Latest Mesirow Financial Investment Management, Inc. Stock Portfolio

Mesirow Financial Investment Management, Inc. Performance:

2025 Q4: 1.95%YTD: 13.47%2024: 46.8%

Performance for 2025 Q4 is 1.95%, and YTD is 13.47%, and 2024 is 46.8%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mesirow Financial Investment Management, Inc. reported an equity portfolio of $4.9 Billions as of 31 Dec, 2025.

The top stock holdings of Mesirow Financial Investment Management, Inc. are , AAPL, AFK. The fund has invested 8.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.6% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (DMXF), THE TRADE DESK INC (TTD) and TYLER TECHNOLOGIES INC (TYL) stocks. They significantly reduced their stock positions in PROLOGIS INC. (PLD), DIMENSIONAL ETF TRUST (DFAC) and SAP SE. Mesirow Financial Investment Management, Inc. opened new stock positions in PROFESIONALLY MANAGED PORTFO, VANECK ETF TRUST (BUZZ) and AMERICOLD REALTY TRUST INC (COLD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (DMXF) and SERVICENOW INC (NOW).

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 1.95% in the last quarter. In trailing 12 months, it's portfolio return was 13.47%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	131,850,000
circle internet group inc	867,859
vaneck etf trust	821,566
americold realty trust inc	385,800
qnity electronics inc	376,384
unilever plc	344,854
valero energy corp	277,703
ishares silver tr	262,705

New stocks bought by Mesirow Financial Investment Management, Inc.

Additions

Ticker	% Inc.
netflix inc	738
ishares tr	364
servicenow inc	311
nephros inc	262
nike inc	257
texas pacific land corporati	199
immucell corp	199
kraft heinz co	127

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

Reductions

Ticker	% Reduced
prologis inc.	-72.7
dimensional etf trust	-71.12
sap se	-69.87
medtronic plc	-69.6
global x fds	-69.58
asml holding n v	-66.84
paypal hldgs inc	-65.78
ishares tr	-65.42

Mesirow Financial Investment Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
nu hldgs ltd	-317,253
viatris inc	-158,337
ubs group ag	-456,979
cmb.tech nv	-104,142
vanguard scottsdale fds	-455,903
wheaton precious metals corp	-397,888
arch cap group ltd	-319,123
veralto corp	-224,903

Mesirow Financial Investment Management, Inc. got rid off the above stocks

Sector Distribution

Mesirow Financial Investment Management, Inc. has about 55.1% of it's holdings in Others sector.

Sector	%
Others	55.1
Technology	12.7
Communication Services	6.8
Financial Services	6.3
Industrials	5.1
Healthcare	4.7
Consumer Cyclical	4
Consumer Defensive	2.5
Energy	1.8

Market Cap. Distribution

Mesirow Financial Investment Management, Inc. has about 44.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	55.1
MEGA-CAP	29.8
LARGE-CAP	14.7

Stocks belong to which Index?

About 43.7% of the stocks held by Mesirow Financial Investment Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	56
S&P 500	43.7

Top 5 Winners (%)		%
FOLD	amicus therapeutics inc	80.7 %
CIEN	ciena corp	60.5 %
MU	micron technology inc	59.8 %
INTS	intensity therapeutics inc	57.9 %
GMED	globus med inc	52.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	38.1 M
GOOG	alphabet inc	26.3 M
AAPL	apple inc	17.7 M
AFK	vaneck etf trust	10.3 M
CAT	caterpillar inc	8.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-75.7 %
TPL	texas pacific land corporati	-60.0 %
DD	dupont de nemours inc	-48.3 %
XLB	select sector spdr tr	-45.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-34.0 M
MSFT	microsoft corp	-10.6 M
ORCL	oracle corp	-9.7 M
XLB	select sector spdr tr	-6.8 M
BIB	proshares tr	-4.7 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 482 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Mesirow Financial Investment Management, Inc. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.01	3,682	501,112	added	40.43

AAPL	apple inc	5.58	999,523	271,731,000	reduced	-5.11

AAXJ	ishares tr	0.24	110,894	11,832,500	added	2.14

AAXJ	ishares tr	0.10	164,231	5,084,620	reduced	-29.79

AAXJ	ishares tr	0.06	51,490	2,722,800	reduced	-16.2

AAXJ	ishares tr	0.03	25,496	1,564,440	added	0.34

AAXJ	ishares tr	0.03	9,302	1,316,120	reduced	-5.52

AAXJ	ishares tr	0.02	13,788	984,529	reduced	-11.31

AAXJ	ishares tr	0.02	10,545	850,243	reduced	-21.28

AAXJ	ishares tr	0.02	9,760	756,765	reduced	-15.64

AAXJ	ishares tr	0.01	3,756	484,108	reduced	-26.55

AAXJ	ishares tr	0.01	1,565	336,049	unchanged	0.00

ABBV	abbvie inc	0.71	150,513	34,390,900	reduced	-7.38

ABC	cencora inc	0.01	884	298,705	reduced	-2.32

ABT	abbott labs	0.42	162,396	20,346,200	reduced	-4.71

ACES	alps etf tr	0.07	74,942	3,523,750	reduced	-10.48

ACGL	arch cap group ltd	0.00	0.00	0.00	sold off	-100

ACI	albertsons cos inc	0.00	15,000	257,550	reduced	-3.23

ACN	accenture plc ireland	0.57	102,875	27,600,900	added	1.89

ACT	advisorshares tr	0.01	124,200	586,227	reduced	-1.58