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Mesirow Financial Investment Management, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $6,468,872,900
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $491,355,916
- APPLE INC · COM · 037833100 · shares: $336,329,170
- VANECK ETF TRUST · MRNGSTR WDE MOAT · 92189F643 · shares: $279,032,339
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $225,972,556
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $190,294,740
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $186,538,407
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $181,565,142
- MICROSOFT CORP · COM · 594918104 · shares: $161,299,555
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $155,046,655
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $124,695,321
Reported holdings
552 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 310,351 shares | $13,795,103 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 82,356 shares | $13,404,309 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 134,184 shares | $13,115,000 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 159,829 shares | $12,482,645 |
| ALLSTATE CORP | COM | 020002101 | — | 55,692 shares | $12,355,274 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 110,971 shares | $11,601,125 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 464,658 shares | $11,597,880 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 54,140 shares | $11,262,552 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 79,172 shares | $10,902,812 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 | — | 445,797 shares | $10,115,143 |
| STARBUCKS CORP | COM | 855244109 | — | 107,047 shares | $10,057,898 |
| VANECK ETF TRUST | MORN SMID MO ETF | 92189H730 | — | 265,957 shares | $9,966,672 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 326,177 shares | $9,834,246 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 49,963 shares | $9,533,878 |
| WISDOMTREE TR | INTL MIDCAP DV | 97717W778 | — | 108,880 shares | $9,378,226 |
| ENBRIDGE INC | COM | 29250N105 | — | 193,711 shares | $9,005,669 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 192,713 shares | $8,743,162 |
| NATERA INC | COM | 632307104 | — | 20,402 shares | $8,432,351 |
| NORTHERN TR CORP | COM | 665859104 | — | 49,228 shares | $8,337,543 |
| MCDONALDS CORP | COM | 580135101 | — | 36,046 shares | $8,325,014 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 56,584 shares | $8,220,775 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 28,324 shares | $8,059,038 |
| PFIZER INC | COM | 717081103 | — | 279,656 shares | $7,975,824 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 28,926 shares | $7,963,092 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | — | 81,380 shares | $7,783,997 |
| CISCO SYS INC | COM | 17275R102 | — | 71,801 shares | $7,727,921 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 29,903 shares | $7,693,419 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 250,891 shares | $7,401,310 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 65,228 shares | $7,134,529 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 61,471 shares | $6,899,636 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 38,567 shares | $6,830,698 |
| TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 | — | 180,012 shares | $6,827,828 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 67,142 shares | $6,377,848 |
| AMGEN INC | COM | 031162100 | — | 14,846 shares | $6,258,080 |
| MERCK & CO INC | COM | 58933Y105 | — | 40,929 shares | $5,947,996 |
| AMPHENOL CORP | CL A | 032095101 | — | 69,054 shares | $5,821,277 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | — | 250,664 shares | $5,735,190 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 107,472 shares | $5,574,596 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 5,141 shares | $5,476,152 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 24,858 shares | $5,467,132 |
| ADOBE INC | COM | 00724F101 | — | 22,765 shares | $5,461,634 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 260,895 shares | $5,250,512 |
| HONEYWELL INTL INC | COM | 438516205 | — | 24,221 shares | $5,110,689 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 277,288 shares | $5,046,642 |
| TESLA INC | COM | 88160R101 | — | 13,965 shares | $4,954,212 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 8,634 shares | $4,909,779 |
| GE AEROSPACE | COM NEW | 369604301 | — | 15,637 shares | $4,882,947 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 94,983 shares | $4,865,962 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 56,256 shares | $4,808,728 |
| NETFLIX INC. | COM | 64110L106 | — | 68,070 shares | $4,736,311 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 39,754 shares | $4,716,784 |
| MCKESSON CORP | COM | 58155Q103 | — | 5,472 shares | $4,672,450 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 67,514 shares | $4,625,384 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 28,677 shares | $4,597,741 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 59,579 shares | $4,511,323 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 9,887 shares | $4,511,044 |
| MARCUS CORP DEL | COM | 566330106 | — | 158,789 shares | $4,428,592 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 50,385 shares | $4,423,894 |
| CME GROUP INC | COM | 12572Q105 | — | 16,347 shares | $4,284,177 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 112,761 shares | $4,174,477 |
| TJX COS INC NEW | COM | 872540109 | — | 31,482 shares | $4,165,294 |
| GE VERNOVA INC | COM | 36828A101 | — | 4,360 shares | $4,144,934 |
| PHILLIPS 66 | COM | 718546104 | — | 15,630 shares | $3,990,147 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 15,310 shares | $3,889,512 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 110,147 shares | $3,880,566 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 8,391 shares | $3,792,012 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 39,519 shares | $3,736,111 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 15,927 shares | $3,602,427 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 9,063 shares | $3,600,821 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 15,748 shares | $3,499,921 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 51,737 shares | $3,483,958 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 13,477 shares | $3,478,391 |
| CITIGROUP INC | COM NEW | 172967424 | — | 26,597 shares | $3,443,609 |
| SOURCE CAPITAL | COM SHS OF BEN I | 836144303 | — | 75,470 shares | $3,428,552 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 47,837 shares | $3,355,709 |
| ONEOK INC NEW | COM | 30609A109 | — | 39,162 shares | $3,339,324 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 39,102 shares | $3,336,315 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 20,983 shares | $3,251,735 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 28,304 shares | $3,076,599 |
| MARATHON PETE CORP | COM | 56585A102 | — | 7,638 shares | $3,020,273 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 33,343 shares | $2,988,343 |
| HERSHEY CO | COM | 427866108 | — | 18,798 shares | $2,962,607 |
| DANAHER CORP DEL | COM | 235851102 | — | 13,338 shares | $2,955,135 |
| DEERE & CO | COM | 244199105 | — | 4,270 shares | $2,867,411 |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | 25239Y220 | — | 33,929 shares | $2,804,517 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 25,324 shares | $2,790,087 |
| KKR & CO INC | COM | 48251W104 | — | 30,549 shares | $2,788,960 |
| INTEL CORP | COM | 458140100 | — | 23,150 shares | $2,783,267 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 43,799 shares | $2,693,572 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 | — | 43,537 shares | $2,610,464 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 19,201 shares | $2,602,521 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 6,204 shares | $2,581,087 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 20,538 shares | $2,580,999 |
| BOEING CO | COM | 097023105 | — | 13,757 shares | $2,559,701 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 30,655 shares | $2,543,391 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 13,143 shares | $2,538,231 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 24,243 shares | $2,498,740 |
| AT&T INC | COM | 00206R102 | — | 100,775 shares | $2,459,022 |
| WW GRAINGER INC | COM | 384802104 | — | 1,970 shares | $2,453,629 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 25,114 shares | $2,442,052 |