Filed: 8/4/2025ACC: 0001085146-25-004477
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 536 equity positions with a total reported market value of $5.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
536
Positions
$5.13B
Total AUM (reported)
42.16M
Total Shares
Allocation by class
COM$1.79B35.0%
CL B NEW$463.57M9.0%
MRNGSTR WDE MOAT$250.28M4.9%
CORE S&P SCP ETF$156.85M3.1%
CORE S&P500 ETF$150.08M2.9%
CORE S&P TTL STK$137.74M2.7%
S&P 500 ETF SHS$114.73M2.2%
Portfolio Concentration
Top 3$932.21M18.2%
4–10$917.28M17.9%
11–25$906.04M17.7%
Rest$2.37B46.3%
Top 3 weight
18.2%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 42.16M
Sole
Full voting authority
42.16M
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)
Sole536
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings536
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares954.31K
TypeSH
Market value$463.57M
9.04%
Sole
954.31K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares2.67M
TypeSH
Market value$250.28M
4.88%
Sole
2.67M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.06M
TypeSH
Market value$218.36M
4.26%
Sole
1.06M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares330.74K
TypeSH
Market value$164.52M
3.21%
Sole
330.74K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.44M
TypeSH
Market value$156.85M
3.06%
Sole
1.44M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares241.69K
TypeSH
Market value$150.08M
2.93%
Sole
241.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.02M
TypeSH
Market value$137.74M
2.69%
Sole
1.02M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares201.99K
TypeSH
Market value$114.73M
2.24%
Sole
201.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares568.11K
TypeSH
Market value$100.78M
1.97%
Sole
568.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares319.31K
TypeSH
Market value$92.57M
1.81%
Sole
319.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares409.28K
TypeSH
Market value$89.79M
1.75%
Sole
409.28K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares137.14K
TypeSH
Market value$84.74M
1.65%
Sole
137.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares188.77K
TypeSH
Market value$80.15M
1.56%
Sole
188.77K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares570.07K
TypeSH
Market value$76.00M
1.48%
Sole
570.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares396.26K
TypeSH
Market value$69.83M
1.36%
Sole
396.26K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares212.26K
TypeSH
Market value$64.70M
1.26%
Sole
212.26K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares1.84M
TypeSH
Market value$62.71M
1.22%
Sole
1.84M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares219.78K
TypeSH
Market value$60.58M
1.18%
Sole
219.78K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares842.76K
TypeSH
Market value$58.23M
1.14%
Sole
842.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares547.37K
TypeSH
Market value$50.34M
0.98%
Sole
547.37K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares45.42K
TypeSH
Market value$44.98M
0.88%
Sole
45.42K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares292.41K
TypeSH
Market value$42.70M
0.83%
Sole
292.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares671.77K
TypeSH
Market value$41.66M
0.81%
Sole
671.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares205.74K
TypeSH
Market value$39.96M
0.78%
Sole
205.74K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares193.82K
TypeSH
Market value$39.67M
0.77%
Sole
193.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 954.31K | SH | $463.57M 9.04% | 954.31K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 2.67M | SH | $250.28M 4.88% | 2.67M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.06M | SH | $218.36M 4.26% | 1.06M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 330.74K | SH | $164.52M 3.21% | 330.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.44M | SH | $156.85M 3.06% | 1.44M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 241.69K | SH | $150.08M 2.93% | 241.69K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.02M | SH | $137.74M 2.69% | 1.02M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 201.99K | SH | $114.73M 2.24% | 201.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 568.11K | SH | $100.78M 1.97% | 568.11K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 319.31K | SH | $92.57M 1.81% | 319.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 409.28K | SH | $89.79M 1.75% | 409.28K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 137.14K | SH | $84.74M 1.65% | 137.14K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 188.77K | SH | $80.15M 1.56% | 188.77K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 570.07K | SH | $76.00M 1.48% | 570.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 396.26K | SH | $69.83M 1.36% | 396.26K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 212.26K | SH | $64.70M 1.26% | 212.26K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 1.84M | SH | $62.71M 1.22% | 1.84M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 219.78K | SH | $60.58M 1.18% | 219.78K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 842.76K | SH | $58.23M 1.14% | 842.76K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 547.37K | SH | $50.34M 0.98% | 547.37K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 45.42K | SH | $44.98M 0.88% | 45.42K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 292.41K | SH | $42.70M 0.83% | 292.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 671.77K | SH | $41.66M 0.81% | 671.77K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 205.74K | SH | $39.96M 0.78% | 205.74K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 193.82K | SH | $39.67M 0.77% | 193.82K | 0.00 | 0.00 |
Page 1 of 22
…