Mesirow Financial Investment Management, Inc. holds a diversified book of 517 stocks worth $6.2B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P Small-Cap 600 GR and trimmed Apple Inc. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1469475/holdings"
Use Arkolith to show Mesirow Financial Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $468.0M | 976.7K | 7.6% | ▲+20% Added · +164K sh | |
| 2 | Vaneck ETF Trust MRNGSTR WDE MOAT | $258.7M | 2.68M | 4.2% | ▲+35% Added · +691K sh | |
| 3 | Apple Inc COM | $247.4M | 974.7K | 4.0% | ▼−2.5% Reduced · −25K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $195.0M | 1.57M | 3.2% | ▲+44% Added · +480K sh | |
| 5 | Microsoft Corp COM | $169.1M | 456.8K | 2.7% | ▲+58% Added · +167K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $159.2M | 243.8K | 2.6% | ▲+53% Added · +85K sh | |
| 7 | Investment Managers Ser TR I FPA GBL EQTY ETF | $158.3M | 4.36M | 2.6% | ▲+168% Added · +2.7M sh | |
| 8 | Alphabet Inc CAP STK CL C | $155.8M | 543.2K | 2.5% | ▲+3.7% Added · +20K sh | |
| 9 | Ishares TR CORE S&P TTL STK | $150.2M | 1.05M | 2.4% | ▲+43% Added · +315K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $139.4M | 2.06M | 2.3% | ▲+251% Added · +1.5M sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $124.2M | 207.9K | 2.0% | ▲+46% Added · +65K sh | |
| 12 | Ishares TR RUS MID CAP ETF | $109.5M | 1.13M | 1.8% | ▲+269% Added · +821K sh | |
| 13 | Alphabet Inc CAP STK CL A | $107.2M | 372.7K | 1.7% | ▲+3.3% Added · +12K sh | |
| 14 | JPMorgan Chase & Co COM | $91.8M | 312.0K | 1.5% | ▲+5.7% Added · +17K sh | |
| 15 | SPDR Gold TR GOLD SHS | $87.3M | 202.8K | 1.4% | ▲+25% Added · +41K sh | |
| 16 | Amazon Com Inc COM | $84.9M | 407.8K | 1.4% | ▲+18% Added · +63K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $84.4M | 129.8K | 1.4% | ▲+12% Added · +14K sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $81.8M | 552.5K | 1.3% | ▲+39% Added · +156K sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $75.4M | 176.8K | 1.2% | ▲+34% Added · +45K sh | |
| 20 | Vanguard Star FDS VG TL INTL STK F | $75.0M | 972.6K | 1.2% | ▲+53% Added · +337K sh | |
| 21 | Ishares TR MSCI EAFE ETF | $70.3M | 724.1K | 1.1% | ▲+147% Added · +430K sh | |
| 22 | Ishares TR 0-3 MNTH TREASRY | $69.5M | 690.9K | 1.1% | ▲+48% Added · +225K sh | |
| 23 | Caterpillar Inc COM | $63.7M | 89.9K | 1.0% | ▼−1.3% Reduced · −1K sh | |
| 24 | RTX Corporation COM | $55.7M | 288.9K | 0.9% | ▲+5.0% Added · +14K sh | |
| 25 | T Rowe Price ETF Inc CAP APPRECIATION | $54.4M | 1.53M | 0.9% | ▲+69% Added · +624K sh | |
| 26 | Ishares TR 1 3 YR TREAS BD | $53.0M | 641.6K | 0.9% | ▲+260% Added · +463K sh | |
| 27 | Broadcom Inc COM | $49.5M | 160.0K | 0.8% | ▲+10% Added · +15K sh | |
| 28 | Fedex Corp COM | $47.2M | 132.5K | 0.8% | ▲+5.9% Added · +7K sh | |
| 29 | Thermo Fisher Scientific Inc COM | $44.4M | 90.4K | 0.7% | ▲+7.1% Added · +6K sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $44.3M | 207.3K | 0.7% | ▲+24% Added · +40K sh | |
| 31 | Costco Wholesale Corporation COM | $43.1M | 43.3K | 0.7% | ▲+0.1% Added · +24 sh | |
| 32 | RBB Fund Trust FIRST EAGLE GBL | $43.1M | 918.0K | 0.7% | ▲+71% Added · +382K sh | |
| 33 | Vanguard Index FDS GROWTH ETF | $43.0M | 98.4K | 0.7% | ▲+44% Added · +30K sh | |
| 34 | Nvidia Corporation COM | $42.6M | 244.3K | 0.7% | ▲+151% Added · +147K sh | |
| 35 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $42.5M | 663.7K | 0.7% | ▲+48% Added · +214K sh | |
| 36 | Vanguard Specialized Funds DIV APP ETF | $42.4M | 197.0K | 0.7% | ▲+54% Added · +69K sh | |
| 37 | Profesionally Managed Portfo AKRE FOCUS ETF | $42.1M | 797.4K | 0.7% | ▼−60% Reduced · −1.2M sh | |
| 38 | Chevron Corporation COM | $41.5M | 200.5K | 0.7% | ▲+0.5% Added · +1K sh | |
| 39 | Ishares TR S&P 500 VAL ETF | $41.0M | 194.3K | 0.7% | ▲+111% Added · +102K sh | |
| 40 | Vanguard Index FDS VALUE ETF | $40.8M | 208.1K | 0.7% | ▲+33% Added · +52K sh | |
| 41 | Bank America Corp COM | $40.1M | 822.1K | 0.6% | ▲+7.7% Added · +59K sh | |
| 42 | Ishares TR CORE MSCI EAFE | $39.8M | 439.6K | 0.6% | ▲+48% Added · +142K sh | |
| 43 | Lowes Cos Inc COM | $39.6M | 167.7K | 0.6% | ▲+1.6% Added · +3K sh | |
| 44 | Invesco QQQ TR UNIT SER 1 | $37.4M | 64.7K | 0.6% | ▲+119% Added · +35K sh | |
| 45 | Ishares TR CORE 60/40 BALAN | $36.2M | 563.1K | 0.6% | ▲+17% Added · +80K sh | |
| 46 | Ishares TR RUS MD CP GR ETF | $35.7M | 278.5K | 0.6% | ▲+211% Added · +189K sh | |
| 47 | Abbvie Inc COM | $34.5M | 158.5K | 0.6% | ▲+5.3% Added · +8K sh | |
| 48 | Oracle Corp COM | $34.2M | 232.4K | 0.6% | ▲+122% Added · +128K sh | |
| 49 | Union Pac Corp COM | $32.6M | 134.4K | 0.5% | ▲+5.2% Added · +7K sh | |
| 50 | Te Connectivity PLC ORD SHS | $31.5M | 150.5K | 0.5% | ▼−0.2% Reduced · −265 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 517 | $6.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 485 | $4.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 554 | $5.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 536 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 593 | $5.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 596 | $5.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 646 | $5.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 508 | $4.4B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 525 | $4.4B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 565 | $2.7B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 81 | $23.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 79 | $23.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 12, 2023 | 73 | $24.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 77 | $23.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 71 | $21.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 20, 2022 | 69 | $20.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 80 | $29.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 77 | $34.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 20, 2021 | 78 | $34.0M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 85 | $39.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 135 | $36.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.