Filed: 7/22/2026ACC: 0001469475-26-000004
📋 What this filing means
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 529 equity positions with a total reported market value of $6.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
529
Positions
$6.37B
Total AUM (reported)
49.72M
Total Shares
Allocation by class
COM$1.98B31.1%
CL B NEW$490.58M7.7%
MRNGSTR WDE MOAT$275.24M4.3%
CORE S&P SCP ETF$239.99M3.8%
CAP STK CL C$197.69M3.1%
CORE S&P500 ETF$184.99M2.9%
CORE S&P TTL STK$176.86M2.8%
Portfolio Concentration
Top 3$1.06B16.6%
4–10$1.20B18.8%
11–25$1.25B19.6%
Rest$2.86B44.9%
Top 3 weight
16.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 49.72M
Sole
Full voting authority
49.72M
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)
Sole529
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings529
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares980.40K
TypeSH
Market value$490.58M
7.71%
Sole
980.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.01M
TypeSH
Market value$292.63M
4.60%
Sole
1.01M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares2.65M
TypeSH
Market value$275.24M
4.32%
Sole
2.65M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.62M
TypeSH
Market value$239.99M
3.77%
Sole
1.62M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares559.49K
TypeSH
Market value$197.69M
3.11%
Sole
559.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares246.98K
TypeSH
Market value$184.99M
2.91%
Sole
246.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.08M
TypeSH
Market value$176.86M
2.78%
Sole
1.08M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares219.31K
TypeSH
Market value$150.65M
2.37%
Sole
219.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares367.72K
TypeSH
Market value$131.41M
2.06%
Sole
367.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares314.30K
TypeSH
Market value$117.24M
1.84%
Sole
314.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares314.53K
TypeSH
Market value$102.95M
1.62%
Sole
314.53K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares131.04K
TypeSH
Market value$97.86M
1.54%
Sole
131.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares410.16K
TypeSH
Market value$97.76M
1.54%
Sole
410.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.24M
TypeSH
Market value$95.61M
1.50%
Sole
1.24M
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares89.29K
TypeSH
Market value$95.09M
1.49%
Sole
89.29K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares1.10M
TypeSH
Market value$93.98M
1.48%
Sole
1.10M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares705.47K
TypeSH
Market value$87.60M
1.38%
Sole
705.47K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares554.04K
TypeSH
Market value$87.55M
1.38%
Sole
554.04K
Shared
0.00
None
0.00
INVESTMENT MANAGERS SER TR I
SOLEShares2.14M
TypeSH
Market value$86.06M
1.35%
Sole
2.14M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares779.03K
TypeSH
Market value$78.43M
1.23%
Sole
779.03K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares195.88K
TypeSH
Market value$72.16M
1.13%
Sole
195.88K
Shared
0.00
None
0.00
PROFESIONALLY MANAGED PORTFO
SOLEShares1.35M
TypeSH
Market value$71.67M
1.13%
Sole
1.35M
Shared
0.00
None
0.00
T ROWE PRICE EXCHANGE-TRADED
SOLEShares1.58M
TypeSH
Market value$64.84M
1.02%
Sole
1.58M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares553K
TypeSH
Market value$61.01M
0.96%
Sole
553K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares150.68K
TypeSH
Market value$56.92M
0.89%
Sole
150.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 980.40K | SH | $490.58M 7.71% | 980.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.01M | SH | $292.63M 4.60% | 1.01M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 2.65M | SH | $275.24M 4.32% | 2.65M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.62M | SH | $239.99M 3.77% | 1.62M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 559.49K | SH | $197.69M 3.11% | 559.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 246.98K | SH | $184.99M 2.91% | 246.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.08M | SH | $176.86M 2.78% | 1.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 219.31K | SH | $150.65M 2.37% | 219.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 367.72K | SH | $131.41M 2.06% | 367.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 314.30K | SH | $117.24M 1.84% | 314.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 314.53K | SH | $102.95M 1.62% | 314.53K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 131.04K | SH | $97.86M 1.54% | 131.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 410.16K | SH | $97.76M 1.54% | 410.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.24M | SH | $95.61M 1.50% | 1.24M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 89.29K | SH | $95.09M 1.49% | 89.29K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.10M | SH | $93.98M 1.48% | 1.10M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 705.47K | SH | $87.60M 1.38% | 705.47K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 554.04K | SH | $87.55M 1.38% | 554.04K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 2.14M | SH | $86.06M 1.35% | 2.14M | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 779.03K | SH | $78.43M 1.23% | 779.03K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 195.88K | SH | $72.16M 1.13% | 195.88K | 0.00 | 0.00 |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 1.35M | SH | $71.67M 1.13% | 1.35M | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APPRECIATION | 1.58M | SH | $64.84M 1.02% | 1.58M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 553K | SH | $61.01M 0.96% | 553K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 150.68K | SH | $56.92M 0.89% | 150.68K | 0.00 | 0.00 |
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