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CIK: 0001469475
Total reported value
$6.4B
$6.4B
508 檔
17.4%
As reported in its official Q2 2024 Form 13F filing, Mesirow Financial Investment Management, Inc.'s tracked investment portfolio stood at $6.4B with 508 total positions.
During Q2 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 508 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.54% | +0.13% | +0.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.32% | +0.59% | -0.82% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.98% | +0.13% | +1.66% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.18% | +0.61% | +0.52% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.90% | -0.26% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | +0.33% | +3.66% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.64% | +0.35% | +1.37% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | +0.59% | -0.10% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.36% | +4.14% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.16% | +0.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.17% | -4.87% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.32% | -1.00% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.61% | +0.16% | -1.53% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | +0.13% | -1.07% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.46% | +0.06% | -0.79% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.13% | — | -0.65% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.28% | -4.47% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.05% | +0.25% | |
| 19 | FDX | Fedex CORP | Stock-Industrials | 0.92% | -0.11% | -0.14% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | +0.27% | +0.48% | |
| 21 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.91% | -1.21% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.09% | -1.80% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.86% | -0.81% | +1.88% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.05% | -0.43% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | +0.03% | -0.82% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.21% | +0.32% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.78% | +0.03% | -1.24% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.08% | -0.29% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.46% | +0.58% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.15% | +2.32% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.14% | -0.43% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | +0.04% | -4.81% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | +0.05% | -0.19% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.04% | +0.28% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.04% | -0.80% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.06% | -5.20% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.07% | -7.57% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.64% | — | -1.13% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.54% | -0.76% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | -0.76% | +0.76% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.14% | -5.59% | |
| 42 | J | Jacobs Solutions Inc | Stock-Industrials | 0.59% | -0.01% | -1.05% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.01% | +1.49% | |
| 44 | GAL | Ss Global Allocation ETF | ETF-Other | 0.57% | +0.02% | -4.10% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.56% | +0.02% | -1.21% | |
| 46 | FITB | Fifth Third Bancorp | Stock-Financials | 0.55% | +0.05% | -3.37% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | +0.02% | +4.48% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.15% | -2.45% | |
| 49 | TEL | TE Connectivity plc | Stock-Tech | 0.54% | — | -0.05% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.05% | +0.28% |
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 508 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, MOAT) accounted for 17.4% of total reported equity market value during Q2 2024.
During Q2 2024, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.5%)、AAPL (5.3%)、MOAT (5.0%). The largest single position, BRK-B, represented 8.5% of total portfolio value.
In Q2 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.
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