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CIK: 0001469475
Total reported value
$6.4B
$6.4B
485 檔
18.7%
The Q4 2025 SEC filing reveals that Mesirow Financial Investment Management, Inc. held a total portfolio value of $6.4B, covering 485 public equity positions.
In Q4 2025, Mesirow Financial Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 485 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.39% | +0.13% | -15.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.58% | +0.59% | -5.11% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.22% | +0.13% | -24.47% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.37% | +0.59% | -6.77% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.90% | -12.37% | |
| 6 | AKRE | Akre Focus ETF | ETF-Other | 2.71% | +0.45% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | +0.61% | -26.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.32% | -7.90% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.26% | +0.35% | -27.70% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.33% | -34.26% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.13% | -6.75% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | +0.36% | -28.57% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.16% | -15.53% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.17% | -14.51% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.32% | -0.28% | -24.45% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.28% | +0.16% | -30.74% | |
| 17 | FPAG | Fpa Global Equity ETF New | ETF-Other | 1.24% | -1.21% | -17.32% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.17% | +0.06% | -27.75% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.46% | -2.47% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.04% | -0.04% | -5.29% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.09% | -31.38% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.00% | — | -5.58% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.98% | +0.27% | -26.92% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.96% | +0.10% | -1.77% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.08% | -7.07% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.05% | +0.32% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.76% | -19.78% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.05% | -3.88% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 0.74% | -0.11% | -4.12% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | +0.03% | -19.89% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | +0.14% | -28.82% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.07% | -7.38% | |
| 33 | TEL | TE Connectivity plc | Stock-Tech | 0.70% | -0.03% | -0.57% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.14% | -26.59% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.65% | +0.03% | -15.67% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.15% | -4.52% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.12% | -4.76% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | +0.06% | -25.25% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.04% | +0.41% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.60% | -0.81% | -44.25% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.54% | -16.15% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.05% | -31.82% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.04% | -35.14% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.14% | +1.89% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.05% | -5.29% | |
| 46 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | +0.11% | -16.67% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.55% | +0.06% | -3.94% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | +0.05% | -20.31% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.52% | — | -2.77% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.52% | +0.03% | -8.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -6.77% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -7.90% | Trim |
| 3 | CAT | Caterpillar Inc | +0.3% | -2.47% | Trim |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.2% | -5.58% | Trim |
| 5 | FDX | Fedex CORP | +0.2% | -4.12% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -6.75% | Trim |
| 7 | NKE | Nike Inc -cl B | +0.1% | +257.25% | Add |
| 8 | AMZN | Amazon.com Inc | 0% | -15.53% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -14.51% | Trim |
| 10 | AOR | Ishares Core 60/40 Balanced | 0% | -15.67% | Trim |
| 11 | EFA | Ishares Msci Eafe ETF | 0% | -16.15% | Trim |
| 12 | FPAG | Fpa Global Equity ETF New | 0% | -17.32% | Trim |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | -20.31% | Trim |
| 14 | GLD | Spdr Gold Shares | 0% | -24.45% | Trim |
| 15 | IWD | Ishares Russell 1000 Value E | 0% | -19.89% | Trim |
| 16 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -19.78% | Trim |
| 17 | GAL | Ss Global Allocation ETF | -0.1% | -25.04% | Trim |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | -0.1% | -50.44% | Trim |
| 19 | MA | Mastercard Inc - A | -0.1% | -26.97% | Trim |
| 20 | HD | Home Depot Inc | -0.1% | -19.14% | Trim |
| 21 | VTV | Vanguard Value ETF | -0.1% | -25.25% | Trim |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -33.69% | Trim |
| 23 | VONG | Vanguard Russell 1000 Growth | -0.1% | -38.89% | Trim |
| 24 | VUSB | Vanguard Ultra Short Bond Et | -0.1% | -49.48% | Trim |
| 25 | VUG | Vanguard Growth ETF | -0.1% | -26.59% | Trim |
| 26 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -33.99% | Trim |
| 27 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -37.41% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -31.82% | Trim |
| 29 | VOOV | Vanguard S&p 500 Value ETF | -0.1% | -57.76% | Trim |
| 30 | TCAF | T Rowe Prc Cap Appreciation | -0.2% | -28.82% | Trim |
| 31 | VXUS | Vanguard Total Intl Stock | -0.2% | -26.92% | Trim |
| 32 | META | Meta Platforms Inc-class A | -0.2% | -39.20% | Trim |
| 33 | MSFT | Microsoft CORP | -0.2% | -12.37% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -35.14% | Trim |
| 35 | ORCL | Oracle CORP | -0.2% | -12.32% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -27.75% | Trim |
| 37 | AVGO | Broadcom Inc | -0.2% | -31.38% | Trim |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -55.85% | Trim |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.3% | -65.42% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -15.71% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | -0.3% | -30.74% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.4% | -28.57% | Trim |
| 43 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -44.25% | Trim |
| 44 | ITOT | Ishares Core S&p Total U.s. | -0.4% | -27.70% | Trim |
| 45 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | -24.47% | Trim |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.5% | -26.34% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.7% | -34.26% | Trim |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
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 485 disclosed positions in Q4 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, AAPL, MOAT) accounted for 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $131.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $15.2M
During Q4 2025, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.4%)、AAPL (5.6%)、MOAT (4.2%). The largest single position, BRK-B, represented 8.4% of total portfolio value.
In Q4 2025, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 46 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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