Filed: 4/21/2026ACC: 0001469475-26-000002
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 517 equity positions with a total reported market value of $6.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
517
Positions
$6.18B
Total AUM (reported)
52.25M
Total Shares
Allocation by class
COM$1.97B32.0%
CL B NEW$468.03M7.6%
MRNGSTR WDE MOAT$258.70M4.2%
CORE S&P SCP ETF$194.96M3.2%
CORE S&P500 ETF$159.24M2.6%
FPA GBL EQTY ETF$158.31M2.6%
CAP STK CL C$155.83M2.5%
Portfolio Concentration
Top 3$974.10M15.8%
4–10$1.13B18.3%
11–25$1.24B20.0%
Rest$2.84B46.0%
Top 3 weight
15.8%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 52.25M
Sole
Full voting authority
52.25M
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)
Sole517
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings517
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares976.69K
TypeSH
Market value$468.03M
7.58%
Sole
976.69K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares2.68M
TypeSH
Market value$258.70M
4.19%
Sole
2.68M
Shared
0.00
None
0.00
APPLE INC
SOLEShares974.70K
TypeSH
Market value$247.37M
4.01%
Sole
974.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.57M
TypeSH
Market value$194.96M
3.16%
Sole
1.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares456.76K
TypeSH
Market value$169.08M
2.74%
Sole
456.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares243.76K
TypeSH
Market value$159.24M
2.58%
Sole
243.76K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares4.36M
TypeSH
Market value$158.31M
2.56%
Sole
4.36M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares543.23K
TypeSH
Market value$155.83M
2.52%
Sole
543.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.05M
TypeSH
Market value$150.22M
2.43%
Sole
1.05M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.06M
TypeSH
Market value$139.38M
2.26%
Sole
2.06M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares207.88K
TypeSH
Market value$124.22M
2.01%
Sole
207.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.13M
TypeSH
Market value$109.49M
1.77%
Sole
1.13M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares372.65K
TypeSH
Market value$107.16M
1.74%
Sole
372.65K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares311.97K
TypeSH
Market value$91.77M
1.49%
Sole
311.97K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares202.84K
TypeSH
Market value$87.28M
1.41%
Sole
202.84K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares407.83K
TypeSH
Market value$84.94M
1.38%
Sole
407.83K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares129.79K
TypeSH
Market value$84.40M
1.37%
Sole
129.79K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares552.46K
TypeSH
Market value$81.82M
1.32%
Sole
552.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares176.76K
TypeSH
Market value$75.38M
1.22%
Sole
176.76K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares972.64K
TypeSH
Market value$75.00M
1.21%
Sole
972.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares724.15K
TypeSH
Market value$70.34M
1.14%
Sole
724.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares690.90K
TypeSH
Market value$69.55M
1.13%
Sole
690.90K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares89.94K
TypeSH
Market value$63.72M
1.03%
Sole
89.94K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares288.89K
TypeSH
Market value$55.73M
0.90%
Sole
288.89K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares1.53M
TypeSH
Market value$54.42M
0.88%
Sole
1.53M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 976.69K | SH | $468.03M 7.58% | 976.69K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 2.68M | SH | $258.70M 4.19% | 2.68M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 974.70K | SH | $247.37M 4.01% | 974.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.57M | SH | $194.96M 3.16% | 1.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 456.76K | SH | $169.08M 2.74% | 456.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 243.76K | SH | $159.24M 2.58% | 243.76K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 4.36M | SH | $158.31M 2.56% | 4.36M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 543.23K | SH | $155.83M 2.52% | 543.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.05M | SH | $150.22M 2.43% | 1.05M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.06M | SH | $139.38M 2.26% | 2.06M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 207.88K | SH | $124.22M 2.01% | 207.88K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 1.13M | SH | $109.49M 1.77% | 1.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 372.65K | SH | $107.16M 1.74% | 372.65K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 311.97K | SH | $91.77M 1.49% | 311.97K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 202.84K | SH | $87.28M 1.41% | 202.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 407.83K | SH | $84.94M 1.38% | 407.83K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 129.79K | SH | $84.40M 1.37% | 129.79K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 552.46K | SH | $81.82M 1.32% | 552.46K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 176.76K | SH | $75.38M 1.22% | 176.76K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 972.64K | SH | $75.00M 1.21% | 972.64K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 724.15K | SH | $70.34M 1.14% | 724.15K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 690.90K | SH | $69.55M 1.13% | 690.90K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 89.94K | SH | $63.72M 1.03% | 89.94K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 288.89K | SH | $55.73M 0.90% | 288.89K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 1.53M | SH | $54.42M 0.88% | 1.53M | 0.00 | 0.00 |
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