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CIK: 0001469475
Total reported value
$6.4B
$6.4B
593 檔
21.6%
According to the latest 13F quarterly dataset, Mesirow Financial Investment Management, Inc. managed an equity portfolio of $6.4B at the end of Q1 2025, spanning 593 distinct U.S. exchange-listed positions.
In Q1 2025, Mesirow Financial Investment Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.73% | +0.13% | -0.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.75% | +0.59% | +0.23% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.68% | +0.13% | -21.53% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.51% | +0.35% | +88.73% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.98% | +0.61% | +0.73% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.33% | +0.39% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.90% | -0.75% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.36% | +1.13% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.85% | -0.81% | +103.67% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +0.59% | +2.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.17% | +0.75% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.13% | -0.96% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.16% | -2.89% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.41% | +0.06% | +0.68% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | -0.28% | +2.22% | |
| 16 | FPAG | Fpa Global Equity ETF New | ETF-Other | 1.36% | -1.21% | +41.74% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.16% | -0.75% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.29% | -0.76% | +137.45% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.32% | -2.82% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.13% | -0.54% | +98.01% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.97% | +0.27% | +5.76% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.05% | +5.02% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | — | -3.07% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.43% | +106.46% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.04% | -1.32% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.09% | -3.72% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.05% | -2.02% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | +0.04% | +6.88% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.67% | +0.03% | -1.35% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.08% | -1.12% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | +0.06% | +4.73% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.15% | -0.38% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.07% | -5.47% | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.63% | -0.11% | -1.20% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.63% | -0.25% | +109.32% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | +0.05% | -21.96% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.21% | -0.23% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.12% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.46% | -2.06% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.01% | -1.21% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.14% | -1.28% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | +0.04% | -51.75% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.57% | — | -1.77% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.14% | +3.41% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.55% | +0.14% | +19.01% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | +0.04% | +95.57% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | +0.02% | +1.52% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.50% | +0.02% | -0.85% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.15% | +0.04% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | +0.05% | +4.85% |
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 593 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, MOAT) accounted for 21.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $502.1M
During Q1 2025, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (9.7%)、AAPL (4.8%)、MOAT (4.7%). The largest single position, BRK-B, represented 9.7% of total portfolio value.
In Q1 2025, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 50 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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