Filed: 2/7/2025ACC: 0001085146-25-000865
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 596 equity positions with a total reported market value of $5.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
596
Positions
$5.03B
Total AUM (reported)
44.06M
Total Shares
Allocation by class
COM$1.87B37.1%
CL B NEW$428.89M8.5%
MRNGSTR WDE MOAT$324.54M6.4%
CORE S&P SCP ETF$168.11M3.3%
CORE S&P500 ETF$137.60M2.7%
CORE S&P TTL STK$130.04M2.6%
CAP STK CL C$109.51M2.2%
Portfolio Concentration
Top 3$1.03B20.4%
4–10$876.05M17.4%
11–25$871.51M17.3%
Rest$2.26B44.8%
Top 3 weight
20.4%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 44.06M
Sole
Full voting authority
44.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole596
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings596
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares946.20K
TypeSH
Market value$428.89M
8.52%
Sole
946.20K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares3.50M
TypeSH
Market value$324.54M
6.45%
Sole
3.50M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.10M
TypeSH
Market value$275.52M
5.47%
Sole
1.10M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.46M
TypeSH
Market value$168.11M
3.34%
Sole
1.46M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares233.72K
TypeSH
Market value$137.60M
2.73%
Sole
233.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares315.95K
TypeSH
Market value$133.18M
2.65%
Sole
315.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.01M
TypeSH
Market value$130.04M
2.58%
Sole
1.01M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares575.01K
TypeSH
Market value$109.51M
2.18%
Sole
575.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares196.60K
TypeSH
Market value$105.94M
2.10%
Sole
196.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares417.89K
TypeSH
Market value$91.68M
1.82%
Sole
417.89K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares140.72K
TypeSH
Market value$82.48M
1.64%
Sole
140.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares410.95K
TypeSH
Market value$77.79M
1.55%
Sole
410.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares192.66K
TypeSH
Market value$77.37M
1.54%
Sole
192.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares319.05K
TypeSH
Market value$76.48M
1.52%
Sole
319.05K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares562.27K
TypeSH
Market value$71.74M
1.42%
Sole
562.27K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares262.91K
TypeSH
Market value$59.95M
1.19%
Sole
262.91K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares237.96K
TypeSH
Market value$57.62M
1.14%
Sole
237.96K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares239.06K
TypeSH
Market value$55.42M
1.10%
Sole
239.06K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares1.64M
TypeSH
Market value$49.76M
0.99%
Sole
1.64M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares549.73K
TypeSH
Market value$48.60M
0.97%
Sole
549.73K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares90.84K
TypeSH
Market value$47.26M
0.94%
Sole
90.84K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares760.52K
TypeSH
Market value$44.82M
0.89%
Sole
760.52K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares45.98K
TypeSH
Market value$42.15M
0.84%
Sole
45.98K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares166.70K
TypeSH
Market value$41.14M
0.82%
Sole
166.70K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares814.07K
TypeSH
Market value$38.93M
0.77%
Sole
814.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 946.20K | SH | $428.89M 8.52% | 946.20K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 3.50M | SH | $324.54M 6.45% | 3.50M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.10M | SH | $275.52M 5.47% | 1.10M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.46M | SH | $168.11M 3.34% | 1.46M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 233.72K | SH | $137.60M 2.73% | 233.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 315.95K | SH | $133.18M 2.65% | 315.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.01M | SH | $130.04M 2.58% | 1.01M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 575.01K | SH | $109.51M 2.18% | 575.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 196.60K | SH | $105.94M 2.10% | 196.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 417.89K | SH | $91.68M 1.82% | 417.89K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 140.72K | SH | $82.48M 1.64% | 140.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 410.95K | SH | $77.79M 1.55% | 410.95K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 192.66K | SH | $77.37M 1.54% | 192.66K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 319.05K | SH | $76.48M 1.52% | 319.05K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 562.27K | SH | $71.74M 1.42% | 562.27K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 262.91K | SH | $59.95M 1.19% | 262.91K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 237.96K | SH | $57.62M 1.14% | 237.96K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 239.06K | SH | $55.42M 1.10% | 239.06K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 1.64M | SH | $49.76M 0.99% | 1.64M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 549.73K | SH | $48.60M 0.97% | 549.73K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 90.84K | SH | $47.26M 0.94% | 90.84K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 760.52K | SH | $44.82M 0.89% | 760.52K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 45.98K | SH | $42.15M 0.84% | 45.98K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 166.70K | SH | $41.14M 0.82% | 166.70K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 814.07K | SH | $38.93M 0.77% | 814.07K | 0.00 | 0.00 |
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