MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

PrivateCIK: 1469475
Location

CHICAGO, IL

517
Positions
$6.18B
Total AUM (reported)
52.25M
Total Shares

Allocation by class

TOTAL AUM$6.18B517 positions
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 315.8%4–1018.3%11–2520.0%Rest46.0%TOP 1034.0%0%100%
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

SOLE
CL B NEW
Shares976.69K
TypeSH
Market value$468.03M
7.58%
Sole
976.69K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares2.68M
TypeSH
Market value$258.70M
4.19%
Sole
2.68M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares974.70K
TypeSH
Market value$247.37M
4.01%
Sole
974.70K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares1.57M
TypeSH
Market value$194.96M
3.16%
Sole
1.57M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares456.76K
TypeSH
Market value$169.08M
2.74%
Sole
456.76K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares243.76K
TypeSH
Market value$159.24M
2.58%
Sole
243.76K
Shared
0.00
None
0.00

INVESTMENT MANAGERS SER TR I

SOLE
FPA GBL EQTY ETF
Shares4.36M
TypeSH
Market value$158.31M
2.56%
Sole
4.36M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares543.23K
TypeSH
Market value$155.83M
2.52%
Sole
543.23K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P TTL STK
Shares1.05M
TypeSH
Market value$150.22M
2.43%
Sole
1.05M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares2.06M
TypeSH
Market value$139.38M
2.26%
Sole
2.06M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares207.88K
TypeSH
Market value$124.22M
2.01%
Sole
207.88K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS MID CAP ETF
Shares1.13M
TypeSH
Market value$109.49M
1.77%
Sole
1.13M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares372.65K
TypeSH
Market value$107.16M
1.74%
Sole
372.65K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares311.97K
TypeSH
Market value$91.77M
1.49%
Sole
311.97K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares202.84K
TypeSH
Market value$87.28M
1.41%
Sole
202.84K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares407.83K
TypeSH
Market value$84.94M
1.38%
Sole
407.83K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares129.79K
TypeSH
Market value$84.40M
1.37%
Sole
129.79K
Shared
0.00
None
0.00

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares552.46K
TypeSH
Market value$81.82M
1.32%
Sole
552.46K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares176.76K
TypeSH
Market value$75.38M
1.22%
Sole
176.76K
Shared
0.00
None
0.00

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares972.64K
TypeSH
Market value$75.00M
1.21%
Sole
972.64K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares724.15K
TypeSH
Market value$70.34M
1.14%
Sole
724.15K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares690.90K
TypeSH
Market value$69.55M
1.13%
Sole
690.90K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares89.94K
TypeSH
Market value$63.72M
1.03%
Sole
89.94K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares288.89K
TypeSH
Market value$55.73M
0.90%
Sole
288.89K
Shared
0.00
None
0.00

T ROWE PRICE ETF INC

SOLE
CAP APPRECIATION
Shares1.53M
TypeSH
Market value$54.42M
0.88%
Sole
1.53M
Shared
0.00
None
0.00
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