Mesirow-Financial-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "HYT",
  "INTS",
  null,
  "PTLO",
  "SE",
  "FPI",
  "CDRE",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  "AGI.TO",
  "NLY",
  "AORT",
  "STRL",
  null,
  null,
  "MU",
  null,
  "ACN",
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "RIOT",
  "PXF",
  "AXP",
  "ANIP",
  "FOLD",
  "ADMA",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  "CP.TO",
  "ARCC",
  "BSX",
  "CSQ",
  "COF",
  "CMI",
  "LC",
  "NMRK",
  "DUK",
  "NUV",
  "NICE",
  "ESS",
  "EBAY",
  null,
  "EQH",
  null,
  "WTTR",
  "UMH",
  "EXPE",
  "EXPD",
  null,
  "FFIN",
  null,
  "FCX",
  "ADPT",
  "SGMO",
  "FITB",
  "NEWP",
  "RLAY",
  "STOK",
  "SNDX",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  null,
  "HON",
  "BRFH",
  "HD",
  "BHK",
  "IBN",
  "AZN",
  "CCB",
  "MCD",
  "INTU",
  null,
  "FBIN",
  null,
  "UNP",
  "GGN",
  "QCOM",
  "GLPI",
  "SCCO",
  null,
  null,
  "ISRG",
  "ACI",
  "HSBC",
  "CMBT",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "NWL",
  null,
  "ICE",
  "META",
  null,
  null,
  "LQDT",
  "LCTX",
  "MAMA",
  "MCS",
  "OABI",
  "IVW",
  null,
  "PHX",
  "PIII",
  "IJH",
  null,
  "POCI",
  "RDW",
  "RSI",
  null,
  "SKYH",
  "SKE.TO",
  "TDUP",
  "SWK",
  null,
  null,
  "NAC",
  "FNWD",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "IWS",
  "LIN",
  null,
  "MPC",
  "LIQT",
  "CMU",
  "MMC",
  "PWR",
  "MA",
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "DOUG",
  "MS",
  "EQIX",
  "ESPR",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  "HLX",
  null,
  "GWRE",
  "NTRS",
  "NI",
  "HIG",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  "ORLY",
  "ICLR",
  "PCAR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "UFPT",
  "VXF",
  "SOUN",
  "VV",
  "DUOT",
  "ATEC",
  "EOSE",
  null,
  "VOE",
  "SCHW",
  "MCB",
  "SD",
  "TSSI",
  "UTI",
  "EQX",
  null,
  "PNW",
  "VWO",
  null,
  null,
  "IWV",
  "VCIT",
  "COGT",
  null,
  "EME",
  "VIG",
  "NEPH",
  null,
  "LYG",
  null,
  "MOD",
  "IWO",
  "GMED",
  "IWN",
  "IEF",
  "TSM",
  "GSK",
  "GPN",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "GDYN",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "ACGL",
  null,
  "AXON",
  "APH",
  "AMD",
  "EL",
  null,
  "SDY",
  "FI",
  "DRI",
  "NTRA",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "AEP",
  "ESQ",
  "ES",
  "EXTR",
  "HLIT",
  "ICCC",
  "ILPT",
  null,
  "ISSC",
  "IDCC",
  null,
  "KBDC",
  "KRMD",
  "KLXE",
  null,
  "NBN",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "IVE",
  "HCA",
  null,
  null,
  "TPL",
  null,
  "ELS",
  "ABEV",
  null,
  "UPWK",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VUSB",
  "VLTO",
  "VTV",
  "VRRM",
  "VEEV",
  "VXRT",
  "VTRS",
  "V",
  "VITL",
  "VRDN",
  "WFRD",
  "WBD",
  null,
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTW",
  "WMB",
  null,
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  "ZBRA",
  null,
  null,
  null,
  null,
  "DTE",
  "PAR",
  "CNQ",
  "AEM",
  "SCHD",
  "DVY",
  "SCHF",
  null,
  "NSC",
  "HLMN",
  "MNDY",
  null,
  "SO",
  "TTD",
  "TRP",
  "OTIS",
  "PSX",
  "TWST",
  "CRM",
  "SYY",
  "DIA",
  "ORI",
  "SPOT",
  null,
  null,
  "IXUS",
  "HALO",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  null,
  null,
  "GWW",
  "NUE",
  "FDX",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZZ",
  "BAC",
  null,
  "TBBK",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BELFB",
  "BHP",
  "BLFS",
  "BA",
  "BMY",
  "BOX",
  "BTI",
  "BWXT",
  "BCAL",
  "CM",
  "CTLP",
  "CARR",
  "CBOE",
  "CBRE",
  "CECO",
  "CHEF",
  "CSBR",
  "SKY",
  "CVX",
  "CLDT",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "COKE",
  "KO",
  "CDE",
  "CMCSA",
  "CL",
  "COP",
  "CNOB",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 593
Total Value: 5160168880
Accession Number: 0001085146-25-002744
Form Type: 13F-HR
CIK: mesirow-financial-investment-management
Manager Name: Mesirow-Financial-Investment-Management

Data Enrichment

84% identified

496 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

593 positions • $5.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 30

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:942.7K

Value:$502.1M

% of Portfolio:9.7% ($502.1M/$5.2B)

Apple Inc.

AAPL|037833100

Shares:1.1M

Value:$245.0M

% of Portfolio:4.7% ($245.0M/$5.2B)

92189F643

Shares:2.7M

Value:$241.7M

% of Portfolio:4.7% ($241.7M/$5.2B)

464287150

ITOT|464287150

Shares:1.9M

Value:$232.8M

% of Portfolio:4.5% ($232.8M/$5.2B)

464287804

IJR|464287804

Shares:1.5M

Value:$153.7M

% of Portfolio:3.0% ($153.7M/$5.2B)

464287200

IVV|464287200

Shares:234.6K

Value:$131.9M

% of Portfolio:2.6% ($131.9M/$5.2B)

MICROSOFT CORP

MSFT|594918104

Shares:313.6K

Value:$117.7M

% of Portfolio:2.3% ($117.7M/$5.2B)

922908363

VOO|922908363

Shares:198.8K

Value:$102.2M

% of Portfolio:2.0% ($102.2M/$5.2B)

464287499

IWR|464287499

Shares:1.1M

Value:$95.2M

% of Portfolio:1.8% ($95.2M/$5.2B)

Alphabet Inc.

GOOG|02079K107

Shares:590.9K

Value:$92.3M

% of Portfolio:1.8% ($92.3M/$5.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:141.8K

Value:$79.3M

% of Portfolio:1.5% ($79.3M/$5.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:316.0K

Value:$77.5M

% of Portfolio:1.5% ($77.5M/$5.2B)

AMAZON COM INC

AMZN|023135106

Shares:405.8K

Value:$77.2M

% of Portfolio:1.5% ($77.2M/$5.2B)

921946406

VYM|921946406

Shares:566.1K

Value:$73.0M

% of Portfolio:1.4% ($73.0M/$5.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:243.2K

Value:$70.1M

% of Portfolio:1.4% ($70.1M/$5.2B)

30254T577

Shares:2.3M

Value:$70.0M

% of Portfolio:1.4% ($70.0M/$5.2B)

464287614

IWF|464287614

Shares:191.2K

Value:$69.0M

% of Portfolio:1.3% ($69.0M/$5.2B)

464287507

IJH|464287507

Shares:1.1M

Value:$66.6M

% of Portfolio:1.3% ($66.6M/$5.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:399.3K

Value:$61.8M

% of Portfolio:1.2% ($61.8M/$5.2B)

464287465

EFA|464287465

Shares:716.0K

Value:$58.5M

% of Portfolio:1.1% ($58.5M/$5.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	942.7K	QoQ -0.36% (-3.5K) YoY +1.54% (+14.4K)	All Managers (Combined)	$502.1M	9.7% ($502.1M/$5.2B)	QoQ +17.06% (-$73.2M) YoY +28.60% (+$111.7M)
Apple Inc.(AAPLcusip037833100)	1.1M	QoQ +0.23% (-2.6K) YoY -2.39% (-27.1K)	All Managers (Combined)	$245.0M	4.7% ($245.0M/$5.2B)	QoQ -11.08% (-$30.6M) YoY +26.43% (-$51.2M)
(cusip92189F643)✕	2.7M	QoQ -21.53% (-753.6K) YoY +9.48% (+238.0K)	All Managers (Combined)	$241.7M	4.7% ($241.7M/$5.2B)	QoQ -25.52% (-$82.9M) YoY +7.16% (+$16.2M)
(ITOTcusip464287150)	1.9M	QoQ +88.73% (+897.1K) YoY +95.76% (+933.4K)	All Managers (Combined)	$232.8M	4.5% ($232.8M/$5.2B)	QoQ +79.03% (+$102.8M) YoY +107.15% (+$120.4M)
(IJRcusip464287804)	1.5M	QoQ +0.73% (-10.7K) YoY +11.65% (+153.4K)	All Managers (Combined)	$153.7M	3.0% ($153.7M/$5.2B)	QoQ -8.58% (-$14.4M) YoY +5.64% (+$8.2M)
(IVVcusip464287200)	234.6K	QoQ +0.38% (-900) YoY +6.11% (+13.5K)	All Managers (Combined)	$131.9M	2.6% ($131.9M/$5.2B)	QoQ -4.17% (-$5.7M) YoY +13.42% (+$15.6M)
MICROSOFT CORP(MSFTcusip594918104)	313.6K	QoQ -0.75% (-2.4K) YoY +6.27% (-18.5K)	All Managers (Combined)	$117.7M	2.3% ($117.7M/$5.2B)	QoQ -11.60% (-$15.5M) YoY -5.17% (-$6.4M)
(VOOcusip922908363)	198.8K	QoQ +1.12% (-2.2K) YoY +4.15% (+7.9K)	All Managers (Combined)	$102.2M	2.0% ($102.2M/$5.2B)	QoQ -3.55% (-$3.8M) YoY +11.34% (+$10.4M)
(IWRcusip464287499)	1.1M	QoQ +103.67% (+569.9K) YoY +142.19% (+657.4K)	All Managers (Combined)	$95.2M	1.8% ($95.2M/$5.2B)	QoQ +95.99% (+$46.7M) YoY +145.01% (+$56.4M)
Alphabet Inc.(GOOGcusip02079K107)	590.9K	QoQ +2.75% (-15.9K) YoY +1.63% (+9.5K)	All Managers (Combined)	$92.3M	1.8% ($92.3M/$5.2B)	QoQ -15.70% (-$17.2M) YoY +4.28% (+$3.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	141.8K	QoQ +0.75% (-1.1K) YoY +3838.36% (+138.2K)	All Managers (Combined)	$79.3M	1.5% ($79.3M/$5.2B)	QoQ -3.83% (-$3.2M) YoY +5245280.35% (+$79.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	316.0K	QoQ -0.96% (-3.1K) YoY -3.76% (-12.4K)	All Managers (Combined)	$77.5M	1.5% ($77.5M/$5.2B)	QoQ +1.34% (-$1.0M) YoY +17.85% (-$11.7M)
AMAZON COM INC(AMZNcusip023135106)	405.8K	QoQ -2.89% (-12.1K) YoY -1.32% (-5.5K)	All Managers (Combined)	$77.2M	1.5% ($77.2M/$5.2B)	QoQ -15.78% (-$14.5M) YoY +4.07% (-$3.0M)
(VYMcusip921946406)	566.1K	QoQ +0.67% (+3.8K) YoY +3.00% (+16.5K)	All Managers (Combined)	$73.0M	1.4% ($73.0M/$5.2B)	QoQ +1.75% (+$1.3M) YoY +9.79% (+$6.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	243.2K	QoQ +2.22% (+5.3K) YoY +0.98% (+2.4K)	All Managers (Combined)	$70.1M	1.4% ($70.1M/$5.2B)	QoQ +21.64% (+$12.5M) YoY +41.44% (+$20.5M)
(cusip30254T577)✕	2.3M	QoQ +41.73% (+685.9K) YoY NEW(+2.3M)	All Managers (Combined)	$70.0M	1.4% ($70.0M/$5.2B)	QoQ +40.56% (+$20.2M) YoY NEW(+$70.0M)
(IWFcusip464287614)	191.2K	QoQ -0.75% (-1.5K) YoY -3.99% (-8.0K)	All Managers (Combined)	$69.0M	1.3% ($69.0M/$5.2B)	QoQ -10.75% (-$8.3M) YoY +2.85% (-$1.9M)
(IJHcusip464287507)	1.1M	QoQ +137.44% (+660.5K) YoY +146.52% (+678.2K)	All Managers (Combined)	$66.6M	1.3% ($66.6M/$5.2B)	QoQ +122.35% (+$36.6M) YoY +136.82% (+$38.5M)
Alphabet Inc.(GOOGLcusip02079K305)	399.3K	QoQ -2.82% (-11.6K) YoY -3.65% (-15.1K)	All Managers (Combined)	$61.8M	1.2% ($61.8M/$5.2B)	QoQ -20.61% (-$16.0M) YoY -1.28% (-$803.6K)
(EFAcusip464287465)	716.0K	QoQ +98.00% (+354.4K) YoY +98.15% (+354.7K)	All Managers (Combined)	$58.5M	1.1% ($58.5M/$5.2B)	QoQ +114.03% (+$31.2M) YoY +102.79% (+$29.7M)