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CIK: 0001469475
Total reported value
$6.4B
$6.4B
536 檔
19.7%
At the close of Q2 2025, Mesirow Financial Investment Management, Inc. disclosed equity holdings valued at approximately $6.4B, spread across 536 reported holdings.
In Q2 2025, Mesirow Financial Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 536 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.04% | +0.13% | +1.23% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.88% | +0.13% | -2.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.26% | +0.59% | -3.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.90% | +5.47% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.06% | +0.61% | -2.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.33% | +3.02% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.69% | +0.35% | -46.54% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.36% | +1.59% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.59% | -3.85% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.13% | +1.05% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.16% | +0.86% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.17% | -3.27% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.56% | +0.16% | -1.27% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.48% | +0.06% | +0.71% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.32% | -0.77% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.26% | -0.28% | -12.74% | |
| 17 | FPAG | Fpa Global Equity ETF New | ETF-Other | 1.22% | -1.21% | -20.82% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.09% | -4.51% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | +0.27% | +4.78% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.98% | -0.81% | -51.11% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.05% | -5.93% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.04% | -0.63% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.76% | -41.13% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | +0.03% | +530.13% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | +0.04% | +3.12% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.77% | +0.10% | +77.25% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.14% | +14.71% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.08% | -0.54% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | +0.05% | +3.38% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.46% | -0.72% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | +0.06% | +4.36% | |
| 32 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.71% | +0.03% | -1.46% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.05% | -0.27% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | — | +0.43% | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.67% | +0.14% | +10.28% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.54% | -50.84% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.01% | -6.39% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.58% | -0.14% | -0.41% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | +0.05% | +7.67% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.58% | -0.12% | +2.50% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.58% | -0.11% | -1.86% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.15% | +1.54% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.07% | -0.89% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.04% | -0.80% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.56% | — | -3.18% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.21% | +0.77% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | — | -0.44% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | +0.02% | +1.51% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.28% | +0.35% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.51% | +0.02% | -1.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +5.47% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +0.7% | +530.13% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -4.51% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +3.02% | Add |
| 5 | SYK | Stryker CORP | +0.3% | +286.42% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +77.25% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +1.05% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.59% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +0.86% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | -1.27% | Trim |
| 11 | VUG | Vanguard Growth ETF | +0.2% | +14.71% | Add |
| 12 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | -2.84% | Trim |
| 13 | ORCL | Oracle CORP | +0.2% | +0.35% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -3.85% | Trim |
| 15 | VXUS | Vanguard Total Intl Stock | +0.2% | +4.78% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.77% | Trim |
| 17 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +10.28% | Add |
| 18 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +813.29% | Add |
| 19 | DIS | Walt Disney Co/the | +0.1% | -0.44% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | +1.99% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -3.27% | Trim |
| 22 | CAT | Caterpillar Inc | +0.1% | -0.72% | Trim |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.38% | Add |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.67% | Add |
| 25 | BAC | Bank Of America CORP | +0.1% | -0.54% | Trim |
| 26 | META | Meta Platforms Inc-class A | +0.1% | -7.10% | Trim |
| 27 | VT | Vanguard Tot World Stk ETF | +0.1% | +8.16% | Add |
| 28 | TEL | TE Connectivity plc | +0.1% | -0.27% | Trim |
| 29 | CVX | Chevron CORP | -0.1% | +1.54% | Add |
| 30 | ABBV | Abbvie Inc | -0.1% | -0.89% | Trim |
| 31 | URTH | Ishares Msci World ETF | -0.1% | EXIT | Sold out |
| 32 | GLD | Spdr Gold Shares | -0.1% | -12.74% | Trim |
| 33 | CHD | Church & Dwight Co Inc | -0.1% | -58.51% | Trim |
| 34 | DIM | Wisdomtree Intl M/c Dvd Fund | -0.1% | -49.31% | Trim |
| 35 | FPAG | Fpa Global Equity ETF New | -0.1% | -20.82% | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.43% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | +18.23% | Add |
| 38 | GPN | Global Payments Inc | -0.2% | EXIT | Sold out |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -48.86% | Trim |
| 40 | IAU | Ishares Gold Trust | -0.2% | -50.34% | Trim |
| 41 | MDT | Medtronic plc | -0.2% | -93.91% | Trim |
| 42 | IEMG | Ishares Core Msci Emerging | -0.2% | -51.52% | Trim |
| 43 | IWP | Ishares Russell Mid-cap Grow | -0.3% | -48.59% | Trim |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | -48.15% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -41.13% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | -3.50% | Trim |
| 47 | EFA | Ishares Msci Eafe ETF | -0.5% | -50.84% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +1.23% | Add |
| 49 | IWR | Ishares Russell Mid-cap ETF | -0.9% | -51.11% | Trim |
| 50 | ITOT | Ishares Core S&p Total U.s. | -1.8% | -46.54% | Trim |
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 536 disclosed positions in Q2 2025.
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 19.7% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
GPN
前期市值: $9.6M
During Q2 2025, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (9.0%)、MOAT (4.9%)、AAPL (4.3%). The largest single position, BRK-B, represented 9.0% of total portfolio value.
In Q2 2025, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 27 holdings, and fully liquidating 2 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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