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CIK: 0001469475
Total reported value
$6.4B
$6.4B
517 檔
21.0%
In Q1 2026, Mesirow Financial Investment Management, Inc.'s U.S. equity holdings reached a combined market value of $6.4B, distributed across 517 disclosed stock positions.
In Q1 2026, Mesirow Financial Investment Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 179 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 517 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.58% | +0.13% | +20.22% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.19% | +0.13% | +34.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.59% | -2.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.16% | +0.61% | +44.05% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.90% | +57.69% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.33% | +53.23% | |
| 7 | FPAG | Fpa Global Equity ETF New | ETF-Other | 2.56% | -1.21% | +167.72% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.52% | +0.59% | +3.72% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.43% | +0.35% | +42.62% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.26% | -0.76% | +251.30% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.36% | +45.70% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.77% | -0.81% | +268.64% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.32% | +3.32% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.13% | +5.72% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.28% | +25.23% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.16% | +18.38% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.17% | +12.48% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | +0.06% | +39.42% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.22% | +0.16% | +34.31% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.21% | +0.27% | +53.08% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.54% | +146.53% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.13% | +0.10% | +48.23% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | +0.46% | -1.29% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.04% | +4.98% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.88% | +0.14% | +68.89% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.86% | -0.43% | +260.21% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.09% | +10.19% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.76% | -0.11% | +5.88% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.72% | — | +7.06% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | +0.03% | +23.60% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.05% | +0.06% | |
| 32 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.70% | +0.12% | +71.40% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.14% | +43.56% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | -0.27% | +151.37% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.05% | +47.51% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.04% | +54.13% | |
| 37 | AKRE | Akre Focus ETF | ETF-Other | 0.68% | +0.45% | -60.38% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.15% | +0.51% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.31% | +110.80% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | +0.06% | +33.22% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.08% | +7.71% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | +0.05% | +47.54% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.05% | +1.56% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | -0.20% | +118.90% | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.59% | +0.03% | +16.50% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.58% | -0.25% | +211.39% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.07% | +5.33% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.28% | +122.41% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | +0.04% | +5.15% | |
| 50 | TEL | TE Connectivity plc | Stock-Tech | 0.51% | -0.03% | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.5% | +251.30% | Add |
| 2 | FPAG | Fpa Global Equity ETF New | +1.3% | +167.72% | Add |
| 3 | IWR | Ishares Russell Mid-cap ETF | +1.2% | +268.64% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.6% | +146.53% | Add |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.6% | +260.21% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.5% | +44.05% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.3% | +53.23% | Add |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +211.39% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +151.37% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.3% | +110.80% | Add |
| 11 | VXUS | Vanguard Total Intl Stock | +0.2% | +53.08% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +118.90% | Add |
| 13 | PEP | Pepsico Inc | +0.2% | +121.55% | Add |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +132.09% | Add |
| 15 | FEGE | First Eagle Gl Equity ETF | +0.2% | +71.40% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +675.27% | Add |
| 17 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +42.62% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.2% | +45.70% | Add |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +48.23% | Add |
| 20 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +68.89% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +39.42% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +122.41% | Add |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +98.13% | Add |
| 24 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +142.10% | Add |
| 25 | PFE | Pfizer Inc | +0.1% | +157.88% | Add |
| 26 | NTRS | Northern Trust CORP | +0.1% | +157.41% | Add |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +181.00% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +47.51% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +54.13% | Add |
| 30 | PM | Philip Morris International | +0.1% | +99.07% | Add |
| 31 | NKE | Nike Inc -cl B | +0.1% | +165.01% | Add |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +90.23% | Add |
| 33 | GLD | Spdr Gold Shares | +0.1% | +25.23% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +47.54% | Add |
| 35 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +53.02% | Add |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +100.47% | Add |
| 37 | PG | Procter & Gamble Co/the | +0.1% | +93.27% | Add |
| 38 | NFLX | Netflix Inc | +0.1% | +139.43% | Add |
| 39 | GLW | Corning Inc | +0.1% | +6.39% | Add |
| 40 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +58.63% | Add |
| 41 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +90.24% | Add |
| 42 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +109.79% | Add |
| 43 | CGBL | Cap Group Core Balanced | +0.1% | +73.42% | Add |
| 44 | DFAC | Dimensional US Core Equity 2 | +0.1% | +98.79% | Add |
| 45 | KMI | Kinder Morgan, Inc. | +0.1% | +58.88% | Add |
| 46 | CVX | Chevron CORP | +0.1% | +0.51% | Add |
| 47 | VTV | Vanguard Value ETF | +0.1% | +33.22% | Add |
| 48 | VONG | Vanguard Russell 1000 Growth | +0.1% | +68.81% | Add |
| 49 | COP | Conocophillips | +0.1% | +11.25% | Add |
| 50 | XOM | Exxon Mobil CORP | +0.1% | +12.32% | Add |
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 517 disclosed positions in Q1 2026.
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 21.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJT
市值: $3.9M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $802.9K
During Q1 2026, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (7.6%)、MOAT (4.2%)、AAPL (4.0%). The largest single position, BRK-B, represented 7.6% of total portfolio value.
In Q1 2026, Mesirow Financial Investment Management, Inc. made 200 total portfolio adjustments, initiating 9 new buys, adding to 179 positions, trimming 11 holdings, and fully liquidating 1 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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