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CIK: 0000846788
Total reported value
$98.4M
$98.4M
13 檔
101.2%
As reported in its official Q2 2024 Form 13F filing, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's tracked investment portfolio stood at $98.4M with 13 total positions.
During Q2 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 | 30.37% | — | -6.06% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 25.08% | — | +626.92% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 17.19% | — | +562.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.80% | — | — | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 6.19% | — | -3.35% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.85% | — | — | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 2.99% | — | — | |
| 8 | GFR | Greenfire Resources LTD | Stock-Other | 2.34% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.27% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.87% | — | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | — | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | — | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | — |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, HYG, JNK) accounted for 101.2% of total reported equity market value during Q2 2024.
During Q2 2024, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's top holdings by market value included VOO (30.4%)、HYG (25.1%)、JNK (17.2%). The largest single position, VOO, represented 30.4% of total portfolio value.
In Q2 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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