MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 13F Holdings · last filed Q4 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported 14 securities worth $98.39M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: VOO (35.67%), JNK (23.48%), HYG (7.99%). Among its top 25 positions this quarter: 1 new, 1 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $35.1M | 35.67% | 65,142 | Trimmed |
| 2 | JNK | SPDR SER TR | $23.1M | 23.48% | 242,000 | Added |
| 3 | HYG | ISHARES TR | $7.9M | 7.99% | 100,000 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 7.78% | 160,036 | Hold |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | $7.1M | 7.17% | 86,807 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $4.8M | 4.89% | 18,226 | Trimmed |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | $3.5M | 3.57% | 33,264 | Trimmed |
| 8 | GFR | GREENFIRE RES LTD NEW | $2.9M | 2.90% | 403,690 | Hold |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $2.7M | 2.70% | 60,414 | Hold |
| 10 | VB | VANGUARD INDEX FDS | $2.6M | 2.62% | 10,725 | Hold |
| 11 | VNQ | VANGUARD INDEX FDS | $452,705 | 0.46% | 5,082 | Trimmed |
| 12 | IGSB | ISHARES TR | $434,487 | 0.44% | 8,404 | Hold |
| 13 | SHY | ISHARES TR | $320,870 | 0.33% | 3,914 | Hold |
| 14 | GOOG | ALPHABET INC | $952 | 0.00% | 5 | New |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR