Fund Holdings — Mesirow Financial Investment Management, Inc.

Total Portfolio Value
$6.18B
Total Bought
$1.60B
Total Sold
$149.60M
Net Transaction
+$1.45B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR587,5142,063,935+1,476,42138,776139,3782.26%+100,601
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
1,629,8764,363,542+2,733,66660,468158,3092.56%+97,841
ISHARES TR305,4641,126,058+820,59429,406109,4871.77%+80,080
ISHARES TR26,002690,898+664,89658469,5451.13%+68,961
ISHARES TR1,088,7511,568,315+479,564130,847194,9623.16%+64,115
BERKSHIRE HATHAWAY INC DEL812,429976,689+164,260408,365468,0267.58%+59,661
VANECK ETF TRUST
MRNGSTR WDE MOAT
1,984,5262,675,294+690,768205,520258,7034.19%+53,183
ISHARES TR159,079243,758+84,679108,962159,2392.58%+50,277
ISHARES TR293,732724,150+430,41828,20770,3371.14%+42,130
ISHARES TR739,5011,054,680+315,179109,958150,2192.43%+40,260
ISHARES TR178,111641,570+463,45914,75152,9760.86%+38,225
VANGUARD INDEX FDS142,674207,880+65,20689,474124,2232.01%+34,748
MICROSOFT CORP(MSFT)289,662456,761+167,099140,094169,0832.74%+28,988
VANGUARD STAR FDS635,392972,639+337,24747,93475,0001.21%+27,066
VANGUARD WHITEHALL FDS396,265552,464+156,19956,87281,8191.32%+24,947
NVIDIA CORPORATION(NVDA)97,175244,268+147,09318,12442,6010.69%+24,478
ISHARES TR89,423278,458+189,03512,24635,6790.58%+23,433
SPDR GOLD TR(GLD)161,977202,840+40,86364,19387,2791.41%+23,087
ISHARES TR92,188194,332+102,14419,55041,0330.66%+21,483
T ROWE PRICE ETF INC
CAP APPRECIATION
905,3011,528,965+623,66434,60054,4160.88%+19,816
INVESCO QQQ TR29,55964,706+35,14718,16237,3500.60%+19,188
RBB FUND TRUST
FIRST EAGLE GBL
535,564917,976+382,41224,65043,1450.70%+18,495
PEPSICO INC(PEP)86,080190,712+104,63212,35529,6160.48%+17,261
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
162,219376,495+214,27612,93429,8450.48%+16,911
VANGUARD TAX-MANAGED FDS449,895663,651+213,75628,10542,5270.69%+14,422
VANGUARD SPECIALIZED FUNDS127,782196,954+69,17228,08442,3570.69%+14,272
ORACLE CORP(ORCL)104,475232,362+127,88720,36334,1810.55%+13,818
ISHARES TR
CORE MSCI EAFE
297,970439,624+141,65426,65739,7990.64%+13,143
ISHARES TR131,599176,756+45,15762,29175,3761.22%+13,085
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,55874,100+64,5421,83114,2210.23%+12,390
CATERPILLAR INC(CAT)91,12089,940-1,18052,20163,7191.03%+11,518
CHEVRON CORPORATION(CVX)199,451200,475+1,02430,39841,4780.67%+11,080
FEDEX CORP(FDX)125,161132,517+7,35636,15447,2010.76%+11,047
VANGUARD INDEX FDS156,185208,072+51,88729,83040,8240.66%+10,995
ISHARES TR
IBONDS DEC2026
445,591882,856+437,26510,79721,4000.35%+10,604
VANGUARD INDEX FDS96,710147,982+51,27217,15227,2700.44%+10,118
VANGUARD ADMIRAL FDS INC34,54283,626+49,0847,07617,0420.28%+9,966
VANGUARD INDEX FDS68,53198,383+29,85233,43842,9880.70%+9,550
PHILIP MORRIS INTL INC(PM)54,825109,138+54,3138,79418,0450.29%+9,251
ISHARES TR167,710207,297+39,58735,27544,2930.72%+9,018
PFIZER INC(PFE)181,639468,406+286,7674,52313,1530.21%+8,630
NORTHERN TR CORP(NTRS)38,68599,578+60,8935,28413,8980.23%+8,614
AMPLIFY ETF TR105,375296,105+190,7304,68913,2800.22%+8,591
ISHARES TR
IBONDS 27 ETF
388,687739,406+350,7199,43717,9230.29%+8,486
NIKE INC(NKE)110,062291,670+181,6087,01215,4060.25%+8,394
ISHARES TR
IBDS DEC28 ETF
318,156637,798+319,6428,09916,1550.26%+8,057
PROCTER & GAMBLE CO(PG)58,099112,290+54,1918,32716,2200.26%+7,893
CORNING INC(GLW)132,928141,426+8,49811,63919,2300.31%+7,590
NETFLIX INC.(NFLX)54,975131,624+76,6495,15412,6560.20%+7,501
JOHNSON & JOHNSON(JNJ)102,083114,945+12,86221,12728,0970.45%+6,970
SCHWAB STRATEGIC TR304,087482,380+178,2938,34114,7990.24%+6,458
WALMART INC(WMT)204,133234,533+30,40022,74329,1470.47%+6,404
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
99,763168,410+68,64712,14618,4730.30%+6,327
CAPITAL GROUP CORE BALANCED
SHS
253,347439,352+186,0058,95115,1180.24%+6,167
VANGUARD BD INDEX FDS
VANGUARD ULTRA
136,826260,296+123,4706,81912,9580.21%+6,139
ISHARES TR26,002288,723+262,7215846,6160.11%+6,032
COSTCO WHOLESALE CORPORATION(COST)43,27143,295+2437,31743,1480.70%+5,831
STATE STR SPDR S&P 500 ETF T(SPY)115,388129,793+14,40578,68684,4041.37%+5,718
CONOCOPHILLIPS(COP)105,372117,225+11,8539,86415,4740.25%+5,610
ISHARES TR216,574454,359+237,7855,06910,5680.17%+5,499
AMAZON COM INC(AMZN)344,501407,829+63,32879,51784,9381.38%+5,420
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
376,817485,443+108,62618,63324,0290.39%+5,396
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
143,274284,811+141,5375,67211,0680.18%+5,395
EXXON MOBIL CORP76,38585,795+9,4109,19214,5560.24%+5,364
ISHARES INC
CORE MSCI EMKT
183,627252,832+69,20512,34317,6350.29%+5,292
KINDER MORGAN INC DEL(KMI)204,365324,692+120,3275,61810,8870.18%+5,269
RTX CORPORATION(RTX)275,192288,890+13,69850,47055,7270.90%+5,257
LINDE PLC(LIN)59,60061,686+2,08625,41330,5810.50%+5,167
META PLATFORMS INC(META)21,41933,638+12,21914,14219,2480.31%+5,107
ISHARES TR483,350563,116+79,76631,42236,2360.59%+4,814
HONEYWELL INTL INC(HON)30,75545,809+15,0545,99910,3540.17%+4,354
VANGUARD WORLD FD107,736132,573+24,83727,06031,3330.51%+4,273
ONEOK INC NEW(OKE)37,42475,478+38,0542,7516,8220.11%+4,072
NATERA INC(NTRA)22,94545,930+22,9855,2569,1860.15%+3,929
ISHARES TR026,746+26,74603,8700.06%+3,870
PHILLIPS 66(PSX)15,10630,802+15,6961,9495,6110.09%+3,662
SPDR SERIES TRUST
ST STR SP DIV
90,575110,265+19,69012,60416,0920.26%+3,488
STATE STR SPDR S&P MIDCAP 40(MDY)22,00026,910+4,91013,27416,5950.27%+3,321
UNION PAC CORP(UNP)127,779134,360+6,58129,55832,5990.53%+3,041
SPDR SERIES TRUST
ST STR SP500DIV
85,229146,506+61,2773,6866,6690.11%+2,983
ISHARES GOLD TR(IAU)137,269159,293+22,02411,14214,0430.23%+2,901
ISHARES TR84,35895,201+10,84320,76623,6100.38%+2,844
MASTERCARD INCORPORATED(MA)38,85549,819+10,96422,18024,8920.40%+2,713
ENTERPRISE PRODS PARTNERS L(EPD)424,593428,545+3,95213,61316,2160.26%+2,604
COMPASS INC(COMP)0340,959+340,95902,4920.04%+2,492
VANGUARD INDEX FDS75,21184,386+9,17521,82924,2340.39%+2,406
TCW ETF TRUST
FLEXIBLE INCOME
70,346131,296+60,9502,7865,1560.08%+2,370
VANGUARD INTL EQUITY INDEX F192,540234,308+41,76810,35112,6640.21%+2,313
ISHARES TR164,231243,711+79,4805,0857,3890.12%+2,305
ENBRIDGE INC(ENB)172,259193,914+21,6558,23910,4980.17%+2,259
NEXTERA ENERGY INC(NEE)18,67139,982+21,3111,4993,7140.06%+2,215
SELECT SECTOR SPDR TR
ST STR TECHN ETF
57,85279,154+21,3028,32910,5190.17%+2,191
MORGAN STANLEY(MS)9,72622,814+13,0881,7273,7540.06%+2,027
HOME DEPOT INC(HD)42,18950,074+7,88514,51916,4690.27%+1,951
MOTOROLA SOLUTIONS INC(MSI)4,6788,448+3,7701,7933,6670.06%+1,874
WISDOMTREE TR(WT)88,661108,577+19,9167,1428,9930.15%+1,851
ISHARES TR66,54079,980+13,4408,75610,5970.17%+1,841
SOURCE CAPITAL(SOR)37,75175,349+37,5981,7273,4900.06%+1,763
DIMENSIONAL ETF TRUST
WORLD EX US CORE
40,41090,417+50,0071,3233,0710.05%+1,749
TESLA INC(TSLA)7,81614,012+6,1963,5145,2080.08%+1,694
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Mesirow Financial Investment Management, Inc. — 13F Holdings — Q1 2026 | TickerTrail