Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

$4.9 Billion
Q1 2025

Mesirow Financial Investment Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.9 Billion distributed in 593 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $502M, Apple Inc. with a value of $245M, Vaneck Morningstar Wide Moat E with a value of $236M, Ishares Core S&P Total U.S. St with a value of $233M, and Ishares Core S&P Sm Cap ETF with a value of $154M.

Examining the 13F form we can see an increase of $112M in the current position value, from $4.79B to 4.9B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.9 Billion

ETFs: $2.35 Billion

Financial Services: $820 Million

Technology: $550 Million

Healthcare: $235 Million

Communication Services: $218 Million

Industrials: $210 Million

Consumer Cyclical: $193 Million

Consumer Defensive: $163 Million

Other: $168 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$8.35 Million 0.17% of portfolio	40,459	Q1 2025 Reduced 4.13%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$8.08 Million 0.16% of portfolio	319,779	Q1 2025 Added 22.51%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$7.39 Million 0.15% of portfolio	240,632	Q1 2025 Added 5.47%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$7.34 Million 0.15% of portfolio	222,352	Q1 2025 Added 1.71%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$6.89 Million 0.14% of portfolio	300,243	Q1 2025 Added 0.19%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$6.14 Million 0.13% of portfolio	32,651	Q1 2025 Reduced 84.35%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$5.79 Million 0.12% of portfolio	142,003	Q1 2025 Added 46.13%
VB Vanguard Small Cap ETF ETFs	$0	$5.51 Million 0.11% of portfolio	24,858	Q1 2025 Added 48.11%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$4.34 Million 0.09% of portfolio	98,018	Q1 2025 Added 12.92%
QLD Proshares Ultra Qqq ETFs	$0	$4.19 Million 0.09% of portfolio	47,100	Q1 2025 Added 1.29%
URTH Ishares Msci World ETF ETFs	$0	$4.48 Million 0.09% of portfolio	29,276	Q1 2025 Added 951.2%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$4.06 Million 0.08% of portfolio	12,147	Q1 2025 Added 18.81%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$3.83 Million 0.08% of portfolio	73,644	Q1 2025 Added 7.2%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.2 Million 0.07% of portfolio	43,631	Q1 2025 Reduced 6.1%
IXUS Ishares Tr ETFs	$0	$3.42 Million 0.07% of portfolio	48,995	Q1 2025 Added 1.98%
PICK Ishares Inc Msci Global Select ETFs	$0	$3 Million 0.06% of portfolio	83,518	Q1 2025 Added 106.94%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.73 Million 0.06% of portfolio	14,510	Q1 2025 Added 118.36%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.99 Million 0.06% of portfolio	64,966	Q1 2025 Reduced 50.0%
XLE Energy Sector Spdr ETFs	$0	$2.25 Million 0.05% of portfolio	24,093	Q1 2025 Reduced 2.0%
RYLD Global X Fds Russell 2000 Cove ETFs	$0	$2.44 Million 0.05% of portfolio	161,466	Q1 2025 Reduced 18.07%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.87 Million 0.04% of portfolio	23,622	Q1 2025 Added 100.0%
IGF Ishares Global Infrastructure ETFs	$0	$1.76 Million 0.04% of portfolio	32,268	Q1 2025 Reduced 9.56%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.95 Million 0.04% of portfolio	6,350	Q1 2025 Added 4.79%
BOTZ Global X Fds ETFs	$0	$2.15 Million 0.04% of portfolio	75,623	Q1 2025 Reduced 0.79%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$1.84 Million 0.04% of portfolio	110,711	Q1 2025 Reduced 6.59%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.74 Million 0.04% of portfolio	10,026	Q1 2025 Added 6.89%
ACWI Ishares Msci Acwi ETF ETFs	$0	$1.74 Million 0.04% of portfolio	14,940	Q4 2024 Added 0.05%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$1.56 Million 0.03% of portfolio	19,500	Q1 2025 New
VGT Vanguard Information Technolog ETFs	$0	$1.25 Million 0.03% of portfolio	2,306	Q1 2025 Added 0.09%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.62 Million 0.03% of portfolio	14,877	Q1 2025 Added 0.95%
XLF Financial Sector Spdr ETFs	$0	$1.6 Million 0.03% of portfolio	32,043	Q1 2025 Reduced 0.46%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.42 Million 0.03% of portfolio	14,378	Q1 2025 Added 10.48%
DBA Invesco Db Agriculture Fund ETFs	$2.43B	$1.38 Million 0.03% of portfolio	52,243	Q1 2025 Reduced 50.0%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.37 Million 0.03% of portfolio	26,212	Q1 2025 Reduced 1.28%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.65 Million 0.03% of portfolio	8,875	Q1 2025 Added 0.17%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.33 Million 0.03% of portfolio	10,590	Q1 2025 Added 171.19%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.41 Million 0.03% of portfolio	15,571	Q1 2025 Reduced 6.54%
OEF Ishares S&P 100 ETF ETFs	$0	$1.41 Million 0.03% of portfolio	5,290	Q1 2025 Added 85.61%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$1.63 Million 0.03% of portfolio	19,688	Q1 2025 Added 35.99%
DVY Ishares Tr ETFs	$0	$1.28 Million 0.03% of portfolio	9,531	Q1 2025 Added 52.62%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.12 Million 0.02% of portfolio	14,250	Q1 2025 Added 1.37%
IBB Ishares Biotechnology ETF ETFs	$0	$780,000 0.02% of portfolio	6,102	Q1 2025 Added 100.0%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$1.04 Million 0.02% of portfolio	10,604	Q1 2025 Added 7.96%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$744,000 0.02% of portfolio	15,644	Q1 2025 Added 0.21%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$757,000 0.02% of portfolio	11,922	Q1 2025 Reduced 6.98%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$809,000 0.02% of portfolio	13,351	Q1 2025 Reduced 0.3%
HYG Ishares Tr ETFs	$0	$1.06 Million 0.02% of portfolio	13,470	Q4 2024 Reduced 2.71%
DFAX Dimensional ETF Tr	$0	$1.07 Million 0.02% of portfolio	40,854	Q1 2025 Added 0.12%
DFAI Dimensional ETF Tr ETFs	$0	$825,000 0.02% of portfolio	26,433	Q1 2025 Added 3.54%
PWB Invesco Exchange Traded Fd Tr ETFs	$0	$825,000 0.02% of portfolio	8,600	Q2 2024 New

Summary

Portfolio
No. of Stocks 593
Current Value $4.9 Billion
Prior Value $4.79 Billion
Filing
Period Q1 2025
Filing Date May 08, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 36 stocks
Additional Purchases 261 stocks
Sold out of 0 stocks
Reduced holdings in 194 stocks

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Mesirow Financial Investment Management, Inc. Portfolio Holdings