account_balance

Investment manager · 13F filer · SEC CIK 1469475

Mesirow Financial Investment Management, Inc.

Reported value$6.47Bas of Sep 30, 2026
Positions552 40 new, 17 sold out
Top 10 weight36.1%BRK-B alone is 8%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 7.6% HeldAAPL Apple Inc 5.2% Held
MOAT Vaneck ETF Trust 4.3% Held
IJR iShares Tr 3.5% Added +3%
IVV iShares Tr 2.9% Held
GOOG Alphabet Inc 2.9% Trimmed −2%
ITOT iShares Tr 2.8% Held
MSFT Microsoft Corp 2.5% Held
VOO Vanguard Index FDS 2.4% Held
GOOGL Alphabet Inc 1.9% Held
IJH iShares Tr 1.6% Added +19%
AMZN Amazon Com Inc 1.6% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • BSCS $5.25M
  • BSCT $5.05M
  • PTY $1.25M
  • PDI $1.24M
arrow_upwardAdded
  • FPAA +133%
  • SYK +59%
  • XOM +31%
  • FEGE +24%
arrow_downwardTrimmed
remove_circleSold out
  • COMP $4.2M
  • KHC $509K
  • IEF $365K
  • IXN $318K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast