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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) |
|---|---|---|---|---|---|
| AUTODESK INC | COM | 052769106 | — | 3,816 shares | $797,544 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 41,932 shares | $792,095 |
| CINTAS CORP | COM | 172908105 | — | 4,058 shares | $791,572 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 9,054 shares | $781,299 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 9,589 shares | $777,308 |
| CHUBB LIMITED | COM | H1467J104 | — | 2,333 shares | $758,689 |
| TARGET CORP | COM | 87612E106 | — | 4,772 shares | $747,604 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 7,963 shares | $743,991 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 15,912 shares | $742,316 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 15,071 shares | $741,793 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 5,049 shares | $738,099 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 33,697 shares | $733,205 |
| TCW ETF TRUST | ARTIF INTEL ETF | 29287L502 | — | 13,494 shares | $730,835 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 13,302 shares | $729,755 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 8,560 shares | $728,513 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,731 shares | $723,032 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 3,110 shares | $720,192 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | — | 8,750 shares | $718,988 |
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 14,744 shares | $718,630 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 2,357 shares | $718,491 |
| CSX CORP | COM | 126408103 | — | 15,394 shares | $715,987 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 4,410 shares | $708,909 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 17,966 shares | $708,540 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 10,878 shares | $702,610 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | — | 31,129 shares | $694,795 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,942 shares | $683,359 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 14,807 shares | $681,720 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | — | 18,318 shares | $678,320 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 2,864 shares | $678,308 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 4,750 shares | $677,283 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,294 shares | $658,285 |
| COCA COLA CONS INC | COM | 191098102 | — | 3,474 shares | $657,684 |
| GENERAL MTRS CO | COM | 37045V100 | — | 8,446 shares | $650,362 |
| ECOLAB INC | COM | 278865100 | — | 2,335 shares | $641,496 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 | — | 19,761 shares | $638,665 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 585 shares | $633,321 |
| FORD MTR CO | COM | 345370860 | — | 52,216 shares | $629,730 |
| STATE STR CORP | COM | 857477103 | — | 3,593 shares | $627,302 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 680 shares | $626,870 |
| COOPER COS INC | COM | 216648501 | — | 11,076 shares | $626,126 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 8,897 shares | $622,824 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 4,946 shares | $622,158 |
| OLD REP INTL CORP | COM | 680223104 | — | 16,617 shares | $619,980 |
| ADVISORSHARES TR | PURE US CANN ETF | 00768Y453 | — | 136,500 shares | $616,980 |
| SEMPRA | COM | 816851109 | — | 7,901 shares | $616,068 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 9,240 shares | $613,885 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 1,267 shares | $612,862 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 | — | 19,164 shares | $608,265 |
| GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | — | 14,589 shares | $605,691 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 2,044 shares | $597,184 |
| NIKE INC | CL B | 654106103 | — | 16,557 shares | $586,181 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 8,042 shares | $585,882 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 9,110 shares | $584,483 |
| BANK OF MONTREAL | COM | 063671101 | — | 3,483 shares | $582,391 |
| WELLTOWER INC | COM | 95040Q104 | — | 2,472 shares | $569,174 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 14,162 shares | $568,883 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 11,571 shares | $568,258 |
| THE CIGNA GROUP | COM | 125523100 | — | 2,089 shares | $567,669 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 5,312 shares | $565,640 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,722 shares | $565,579 |
| DOW HLDGS INC | COM | 260557103 | — | 20,373 shares | $561,012 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,711 shares | $553,222 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 2,572 shares | $541,457 |
| KENVUE INC | COM | 49177J102 | — | 30,653 shares | $541,374 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,514 shares | $540,106 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | — | 7,949 shares | $539,248 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 6,252 shares | $533,983 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 1,452 shares | $528,586 |
| WABTEC | COM | 929740108 | — | 1,819 shares | $522,408 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 1,199 shares | $517,596 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,275 shares | $505,637 |
| VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 | — | 4,616 shares | $505,314 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 2,991 shares | $503,808 |
| WATERS CORP | COM | 941848103 | — | 1,142 shares | $501,783 |
| EBAY INC. | COM | 278642103 | — | 4,725 shares | $501,072 |
| TC ENERGY CORP | COM | 87807B107 | — | 8,539 shares | $493,378 |
| SERVICENOW INC | COM | 81762P102 | — | 3,661 shares | $490,477 |
| FORTIVE CORP | COM | 34959J108 | — | 8,879 shares | $486,658 |
| VULCAN MATLS CO | COM | 929160109 | — | 1,968 shares | $481,531 |
| WILLIAMS COS INC | COM | 969457100 | — | 7,003 shares | $475,954 |
| INNOVATIVE SOLUTIONS & SUPPO | COM | 45769N105 | — | 25,224 shares | $468,410 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 7,261 shares | $463,870 |
| NEWMONT CORP | COM | 651639106 | — | 4,021 shares | $463,782 |
| ZOETIS INC | CL A | 98978V103 | — | 6,586 shares | $459,918 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 1,437 shares | $457,722 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 6,708 shares | $447,806 |
| S&P GLOBAL INC | COM | 78409V104 | — | 1,134 shares | $447,418 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 5,704 shares | $444,773 |
| FINWARD BANCORP | COM | 31812F109 | — | 10,667 shares | $444,281 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 3,594 shares | $442,319 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 3,167 shares | $433,881 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 1,331 shares | $433,634 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 4,939 shares | $426,334 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 2,975 shares | $424,176 |
| LITTELFUSE INC | COM | 537008104 | — | 1,000 shares | $423,740 |
| DTE ENERGY CO | COM | 233331107 | — | 3,467 shares | $422,260 |
| ROCKET LAB CORP | COM | 773121108 | — | 6,019 shares | $419,404 |
| IMMUCELL CORP | COM PAR | 452525306 | — | 42,481 shares | $416,314 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | — | 50,050 shares | $414,913 |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 | — | 8,050 shares | $414,736 |