Mesirow Financial Investment Management, Inc.

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CIK 1469475

13F portfolio (2026-Q1)

$6.2B

Positions

517

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

517

Top 5

21.7%

Top 10

34.0%

Effective N

53.9

HHI

0.019

This quarter

54 new · 0 exit →

By sector

Unclassified52.3%

Financials13.3%

Information Technology11.0%

Communication Services5.3%

Consumer Discretionary5.0%

Industrials4.8%

Health Care2.7%

Materials1.7%

Other3.9%

By market cap

Unknown52.8%

Mega (>$200B)34.6%

Large ($10–200B)12.4%

Mid ($2–10B)0.1%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other52.3%

North America47.5%

Europe0.1%

Asia-Pacific0.1%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	59.90%	207
Technology Hardware & Equipment	5.08%	12
Software & IT Services	4.65%	8
Software	3.81%	15
Specialty Retail	3.56%	10
Banks	3.31%	19
Pharmaceuticals & Biotechnology	2.10%	24
Semiconductors & Semiconductor Equipment	1.74%	14
Oil, Gas & Consumable Fuels	1.53%	12
Commercial Services & Supplies	1.33%	9
Machinery	1.32%	14
Aerospace & Defense	1.25%	10
Chemicals	1.15%	13
Utilities	1.03%	23
Capital Markets	0.86%	11
Airlines	0.76%	1
Beverages	0.74%	4
Hotels, Restaurants & Leisure	0.70%	8
Insurance	0.67%	14
Distributors	0.63%	5
Road & Rail	0.57%	5
Metals & Mining	0.51%	12
Health Care Equipment & Supplies	0.42%	13
Construction & Engineering	0.40%	4
Tobacco	0.35%	2
Entertainment	0.35%	2
Media & Entertainment	0.30%	4
Electrical Equipment & Components	0.17%	6
Health Care Providers & Services	0.15%	2
Food Products	0.12%	4
Communications Equipment	0.10%	3
Automobiles & Components	0.10%	3
Diversified Telecommunication Services	0.08%	2
Equity Real Estate Investment Trusts (REITs)	0.08%	8
Real Estate Management & Development	0.05%	3
Food & Staples Retailing	0.03%	2
Agricultural Products	0.03%	1
Construction Materials	0.01%	2
Textiles, Apparel & Luxury Goods	0.01%	1
Life Sciences Tools & Services	0.01%	2
Professional Services	0.00%	1
Paper & Forest Products	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BRK.B	BERKSHIRE HATHAWAY INC	Financials	7.58%
2	MOAT	VANECK ETF TRUST	Unclassified	4.19%
3	AAPL	Apple Inc.	Information Technology	4.01%
4	IJR	ISHARES TR	Unclassified	3.16%
5	MSFT	MICROSOFT CORP	Information Technology	2.74%
6	IVV	ISHARES TR	Unclassified	2.58%
7	FPAG	INVESTMENT MANAGERS SER TR I	Unclassified	2.56%
8	GOOG	Alphabet Inc.	Communication Services	2.52%
9	ITOT	ISHARES TR	Unclassified	2.43%
10	IJH	ISHARES TR	Unclassified	2.26%

311/517 names classified · sector 47.7% of weight · industry 40.1% · mkt cap 47.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 36 quarters

FinancialsBRK.B, TFIN, CASH, BWB, ISTR · other

Information TechnologyAAPL, EXTR, IIIV, MSFT, NSSC · other

Health CareANIP, UFPT, ATEC, HRTX, ALDX · other

Consumer DiscretionaryCLAR, PATK, DLTH, TH, HDSN · other

IndustrialsROAD, STRL, MEC, ATRO, NEO · other

EnergyTALO, TUSK, NINE, RNGR, WTTR · other

MaterialsSKY, BOOM, AVD, LEGH, CMT · other

Communication ServicesGOOG, GOOGL, EVC, ACEL, RSVR · other

Consumer StaplesCELH, VITL, LMNR, PEP, BRCC · other

Real EstateBHR, AHRT, PINE, AGNT, CHCT · other

UtilitiesPCYO, EPD, KMI, OKE, CEG · other

UnclassifiedMOAT, TRISTATE CAP HLDGS INC, IJR, ITOT, IVV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 47.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 39% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (259 classified)Mesirow Financial Investment Management, Inc. centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesConsumer DiscretionaryIndustrialsHealth CareMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for Mesirow Financial Investment Management, Inc.: centroid Large Core. Heaviest cells: Large Growth 15.0%, Large Core 12.4%, Large Value 6.8%.

Classified: 39.0% of book weight (259/517 names) · unclassified 61.0%: BRK.B, MOAT, IJR, IVV, FPAG, ITOT, IJH, VOO, IWR, GLD +248 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 517 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BRK.BBERKSHIRE HATHAWAY INC DEL	976,689	$468M	7.6%	ADD 20%
2	MOATVANECK ETF TRUST	2,675,294	$259M	4.2%	ADD 35%
3	AAPLAPPLE INC	974,704	$247M	4.0%	TRIM −2%
4	IJRISHARES TR	1,568,315	$195M	3.2%	ADD 44%
5	MSFTMICROSOFT CORP	456,761	$169M	2.7%	ADD 58%
6	IVVISHARES TR	243,758	$159M	2.6%	ADD 53%
7	FPAGINVESTMENT MANAGERS SER TR I	4,363,542	$158M	2.6%	ADD 168%
8	GOOGALPHABET INC	543,230	$156M	2.5%	ADD 4%
9	ITOTISHARES TR	1,054,680	$150M	2.4%	ADD 43%
10	IJHISHARES TR	2,063,935	$139M	2.3%	ADD 251%
11	VOOVANGUARD INDEX FDS	207,880	$124M	2.0%	ADD 46%
12	IWRISHARES TR	1,126,058	$109M	1.8%	ADD 269%
13	GOOGLALPHABET INC	372,655	$107M	1.7%	ADD 3%
14	JPMJPMORGAN CHASE & CO	311,969	$92M	1.5%	ADD 6%
15	GLDSPDR GOLD TR	202,840	$87M	1.4%	ADD 25%
16	AMZNAMAZON COM INC	407,829	$85M	1.4%	ADD 18%
17	SPYSTATE STR SPDR S&P 500 ETF T	129,793	$84M	1.4%	ADD 12%
18	VYMVANGUARD WHITEHALL FDS	552,464	$82M	1.3%	ADD 39%
19	IWFISHARES TR	176,756	$75M	1.2%	ADD 34%
20	VXUSVANGUARD STAR FDS	972,639	$75M	1.2%	ADD 53%
21	EFAISHARES TR	724,150	$70M	1.1%	ADD 147%
22	SGOVISHARES TR	690,898	$70M	1.1%	ADD 48%
23	CATCATERPILLAR INC	89,940	$64M	1.0%	HOLD
24	RTXRTX CORPORATION	288,890	$56M	0.9%	ADD 5%
25	TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	1,528,965	$54M	0.9%	ADD 69%
26	SHYISHARES TR	641,570	$53M	0.9%	ADD 260%
27	AVGOBROADCOM INC	160,012	$50M	0.8%	ADD 10%
28	FDXFEDEX CORP	132,517	$47M	0.8%	ADD 6%
29	TMOTHERMO FISHER SCIENTIFIC INC	90,383	$44M	0.7%	ADD 7%
30	IWDISHARES TR	207,297	$44M	0.7%	ADD 24%
31	COSTCOSTCO WHSL CORP NEW	43,295	$43M	0.7%	HOLD
32	FEGERBB FUND TRUST	917,976	$43M	0.7%	ADD 71%
33	VUGVANGUARD INDEX FDS	98,383	$43M	0.7%	ADD 44%
34	NVDANVIDIA CORPORATION	244,268	$43M	0.7%	ADD 151%
35	VEAVANGUARD TAX-MANAGED FDS	663,651	$43M	0.7%	ADD 48%
36	VIGVANGUARD SPECIALIZED FUNDS	196,954	$42M	0.7%	ADD 54%
37	AKREPROFESIONALLY MANAGED PORTFO	797,393	$42M	0.7%	TRIM −60%
38	CVXCHEVRON CORP NEW	200,475	$41M	0.7%	HOLD
39	IVEISHARES TR	194,332	$41M	0.7%	ADD 111%
40	VTVVANGUARD INDEX FDS	208,072	$41M	0.7%	ADD 33%
41	BACBANK AMERICA CORP	822,060	$40M	0.6%	ADD 8%
42	IEFAISHARES TR	439,624	$40M	0.6%	ADD 48%
43	LOWLOWES COS INC	167,659	$40M	0.6%	HOLD
44	QQQINVESCO QQQ TR	64,706	$37M	0.6%	ADD 119%
45	AORISHARES TR	563,116	$36M	0.6%	ADD 17%
46	IWPISHARES TR	278,458	$36M	0.6%	ADD 211%
47	ABBVABBVIE INC	158,536	$34M	0.6%	ADD 5%
48	ORCLORACLE CORP	232,362	$34M	0.6%	ADD 122%
49	UNPUNION PAC CORP	134,360	$33M	0.5%	ADD 5%
50	TELTE CONNECTIVITY PLC	150,543	$31M	0.5%	HOLD
51	MGCVanguard Mega Cap ETF	132,573	$31M	0.5%	ADD 23%
52	LINLINDE PLC	61,686	$31M	0.5%	ADD 3%
53	VCSHVANGUARD SCOTTSDALE FDS	376,495	$30M	0.5%	ADD 132%
54	PEPPEPSICO INC	190,712	$30M	0.5%	ADD 122%
55	BRK.ABERKSHIRE HATHAWAY INC DEL	41	$29M	0.5%	ADD 2%
56	WMTWALMART INC	234,533	$29M	0.5%	ADD 15%
57	VTVANGUARD INTL EQUITY INDEX F	205,920	$28M	0.5%	ADD 8%
58	JNJJOHNSON & JOHNSON	114,945	$28M	0.5%	ADD 13%
59	VOEVANGUARD INDEX FDS	147,982	$27M	0.4%	ADD 53%
60	VVISA INC	88,075	$27M	0.4%	ADD 12%
61	MAMASTERCARD INCORPORATED	49,819	$25M	0.4%	ADD 28%
62	VTIVANGUARD INDEX FDS	76,896	$25M	0.4%	ADD 9%
63	VOVANGUARD INDEX FDS	84,386	$24M	0.4%	ADD 12%
64	GALSSGA ACTIVE ETF TR	485,443	$24M	0.4%	ADD 29%
65	IWMISHARES TR	95,201	$24M	0.4%	ADD 13%
66	FITBFIFTH THIRD BANCORP	483,766	$22M	0.4%	TRIM −10%
67	BLKBLACKROCK INC	22,875	$22M	0.4%	ADD 2%
68	JJACOBS SOLUTIONS INC	171,318	$22M	0.4%	ADD 2%
69	ACNACCENTURE PLC IRELAND	109,754	$22M	0.4%	ADD 7%
70	IBDRISHARES TR	882,856	$21M	0.3%	ADD 98%
71	AXPAMERICAN EXPRESS CO	70,371	$21M	0.3%	ADD 3%
72	SYKSTRYKER CORPORATION	64,583	$21M	0.3%	ADD 10%
73	DISDISNEY WALT CO	219,096	$21M	0.3%	ADD 8%
74	UNHUNITEDHEALTH GROUP INC	72,571	$20M	0.3%	ADD 28%
75	METAMETA PLATFORMS INC	33,638	$19M	0.3%	ADD 57%
76	GLWCORNING INC	141,426	$19M	0.3%	ADD 6%
77	EEMISHARES TR	330,129	$19M	0.3%	ADD 6%
78	CRMSALESFORCE INC	99,885	$19M	0.3%	ADD 9%
79	VONGVANGUARD SCOTTSDALE FDS	168,410	$18M	0.3%	ADD 69%
80	IVWISHARES TR	162,293	$18M	0.3%	ADD 3%
81	PMPHILIP MORRIS INTL INC	109,138	$18M	0.3%	ADD 99%
82	IBDSISHARES TR	739,406	$18M	0.3%	ADD 90%
83	IEMGISHARES INC	252,832	$18M	0.3%	ADD 38%
84	VOOVVANGUARD ADMIRAL FDS INC	83,626	$17M	0.3%	ADD 142%
85	ABTABBOTT LABS	163,286	$17M	0.3%	HOLD
86	MDYSPDR S&P MIDCAP 400 ETF TR	26,910	$17M	0.3%	ADD 22%
87	HDHOME DEPOT INC	50,074	$16M	0.3%	ADD 19%
88	PGPROCTER AND GAMBLE CO	112,290	$16M	0.3%	ADD 93%
89	EPDENTERPRISE PRODS PARTNERS L	428,545	$16M	0.3%	HOLD
90	IBDTISHARES TR	637,798	$16M	0.3%	ADD 100%
91	HLTHILTON WORLDWIDE HLDGS INC	53,095	$16M	0.3%	HOLD
92	SDYSPDR SER TR	110,265	$16M	0.3%	ADD 22%
93	COPCONOCOPHILLIPS	117,225	$15M	0.3%	ADD 11%
94	NKENIKE INC	291,670	$15M	0.2%	ADD 165%
95	CGBLCAPITAL GROUP CORE BALANCED	439,352	$15M	0.2%	ADD 73%
96	KOCOCA COLA CO	196,953	$15M	0.2%	HOLD
97	SCHDSCHWAB STRATEGIC TR	482,380	$15M	0.2%	ADD 59%
98	XOMEXXON MOBIL CORP	85,795	$15M	0.2%	ADD 12%
99	RSPINVESCO EXCHANGE TRADED FD T	74,100	$14M	0.2%	ADD 675%
100	IAUISHARES GOLD TR	159,293	$14M	0.2%	ADD 16%
101	NTRSNORTHERN TR CORP	99,578	$14M	0.2%	ADD 157%
102	LLYELI LILLY & CO	14,790	$14M	0.2%	ADD 6%
103	AOAISHARES TR	152,290	$13M	0.2%	HOLD
104	DIVOAMPLIFY ETF TR	296,105	$13M	0.2%	ADD 181%
105	PFEPFIZER INC	468,406	$13M	0.2%	ADD 158%
106	VUSBVANGUARD BD INDEX FDS	260,296	$13M	0.2%	ADD 90%
107	MCDMCDONALDS CORP	41,585	$13M	0.2%	HOLD
108	VWOVANGUARD INTL EQUITY INDEX F	234,308	$13M	0.2%	ADD 22%
109	NFLXNETFLIX INC	131,624	$13M	0.2%	ADD 139%
110	SCHWSCHWAB CHARLES CORP	132,632	$12M	0.2%	ADD 13%
111	ALLALLSTATE CORP	58,515	$12M	0.2%	ADD 3%
112	SUBISHARES TR	111,488	$12M	0.2%	HOLD
113	DFACDIMENSIONAL ETF TRUST	284,811	$11M	0.2%	ADD 99%
114	KMIKINDER MORGAN INC DEL	324,692	$11M	0.2%	ADD 59%
115	IJJISHARES TR	79,980	$11M	0.2%	ADD 20%
116	IBDUISHARES TR	454,359	$11M	0.2%	ADD 110%
117	XLKSELECT SECTOR SPDR TR	79,154	$11M	0.2%	ADD 37%
118	ENBENBRIDGE INC	193,914	$10M	0.2%	ADD 13%
119	HONHONEYWELL INTL INC	45,809	$10M	0.2%	ADD 49%
120	SBUXSTARBUCKS CORP	111,189	$10M	0.2%	HOLD
121	SMOTVANECK ETF TRUST	268,142	$9M	0.2%	ADD 25%
122	NTRANATERA INC	45,930	$9M	0.1%	ADD 100%
123	DIMWISDOMTREE TR	108,577	$9M	0.1%	ADD 22%
124	ITWILLINOIS TOOL WKS INC	30,899	$8M	0.1%	HOLD
125	PFFISHARES TR	243,711	$7M	0.1%	ADD 48%
126	VBVANGUARD INDEX FDS	28,196	$7M	0.1%	ADD 14%
127	VTWOVANGUARD SCOTTSDALE FDS	70,454	$7M	0.1%	HOLD
128	OKEONEOK INC NEW	75,478	$7M	0.1%	ADD 102%
129	SPYDSPDR SERIES TRUST	146,506	$7M	0.1%	ADD 72%
130	IBTGISHARES TR	288,723	$7M	0.1%	ADD 112%
131	CSCOCISCO SYS INC	81,971	$6M	0.1%	HOLD
132	ADBEADOBE INC	24,526	$6M	0.1%	ADD 6%
133	IBMINTERNATIONAL BUSINESS MACHS	23,654	$6M	0.1%	ADD 13%
134	IXUSISHARES TR	65,890	$6M	0.1%	ADD 16%
135	PSXPHILLIPS 66	30,802	$6M	0.1%	ADD 104%
136	AEPAMERICAN ELEC PWR CO INC	41,023	$5M	0.1%	ADD 3%
137	ZTSZOETIS INC	44,454	$5M	0.1%	ADD 14%
138	QLDPROSHARES TR	86,000	$5M	0.1%	TRIM −7%
139	TSLATESLA INC	14,012	$5M	0.1%	ADD 79%
140	FLXRTCW ETF TRUST	131,296	$5M	0.1%	ADD 87%
141	AMLPALPS ETF TR	96,319	$5M	0.1%	ADD 29%
142	AMGNAMGEN INC	14,398	$5M	0.1%	ADD 10%
143	MCKMCKESSON CORP	5,806	$5M	0.1%	TRIM −4%
144	CMECME GROUP INC	16,769	$5M	0.1%	ADD 6%
145	UBERUBER TECHNOLOGIES INC	68,061	$5M	0.1%	ADD 57%
146	TJXTJX COS INC NEW	30,651	$5M	0.1%	HOLD
147	MRKMERCK & CO INC	40,395	$5M	0.1%	TRIM −7%
148	GDXVANECK ETF TRUST GOLD MINERS ETF	50,746	$5M	0.1%	ADD 3%
149	CEGCONSTELLATION ENERGY CORP	15,468	$4M	0.1%	ADD 13%
150	GEGE AEROSPACE	14,792	$4M	0.1%	HOLD
151	VOOGVANGUARD ADMIRAL FDS INC	9,906	$4M	0.1%	TRIM −7%
152	HSYHERSHEY CO	19,068	$4M	0.1%	HOLD
153	APHAMPHENOL CORP	31,295	$4M	0.1%	HOLD
154	IJTISHARES TR	26,746	$4M	0.1%	NEW
155	IGSBISHARES TR	72,765	$4M	0.1%	ADD 41%
156	BOTZGLOBAL X FDS	114,711	$4M	0.1%	ADD 23%
157	MSMORGAN STANLEY	22,814	$4M	0.1%	ADD 135%
158	CLCOLGATE PALMOLIVE CO	43,687	$4M	0.1%	ADD 16%
159	NEENEXTERA ENERGY INC	39,982	$4M	0.1%	ADD 114%
160	GEVGE VERNOVA INC	4,221	$4M	0.1%	ADD 8%
161	MSIMOTOROLA SOLUTIONS INC	8,448	$4M	0.1%	ADD 81%
162	MOALTRIA GROUP INC	55,496	$4M	0.1%	ADD 6%
163	MCSMARCUS CORP DEL	213,262	$4M	0.1%	ADD 4%
164	AGGISHARES TR	36,875	$4M	0.1%	ADD 56%
165	BNDVANGUARD BD INDEX FDS	49,631	$4M	0.1%	ADD 15%
166	HWMHOWMET AEROSPACE INC	15,527	$4M	0.1%	HOLD
167	XSORXSOURCE CAPITAL	75,349	$3M	0.1%	ADD 100%
168	TTTRANE TECHNOLOGIES PLC	7,954	$3M	0.1%	ADD 5%
169	QUALISHARES TR	16,382	$3M	0.1%	ADD 5%
170	TSMTAIWAN SEMICONDUCTOR MFG LTD	9,202	$3M	0.1%	ADD 35%
171	DFAXDIMENSIONAL ETF TRUST	90,417	$3M	0.0%	ADD 124%
172	SOXXISHARES TR	9,324	$3M	0.0%	ADD 45%
173	BABOEING CO	15,346	$3M	0.0%	ADD 6%
174	DBAINVESCO DB MULTI-SECTOR COMM	108,628	$3M	0.0%	ADD 108%
175	XLESELECT SECTOR SPDR TR	47,548	$3M	0.0%	ADD 16%
176	KKRKKR & CO INC	30,708	$3M	0.0%	ADD 3%
177	ADPAUTOMATIC DATA PROCESSING IN	13,897	$3M	0.0%	HOLD
178	VNQVANGUARD INDEX FDS	31,730	$3M	0.0%	ADD 21%
179	COFCAPITAL ONE FINL CORP	15,398	$3M	0.0%	ADD 4%
180	VONVVANGUARD SCOTTSDALE FDS	29,521	$3M	0.0%	ADD 22%
181	LMTLOCKHEED MARTIN CORP	4,442	$3M	0.0%	HOLD
182	GRIDFIRST TR EXCHANGE TRADED FD	15,969	$3M	0.0%	ADD 42%
183	WECWEC ENERGY GROUP INC	22,530	$3M	0.0%	ADD 28%
184	TAT&T INC	89,835	$3M	0.0%	ADD 6%
185	DHRDANAHER CORP DEL	13,680	$3M	0.0%	ADD 10%
186	CMCANADIAN IMPERIAL BANK OF CO	26,989	$3M	0.0%	ADD 3%
187	NUENUCOR CORP	15,036	$3M	0.0%	ADD 105%
188	VZVERIZON COMMUNICATIONS INC	50,163	$3M	0.0%	ADD 38%
189	COMPCOMPASS INC	340,959	$2M	0.0%	NEW
190	EXCEXELON CORP	50,133	$2M	0.0%	ADD 19%
191	DEDEERE & CO	4,353	$2M	0.0%	HOLD
192	CCITIGROUP INC	21,603	$2M	0.0%	HOLD
193	DCORDIMENSIONAL ETF TRUST	32,869	$2M	0.0%	ADD 251%
194	MDLZMONDELEZ INTL INC	40,848	$2M	0.0%	ADD 97%
195	GSGOLDMAN SACHS GROUP INC	2,735	$2M	0.0%	ADD 6%
196	RYLDGLOBAL X FDS	153,813	$2M	0.0%	ADD 274%
197	PICKISHARES INC	40,531	$2M	0.0%	ADD 2%
198	MUMICRON TECHNOLOGY INC	6,738	$2M	0.0%	ADD 60%
199	PNWPINNACLE WEST CAP CORP	22,202	$2M	0.0%	ADD 114%
200	BXBLACKSTONE INC	18,873	$2M	0.0%	ADD 7%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRK.BBERKSHIRE HATHAWAY INC DEL

946K

943K

954K

964K

812K

977K

$468M

MOATVANECK ETF TRUST

3.5M

2.7M

2.6M

2.0M

2.7M

$259M

AAPLAPPLE INC

1.1M

1000K

975K

$247M

IJRISHARES TR

1.5M

1.4M

1.5M

1.1M

1.6M

$195M

MSFTMICROSOFT CORP

316K

314K

331K

290K

457K

$169M

IVVISHARES TR

234K

235K

242K

159K

244K

$159M

FPAGINVESTMENT MANAGERS SER TR I

1.6M

2.3M

1.8M

2.0M

1.6M

4.4M

$158M

GOOGALPHABET INC

575K

591K

568K

562K

524K

543K

$156M

ITOTISHARES TR

1.0M

1.9M

1.0M

740K

1.1M

$150M

IJHISHARES TR

481K

1.1M

672K

732K

588K

2.1M

$139M

VOOVANGUARD INDEX FDS

197K

199K

202K

200K

143K

208K

$124M

IWRISHARES TR

550K

1.1M

547K

548K

305K

1.1M

$109M

GOOGLALPHABET INC

411K

399K

396K

392K

361K

373K

$107M

JPMJPMORGAN CHASE & CO

319K

316K

319K

316K

295K

312K

$92M

GLDSPDR GOLD TR

238K

243K

212K

214K

162K

203K

$87M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Mesirow Financial Investment Management, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 517 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Mesirow Financial Investment Management, Inc.