Titelia

Holdings of Mesirow Financial Investment Management, Inc.

472 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.6 % of the equity sleeve

Sector breakdown

  • Funds 16.2 %
  • Financials 13.8 %
  • Technology 10.6 %
  • Communication 5.5 %
  • Industrials 4.5 %
  • Health care 4.0 %
  • Consumer discretionary 3.6 %
  • Consumer staples 2.9 %
  • Energy 1.0 %
  • Utilities 0.4 %
  • Materials 0.2 %
  • Real estate 0.1 %
  • Unattributed 37.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.1 %
  • TW 0.1 %
  • IL 0.0 %
  • AU 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4655.9B $99.83 %
2GB33.9M $0.07 %
3TW13.1M $0.05 %
4IL11.3M $0.02 %
5AU1807K $0.01 %
6NL1745.4K $0.01 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 976,689468M $
2VanEck Morningstar Wide Moat ETF 2,675,294258.7M $
3Apple Inc 974,704247.4M $
4iShares Core S&P Small-Cap ETF 1,568,315195M $
5Microsoft Corp 456,761169.1M $
6iShares Core S&P 500 ETF 243,758159.2M $
7FPA Global Equity ETF 4,363,542158.3M $
8Alphabet Inc 543,230155.8M $
9iShares Core S&P Total U.S. Stock Market ETF 1,054,680150.2M $
10iShares Core S&P Mid-Cap ETF 2,063,935139.4M $
11Vanguard S&P 500 ETF 207,880124.2M $
12iShares Trust 1,126,058109.5M $
13Alphabet Inc 372,655107.2M $
14JPMorgan Chase & Co 311,96991.8M $
15SPDR Gold Shares 202,84087.3M $
16Amazon.com Inc 407,82984.9M $
17State Street SPDR S&P 500 ETF Trust 129,79384.4M $
18Vanguard High Dividend Yield E 552,46481.8M $
19iShares Russell 1000 Growth ETF 176,75675.4M $
20Vanguard Total International S 972,63975M $
21iShares MSCI EAFE ETF 724,15070.3M $
22iShares Trust 690,89869.5M $
23Caterpillar Inc 89,94063.7M $
24RTX Corp 288,89055.7M $
25T. Rowe Price Capital Appreciation Equity ETF 1,528,96554.4M $
26iShares Trust 641,57053M $
27Broadcom Inc 160,01249.5M $
28FedEx Corp 132,51747.2M $
29Thermo Fisher Scientific Inc 90,38344.4M $
30iShares Trust 207,29744.3M $
31Costco Wholesale Corp 43,29543.1M $
32Vanguard Growth ETF 98,38343M $
33NVIDIA Corp 244,26842.6M $
34Vanguard FTSE Developed Markets ETF 663,65142.5M $
35VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 196,95442.4M $
36Chevron Corp 200,47541.5M $
37iShares Trust 194,33241M $
38Vanguard Value ETF 208,07240.8M $
39Bank of America Corp 822,06040.1M $
40iShares Core MSCI EAFE ETF 439,62439.8M $
41Lowe's Cos Inc 167,65939.6M $
42Invesco QQQ Trust Series 1 64,70637.4M $
43iShares Core 60/40 Balanced Al 563,11636.2M $
44iShares Trust 278,45835.7M $
45AbbVie Inc 158,53634.5M $
46Oracle Corp 232,36234.2M $
47Union Pacific Corp 134,36032.6M $
48VANGUARD WORLD FUND 132,57331.3M $
49VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 376,49529.8M $
50PepsiCo Inc 190,71229.6M $
51Berkshire Hathaway Inc 4129.4M $
52Walmart Inc 234,53329.1M $
53Vanguard Total World Stock ETF 205,92028.5M $
54Johnson & Johnson 114,94528.1M $
55Vanguard Index Funds 147,98227.3M $
56Visa Inc 88,07526.6M $
57Mastercard Inc 49,81924.9M $
58Vanguard Total Stock Market ETF 76,89624.7M $
59Vanguard Mid-Cap ETF 84,38624.2M $
60iShares Russell 2000 ETF 95,20123.6M $
61Fifth Third Bancorp 483,76622.5M $
62Blackrock Inc 22,87522M $
63Jacobs Solutions Inc 171,31821.8M $
64iShares iBonds Dec 2026 Term C 882,85621.4M $
65American Express Co 70,37121.3M $
66Stryker Corp 64,58321.2M $
67Walt Disney Co/The 219,09621.1M $
68UnitedHealth Group Inc 72,57119.6M $
69Meta Platforms Inc 33,63819.2M $
70Corning Inc 141,42619.2M $
71iShares MSCI Emerging Markets ETF 330,12918.7M $
72Salesforce Inc 99,88518.6M $
73Vanguard Russell 1000 Growth ETF 168,41018.5M $
74iShares Trust 162,29318.4M $
75Philip Morris International Inc. 109,13818M $
76iShares iBonds Dec 2027 Term C 739,40617.9M $
77iShares Core MSCI Emerging Markets ETF 252,83217.6M $
78Vanguard S&P 500 Value ETF 83,62617M $
79Abbott Laboratories 163,28616.8M $
80State Street SPDR S&P MidCap 400 ETF Trust 26,91016.6M $
81Home Depot Inc/The 50,07416.5M $
82Procter & Gamble Co/The 112,29016.2M $
83Enterprise Products Partners LP 428,54516.2M $
84iShares iBonds Dec 2028 Term C 637,79816.2M $
85Hilton Worldwide Holdings Inc 53,09516.1M $
86State Street SPDR S&P Dividend ETF 110,26516.1M $
87ConocoPhillips 117,22515.5M $
88NIKE Inc 291,67015.4M $
89Coca-Cola Co/The 196,95315M $
90Schwab US Dividend Equity ETF 482,38014.8M $
91Exxon Mobil Corp 85,79514.6M $
92Invesco S&P 500 Equal Weight ETF 74,10014.2M $
93Ishares Gold Trust 159,29314M $
94Northern Trust Corp 99,57813.9M $
95Eli Lilly & Co 14,79013.6M $
96iShares Core 80/20 Aggressive 152,29013.5M $
97Pfizer Inc 468,40613.2M $
98Vanguard Ultra Short Bond ETF 260,29613M $
99McDonald's Corp. 41,58512.9M $
100Vanguard International Equity Index Funds 234,30812.7M $