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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IDXX IDEXX LABS INC Healthcare 395.0 $208K 0.00% -18.0 -4.4% $526.44 +3.7%
162 IONS IONIS PHARMACEUTICALS INC Healthcare 2,530.0 $201K 0.00% -3K -53.7% $79.29 -25.9%
163 POCI PRECISION OPTICS CORP INC MA Healthcare 23,364.0 $119K 0.00% -23K -50.0% $5.10 -13.1%
164 NRGV ENERGY VAULT HOLDINGS INC Utilities 25,100.0 $118K 0.00% -25K -49.9% $4.71 -20.6%
165 PTLO PORTILLOS INC Consumer Cyclical 13,860.0 $66K 0.00% -23K -62.6% $4.74 +0.6%
166 LINEAGE CELL THERAPEUTICS IN 30,000.0 $39K 0.00% -500.0 -1.6% $1.31
Page 9 of 9  ·  166 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%