Latest Mesirow Financial Investment Management, Inc. Stock Portfolio
Mesirow Financial Investment Management, Inc. Performance:
2025 Q3: 5.67%YTD: 6.97%2024: 43.21%
Performance for 2025 Q3 is 5.67%, and YTD is 6.97%, and 2024 is 43.21%.
About Mesirow Financial Investment Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Mesirow Financial Investment Management, Inc. reported an equity portfolio of $5.6 Billions as of 30 Sep, 2025.
The top stock holdings of Mesirow Financial Investment Management, Inc. are , AAPL, AFK. The fund has invested 8.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.8% of portfolio in APPLE INC.
The fund managers got completely rid off WISDOMTREE TR (DWMF), SOHO HOUSE & CO INC and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in PEPSICO INC (PEP), TSS INC DEL (TSSI) and AMERICAN CENTY ETF TR (AEMB). Mesirow Financial Investment Management, Inc. opened new stock positions in APPLOVIN CORP (APP), SHOPIFY INC and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VISA INC (V) and ISHARES TR (AAXJ).
The top stock holdings of Mesirow Financial Investment Management, Inc. are , AAPL, AFK. The fund has invested 8.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.8% of portfolio in APPLE INC.
The fund managers got completely rid off WISDOMTREE TR (DWMF), SOHO HOUSE & CO INC and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in PEPSICO INC (PEP), TSS INC DEL (TSSI) and AMERICAN CENTY ETF TR (AEMB). Mesirow Financial Investment Management, Inc. opened new stock positions in APPLOVIN CORP (APP), SHOPIFY INC and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VISA INC (V) and ISHARES TR (AAXJ).
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 5.67% in the last quarter. In trailing 12 months, it's portfolio return was 8.16%.
New Buys
| Ticker | $ Bought |
|---|---|
| applovin corp | 787,523 |
| shopify inc | 637,091 |
| seagate technology hldngs pl | 443,648 |
| ciena corp | 349,608 |
| dimensional etf trust | 336,685 |
| oklo inc | 336,006 |
| spdr series trust | 332,418 |
| vanguard world fd | 302,122 |
New stocks bought by Mesirow Financial Investment Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 148 |
| visa inc | 146 |
| ishares tr | 122 |
| tcw etf trust | 101 |
| rbb fund trust | 90.05 |
| cintas corp | 89.27 |
| advisorshares tr | 65.62 |
| sun life financial inc. | 65.16 |
Additions to existing portfolio by Mesirow Financial Investment Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| pepsico inc | -53.51 |
| tss inc del | -40.29 |
| emcor group inc | -35.94 |
| martin marietta matls inc | -33.75 |
| metlife inc | -27.93 |
| vanguard index fds | -27.78 |
| intel corp | -25.94 |
| globus med inc | -24.6 |
Mesirow Financial Investment Management, Inc. reduced stake in above stock
Sold off
Sector Distribution
Mesirow Financial Investment Management, Inc. has about 58.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 58.3 |
| Technology | 12.4 |
| Financial Services | 5.9 |
| Communication Services | 5.4 |
| Industrials | 4.5 |
| Healthcare | 4.3 |
| Consumer Cyclical | 3.8 |
| Consumer Defensive | 2.4 |
| Energy | 1.7 |
Market Cap. Distribution
Mesirow Financial Investment Management, Inc. has about 41.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 58.3 |
| MEGA-CAP | 27.4 |
| LARGE-CAP | 13.9 |
Stocks belong to which Index?
About 40.3% of the stocks held by Mesirow Financial Investment Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 59.3 |
| S&P 500 | 40.3 |
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 550 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Mesirow Financial Investment Management, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 2,622 | 336,547 | added | 1.24 | ||
| AAPL | apple inc | 4.80 | 1,053,310 | 268,206,000 | reduced | -1.03 | ||
| AAXJ | ishares tr | 0.21 | 108,573 | 11,593,700 | added | 1.00 | ||
| AAXJ | ishares tr | 0.13 | 233,909 | 7,396,240 | added | 0.75 | ||
| AAXJ | ishares tr | 0.06 | 61,443 | 3,258,360 | added | 122 | ||
| AAXJ | ishares tr | 0.03 | 25,409 | 1,553,050 | added | 1.34 | ||
| AAXJ | ishares tr | 0.02 | 9,845 | 1,360,960 | added | 0.01 | ||
| AAXJ | ishares tr | 0.02 | 13,395 | 1,087,540 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 15,546 | 1,054,430 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 11,570 | 887,661 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 5,114 | 644,010 | added | 0.04 | ||
| AAXJ | ishares tr | 0.01 | 1,565 | 327,550 | added | 5.03 | ||
| ABBV | abbvie inc | 0.67 | 162,499 | 37,624,200 | added | 2.34 | ||
| ABC | cencora inc | 0.00 | 905 | 282,963 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.41 | 170,424 | 22,826,600 | added | 0.56 | ||
| ACES | alps etf tr | 0.07 | 83,711 | 3,928,550 | added | 38.3 | ||
| ACGL | arch cap group ltd | 0.01 | 3,517 | 319,123 | added | 24.36 | ||
| ACI | albertsons cos inc | 0.00 | 15,500 | 271,405 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.44 | 100,968 | 24,897,800 | added | 0.63 | ||
| ACT | advisorshares tr | 0.01 | 126,200 | 604,501 | added | 65.62 | ||