1y return+17.1%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
5y return+18.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $123 against $188 in the S&P 500.2
Mesirow Financial Investment Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $490.6M | 7.7% | |
| AAPLApple Inc | $292.6M | 4.6% | +3.8% |
| MOATVaneck Etf Trust | $275.2M | 4.3% | −1.0% |
| IJRIshares Tr | $240.0M | 3.8% | +3.2% |
| GOOGAlphabet Inc | $197.7M | 3.1% | +3.0% |
| IVVIshares Tr | $185.0M | 2.9% | +1.3% |
| ITOTIshares Tr | $176.9M | 2.8% | +2.1% |
| VOOVanguard Index Fds | $150.6M | 2.4% | +5.5% |
| GOOGLAlphabet Inc | $131.4M | 2.1% | −1.3% |
| MSFTMicrosoft Corp | $117.2M | 1.8% | −31.2% |
| JPMJpmorgan Chase & Co | $103.0M | 1.6% | |
| SPYState Str Spdr S&p 500 Etf T | $97.9M | 1.5% | |
| AMZNAmazon Com Inc | $97.8M | 1.5% | |
| IJHIshares Tr | $95.6M | 1.5% | −39.9% |
| CATCaterpillar Inc | $95.1M | 1.5% | |
| VXUSVanguard Star Fds | $94.0M | 1.5% | +13.0% |
| IWFIshares Tr | $87.6M | 1.4% | |
| VYMVanguard Whitehall Fds | $87.6M | 1.4% | |
| FPAGInvestment Managers Ser Tr I | $86.1M | 1.4% | −50.9% |
| SGOVIshares Tr | $78.4M | 1.2% | +12.8% |
| GLDSpdr Gold Tr | $72.2M | 1.1% | −3.4% |
| AKREProfesionally Managed Portfo | $71.7M | 1.1% | +69.0% |
| TCAFT Rowe Price Exchange-traded | $64.8M | 1.0% | +3.2% |
| IWRIshares Tr | $61.0M | 1.0% | −50.9% |
| AVGOBroadcom Inc | $56.9M | 0.9% | −5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $95.1M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $56.9M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $131.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $197.7M |
| RTXRtx Corporation | December 31, 2023 | +125.5% | $55.1M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $72.2M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $103.0M |
| BACBank Of Amer Corp | December 31, 2023 | +69.2% | $46.4M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $53.6M |
| IWFIshares Tr | December 31, 2023 | +63.8% | $87.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $10.4M
- EMEEmcor Group Inc was $2.0M
- NICENice Ltd was $1.3M
- INTUIntuit was $558K
- IBITIshares Bitcoin Trust Etf was $547K
- Dupont De Nemours IncCUSIP 26614N102 was $422K
- Hologic IncCUSIP 436440101 was $392K
- COLDAmericold Realty Trust Inc was $344K
- ELLauder Estee Cos Inc was $327K
- BILSpdr Series Trust was $313K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +13.9% | +11.2% |
| September 30, 2023 | −6.7% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +9.9% | +7.1% |
| September 30, 2022 | +2.0% | −5.3% |
| June 30, 2022 | −21.9% | −16.5% |
| March 31, 2022 | −14.7% | −4.9% |
| December 31, 2021 | −1.3% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mesirow Financial Investment Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1469475&type=13F-HR&dateb=&owner=include&count=40CIK 1469475
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1469475/000146947526000004/Filed July 22, 2026 · accession 0001469475-26-000004