Mesirow Financial Investment Management, Inc.
Long book
$6.18B
Q1 2026
Positions
517
Top-10 weight
34%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
14%
of book per quarter
Strategy in plain words
auto-generated from filingsMesirow Financial Investment Management, Inc. is a wealth-management firm allocating client money, running a $6.18B US long book across 517 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, VANECK MORNINGSTAR WIDE MOAT, APPLE INC, ISHARES CORE S&P SMALL-CAP E, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+7.5%
Q3 2024
+0.7%
Q4 2024
-1.5%
Q1 2025
+6.1%
Q2 2025
+8.1%
Q3 2025
+3.5%
Q4 2025
-3.2%
Q1 2026
+10.8%
Sector allocation
Technology 30%
Financials 27%
Industrials 10%
Consumer discretionary 10%
Healthcare 6%
Services media 5%
Energy 3%
Other 3%
Long book by quarter
What does Mesirow Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 976.7K | $468.0M | 7.6% | +20.2% |
| AAPL APPLE INC | Technology | 974.7K | $247.4M | 4.0% | -2.5% |
| MSFT MICROSOFT CORP | Technology | 456.8K | $169.1M | 2.7% | +57.7% |
| GOOG ALPHABET INC-CL C | Technology | 543.2K | $155.8M | 2.5% | +3.7% |
| GOOGL ALPHABET INC-CL A | Technology | 372.7K | $107.2M | 1.7% | +3.3% |
| JPM JPMORGAN CHASE & CO | Financials | 312.0K | $91.8M | 1.5% | +5.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 407.8K | $84.9M | 1.4% | +18.4% |
| CAT CATERPILLAR INC | Industrials | 89.9K | $63.7M | 1.0% | -1.3% |
| RTX RTX CORP | Industrials | 288.9K | $55.7M | 0.9% | +5.0% |
| AVGO BROADCOM INC | Technology | 160.0K | $49.5M | 0.8% | +10.2% |
| FDX FEDEX CORP | Industrials | 132.5K | $47.2M | 0.8% | +5.9% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 90.4K | $44.4M | 0.7% | +7.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 43.3K | $43.1M | 0.7% | +0.1% |
| NVDA NVIDIA CORP | Technology | 244.3K | $42.6M | 0.7% | +151.4% |
| CVX CHEVRON CORP | Energy | 200.5K | $41.5M | 0.7% | +0.5% |
| BAC BANK OF AMERICA CORP | Financials | 822.1K | $40.1M | 0.6% | +7.7% |
| LOW LOWE'S COS INC | Consumer discretionary | 167.7K | $39.6M | 0.6% | +1.6% |
| ABBV ABBVIE INC | Healthcare | 158.5K | $34.5M | 0.6% | +5.3% |
| ORCL ORACLE CORP | Technology | 232.4K | $34.2M | 0.6% | +122.4% |
| UNP UNION PACIFIC CORP | Industrials | 134.4K | $32.6M | 0.5% | +5.2% |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 150.5K | $31.5M | 0.5% | -0.2% |
| LIN LINDE PLC | Materials | 61.7K | $30.6M | 0.5% | +3.5% |
| PEP PEPSICO INC | Consumer staples | 190.7K | $29.6M | 0.5% | +121.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 41 | $29.4M | 0.5% | +2.5% |
| WMT WALMART INC | Consumer discretionary | 234.5K | $29.1M | 0.5% | +14.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 114.9K | $28.1M | 0.5% | +12.6% |
| V VISA INC-CLASS A SHARES | Services media | 88.1K | $26.6M | 0.4% | +12.2% |
| MA MASTERCARD INC - A | Services media | 49.8K | $24.9M | 0.4% | +28.2% |
| FITB FIFTH THIRD BANCORP | Financials | 483.8K | $22.5M | 0.4% | -9.9% |
| BLK BLACKROCK INC | Financials | 22.9K | $22.0M | 0.4% | +2.1% |
| J JACOBS SOLUTIONS INC | Industrials | 171.3K | $21.8M | 0.4% | +2.2% |
| ACN ACCENTURE PLC-CL A | Services media | 109.8K | $21.8M | 0.4% | +6.7% |
| AXP AMERICAN EXPRESS CO | Financials | 70.4K | $21.3M | 0.3% | +2.8% |
| SYK STRYKER CORP | Healthcare | 64.6K | $21.2M | 0.3% | +9.8% |
| DIS WALT DISNEY CO/THE | Services media | 219.1K | $21.1M | 0.3% | +7.8% |
| UNH UNITEDHEALTH GROUP INC | Financials | 72.6K | $19.6M | 0.3% | +28.0% |
| META META PLATFORMS INC-CLASS A | Technology | 33.6K | $19.2M | 0.3% | +57.0% |
| GLW CORNING INC | Industrials | 141.4K | $19.2M | 0.3% | +6.4% |
| CRM SALESFORCE INC | Technology | 99.9K | $18.6M | 0.3% | +8.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 109.1K | $18.0M | 0.3% | +99.1% |
| ABT ABBOTT LABORATORIES | Healthcare | 163.3K | $16.8M | 0.3% | +0.5% |
| HD HOME DEPOT INC | Consumer discretionary | 50.1K | $16.5M | 0.3% | +18.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 112.3K | $16.2M | 0.3% | +93.3% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 428.5K | $16.2M | 0.3% | +0.9% |
| HLT HILTON WORLDWIDE HOLDINGS IN | Services media | 53.1K | $16.1M | 0.3% | +1.8% |
| COP CONOCOPHILLIPS | Energy | 117.2K | $15.5M | 0.3% | +11.2% |
| NKE NIKE INC -CL B | Other | 291.7K | $15.4M | 0.2% | +165.0% |
| KO COCA-COLA CO/THE | Consumer staples | 197.0K | $15.0M | 0.2% | +0.5% |
| XOM EXXON MOBIL CORP | Energy | 85.8K | $14.6M | 0.2% | +12.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 517 | $6.18B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 485 | $4.87B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 554 | $5.59B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 536 | $5.13B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 593 | $5.16B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 596 | $5.03B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 646 | $5.17B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR/ARESTATEMENT | Aug 9, 2024 | 508 | $4.44B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 68 | $21.2M | SEC ↗ | |
| Q1 2024 | 13F-HR/ARESTATEMENT | Apr 25, 2024 | 525 | $4.40B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 69 | $20.1M | SEC ↗ |