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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 14 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FCX FREEPORT MCMORAN INC Basic Materials 18,841.0 $1.2M 0.02% +360.0 +1.9% $62.89 +21.9%
262 DELL DELL TECHNOLOGIES INC Technology 2,645.0 $1.1M 0.02% +289.0 +12.3% $431.34 +2.5%
263 PNW PINNACLE WEST CAP CORP Utilities 10,646.0 $1.1M 0.02% -12K -52.0% $107.00 -9.0%
264 ETN EATON CORP PLC Industrials 2,620.0 $1.1M 0.02% -38.0 -1.4% $426.15 -1.6%
265 PRU PRUDENTIAL FINL INC Financial Services 10,328.0 $1.1M 0.02% +5K +88.2% $107.92 +12.3%
266 VGSH VANGUARD SCOTTSDALE FDS 18,824.0 $1.1M 0.02% +6K +48.8% $58.20 -0.1%
267 CMCSA COMCAST CORP NEW Communication Services 43,892.0 $1.1M 0.02% -3K -6.3% $24.55 +9.4%
268 PWR QUANTA SVCS INC Industrials 1,491.0 $1.1M 0.02% -11.0 -0.7% $719.82 -11.2%
269 MDLZ MONDELEZ INTL INC Consumer Defensive 18,377.0 $1.1M 0.02% -22K -55.0% $57.84 +11.4%
270 USB US BANCORP Financial Services 17,410.0 $1.1M 0.02% +90.0 +0.5% $60.40 +2.7%
271 OEF ISHARES TR 2,867.0 $1.0M 0.02% $365.90 +3.3%
272 IWO ISHARES TR 2,655.0 $1.0M 0.02% $393.80 -1.6%
273 WBD WARNER BROS DISCOVERY INC Communication Services 38,205.0 $1.0M 0.02% -239.0 -0.6% $26.66 +7.1%
274 PXF INVESCO EXCH TRADED FD TR II 13,424.0 $1.0M 0.02% -150.0 -1.1% $75.64 +5.5%
275 ED CONSOLIDATED EDISON INC Utilities 9,098.0 $1.0M 0.02% -268.0 -2.9% $110.63 -3.9%
276 CARR CARRIER GLOBAL CORPORATION Industrials 13,655.0 $1.0M 0.02% +483.0 +3.7% $73.36 -17.7%
277 SCZ ISHARES TR 12,054.0 $992K 0.02% +463.0 +4.0% $82.26 +5.3%
278 REGN REGENERON PHARMACEUTICALS Healthcare 1,571.0 $982K 0.01% -131.0 -7.7% $625.27 +33.4%
279 AMP AMERIPRISE FINL INC Financial Services 2,128.0 $976K 0.01% $458.75 +21.1%
280 B BARRICK MNG CORP Basic Materials 26,296.0 $966K 0.01% $36.73 +29.6%
Page 14 of 27  ·  529 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 27.0%
Financial Services 23.4%
Industrials 12.1%
Healthcare 9.8%
Consumer Cyclical 8.3%
Communication Services 7.5%
Consumer Defensive 5.4%
Energy 3.5%
Basic Materials 1.8%
Utilities 1.2%