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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 26 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DNP DNP SELECT INCOME FD INC Financial Services 18,821.0 $203K 0.00% NEW $10.79 +1.8%
502 NAC NUVEEN CA DIVI ADV MUN Financial Services 16,749.0 $203K 0.00% +309.0 +1.9% $12.12 -3.3%
503 ACI ALBERTSONS COMPANIES INC Consumer Defensive 15,000.0 $203K 0.00% $13.53 -10.4%
504 STLD STEEL DYNAMICS INC Basic Materials 884.0 $203K 0.00% NEW $229.43 -0.4%
505 IUSG ISHARES TR 1,074.0 $202K 0.00% NEW $188.24 +0.8%
506 NEBIUS GROUP N.V. 730.0 $202K 0.00% NEW $276.17
507 IONS IONIS PHARMACEUTICALS INC Healthcare 2,530.0 $201K 0.00% -3K -53.7% $79.29 -24.4%
508 OKLO OKLO INC Utilities 3,832.0 $201K 0.00% NEW $52.33 -17.9%
509 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 35,263.0 $171K 0.00% NEW $4.84 +16.3%
510 MMED MINIMED GROUP INC Healthcare 10,000.0 $150K 0.00% NEW $14.95 +34.1%
511 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 14,168.0 $126K 0.00% +92.0 +0.7% $8.87 -6.8%
512 CHICAGO ATLANTIC BDC INC 12,433.0 $121K 0.00% $9.77
513 POCI PRECISION OPTICS CORP INC MA Healthcare 23,364.0 $119K 0.00% -23K -50.0% $5.10 -13.1%
514 NRGV ENERGY VAULT HOLDINGS INC Utilities 25,100.0 $118K 0.00% -25K -49.9% $4.71 -18.9%
515 NTSK NETSKOPE INC Technology 10,700.0 $117K 0.00% NEW $10.94 +28.9%
516 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 11,600.0 $99K 0.00% $8.56 -3.3%
517 CSBR CHAMPIONS ONCOLOGY INC Healthcare 15,800.0 $97K 0.00% $6.16 -17.0%
518 EQX EQUINOX GOLD CORP Basic Materials 10,000.0 $97K 0.00% NEW $9.72 +37.1%
519 IAUX I-80 GOLD CORP Basic Materials 65,000.0 $94K 0.00% NEW $1.44 +26.4%
520 TDUP THREDUP INC Consumer Cyclical 10,693.0 $73K 0.00% $6.85 -59.7%
Page 26 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 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%