Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mesirow Financial Investment Management, Inc. (CIK 1469475) reported $6.18B across 515 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($468.0M, 7.58%), MOAT ($258.7M, 4.19%), AAPL ($247.4M, 4.01%), IJR ($195.0M, 3.16%), MSFT ($169.1M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $468.0M | 7.58% | 976,689 | Added |
| 2 | MOAT | VANECK ETF TRUST | $258.7M | 4.19% | 2.7M | Added |
| 3 | AAPL | APPLE INC | $247.4M | 4.01% | 974,704 | Trimmed |
| 4 | IJR | ISHARES TR | $195.0M | 3.16% | 1.6M | Added |
| 5 | MSFT | MICROSOFT CORP | $169.1M | 2.74% | 456,761 | Added |
| 6 | IVV | ISHARES TR | $159.2M | 2.58% | 243,758 | Added |
| 7 | FPAG | INVESTMENT MANAGERS SER TR I | $158.3M | 2.56% | 4.4M | Added |
| 8 | GOOG | ALPHABET INC | $155.8M | 2.52% | 543,230 | Added |
| 9 | ITOT | ISHARES TR | $150.2M | 2.43% | 1.1M | Added |
| 10 | IJH | ISHARES TR | $139.4M | 2.26% | 2.1M | Added |
| 11 | VOO | VANGUARD INDEX FDS | $124.2M | 2.01% | 207,880 | Added |
| 12 | IWR | ISHARES TR | $109.5M | 1.77% | 1.1M | Added |
| 13 | GOOGL | ALPHABET INC | $107.2M | 1.74% | 372,655 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $91.8M | 1.49% | 311,969 | Added |
| 15 | GLD | SPDR GOLD TR | $87.3M | 1.41% | 202,840 | Added |
| 16 | AMZN | AMAZON COM INC | $84.9M | 1.38% | 407,829 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $84.4M | 1.37% | 129,793 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $81.8M | 1.32% | 552,464 | Added |
| 19 | IWF | ISHARES TR | $75.4M | 1.22% | 176,756 | Added |
| 20 | VXUS | VANGUARD STAR FDS | $75.0M | 1.21% | 972,639 | Added |
| 21 | EFA | ISHARES TR | $70.3M | 1.14% | 724,150 | Added |
| 22 | SGOV | ISHARES TR | $69.5M | 1.13% | 690,898 | Added |
| 23 | CAT | CATERPILLAR INC | $63.7M | 1.03% | 89,940 | Trimmed |
| 24 | RTX | RTX CORPORATION | $55.7M | 0.90% | 288,890 | Added |
| 25 | TCAF | T ROWE PRICE ETF INC | $54.4M | 0.88% | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31