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Portfolio (Quarterly) Guide ↗

Mesirow Financial Investment Management, Inc.

· CIK 0001469475
13F Portfolio $4.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 485 New
Page 19 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DBC INVESCO DB COMMDY INDX TRCK Financial Services 17,165.0 $384K 0.01% NEW $22.36 +37.3%
362 TGT TARGET CORP Consumer Defensive 3,880.0 $379K 0.01% NEW $97.74 +25.2%
363 Q QNITY ELECTRONICS INC Technology 4,608.0 $376K 0.01% NEW $81.68 +87.4%
364 FNWD FINWARD BANCORP Financial Services 10,667.0 $375K 0.01% NEW $35.19 -8.6%
365 IYH ISHARES TR 5,751.0 $374K 0.01% NEW $65.10 -4.3%
366 DD DUPONT DE NEMOURS INC Basic Materials 9,246.0 $372K 0.01% NEW $40.19 +17.3%
367 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,119.0 $371K 0.01% NEW $60.61 +4.0%
368 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,269.0 $368K 0.01% NEW $162.09 -6.5%
369 GLOBUS MED INC 4,181.0 $365K 0.01% NEW $87.31
370 XLV SELECT SECTOR SPDR TR 2,356.0 $365K 0.01% NEW $154.82 -4.3%
371 VCR VANGUARD WORLD FD 922.0 $363K 0.01% NEW $393.61 -0.2%
372 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,964.0 $361K 0.01% NEW $183.98 +7.1%
373 CGDG CAPITAL GROUP DIVIDEND GROWE 10,127.0 $361K 0.01% NEW $35.64 +5.3%
374 IBB ISHARES TR 2,134.0 $360K 0.01% NEW $168.74 +0.2%
375 AMAT APPLIED MATLS INC Technology 1,394.0 $358K 0.01% NEW $257.09 +66.2%
376 DASH DOORDASH INC Communication Services 1,580.0 $358K 0.01% NEW $226.48 -29.7%
377 SLF SUN LIFE FINANCIAL INC. Financial Services 5,651.0 $353K 0.01% NEW $62.40 +17.0%
378 AGI ALAMOS GOLD INC NEW Basic Materials 9,049.0 $349K 0.01% NEW $38.58 +1.7%
379 HOLOGIC INC 4,671.0 $348K 0.01% NEW $74.49
380 UNILEVER PLC 5,273.0 $345K 0.01% NEW $65.40
Page 19 of 25  ·  485 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 26.6%
Financial Services 21.6%
Communication Services 13.5%
Industrials 10.1%
Healthcare 9.2%
Consumer Cyclical 7.9%
Consumer Defensive 4.9%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.0%