13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001469475
Total reported value
$6.4B
$6.4B
523 檔
17.0%
During the Q1 2024 filing period, Mesirow Financial Investment Management, Inc. (CIK: 0001469475) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.4B across 523 reported positions.
During Q1 2024, Mesirow Financial Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.88% | +0.13% | — | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.13% | +0.13% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.59% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.31% | +0.61% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.90% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.33% | — | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.56% | +0.35% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.36% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | +0.59% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.16% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.17% | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.53% | +0.16% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.51% | +0.06% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.13% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.32% | — | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.21% | — | — | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.13% | -0.28% | — | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.05% | — | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | +0.27% | — | |
| 20 | FDX | Fedex CORP | Stock-Industrials | 0.90% | -0.11% | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | -0.81% | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.86% | +0.03% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.21% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.46% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.05% | — | |
| 26 | ✓ | Northern Lts Fd Tr Iii | Stock-Other | 0.81% | — | — | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.79% | -0.14% | — | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.78% | +0.03% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.07% | — | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.04% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.08% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.09% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.06% | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | +0.04% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.15% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.70% | — | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.05% | — | |
| 38 | J | Jacobs Solutions Inc | Stock-Industrials | 0.67% | -0.01% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.04% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.54% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | -0.76% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | — | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.05% | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.01% | — | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.60% | +0.02% | — | |
| 46 | GAL | Ss Global Allocation ETF | ETF-Other | 0.60% | +0.02% | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.14% | — | |
| 48 | FITB | Fifth Third Bancorp | Stock-Financials | 0.58% | +0.05% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.15% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | +0.02% | — |
According to official SEC Form 13F filings, Mesirow Financial Investment Management, Inc. reported a total U.S. public equity portfolio value of $6.4B across 523 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 BRK-B, MOAT, AAPL) accounted for 17.0% of total reported equity market value during Q1 2024.
During Q1 2024, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.9%)、MOAT (5.1%)、AAPL (4.4%). The largest single position, BRK-B, represented 8.9% of total portfolio value.
In Q1 2024, Mesirow Financial Investment Management, Inc. 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.