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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) |
|---|---|---|---|---|---|
| CALIFORNIA BANCORP | COM | 84252A106 | — | 10,836 shares | $231,345 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 4,368 shares | $230,885 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 | — | 9,130 shares | $230,441 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 377 shares | $229,602 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 3,505 shares | $229,190 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,040 shares | $228,390 |
| DUOS TECHNOLOGIES GROUP INC | COM | 266042407 | — | 25,610 shares | $226,392 |
| ALAMOS GOLD INC | COM CL A | 011532108 | — | 6,886 shares | $223,042 |
| NEPHROS INC | COM | 640671400 | — | 60,000 shares | $222,600 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 5,599 shares | $222,406 |
| REALTY INCOME CORP | COM | 756109104 | — | 4,095 shares | $222,361 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 10,923 shares | $222,065 |
| TSS INC DEL | COM | 87288V101 | — | 22,643 shares | $220,316 |
| FERRARI N V | COM | N3167Y103 | — | 560 shares | $219,996 |
| OAKTREE SPECIALTY LENDING | COM | 67401P405 | — | 18,260 shares | $217,294 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 503 shares | $214,956 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 945 shares | $214,921 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 747 shares | $213,231 |
| ARK ETF TR | NEXT GEN TECH | 00214Q401 | — | 1,325 shares | $212,186 |
| TEMPUS AI INC | CL A | 88023B103 | — | 2,570 shares | $210,483 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 1,086 shares | $210,415 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 2,356 shares | $209,350 |
| AMERICAN CENTY ETF TR | US QUALITY VAL | 025072208 | — | 3,000 shares | $208,917 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 2,753 shares | $208,182 |
| SKEENA RES LTD NEW | COM | 83056P715 | — | 7,000 shares | $208,110 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 3,309 shares | $205,479 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 5,014 shares | $205,223 |
| ITT INC | COM | 45073V108 | — | 1,000 shares | $201,820 |
| RBB FD INC | MOTLEY FOL ETF | 74933W601 | — | 2,518 shares | $201,641 |
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 | — | 50,000 shares | $198,500 |
| MINIMED GROUP INC | COM | 60365F109 | — | 10,000 shares | $194,700 |
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | 36465A109 | — | 35,861 shares | $189,347 |
| NETSKOPE INC | CL A | 64119N608 | — | 10,700 shares | $186,608 |
| DNP SELECT INCOME FD INC | COM | 23325P104 | — | 18,842 shares | $180,315 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 10,981 shares | $177,233 |
| NUVEEN CA DIVI ADV MUN | COM | 67066Y105 | — | 17,046 shares | $174,721 |
| ALBERTSONS COMPANIES INC | COMMON STOCK | 013091103 | — | 15,000 shares | $174,150 |
| CHICAGO ATLANTIC BDC INC | COM | 828174102 | — | 12,433 shares | $118,611 |
| EQUINOX GOLD CORP | COM | 29446Y502 | — | 10,000 shares | $111,100 |
| I-80 GOLD CORP | COM | 44955L106 | — | 65,000 shares | $107,900 |
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | — | 14,325 shares | $101,705 |
| PRECISION OPTICS CORP INC MA | COM NEW | 740294400 | — | 23,364 shares | $96,961 |
| BLACKROCK CORPOR HI YLD FD I | COM | 09255P107 | — | 11,600 shares | $90,944 |
| CHAMPIONS ONCOLOGY INC | COM NEW | 15870P307 | — | 15,800 shares | $79,000 |
| KORU MEDICAL SYSTEMS INC | COM | 759910102 | — | 16,459 shares | $48,225 |
| INTENSITY THERAPEUTICS INC | COM NEW | 45828J202 | — | 14,040 shares | $47,315 |
| DOUGLAS ELLIMAN INC | COM | 25961D105 | — | 18,500 shares | $28,120 |
| ACUMEN PHARMACEUTICALS INC | COM | 00509G209 | — | 11,305 shares | $25,097 |
| THREDUP INC | CL A | 88556E102 | — | 10,693 shares | $22,669 |
| INSPIREMD INC | COM | 45779A846 | — | 30,000 shares | $20,034 |
| LINEAGE CELL THERAPEUTICS IN | COM | 53566P109 | — | 15,000 shares | $14,336 |
| LIQTECH INTL INC | COM | 53632A300 | — | 25,737 shares | $13,648 |