Mesirow Financial Investment Management, Inc.
CIK 1469475 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- BRK.B7.71%
- AAPL4.60%
- MOAT4.32%
- IJR3.77%
- GOOG3.11%
- IVV2.91%
- ITOT2.78%
- VOO2.37%
- GOOGL2.06%
- MSFT1.84%
Share classes counted separately35.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FPAGWeight decreased · -1.21 pp2.56% → 1.35%Shares -2.22M (-50.87%)
- MSFTWeight decreased · -0.90 pp2.74% → 1.84%Shares -142.46K (-31.19%)
- IWRWeight decreased · -0.81 pp1.77% → 0.96%Shares -573.06K (-50.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $490.58M | 7.71% | 980.40K shares | 7.58% → 7.71%+0.13 pp +3.71K (+0.38%) | Added | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $292.63M | 4.60% | 1.01M shares | 4.01% → 4.60%+0.59 pp +36.61K (+3.76%) | Added | ▾ |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $275.24M | 4.32% | 2.65M shares | 4.19% → 4.32%+0.13 pp -27.80K (-1.04%) | Reduced | ▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $239.99M | 3.77% | 1.62M shares | 3.16% → 3.77%+0.61 pp +49.84K (+3.18%) | Added | ▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $197.69M | 3.11% | 559.49K shares | 2.52% → 3.11%+0.59 pp +16.26K (+2.99%) | Added | ▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $184.99M | 2.91% | 246.98K shares | 2.58% → 2.91%+0.33 pp +3.22K (+1.32%) | Added | ▾ |
| 07 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $176.86M | 2.78% | 1.08M shares | 2.43% → 2.78%+0.35 pp +21.97K (+2.08%) | Added | ▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $150.65M | 2.37% | 219.31K shares | 2.01% → 2.37%+0.36 pp +11.43K (+5.50%) | Added | ▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $131.41M | 2.06% | 367.72K shares | 1.74% → 2.06%+0.32 pp -4.94K (-1.33%) | Reduced | ▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $117.24M | 1.84% | 314.30K shares | 2.74% → 1.84%-0.90 pp -142.46K (-31.19%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EME EMCOR GROUP INC | Non-derivative | -2,664 | -$1.97M | SEC filing ↗ | SEC filing ↗ |
| NICE NICE LTD - SPON ADR | Non-derivative | -12,138 | -$1.34M | SEC filing ↗ | SEC filing ↗ |
| INTU INTUIT INC | Non-derivative | -1,289 | -$557.50K | SEC filing ↗ | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1469475 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6365312857
}Research all 529 reported holdings.
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