MF

Mesirow Financial Investment Management, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$6.2B

Reporting period: 2026-03-31 · Number of holdings: 517

Mesirow Financial Investment Management, Inc. disclosed 517 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.2B and a quarterly turnover rate of 30.7%.

Personality snowflake

Concentration
7.42
Portfolio Stability
30.75
Momentum/Contrarian
100
Sector conviction
54.2
Diversification
100
Sizing Uniformity
70.66

Recent moves

  • Trim AKRE

    -60.4%　-$89.7M

  • Trim AAPL

    -2.5%　-$24.4M

  • Add IJH

    +251.3%　$100.6M

  • Add FPAG

    +167.7%　$97.8M

  • Add IWR

    +268.6%　$80.1M

  • Trim GOOG

    +3.7%　-$8.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other7.58%-0.81%+20.22%
2MOATVaneck Morningstar Wide MoatETF-Other4.19%-0.03%+34.81%
3AAPLApple INCStock-Tech4.01%-1.57%-2.48%
4IJRIshares Core S&p Small-cap EETF-Small Cap3.16%+0.47%+44.05%
5MSFTMicrosoft CORPStock-Tech2.74%-0.14%+57.69%
6IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.58%+0.34%+53.23%
7FPAGFpa Global Equity ETF NewETF-Other2.56%+1.32%+167.72%
8GOOGAlphabet Inc-cl CStock-Comm Services2.52%-0.86%+3.72%
9ITOTIshares Core S&p Total U.s.ETF-Other2.43%+0.17%+42.62%
10IJHIshares Core S&p Midcap ETFETF-Other2.26%+1.46%+251.30%
11VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.01%+0.17%+45.70%
12IWRIshares Russell Mid-cap ETFETF-Other1.77%+1.17%+268.64%
13GOOGLAlphabet Inc-cl AStock-Comm Services1.74%—+3.32%
14JPMJpmorgan Chase & CoStock-Financials1.49%—+5.72%
15GLDSpdr Gold SharesETF-Commodities1.41%+0.09%+25.23%
16AMZNAmazon.com INCStock-Consumer Disc1.38%—+18.38%
17SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.37%—+12.48%
18VYMVanguard High Dvd Yield ETFETF-Other1.32%+0.15%+39.42%
19IWFIshares Russell 1000 GrowthETF-Other1.22%-0.06%+34.31%
20VXUSVanguard Total Intl StockETF-Other1.21%+0.23%+53.08%
21EFAIshares Msci Eafe ETFETF-Other1.14%+0.56%+146.53%
22SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.13%+0.17%+48.23%
23CATCaterpillar INCStock-Industrials1.03%-0.04%-1.29%
24RTXRtx CORPStock-Industrials0.90%—+4.98%
25TCAFT Rowe Prc Cap AppreciationETF-Other0.88%+0.17%+68.89%
26SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.86%+0.56%+260.21%
27AVGOBroadcom INCStock-Tech0.80%—+10.19%
28FDXFedex CORPStock-Industrials0.76%+0.02%+5.88%
29TMOThermo Fisher Scientific INCStock-Healthcare0.72%—+7.06%
30IWDIshares Russell 1000 Value EETF-Other0.72%—+23.60%
31COSTCostco Wholesale CORPStock-Consumer Staples0.70%—+0.06%
32FEGEFirst Eagle Gl Equity ETFETF-Other0.70%+0.19%+71.40%
33VUGVanguard Growth ETFETF-Other0.70%+0.01%+43.56%
34NVDANvidia CORPStock-Tech0.69%+0.32%+151.37%
35VEAVanguard Ftse Developed ETFETF-Other0.69%+0.11%+47.51%
36VIGVanguard Dividend Apprec ETFETF-Other0.69%+0.11%+54.13%
37AKREAkre Focus ETFETF-Other0.68%-2.03%-60.38%
38CVXChevron CORPStock-Energy0.67%+0.05%+0.51%
39IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.66%+0.26%+110.80%
40VTVVanguard Value ETFETF-Other0.66%+0.05%+33.22%
41BACBank Of America CORPStock-Financials0.65%—+7.71%
42IEFAIshares Core Msci Eafe ETFETF-Other0.64%+0.09%+47.54%
43LOWLowe's Cos INCStock-Consumer Disc0.64%—+1.56%
44QQQInvesco Qqq Trust Series 1ETF-Tech0.60%+0.23%+118.90%
45AORIshares Core 60/40 BalancedETF-Other0.59%—+16.50%
46IWPIshares Russell Mid-cap GrowETF-Other0.58%+0.33%+211.39%
47ABBVAbbvie INCStock-Healthcare0.56%—+5.33%
48ORCLOracle CORPStock-Tech0.55%+0.13%+122.41%
49UNPUnion Pacific CORPStock-Industrials0.53%—+5.15%
50TELTE Connectivity plcStock-Tech0.51%—-0.18%
1–50 of 517

Holding changes this quarter

Mesirow Financial Investment Management, Inc.'s most significant position changes for 2026-03-31: Trim: Akre Focus ETF (AKRE) — shares -60.38%; Trim: Apple INC (AAPL) — shares -2.48%; Add: Ishares Core S&p Midcap ETF (IJH) — shares +251.30%; Add: Fpa Global Equity ETF New (FPAG) — shares +167.72%; Add: Ishares Russell Mid-cap ETF (IWR) — shares +268.64%.

Position changes disclosed by Mesirow Financial Investment Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IJHIshares Core S&p Midcap ETF+1.5%+251.30%Add
2FPAGFpa Global Equity ETF New+1.3%+167.72%Add
3IWRIshares Russell Mid-cap ETF+1.2%+268.64%Add
4EFAIshares Msci Eafe ETF+0.6%+146.53%Add
5SHYIshares 1-3 Year Treasury Bo+0.6%+260.21%Add
6IJRIshares Core S&p Small-cap E+0.5%+44.05%Add
7IVVIshares Core S&p 500 ETF+0.3%+53.23%Add
8IWPIshares Russell Mid-cap Grow+0.3%+211.39%Add
9NVDANvidia CORP+0.3%+151.37%Add
10IVEIshares S&p 500 Value ETF+0.3%+110.80%Add
11VXUSVanguard Total Intl Stock+0.2%+53.08%Add
12QQQInvesco Qqq Trust Series 1+0.2%+118.90%Add
13PEPPepsico INC+0.2%+121.55%Add
14VCSHVanguard S/t CORP Bond ETF+0.2%+132.09%Add
15FEGEFirst Eagle Gl Equity ETF+0.2%+71.40%Add
16RSPInvesco S&p 500 Equal Weight+0.2%+675.27%Add
17ITOTIshares Core S&p Total U.s.+0.2%+42.62%Add
18VOOVanguard S&p 500 ETF+0.2%+45.70%Add
19SGOVIshares 0-3 Month Treasury B+0.2%+48.23%Add
20TCAFT Rowe Prc Cap Appreciation+0.2%+68.89%Add
21VYMVanguard High Dvd Yield ETF+0.2%+39.42%Add
22ORCLOracle CORP+0.1%+122.41%Add
23IBDRIshares Ibonds Dec 2026 Term+0.1%+98.13%Add
24VOOVVanguard S&p 500 Value ETF+0.1%+142.10%Add
25PFEPfizer INC+0.1%+157.88%Add
26NTRSNorthern Trust CORP+0.1%+157.41%Add
27DIVOAmplify Cwp Enhan Divid ETF+0.1%+181.00%Add
28VEAVanguard Ftse Developed ETF+0.1%+47.51%Add
29VIGVanguard Dividend Apprec ETF+0.1%+54.13%Add
30PMPhilip Morris International+0.1%+99.07%Add
31NKENike INC -cl B+0.1%+165.01%Add
32IBDSIshrs Ibnds Dec 27 CORP ETF+0.1%+90.23%Add
33GLDSpdr Gold Shares+0.1%+25.23%Add
34IEFAIshares Core Msci Eafe ETF+0.1%+47.54%Add
35VOEVanguard Mid-cap Value ETF+0.1%+53.02%Add
36IBDTIshares Ibonds Dec 2028 ETF+0.1%+100.47%Add
37PGProcter & Gamble Co/the+0.1%+93.27%Add
38CVXChevron CORP+0.1%+0.51%Add
39VTVVanguard Value ETF+0.1%+33.22%Add
40FDXFedex CORP0%+5.88%Add
41VUGVanguard Growth ETF0%+43.56%Add
42IWDIshares Russell 1000 Value E—+23.60%Add
43MOATVaneck Morningstar Wide Moat0%+34.81%Add
44CATCaterpillar INC0%-1.29%Trim
45IWFIshares Russell 1000 Growth-0.1%+34.31%Add
46MSFTMicrosoft CORP-0.1%+57.69%Add
47BRK-BBerkshire Hathaway Inc-cl B-0.8%+20.22%Add
48GOOGAlphabet Inc-cl C-0.9%+3.72%Add
49AAPLApple INC-1.6%-2.48%Trim
50AKREAkre Focus ETF-2%-60.38%Trim

FAQ

What is Mesirow Financial Investment Management, Inc. and what type of investor is it?
Mesirow Financial Investment Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $6.2B, spread across 517 disclosed positions.
What are Mesirow Financial Investment Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Mesirow Financial Investment Management, Inc.'s top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $468.0M (7.6%) 2. Vaneck Morningstar Wide Moat (MOAT) — $258.7M (4.2%) 3. Apple INC (AAPL) — $247.4M (4.0%) 4. Ishares Core S&p Small-cap E (IJR) — $195.0M (3.2%) 5. Microsoft CORP (MSFT) — $169.1M (2.7%)
What changes did Mesirow Financial Investment Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Mesirow Financial Investment Management, Inc. made 50 notable position adjustments: 0 new positions were initiated, 47 existing holdings were added to, 3 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Akre Focus ETF (AKRE) — shares -60.38%; Trim: Apple INC (AAPL) — shares -2.48%; Add: Ishares Core S&p Midcap ETF (IJH) — shares +251.30%; Add: Fpa Global Equity ETF New (FPAG) — shares +167.72%; Add: Ishares Russell Mid-cap ETF (IWR) — shares +268.64%
What sectors does Mesirow Financial Investment Management, Inc. focus on?
Mesirow Financial Investment Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 28.4% • Information Technology: 23.9% • Communication Services: 13.0% • Industrials: 9.3% • Consumer Discretionary: 8.1% • Health Care: 7.8%