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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) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 986,760 shares | $491,355,916 |
| APPLE INC | COM | 037833100 | — | 1,009,925 shares | $336,329,170 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 2,639,585 shares | $279,032,339 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,661,038 shares | $225,972,556 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 248,427 shares | $190,294,740 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 547,450 shares | $186,538,407 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,091,910 shares | $181,565,142 |
| MICROSOFT CORP | COM | 594918104 | — | 314,464 shares | $161,299,555 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 221,203 shares | $155,046,655 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 362,399 shares | $124,695,321 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,480,945 shares | $106,554,616 |
| AMAZON COM INC | COM | 023135106 | — | 419,247 shares | $104,454,974 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 314,917 shares | $104,186,066 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 1,163,890 shares | $98,884,321 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 128,064 shares | $97,664,476 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 903,815 shares | $90,995,987 |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | 30254T577 | — | 2,204,611 shares | $90,124,325 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 711,560 shares | $89,131,372 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 550,516 shares | $85,439,974 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 198,727 shares | $75,682,430 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | — | 1,644,618 shares | $69,518,078 |
| RBB FUND TRUST | FIRST EAGLE GBL | 75526L886 | — | 1,315,915 shares | $66,046,024 |
| CATERPILLAR INC | COM | 149123101 | — | 80,321 shares | $65,126,305 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 93,109 shares | $62,853,792 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 632,294 shares | $56,977,538 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 531,848 shares | $56,753,355 |
| RTX CORPORATION | COM | 75513E101 | — | 291,237 shares | $54,068,129 |
| BROADCOM INC | COM | 11135F101 | — | 151,168 shares | $53,089,649 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 196,627 shares | $48,748,412 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 484,537 shares | $46,942,190 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 216,649 shares | $46,815,768 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 656,969 shares | $46,387,740 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 196,055 shares | $45,741,979 |
| BANK OF AMER CORP | COM | 060505104 | — | 804,933 shares | $43,812,385 |
| ABBVIE INC | COM | 00287Y109 | — | 160,933 shares | $42,097,374 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 148,676 shares | $41,972,258 |
| CHEVRON CORPORATION | COM | 166764100 | — | 197,806 shares | $40,393,730 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 42,497 shares | $38,695,720 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 557,503 shares | $38,200,190 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 366,890 shares | $38,115,712 |
| FEDEX CORP | COM | 31428X106 | — | 133,691 shares | $38,113,664 |
| UNION PAC CORP | COM | 907818108 | — | 134,568 shares | $36,619,691 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 634,049 shares | $33,395,326 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 205,722 shares | $32,472,665 |
| VISA INC | COM CL A | 92826C839 | — | 89,966 shares | $32,329,069 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 151,273 shares | $31,930,554 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 409,446 shares | $31,629,290 |
| LOWES COS INC | COM | 548661107 | — | 171,206 shares | $31,551,505 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 116,702 shares | $30,895,382 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 134,012 shares | $30,607,934 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 81,531 shares | $30,511,947 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 153,578 shares | $30,028,051 |
| LINDE PLC | SHS | G54950103 | — | 61,991 shares | $29,423,510 |
| STRYKER CORPORATION | COM | 863667101 | — | 104,547 shares | $28,791,248 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 359,240 shares | $28,171,231 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 346,678 shares | $28,149,802 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 76,029 shares | $27,909,706 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 47,675 shares | $26,292,801 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 93,632 shares | $26,019,101 |
| SSGA ACTIVE ETF TR | ST STR GLOBA ETF | 78467V400 | — | 479,230 shares | $25,123,046 |
| BLACKROCK INC | COM | 09290D101 | — | 23,586 shares | $24,961,054 |
| WALMART INC | COM | 931142103 | — | 238,672 shares | $24,803,148 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 33,291 shares | $24,630,835 |
| META PLATFORMS INC | CL A | 30303M102 | — | 33,704 shares | $24,444,069 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 169,165 shares | $24,065,553 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 173,432 shares | $23,460,175 |
| DISNEY WALT CO | COM | 254687106 | — | 223,500 shares | $23,444,876 |
| SALESFORCE INC | COM | 79466L302 | — | 99,915 shares | $22,938,092 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 175,972 shares | $22,688,131 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 98,938 shares | $22,585,600 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 30 shares | $22,410,150 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 335,086 shares | $22,380,355 |
| CORNING INC | COM | 219350105 | — | 139,659 shares | $21,474,257 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 70,087 shares | $21,312,640 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 866,403 shares | $21,001,594 |
| INVESTMENT MANAGERS SER TR | FPA GLOBAL ALLOC | 46143U450 | — | 830,648 shares | $20,557,895 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 250,666 shares | $20,343,758 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 110,774 shares | $20,312,489 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 400,767 shares | $20,270,770 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 145,378 shares | $20,017,602 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | — | 537,771 shares | $19,762,889 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 84,717 shares | $18,666,431 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 750,926 shares | $18,112,350 |
| ELI LILLY & CO | COM | 532457108 | — | 15,487 shares | $17,919,105 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 26,324 shares | $17,287,484 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 53,416 shares | $16,992,698 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 168,258 shares | $16,629,332 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 355,543 shares | $16,528,946 |
| ORACLE CORP | COM | 68389X105 | — | 118,393 shares | $16,255,104 |
| COCA COLA CO | COM | 191216100 | — | 188,274 shares | $16,206,299 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 109,222 shares | $15,998,649 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 479,710 shares | $15,604,937 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 78,916 shares | $15,447,402 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 429,964 shares | $15,311,025 |
| PEPSICO INC | COM | 713448108 | — | 118,546 shares | $15,022,246 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 119,194 shares | $14,917,210 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 296,546 shares | $14,693,842 |
| HOME DEPOT INC | COM | 437076102 | — | 49,965 shares | $14,216,251 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 237,354 shares | $14,077,488 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 142,018 shares | $13,813,658 |