Latest Mesirow Financial Investment Management, Inc. Stock Portfolio

Mesirow Financial Investment Management, Inc. Performance:

2026 Q1: -2.86%YTD: -2.86%2025: 14.5%

Performance for 2026 Q1 is -2.86%, and YTD is -2.86%, and 2025 is 14.5%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mesirow Financial Investment Management, Inc. reported an equity portfolio of $6.2 Billions as of 31 Mar, 2026.

The top stock holdings of Mesirow Financial Investment Management, Inc. are , AFK, AAPL. The fund has invested 7.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.2% of portfolio in VANECK ETF TRUST.

The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), ASTRAZENECA PLC (AZN) and VEEVA SYS INC (VEEV) stocks. They significantly reduced their stock positions in INNOVATIVE SOLUTIONS & SUPPO (ISSC), PROFESIONALLY MANAGED PORTFO and DOW HLDGS INC (DOW). Mesirow Financial Investment Management, Inc. opened new stock positions in ISHARES TR (IJR), COMPASS INC (COMP) and THE TRADE DESK INC (TTD). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), GLOBAL X FDS (AGNG) and ISHARES TR (IJR).

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 -2.86% in the last quarter. In trailing 12 months, it's portfolio return was 13.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,870,430
compass inc	2,492,410
the trade desk inc	847,539
investment managers ser tr i	769,976
ishares tr	734,826
tyler technologies inc	675,629
wedbush ser tr	575,193
marvell technology inc	560,384

New stocks bought by Mesirow Financial Investment Management, Inc.

Additions

Ticker	% Inc.
invesco exchange traded fd t	675
global x fds	274
ishares tr	268
ishares tr	260
ishares tr	251
dimensional etf trust	250
dimensional etf trust	220
invesco exch traded fd tr ii	216

Additions to existing portfolio by Mesirow Financial Investment Management, Inc.

Reductions

Ticker	% Reduced
innovative solutions & suppo	-69.82
profesionally managed portfo	-60.38
ares capital corp	-47.43
dow hldgs inc	-41.43
agilent technologies inc	-40.6
alamos gold inc	-24.04
bristol-myers squibb co	-23.53
marathon pete corp	-22.24

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 60.7% of it's holdings in Others sector.

Sector	%
Others	60.7
Technology	10.7
Communication Services	5.3
Financial Services	4.9
Industrials	4.7
Healthcare	4.1
Consumer Cyclical	3.5
Consumer Defensive	2.8
Energy	2.1

Market Cap. Distribution

Mesirow Financial Investment Management, Inc. has about 38.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60.7
MEGA-CAP	27.1
LARGE-CAP	11.8

Stocks belong to which Index?

About 37.9% of the stocks held by Mesirow Financial Investment Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	61.7
S&P 500	37.9

Top 5 Winners (%)		%
TPL	texas pacific land corporati	65.2 %
DOW	dow hldgs inc	62.0 %
GLW	corning inc	52.8 %
TSEM	tower semiconductor ltd	49.5 %
CIEN	ciena corp	47.6 %

Top 5 Winners ($)		$
CAT	caterpillar inc	12.3 M
CVX	chevron corporation	10.9 M
FDX	fedex corp	8.7 M
GLW	corning inc	6.6 M
GLD	spdr gold tr	6.2 M

Top 5 Losers (%)		%
TDUP	thredup inc	-48.7 %
U	unity software inc	-43.2 %
APP	applovin corp	-40.9 %
INTU	intuit	-34.5 %
DASH	doordash inc	-33.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-42.3 M
	berkshire hathaway inc del	-21.0 M
AAPL	apple inc	-17.8 M
	profesionally managed portfo	-17.8 M
AFK	vaneck etf trust	-16.0 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 514 stocks in it's portfolio. About 34% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Mesirow Financial Investment Management, Inc. last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	2,187	249,130	reduced	-40.6

AAPL	apple inc	4.01	974,704	247,372,000	reduced	-2.48

AAXJ	ishares tr	0.19	111,488	11,873,600	added	0.54

AAXJ	ishares tr	0.12	243,711	7,389,350	added	48.4

AAXJ	ishares tr	0.06	72,765	3,824,430	added	41.32

AAXJ	ishares tr	0.03	24,626	1,649,950	reduced	-3.41

AAXJ	ishares tr	0.02	9,993	1,382,720	added	7.43

AAXJ	ishares tr	0.02	15,330	1,139,710	added	11.18

AAXJ	ishares tr	0.01	11,591	908,940	added	18.76

AAXJ	ishares tr	0.01	10,545	838,960	unchanged	0.00

AAXJ	ishares tr	0.01	5,048	611,872	added	34.4

AAXJ	ishares tr	0.01	1,565	342,404	unchanged	0.00

ABBV	abbvie inc	0.56	158,536	34,479,600	added	5.33

ABC	cencora inc	0.00	884	277,824	unchanged	0.00

ABT	abbott laboratories	0.27	163,286	16,764,800	added	0.55

ACES	alps etf tr	0.08	96,319	5,070,220	added	28.52

ACI	albertsons cos inc	0.00	15,000	255,600	unchanged	0.00

ACN	accenture plc ireland	0.35	109,754	21,762,200	added	6.69

ACT	advisorshares tr	0.01	125,600	445,881	added	1.13

ACWV	ishares inc	0.00	1,877	217,807	new