Mesirow Financial Investment Management, Inc. Portfolio Holdings by Sector

Mesirow Financial Investment Management, Inc.

$5.23 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MOAT IJR IVV ITOT VOO SPY IWF VYM 162 stocks	$2.39 Million 45.62% of portfolio	97	41	7	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A EQH ORI HIG SLF ACGL 7 stocks	$520,157 9.95% of portfolio	4	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$268,204 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SPOT DASH 5 stocks	$259,218 4.96% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE BOX PLTR PANW CYBR CRWD 8 stocks	$220,261 4.21% of portfolio	3	5	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC CM C WFC HSBC UBS NU 9 stocks	$150,055 2.87% of portfolio	6	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM TXN QCOM MU INTC AMD 10 stocks	$102,725 1.96% of portfolio	6	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY SE CPNG MELI BABA TDUP 7 stocks	$93,243 1.78% of portfolio	5	1	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ LLY PFE AMGN MRK BMY GILD 10 stocks	$90,137 1.72% of portfolio	4	5	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF PYPL 5 stocks	$87,772 1.68% of portfolio	2	3	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DG TGT 4 stocks	$67,510 1.29% of portfolio	1	3	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA HWM LMT GD NOC TDG LHX 11 stocks	$63,947 1.22% of portfolio	4	5	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$62,496 1.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO NTRA DHR IDXX A 5 stocks	$50,743 0.97% of portfolio	4	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR 3 stocks	$47,090 0.9% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK MDT EW BSX ZBH GMED NSPR 8 stocks	$46,838 0.9% of portfolio	5	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL BP IMO 5 stocks	$44,078 0.84% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER TTD TYL NICE ADSK INTU GWRE 18 stocks	$40,245 0.77% of portfolio	12	4	3	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ENB KMI OKE WMB TRP EURN 7 stocks	$38,180 0.73% of portfolio	4	3	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX MCS WBD 4 stocks	$37,166 0.71% of portfolio	-	4	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS CHRW 3 stocks	$32,149 0.61% of portfolio	1	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM FISV AUR 4 stocks	$31,960 0.61% of portfolio	2	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC CSX 3 stocks	$31,352 0.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO COKE 3 stocks	$28,247 0.54% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB USB FFIN FNWD IBN BCAL LYG 7 stocks	$27,503 0.53% of portfolio	3	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYM 2 stocks	$26,753 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX YUM DRI YUMC PTLO 6 stocks	$26,194 0.5% of portfolio	2	4	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC NTRS KKR BX AMP BK CSQ BXSL 14 stocks	$25,859 0.49% of portfolio	9	4	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI ELV 4 stocks	$22,823 0.44% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW GE XYL EMR ETN OTIS PH CMI 10 stocks	$20,563 0.39% of portfolio	4	5	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP WEC EXC DUK NEE SO ED PNW 13 stocks	$17,901 0.34% of portfolio	5	8	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL PGR CB TRV 4 stocks	$17,247 0.33% of portfolio	1	3	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$17,090 0.33% of portfolio	2	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CHD UL EL KMB 6 stocks	$16,630 0.32% of portfolio	2	4	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH LFUS 3 stocks	$16,474 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$16,320 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$14,534 0.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$13,698 0.26% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP DVN OXY CNQ TPL 5 stocks	$12,766 0.24% of portfolio	3	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$11,048 0.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI CIEN ZBRA 4 stocks	$9,337 0.18% of portfolio	2	1	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA IDCC 4 stocks	$8,227 0.16% of portfolio	4	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME CBOE SPGI MCO ICE 5 stocks	$7,972 0.15% of portfolio	1	3	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS HLN SSIC VTRS ESPR 5 stocks	$7,147 0.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F GM RACE 4 stocks	$6,132 0.12% of portfolio	1	3	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG NRGV 2 stocks	$5,809 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$5,446 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$5,100 0.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$4,632 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4,624 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR MAS 3 stocks	$4,506 0.09% of portfolio	1	2	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON WTW AJG 3 stocks	$3,993 0.08% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$3,953 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT EQIX 2 stocks	$3,458 0.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX HOLX BAX ISRG NEPH KRMD 6 stocks	$3,256 0.06% of portfolio	1	3	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN HALO NVO ADPT VRTX FOLD CSBR ICCC 9 stocks	$3,179 0.06% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW DD PPG APD 5 stocks	$3,037 0.06% of portfolio	3	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML AMAT 3 stocks	$2,817 0.05% of portfolio	3	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG WCN 3 stocks	$2,172 0.04% of portfolio	3	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$2,148 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM AEM WPM AGI 4 stocks	$1,938 0.04% of portfolio	3	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$1,899 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME PWR 2 stocks	$1,786 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO FCX 2 stocks	$1,748 0.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA NTR 2 stocks	$1,703 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP RIO MP 3 stocks	$1,095 0.02% of portfolio	2	1	1	-	0 Calls 0 Puts
Computer Hardware \| Technology STX DELL PSTG 3 stocks	$1,073 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS KHC BGS MMMB 4 stocks	$1,055 0.02% of portfolio	3	-	2	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR ELS UMH 3 stocks	$1,031 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC MLM 2 stocks	$1,001 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$995 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD ILPT 2 stocks	$977 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW HUN 2 stocks	$936 0.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET 2 stocks	$919 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$789 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$772 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA UHS 2 stocks	$770 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$758 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY GPC 2 stocks	$745 0.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$700 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O 2 stocks	$632 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$627 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB HAL KLXE 3 stocks	$610 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$540 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$458 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV 1 stocks	$444 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE DOUG 2 stocks	$397 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$358 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$347 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$323 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$301 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$271 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$244 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical RSI 1 stocks	$223 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$218 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive ABEV 1 stocks	$95 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Mesirow Financial Investment Management, Inc. Portfolio Holdings by Sector

Mesirow Financial Investment Management, Inc.

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