Filed: 5/8/2025ACC: 0001085146-25-002744
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 593 equity positions with a total reported market value of $5.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
593
Positions
$5.16B
Total AUM (reported)
46.87M
Total Shares
Allocation by class
COM$1.73B33.6%
CL B NEW$502.07M9.7%
MRNGSTR WDE MOAT$241.69M4.7%
CORE S&P TTL STK$232.81M4.5%
CORE S&P SCP ETF$153.69M3.0%
CORE S&P500 ETF$131.85M2.6%
CL A$106.63M2.1%
Portfolio Concentration
Top 3$988.73M19.2%
4–10$925.81M17.9%
11–25$923.37M17.9%
Rest$2.32B45.0%
Top 3 weight
19.2%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 46.87M
Sole
Full voting authority
46.87M
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)
Sole593
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings593
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares942.73K
TypeSH
Market value$502.07M
9.73%
Sole
942.73K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.10M
TypeSH
Market value$244.97M
4.75%
Sole
1.10M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares2.75M
TypeSH
Market value$241.69M
4.68%
Sole
2.75M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.91M
TypeSH
Market value$232.81M
4.51%
Sole
1.91M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.47M
TypeSH
Market value$153.69M
2.98%
Sole
1.47M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares234.62K
TypeSH
Market value$131.85M
2.56%
Sole
234.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares313.58K
TypeSH
Market value$117.72M
2.28%
Sole
313.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares198.82K
TypeSH
Market value$102.17M
1.98%
Sole
198.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.12M
TypeSH
Market value$95.25M
1.85%
Sole
1.12M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares590.87K
TypeSH
Market value$92.31M
1.79%
Sole
590.87K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares141.78K
TypeSH
Market value$79.31M
1.54%
Sole
141.78K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares315.98K
TypeSH
Market value$77.51M
1.50%
Sole
315.98K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares405.80K
TypeSH
Market value$77.21M
1.50%
Sole
405.80K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares566.08K
TypeSH
Market value$73.00M
1.41%
Sole
566.08K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares243.25K
TypeSH
Market value$70.09M
1.36%
Sole
243.25K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares2.33M
TypeSH
Market value$69.95M
1.36%
Sole
2.33M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares191.20K
TypeSH
Market value$69.05M
1.34%
Sole
191.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.14M
TypeSH
Market value$66.58M
1.29%
Sole
1.14M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares399.35K
TypeSH
Market value$61.76M
1.20%
Sole
399.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares716.01K
TypeSH
Market value$58.52M
1.13%
Sole
716.01K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares804.34K
TypeSH
Market value$49.95M
0.97%
Sole
804.34K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares48.29K
TypeSH
Market value$45.69M
0.89%
Sole
48.29K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares88.05K
TypeSH
Market value$43.81M
0.85%
Sole
88.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares507.33K
TypeSH
Market value$41.97M
0.81%
Sole
507.33K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares294.26K
TypeSH
Market value$38.98M
0.76%
Sole
294.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 942.73K | SH | $502.07M 9.73% | 942.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.10M | SH | $244.97M 4.75% | 1.10M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 2.75M | SH | $241.69M 4.68% | 2.75M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.91M | SH | $232.81M 4.51% | 1.91M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.47M | SH | $153.69M 2.98% | 1.47M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 234.62K | SH | $131.85M 2.56% | 234.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 313.58K | SH | $117.72M 2.28% | 313.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 198.82K | SH | $102.17M 1.98% | 198.82K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 1.12M | SH | $95.25M 1.85% | 1.12M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 590.87K | SH | $92.31M 1.79% | 590.87K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 141.78K | SH | $79.31M 1.54% | 141.78K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 315.98K | SH | $77.51M 1.50% | 315.98K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 405.80K | SH | $77.21M 1.50% | 405.80K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 566.08K | SH | $73.00M 1.41% | 566.08K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 243.25K | SH | $70.09M 1.36% | 243.25K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 2.33M | SH | $69.95M 1.36% | 2.33M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 191.20K | SH | $69.05M 1.34% | 191.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.14M | SH | $66.58M 1.29% | 1.14M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 399.35K | SH | $61.76M 1.20% | 399.35K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 716.01K | SH | $58.52M 1.13% | 716.01K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 804.34K | SH | $49.95M 0.97% | 804.34K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 48.29K | SH | $45.69M 0.89% | 48.29K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 88.05K | SH | $43.81M 0.85% | 88.05K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 507.33K | SH | $41.97M 0.81% | 507.33K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 294.26K | SH | $38.98M 0.76% | 294.26K | 0.00 | 0.00 |
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