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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) |
|---|---|---|---|---|---|
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | — | 155,106 shares | $2,399,437 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 4,708 shares | $2,397,437 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 2,571 shares | $2,315,418 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 11,474 shares | $2,157,652 |
| PROGRESSIVE CORP | COM | 743315103 | — | 10,407 shares | $2,156,980 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 46,772 shares | $2,145,341 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 22,425 shares | $2,112,884 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 33,807 shares | $2,109,562 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 5,919 shares | $2,105,198 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 112,442 shares | $2,085,749 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 8,942 shares | $2,065,783 |
| SHELL PLC | SPON ADS | 780259305 | — | 21,688 shares | $2,061,502 |
| EMERSON ELEC CO | COM | 291011104 | — | 13,069 shares | $2,027,078 |
| BLACKSTONE INC | COM | 09260D107 | — | 18,061 shares | $2,024,477 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 19,852 shares | $2,000,671 |
| EXELON CORP | COM | 30161N101 | — | 49,522 shares | $2,000,652 |
| WEDBUSH SER TR | DAN IVE REVO ETF | 947913109 | — | 46,415 shares | $1,905,440 |
| NUCOR CORP | COM | 670346105 | — | 8,118 shares | $1,897,583 |
| CVS HEALTH CORP | COM | 126650100 | — | 22,058 shares | $1,890,176 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 4,233 shares | $1,888,066 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 24,639 shares | $1,866,206 |
| TEXAS INSTRS INC | COM | 882508104 | — | 6,594 shares | $1,846,271 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 43,774 shares | $1,813,526 |
| KLA CORP | COM NEW | 482480100 | — | 9,041 shares | $1,762,412 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 961 shares | $1,744,441 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 10,565 shares | $1,729,695 |
| QUALCOMM INC | COM | 747525103 | — | 8,743 shares | $1,608,939 |
| CORTEVA INC | COM | 22052L104 | — | 20,551 shares | $1,595,610 |
| VANECK ETF TRUST | ALTE ASSE MA ETF | 92189H649 | — | 74,719 shares | $1,595,270 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 10,043 shares | $1,594,486 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 29,787 shares | $1,590,648 |
| DOORDASH INC | CL A | 25809K105 | — | 8,533 shares | $1,566,232 |
| XYLEM INC | COM | 98419M100 | — | 15,370 shares | $1,556,512 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 4,685 shares | $1,555,095 |
| BOX INC | CL A | 10316T104 | — | 46,430 shares | $1,554,476 |
| APPLIED MATLS INC | COM | 038222105 | — | 3,039 shares | $1,554,392 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 | — | 25,066 shares | $1,543,118 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,485 shares | $1,520,224 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 10,366 shares | $1,499,258 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 7,382 shares | $1,495,909 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 9,446 shares | $1,489,445 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 5,571 shares | $1,472,010 |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 | — | 52,243 shares | $1,470,118 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 14,205 shares | $1,451,467 |
| EQUITABLE HLDGS INC | COM | 29452E101 | — | 28,304 shares | $1,451,147 |
| EATON CORP PLC | SHS | G29183103 | — | 3,373 shares | $1,449,683 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 7,953 shares | $1,423,572 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 2,626 shares | $1,412,193 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 12,057 shares | $1,374,744 |
| AON PLC | SHS CL A | G0403H108 | — | 4,855 shares | $1,343,705 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 6,550 shares | $1,335,805 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 13,097 shares | $1,324,498 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 68,550 shares | $1,309,289 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 8,373 shares | $1,273,146 |
| YUM BRANDS INC | COM | 988498101 | — | 9,205 shares | $1,255,070 |
| PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | — | 113,949 shares | $1,254,578 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | — | 61,377 shares | $1,251,483 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 | — | 88,647 shares | $1,243,717 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 21,564 shares | $1,241,285 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | — | 51,675 shares | $1,239,167 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 16,095 shares | $1,229,626 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 39,062 shares | $1,208,953 |
| WELLS FARGO & CO | COM | 949746101 | — | 15,044 shares | $1,204,293 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 15,209 shares | $1,203,619 |
| SOUTHERN CO | COM | 842587107 | — | 14,483 shares | $1,200,393 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 1,575 shares | $1,195,447 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 10,394 shares | $1,180,514 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 41,380 shares | $1,136,736 |
| US BANCORP | COM NEW | 902973304 | — | 19,669 shares | $1,136,033 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 7,559 shares | $1,126,733 |
| CIENA CORP | COM NEW | 171779309 | — | 3,151 shares | $1,108,585 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 27,048 shares | $1,100,054 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 18,910 shares | $1,093,376 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 7,167 shares | $1,081,214 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 3,382 shares | $1,069,471 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 2,129 shares | $1,048,153 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | — | 13,424 shares | $1,023,312 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 3,311 shares | $1,022,720 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 2,614 shares | $1,013,107 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 2,805 shares | $1,000,885 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 9,052 shares | $999,341 |
| PINNACLE WEST CAP CORP | COM | 723484101 | — | 10,732 shares | $998,519 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 11,717 shares | $989,086 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 2,550 shares | $974,262 |
| VANECK ETF TRUST | MRNGSTR INT MOAT | 92189F593 | — | 27,625 shares | $955,665 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 5,099 shares | $953,768 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | — | 11,217 shares | $951,650 |
| 3M CO | COM | 88579Y101 | — | 5,710 shares | $937,282 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 9,106 shares | $930,724 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 19,002 shares | $915,334 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 9,402 shares | $913,874 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 8,924 shares | $886,280 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 | — | 4,947 shares | $881,214 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 2,992 shares | $862,406 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 15,329 shares | $835,584 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 15,033 shares | $826,804 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 10,545 shares | $814,179 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 847 shares | $809,233 |
| BP PLC | SPONSORED ADR | 055622104 | — | 18,336 shares | $806,611 |
| QUANTA SVCS INC | COM | 74762E102 | — | 1,248 shares | $801,562 |