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Mesirow Financial Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Mesirow Financial Investment Management, Inc.

报告期 2026-03-31 · CIK 0001469475

持仓数

517

前50大市值合计

$4.36B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$468.0M

976,689

10.7%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$258.7M

2,675,294

5.9%

AAPL APPLE INC

COM

$247.4M

974,704

5.7%

IJR ISHARES TR

CORE S&P SCP ETF

$195.0M

1,568,315

4.5%

MSFT MICROSOFT CORP

COM

$169.1M

456,761

3.9%

IVV ISHARES TR

CORE S&P500 ETF

$159.2M

243,758

3.7%

FPAG INVESTMENT MANAGERS SER TR I

FPA GBL EQTY ETF

$158.3M

4,363,542

3.6%

GOOG ALPHABET INC

CAP STK CL C

$155.8M

543,230

3.6%

ITOT ISHARES TR

CORE S&P TTL STK

$150.2M

1,054,680

3.4%

IJH ISHARES TR

CORE S&P MCP ETF

$139.4M

2,063,935

3.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$124.2M

207,880

2.9%

IWR ISHARES TR

RUS MID CAP ETF

$109.5M

1,126,058

2.5%

GOOGL ALPHABET INC

CAP STK CL A

$107.2M

372,655

2.5%

JPM JPMORGAN CHASE & CO

COM

$91.8M

311,969

2.1%

GLD SPDR GOLD TR

GOLD SHS

$87.3M

202,840

2.0%

AMZN AMAZON COM INC

COM

$84.9M

407,829

1.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$84.4M

129,793

1.9%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$81.8M

552,464

1.9%

IWF ISHARES TR

RUS 1000 GRW ETF

$75.4M

176,756

1.7%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$75.0M

972,639

1.7%

EFA ISHARES TR

MSCI EAFE ETF

$70.3M

724,150

1.6%

SGOV ISHARES TR

0-3 MNTH TREASRY

$69.5M

690,898

1.6%

CAT CATERPILLAR INC

COM

$63.7M

89,940

1.5%

RTX RTX CORPORATION

COM

$55.7M

288,890

1.3%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$54.4M

1,528,965

1.2%

SHY ISHARES TR

1 3 YR TREAS BD

$53.0M

641,570

1.2%

AVGO BROADCOM INC

COM

$49.5M

160,012

1.1%

FDX FEDEX CORP

COM

$47.2M

132,517

1.1%

TMO THERMO FISHER SCIENTIFIC INC

COM

$44.4M

90,383

1.0%

IWD ISHARES TR

RUS 1000 VAL ETF

$44.3M

207,297

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$43.1M

43,295

1.0%

FEGE RBB FUND TRUST

FIRST EAGLE GBL

$43.1M

917,976

1.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$43.0M

98,383

1.0%

NVDA NVIDIA CORPORATION

COM

$42.6M

244,268

1.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$42.5M

663,651

1.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$42.4M

196,954

1.0%

AKRE PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF

$42.1M

797,393

1.0%

CVX CHEVRON CORPORATION

COM

$41.5M

200,475

1.0%

IVE ISHARES TR

S&P 500 VAL ETF

$41.0M

194,332

0.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$40.8M

208,072

0.9%

BAC BANK AMERICA CORP

COM

$40.1M

822,060

0.9%

IEFA ISHARES TR

CORE MSCI EAFE

$39.8M

439,624

0.9%

LOW LOWES COS INC

COM

$39.6M

167,659

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$37.4M

64,706

0.9%

AOR ISHARES TR

CORE 60/40 BALAN

$36.2M

563,116

0.8%

IWP ISHARES TR

RUS MD CP GR ETF

$35.7M

278,458

0.8%

ABBV ABBVIE INC

COM

$34.5M

158,536

0.8%

ORCL ORACLE CORP

COM

$34.2M

232,362

0.8%

UNP UNION PAC CORP

COM

$32.6M

134,360

0.7%

— TE CONNECTIVITY PLC

ORD SHS

$31.5M

150,543

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

BRK/B10.7%MOAT5.9%AAPL5.7%IJR4.5%MSFT3.9%IVV3.7%