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
401DR Horton Inc 2,050281.3K $
402Vanguard Index Funds 930281.2K $
403Cencora Inc 884277.8K $
404Vanguard World Fund 1,016277K $
405Janus Henderson Short Duration 5,652276.2K $
406Invesco Currencyshares British Pound Sterling Trust 2,156274.6K $
407Oaktree Specialty Lending Corp 24,250274K $
408Generac Holdings Inc 1,390271.5K $
409CBRE Group Inc 1,999270.8K $
410Air Products and Chemicals Inc 931270.4K $
411ImmuCell Corp 42,481268.9K $
412GE HealthCare Technologies Inc 3,754267.3K $
413Avantis International Small Cap Value ETF 2,662265.8K $
414Kimberly-Clark Corp 2,719262.3K $
415Rocket Lab Corp 4,005257.2K $
416Albertsons Cos Inc 15,000255.6K $
417State Street SPDR S&P Global Natural Resources ETF 3,346249.8K $
418Agilent Technologies Inc 2,187249.1K $
419Avantis International Equity ETF 2,843241.3K $
420TCW ARTIFICIAL INTELLIGENCE ETF 6,230240.2K $
421Intuitive Surgical Inc 521240.2K $
422Select Sector Spdr Trust 2,922239.6K $
423Rush Street Interactive Inc 10,923237.6K $
424Schwab Strategic Trust 7,758236.6K $
425DoorDash Inc 1,569235.6K $
426FIDELITY COVINGTON TRUST 3,333234.5K $
427Cheniere Energy Inc 824233.8K $
428AppLovin Corp 587233.6K $
429IDEXX Laboratories Inc 413232.1K $
430HCA Healthcare Inc 485229.8K $
431Zebra Technologies Corp 1,092228.3K $
432DT Midstream Inc 1,694228.1K $
433Cummins Inc 422227.2K $
434Avantis US Equity ETF 2,007223.1K $
435Whirlpool Corp 4,119222.1K $
436Schwab Fundamental U.S. Large Company ETF 7,969221.9K $
437iShares Trust 2,203220.2K $
438Unity Software Inc 10,014219.7K $
439ISHARES INC 1,877217.8K $
440iShares U.S. Technology ETF 1,200217.7K $
441Vertiv Holdings Co 855214.3K $
442MetLife Inc 3,028214.1K $
443SPDR Series Trust 4,346210K $
444iShares ESG Aware MSCI USA ETF 1,458206.2K $
445PRECISION OPTICS INC MASS 46,728205.1K $
446Crowdstrike Holdings Inc 522203.8K $
447Par Pacific Holdings Inc 3,250203.6K $
448Commercial Metals Co 3,289202K $
449Cardinal Health, Inc. 947200.1K $
450Portillo's Inc 37,070196.1K $
451Nuveen California Quality Muni 16,440191.5K $
452California BanCorp 10,726190.1K $
453Amicus Therapeutics Inc 13,000188K $
454Baxter International Inc 10,855182.4K $
455Duos Technologies Group Inc 25,610175.7K $
456Energy Vault Holdings Inc 50,100165.3K $
457Aurora Innovation Inc 36,087148.7K $
458Chicago Atlantic BDC Inc 12,433116.1K $
459BlackRock Corporate High Yield Fund Inc. 11,60098.8K $
460Champions Oncology Inc 15,80090.9K $
461INTENSITY THERAPEUTICS INC 14,11883K $
462Industrial Logistics Properties Trust 14,07680K $
463KORU Medical Systems Inc 16,45971.1K $
464Putnam Managed Municipal Income Trust 10,19962.7K $
465Esperion Therapeutics Inc 20,00054.8K $
466LIQTECH INTERNATIONAL INC 25,73749.2K $
467InspireMD, Inc. 30,00048.9K $
468Lineage Cell Therapeutics Inc 30,50048.2K $
469MFS HIGH YIELD MUN TR 11,83542.4K $
470ThredUp Inc 10,69335.1K $
471Douglas Elliman Inc 18,50030.3K $
472Acumen Pharmaceuticals Inc 11,30526.7K $