§ 13F · FUND PROFILE
Mesirow Financial Investment Management, Inc..
AUM · $6.4B (13F)Positions · 529Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 980K | $491M | 7.7% | ±0% |
| 2 | AAPL | APPLE INC | 1.01M | $293M | 4.6% | +4% |
| 3 | MOAT | VANECK ETF TRUST | 2.65M | $275M | 4.3% | −1% |
| 4 | IJR | ISHARES TR | 1.62M | $240M | 3.8% | +3% |
| 5 | GOOG | ALPHABET INC | 559K | $198M | 3.1% | +3% |
| 6 | IVV | ISHARES TR | 247K | $185M | 2.9% | +1% |
| 7 | ITOT | ISHARES TR | 1.08M | $177M | 2.8% | +2% |
| 8 | VOO | VANGUARD INDEX FDS | 219K | $151M | 2.4% | +6% |
| 9 | GOOGL | ALPHABET INC | 368K | $131M | 2.1% | −1% |
| 10 | MSFT | MICROSOFT CORP | 314K | $117M | 1.8% | −31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MESIROW SIGNAL
AC read
Mesirow Financial Investment Management, Inc. is a Other fund managing $6.4 billion in assets. The fund runs a broad portfolio of 529 positions.
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