Filed: 2/5/2026ACC: 0001469475-26-000001
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 485 equity positions with a total reported market value of $4.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
485
Positions
$4.87B
Total AUM (reported)
36.23M
Total Shares
Allocation by class
COM$1.76B36.2%
CL B NEW$408.36M8.4%
MRNGSTR WDE MOAT$205.52M4.2%
CAP STK CL C$164.35M3.4%
AKRE FOCUS ETF$131.85M2.7%
CORE S&P SCP ETF$130.85M2.7%
CAP STK CL A$112.89M2.3%
Portfolio Concentration
Top 3$885.62M18.2%
4–10$898.95M18.5%
11–25$925.14M19.0%
Rest$2.16B44.4%
Top 3 weight
18.2%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 36.23M
Sole
Full voting authority
36.23M
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)
Sole485
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings485
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares812.43K
TypeSH
Market value$408.36M
8.39%
Sole
812.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares999.52K
TypeSH
Market value$271.73M
5.58%
Sole
999.52K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.98M
TypeSH
Market value$205.52M
4.22%
Sole
1.98M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares523.72K
TypeSH
Market value$164.35M
3.37%
Sole
523.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares289.66K
TypeSH
Market value$140.09M
2.88%
Sole
289.66K
Shared
0.00
None
0.00
PROFESIONALLY MANAGED PORTFO
SOLEShares2.01M
TypeSH
Market value$131.85M
2.71%
Sole
2.01M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.09M
TypeSH
Market value$130.85M
2.69%
Sole
1.09M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares360.68K
TypeSH
Market value$112.89M
2.32%
Sole
360.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares739.50K
TypeSH
Market value$109.96M
2.26%
Sole
739.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares159.08K
TypeSH
Market value$108.96M
2.24%
Sole
159.08K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares295.10K
TypeSH
Market value$95.09M
1.95%
Sole
295.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares142.67K
TypeSH
Market value$89.47M
1.84%
Sole
142.67K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares344.50K
TypeSH
Market value$79.52M
1.63%
Sole
344.50K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares115.39K
TypeSH
Market value$78.69M
1.62%
Sole
115.39K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares161.98K
TypeSH
Market value$64.19M
1.32%
Sole
161.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares131.60K
TypeSH
Market value$62.29M
1.28%
Sole
131.60K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares1.63M
TypeSH
Market value$60.47M
1.24%
Sole
1.63M
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares396.26K
TypeSH
Market value$56.87M
1.17%
Sole
396.26K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares91.12K
TypeSH
Market value$52.20M
1.07%
Sole
91.12K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares275.19K
TypeSH
Market value$50.47M
1.04%
Sole
275.19K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares145.22K
TypeSH
Market value$50.26M
1.03%
Sole
145.22K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares84.42K
TypeSH
Market value$48.92M
1.00%
Sole
84.42K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares635.39K
TypeSH
Market value$47.93M
0.98%
Sole
635.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares466.11K
TypeSH
Market value$46.79M
0.96%
Sole
466.11K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares763.19K
TypeSH
Market value$41.98M
0.86%
Sole
763.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 812.43K | SH | $408.36M 8.39% | 812.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 999.52K | SH | $271.73M 5.58% | 999.52K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 1.98M | SH | $205.52M 4.22% | 1.98M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 523.72K | SH | $164.35M 3.37% | 523.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 289.66K | SH | $140.09M 2.88% | 289.66K | 0.00 | 0.00 |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 2.01M | SH | $131.85M 2.71% | 2.01M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.09M | SH | $130.85M 2.69% | 1.09M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 360.68K | SH | $112.89M 2.32% | 360.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 739.50K | SH | $109.96M 2.26% | 739.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 159.08K | SH | $108.96M 2.24% | 159.08K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 295.10K | SH | $95.09M 1.95% | 295.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 142.67K | SH | $89.47M 1.84% | 142.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 344.50K | SH | $79.52M 1.63% | 344.50K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 115.39K | SH | $78.69M 1.62% | 115.39K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 161.98K | SH | $64.19M 1.32% | 161.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 131.60K | SH | $62.29M 1.28% | 131.60K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 1.63M | SH | $60.47M 1.24% | 1.63M | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 396.26K | SH | $56.87M 1.17% | 396.26K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 91.12K | SH | $52.20M 1.07% | 91.12K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 275.19K | SH | $50.47M 1.04% | 275.19K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 145.22K | SH | $50.26M 1.03% | 145.22K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 84.42K | SH | $48.92M 1.00% | 84.42K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 635.39K | SH | $47.93M 0.98% | 635.39K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 466.11K | SH | $46.79M 0.96% | 466.11K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 763.19K | SH | $41.98M 0.86% | 763.19K | 0.00 | 0.00 |
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