025-Q1: 2.33M shares2025-Q2: 1.84M shares2025-Q3: 1.97M shares2025-Q4: 1.63M shares2026-Q1: 4.36M shares
$33.58(+16.68%)
2026-03-31
GOOG
ALPHABET INC
2.52%543.2K$155.8M
+3.72%(+19.51K)
2025-Q1: 590.9K shares2025-Q2: 568.1K shares2025-Q3: 561.8K shares2025-Q4: 523.7K shares2026-Q1: 543.2K shares
$146.85(+171.74%)
2026-03-31
ITOT
ISHARES TR
2.43%1.05M$150.2M
+42.62%(+315.18K)
2025-Q1: 1.91M shares2025-Q2: 1.02M shares2025-Q3: 1.02M shares2025-Q4: 739.5K shares2026-Q1: 1.05M shares
$122.41(+32.34%)
2026-03-31
IJH
ISHARES TR
2.26%2.06M$139.4M
+251.30%(+1.48M)
2025-Q1: 1.14M shares2025-Q2: 671.8K shares2025-Q3: 732.3K shares2025-Q4: 587.5K shares2026-Q1: 2.06M shares
$64.21(+13.89%)
2026-03-31

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