Mesirow Financial Investment Management, Inc. Portfolio Holdings by Sector
Mesirow Financial Investment Management, Inc.
- $4.84 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MOAT IJR IVV ITOT VOO SPY IWF VYM 158 stocks |
$2.22 Million
45.89% of portfolio
|
79
|
63
|
13
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A EQH ORI HIG ACGL SLF 7 stocks |
$497,299
10.28% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$218,353
4.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE BOX PANW PLTR CYBR CRWD 8 stocks |
$207,767
4.29% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT DASH 5 stocks |
$197,773
4.09% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC CM C WFC HSBC UBS BMO 9 stocks |
$138,347
2.86% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY SE MELI CPNG TDUP 6 stocks |
$92,530
1.91% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM TXN QCOM INTC MU AMD 10 stocks |
$87,804
1.81% of portfolio
|
6
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY PFE AMGN MRK BMY GILD 10 stocks |
$78,127
1.61% of portfolio
|
1
|
9
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V COF PYPL 5 stocks |
$70,776
1.46% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG TGT 4 stocks |
$69,712
1.44% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA HWM LMT GD TDG NOC ISSC 11 stocks |
$56,994
1.18% of portfolio
|
3
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$55,131
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT EW BSX GMED ZBH NSPR 8 stocks |
$48,349
1.0% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE BRFH 4 stocks |
$43,633
0.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO NTRA DHR A IDXX 5 stocks |
$43,454
0.9% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER TTD TYL NICE INTU ADSK SAP 15 stocks |
$42,820
0.88% of portfolio
|
7
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP IMO 5 stocks |
$41,376
0.86% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX MCS WBD 4 stocks |
$40,689
0.84% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$39,523
0.82% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV AUR 4 stocks |
$37,666
0.78% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI ENB OKE WMB TRP EURN 7 stocks |
$37,654
0.78% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS CHRW 3 stocks |
$31,351
0.65% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$30,063
0.62% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM DRI CMG YUMC PTLO 7 stocks |
$27,555
0.57% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB USB FFIN FNWD IBN BCAL LYG 7 stocks |
$26,988
0.56% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYM 2 stocks |
$24,280
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC NTRS KKR BX AMP BK CSQ BXSL 14 stocks |
$23,843
0.49% of portfolio
|
9
|
5
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV 4 stocks |
$20,803
0.43% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW GE XYL EMR ETN OTIS PH CMI 8 stocks |
$19,025
0.39% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CHD UL EL KMB 6 stocks |
$18,881
0.39% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP WEC EXC DUK NEE SO PNW ED 13 stocks |
$17,437
0.36% of portfolio
|
7
|
6
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL PGR CB TRV 4 stocks |
$16,840
0.35% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS 3 stocks |
$15,761
0.33% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR MCG 3 stocks |
$15,466
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$14,978
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$14,144
0.29% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$12,172
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN OXY TPL CNQ 5 stocks |
$11,964
0.25% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH LFUS WBX 4 stocks |
$11,124
0.23% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI ZBRA 3 stocks |
$8,909
0.18% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$8,306
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME CBOE SPGI ICE MCO 5 stocks |
$7,581
0.16% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN SSIC VTRS ESPR 5 stocks |
$7,537
0.16% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NRGV 2 stocks |
$5,382
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$5,173
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$5,121
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,914
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR 2 stocks |
$4,720
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM RACE 4 stocks |
$4,691
0.1% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX 2 stocks |
$4,083
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON WTW AJG MMC 4 stocks |
$4,056
0.08% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,884
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$3,510
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX BAX HOLX ISRG NEPH KRMD 6 stocks |
$3,221
0.07% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO HALO VRTX ADPT CSBR ICCC FOLD 10 stocks |
$3,175
0.07% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW DD PPG APD 5 stocks |
$2,857
0.06% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA NTR 2 stocks |
$2,142
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$2,092
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG WCN 3 stocks |
$2,086
0.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,069
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR 2 stocks |
$2,058
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT 3 stocks |
$1,990
0.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO FCX 2 stocks |
$1,519
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM WPM 3 stocks |
$1,176
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR ELS UMH 3 stocks |
$1,105
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET 2 stocks |
$1,039
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC 2 stocks |
$1,033
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$952
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Steel | Basic Materials
NUE 1 stocks |
$951
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD ILPT 2 stocks |
$908
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$768
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MMMB 2 stocks |
$723
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$656
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY GPC 2 stocks |
$656
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$644
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$641
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$617
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL KLXE 3 stocks |
$557
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O SPG 2 stocks |
$556
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$532
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$505
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG 2 stocks |
$492
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$472
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$452
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$418
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$417
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$368
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI 1 stocks |
$333
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$332
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE DOUG 2 stocks |
$331
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$300
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$295
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$264
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
RSI 1 stocks |
$252
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$97
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|