Universe · entity
Mesirow Financial Investment Management, Inc.
Institutional manager (13F) · CIK 1469475
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $468M | 976,689 |
| 2 | VANECK ETF TRUST | $259M | 2,675,294 |
| 3 | APPLE INC | $247M | 974,704 |
| 4 | ISHARES TR | $195M | 1,568,315 |
| 5 | MICROSOFT CORP | $169M | 456,761 |
| 6 | ISHARES TR | $159M | 243,758 |
| 7 | INVESTMENT MANAGERS SER TR I | $158M | 4,363,542 |
| 8 | ALPHABET INC | $156M | 543,230 |
| 9 | ISHARES TR | $150M | 1,054,680 |
| 10 | ISHARES TR | $139M | 2,063,935 |
| 11 | VANGUARD INDEX FDS | $124M | 207,880 |
| 12 | ISHARES TR | $109M | 1,126,058 |
| 13 | ALPHABET INC | $107M | 372,655 |
| 14 | JPMORGAN CHASE & CO | $92M | 311,969 |
| 15 | SPDR GOLD TR | $87M | 202,840 |
| 16 | AMAZON COM INC | $85M | 407,829 |
| 17 | STATE STR SPDR S&P 500 ETF T | $84M | 129,793 |
| 18 | VANGUARD WHITEHALL FDS | $82M | 552,464 |
| 19 | ISHARES TR | $75M | 176,756 |
| 20 | VANGUARD STAR FDS | $75M | 972,639 |
| 21 | ISHARES TR | $70M | 724,150 |
| 22 | ISHARES TR | $70M | 690,898 |
| 23 | CATERPILLAR INC | $64M | 89,940 |
| 24 | RTX CORPORATION | $56M | 288,890 |
| 25 | T ROWE PRICE ETF INC | $54M | 1,528,965 |
| 26 | ISHARES TR | $53M | 641,570 |
| 27 | BROADCOM INC | $50M | 160,012 |
| 28 | FEDEX CORP | $47M | 132,517 |
| 29 | THERMO FISHER SCIENTIFIC INC | $44M | 90,383 |
| 30 | ISHARES TR | $44M | 207,297 |
| 31 | COSTCO WHOLESALE CORPORATION | $43M | 43,295 |
| 32 | RBB FUND TRUST | $43M | 917,976 |
| 33 | VANGUARD INDEX FDS | $43M | 98,383 |
| 34 | NVIDIA CORPORATION | $43M | 244,268 |
| 35 | VANGUARD TAX-MANAGED FDS | $43M | 663,651 |
| 36 | VANGUARD SPECIALIZED FUNDS | $42M | 196,954 |
| 37 | PROFESIONALLY MANAGED PORTFO | $42M | 797,393 |
| 38 | CHEVRON CORPORATION | $41M | 200,475 |
| 39 | ISHARES TR | $41M | 194,332 |
| 40 | VANGUARD INDEX FDS | $41M | 208,072 |
| 41 | BANK AMERICA CORP | $40M | 822,060 |
| 42 | ISHARES TR | $40M | 439,624 |
| 43 | LOWES COS INC | $40M | 167,659 |
| 44 | INVESCO QQQ TR | $37M | 64,706 |
| 45 | ISHARES TR | $36M | 563,116 |
| 46 | ISHARES TR | $36M | 278,458 |
| 47 | ABBVIE INC | $34M | 158,536 |
| 48 | ORACLE CORP | $34M | 232,362 |
| 49 | UNION PAC CORP | $33M | 134,360 |
| 50 | TE CONNECTIVITY PLC | $31M | 150,543 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.