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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) |
|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 3,173 shares | $412,416 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 1,212 shares | $409,080 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 19,097 shares | $403,714 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 4,279 shares | $402,953 |
| GENERAC HLDGS INC | COM | 368736104 | — | 1,940 shares | $401,484 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 | — | 6,977 shares | $397,480 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 1,487 shares | $397,221 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 4,200 shares | $396,564 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 2,024 shares | $391,042 |
| MODERNA INC | COM | 60770K107 | — | 1,989 shares | $383,022 |
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | — | 6,552 shares | $382,163 |
| ISHARES TR | NORTH AMERN NAT | 464287374 | — | 6,189 shares | $381,428 |
| XCEL ENERGY INC | COM | 98389B100 | — | 5,384 shares | $379,506 |
| METLIFE INC | COM | 59156R108 | — | 4,028 shares | $379,229 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 4,143 shares | $373,262 |
| INVESTMENT MANAGERS SER TR I | FPA SHT DURA GOV | 30254T478 | — | 15,603 shares | $369,935 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 4,722 shares | $369,721 |
| BLACKROCK CORE BD TR | SHS BEN INT | 09249E101 | — | 44,714 shares | $366,655 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 2,257 shares | $364,352 |
| DONALDSON INC | COM | 257651109 | — | 4,135 shares | $359,910 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 3,616 shares | $358,986 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 2,079 shares | $358,233 |
| HENNESSY FDS TR | SUSTAINABLE ETF | 42588P692 | — | 10,000 shares | $353,894 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,319 shares | $352,812 |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 | — | 2,775 shares | $352,425 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 3,738 shares | $351,447 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 1,541 shares | $351,389 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,900 shares | $348,213 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 2,666 shares | $341,507 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 8,214 shares | $337,572 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 4,693 shares | $335,845 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,376 shares | $332,173 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 4,926 shares | $331,690 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 628 shares | $328,325 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 897 shares | $326,943 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 1,565 shares | $324,294 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 26,399 shares | $321,284 |
| CHEESECAKE FACTORY INC | COM | 163072101 | — | 3,030 shares | $318,877 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 1,200 shares | $317,880 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 57,375 shares | $317,858 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 4,913 shares | $315,929 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 2,451 shares | $313,989 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 5,563 shares | $310,792 |
| NISOURCE INC | COM | 65473P105 | — | 7,908 shares | $308,462 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 965 shares | $306,554 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 633 shares | $303,678 |
| HUBBELL INC | COM | 443510607 | — | 667 shares | $302,582 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 1,486 shares | $298,373 |
| CUMMINS INC | COM | 231021106 | — | 577 shares | $298,094 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 3,319 shares | $294,030 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 2,389 shares | $292,245 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 5,563 shares | $292,062 |
| PACCAR INC | COM | 693718108 | — | 2,652 shares | $291,194 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 2,662 shares | $291,170 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 1,035 shares | $288,049 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,364 shares | $286,214 |
| GENERAL MILLS INC | COM | 370334104 | — | 8,836 shares | $284,172 |
| SEABRIDGE GOLD INC | COM | 811927102 | — | 10,000 shares | $283,400 |
| D R HORTON INC | COM | 23331A109 | — | 2,058 shares | $281,226 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,874 shares | $280,124 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 747 shares | $278,863 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 2,341 shares | $278,345 |
| HALLIBURTON CO | COM | 406216101 | — | 8,726 shares | $277,489 |
| BAXTER INTL INC | COM | 071813109 | — | 11,481 shares | $275,518 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | — | 5,652 shares | $274,461 |
| PROLOGIS INC. | COM | 74340W103 | — | 2,098 shares | $272,595 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | — | 3,333 shares | $272,311 |
| TERADYNE INC | COM | 880770102 | — | 670 shares | $268,610 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 2,368 shares | $267,740 |
| CENCORA INC | COM | 03073E105 | — | 884 shares | $265,539 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 1,000 shares | $264,580 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 6,394 shares | $263,781 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 7,334 shares | $261,985 |
| UNITED RENTALS INC | COM | 911363109 | — | 261 shares | $261,150 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 7,758 shares | $258,419 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,449 shares | $257,956 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 13,345 shares | $254,222 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 1,133 shares | $252,103 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | — | 8,715 shares | $251,864 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 7,969 shares | $250,782 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 1,466 shares | $250,188 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | 78463X541 | — | 3,370 shares | $249,262 |
| SLB LIMITED | COM STK | 806857108 | — | 5,092 shares | $248,087 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 2,500 shares | $247,695 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 | — | 2,040 shares | $247,540 |
| WISDOMTREE TR | QUANT COMPU FD | 97717Y295 | — | 7,677 shares | $246,125 |
| GLOBUS MED INC | CL A | 379577208 | — | 3,277 shares | $245,447 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 3,844 shares | $244,588 |
| CBRE GROUP INC | CL A | 12504L109 | — | 1,900 shares | $244,093 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 1,165 shares | $244,010 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 1,458 shares | $243,194 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 1,084 shares | $240,301 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 4,340 shares | $240,095 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 6,402 shares | $239,849 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 4,238 shares | $238,758 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 3,894 shares | $236,494 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 2,933 shares | $236,323 |
| YORK SPACE SYSTEMS INC | COM | 987084100 | — | 27,188 shares | $235,176 |
| GENUINE PARTS CO | COM | 372460105 | — | 1,867 shares | $234,777 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | — | 2,450 shares | $231,849 |