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CIK: 0000846788
Total reported value
$98.4M
$98.4M
13 檔
61.4%
During the Q1 2024 filing period, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income (CIK: 0000846788) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $98.4M across 13 reported positions.
During Q1 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 47.80% | — | -1.93% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.62% | — | — | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 10.12% | — | -2.62% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.11% | — | — | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.35% | — | +30.00% | |
| 6 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 4.79% | — | — | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.03% | — | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.34% | — | — | |
| 9 | GFR | Greenfire Resources LTD | Stock-Other | 3.19% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.02% | — | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.57% | — | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | — | — |
According to official SEC Form 13F filings, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported a total U.S. public equity portfolio value of $98.4M across 13 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VONV) accounted for 61.4% of total reported equity market value during Q1 2024.
During Q1 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's top holdings by market value included VOO (47.8%)、VEA (10.6%)、VONV (10.1%). The largest single position, VOO, represented 47.8% of total portfolio value.
In Q1 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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