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Portfolio (Quarterly) Guide ↗

Mesirow Financial Investment Management, Inc.

· CIK 0001469475
13F Portfolio $6.4B AUM 529 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 186 Added 166 Reduced 26 Exited
Page 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IXUS ISHARES TR 66,932.0 $6.4M 0.10% +1K +1.6% $95.44 +2.5%
62 SOXX ISHARES TR 9,475.0 $6.1M 0.10% +151.0 +1.6% $640.77 -19.5%
63 FLXR TCW ETF TRUST 154,007.0 $6.0M 0.10% +23K +17.3% $39.21 -0.7%
64 TSLA TESLA INC Consumer Cyclical 14,198.0 $6.0M 0.09% +186.0 +1.3% $420.54 -14.2%
65 GE GE AEROSPACE Industrials 15,483.0 $5.8M 0.09% +691.0 +4.7% $373.71 -7.2%
66 AEP AMERICAN ELEC PWR CO INC Utilities 41,317.0 $5.7M 0.09% +294.0 +0.7% $136.80 -10.2%
67 AMGN AMGEN INC Healthcare 14,518.0 $5.3M 0.08% +120.0 +0.8% $362.11 +21.4%
68 AMLP ALPS ETF TR 99,646.0 $5.2M 0.08% +3K +3.5% $51.85 +5.2%
69 GEV GE VERNOVA INC Utilities 4,384.0 $5.2M 0.08% +163.0 +3.9% $1175.03 -18.8%
70 GRID FIRST TR EXCHANGE-TRADED FD 25,991.0 $5.0M 0.08% +10K +62.8% $191.81 -5.5%
71 IJT ISHARES TR 27,766.0 $5.0M 0.08% +1K +3.8% $178.60 -3.1%
72 VOOG VANGUARD ADMIRAL FDS INC 56,961.0 $4.7M 0.07% +47K +475.0% $82.62 +0.9%
73 TT TRANE TECHNOLOGIES PLC Industrials 8,320.0 $4.1M 0.06% +366.0 +4.6% $491.02 -7.4%
74 IGSB ISHARES TR 76,896.0 $4.0M 0.06% +4K +5.7% $52.41 -0.6%
75 AGG ISHARES TR 37,877.0 $3.7M 0.06% +1K +2.7% $98.98 -1.6%
76 BND VANGUARD BD INDEX FDS 50,518.0 $3.7M 0.06% +887.0 +1.8% $73.41 -1.6%
77 DFAX DIMENSIONAL ETF TRUST 99,308.0 $3.7M 0.06% +9K +9.8% $36.84 +3.5%
78 INTC INTEL CORP Technology 24,784.0 $3.5M 0.05% +1K +5.9% $139.63 -35.5%
79 C CITIGROUP INC Financial Services 23,736.0 $3.3M 0.05% +2K +9.9% $139.96 -6.6%
80 VNQ VANGUARD INDEX FDS 32,754.0 $3.2M 0.05% +1K +3.2% $96.42 +2.2%
Page 4 of 10  ·  186 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.9%
Financial Services 21.7%
Communication Services 14.0%
Industrials 11.1%
Healthcare 9.0%
Consumer Cyclical 7.7%
Consumer Defensive 4.9%
Energy 3.8%
Basic Materials 1.6%
Utilities 1.1%