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Latest Mesirow Financial Investment Management, Inc. Stock Portfolio

$6.37Billion | No. of Holdings #526

Mesirow Financial Investment Management, Inc. Performance

2026 Q2+3.36%
YTD+0.40%
2025+14.50%

About Mesirow Financial Investment Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mesirow Financial Investment Management, Inc. reported an equity portfolio of $6.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Mesirow Financial Investment Management, Inc. are , AAPL, AFK. The fund has invested 7.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), EMCOR GROUP INC (EME) and NICE LTD (NICE) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), NIKE INC (NKE) and EBAY INC. (EBAY). Mesirow Financial Investment Management, Inc. opened new stock positions in FEDEX FGHT HLDG CO INC, INVESTMENT MANAGERS SER TR (KLDW) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), CBOE GLOBAL MKTS INC and VANGUARD INDEX FDS (VB).
Mesirow Financial Investment Management, Inc. Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$6.37Billion
  as of Jul 22, 2026

Mesirow Financial Investment Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Mesirow Financial Investment Management, Inc. made a return of 3.36% in the last quarter. In trailing 12 months, it's portfolio return was 11.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fedex fght hldg co inc9,942,440
investment managers ser tr8,859,250
honeywell intl inc5,193,810
honeywell aerospace inc5,128,390
vanguard instl index fd1,354,290
space exploration techn corp703,431
keysight technologies inc466,993
dupont de nemours inc402,172
New stocks bought by Mesirow Financial Investment Management, Inc.

Additions

Ticker% Inc.
vanguard world fd801
cboe global mkts inc616
vanguard index fds532
vanguard admiral fds inc475
doordash inc443
vanguard index fds319
ishares tr299
medtronic plc140
Additions to existing portfolio by Mesirow Financial Investment Management, Inc.

Reductions

Ticker% Reduced
zoetis inc-85.19
nike inc-77.9
ebay inc.-73.05
mondelez intl inc-55.01
motorola solutions inc-53.03
philip morris intl inc-52.84
oreilly automotive inc-52.51
pinnacle west cap corp-52.05
Mesirow Financial Investment Management, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Mesirow Financial Investment Management, Inc.

Sector Distribution

Mesirow Financial Investment Management, Inc. has about 61.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
Sector%
Others61.1
Technology10.3
Communication Services6.1
Financial Services5.2
Industrials4.9
Healthcare4.1
Consumer Cyclical3.3
Consumer Defensive2.1
Energy1.6

Market Cap. Distribution

Mesirow Financial Investment Management, Inc. has about 38.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED61.1
MEGA-CAP27.5
LARGE-CAP10.8

Stocks belong to which Index?

About 37.5% of the stocks held by Mesirow Financial Investment Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others62
S&P 50037.5
Top 5 Winners (%)%
MU
micron technology inc
215.4 %
INTC
intel corp
198.3 %
MRVL
marvell technology inc
196.7 %
AMD
advanced micro devices inc
181.1 %
STX
seagate technology hldngs pl
144.4 %
Top 5 Winners ($)$
IJR
ishares tr
38.2 M
GOOG
alphabet inc
36.7 M
AAPL
apple inc
35.3 M
CAT
caterpillar inc
31.9 M
GOOG
alphabet inc
25.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.9 %
VB
vanguard index fds
-70.2 %
IVOG
vanguard admiral fds inc
-69.8 %
VB
vanguard index fds
-61.4 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
IJR
ishares tr
-133.3 M
VB
vanguard index fds
-126.4 M
VB
vanguard index fds
-45.3 M
GLD
spdr gold tr
-12.3 M
IVOG
vanguard admiral fds inc
-10.9 M

Mesirow Financial Investment Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mesirow Financial Investment Management, Inc.

Mesirow Financial Investment Management, Inc. has 526 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Mesirow Financial Investment Management, Inc. last quarter.

$6.36BTotal Value
500Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Mesirow Financial Investment Management, Inc., last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.18%109,571
$11.67M
0.18%
decreased 1.72 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.12%249,354
$7.60M
0.12%
increased 2.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.06%76,896
$4.03M
0.06%
increased 5.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.03%26,376
$1.76M
0.03%
increased 7.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.03%10,043
$1.58M
0.03%
increased 0.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.02%15,527
$1.19M
0.02%
increased 1.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.02%12,054
$991.6K
0.02%
increased 3.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.01%10,545
$843.3K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.01%5,038
$717.4K
0.01%
decreased 0.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mesirow Financial Investment Management, Inc.'s holding in Ishares Tr over time
0.01%1,590
$385.5K
0.01%
increased 1.6 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Mesirow Financial Investment Management, Inc.'s holding in Alps Etf Tr over time
0.08%99,646
$5.17M
0.08%
increased 3.45 percentadded
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Mesirow Financial Investment Management, Inc.'s holding in Advisorshares Tr over time
0.01%136,600
$693.9K
0.01%
increased 8.76 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Mesirow Financial Investment Management, Inc.'s holding in Ishares Inc over time
0%1,969
$237.7K
0%
increased 4.9 percentadded