Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2024)

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About Mesirow Financial Investment Management, Inc.

Investment Activity

Mesirow Financial Investment Management, Inc. has $4.40 billion in total holdings as of March 31, 2024.
Mesirow Financial Investment Management, Inc. owns shares of 523 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 13.26% of the portfolio was purchased this quarter.
About 1.65% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 565 new stocks and bought additional shares in 336 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 85 stocks and completely divested from 100 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $390,398,032
VanEck Morningstar Wide Moat ETF: $225,517,263
Apple: $193,756,294
iShares Core S&P Small-Cap ETF: $145,477,305
Microsoft: $124,143,920

Largest New Holdings this Quarter

Nucor: $1,456,357 Holding
COOPER COS INC: $1,122,858 Holding
Autodesk: $997,669 Holding
TransDigm Group: $958,185 Holding
Fortive: $873,605 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 327,499 shares (about $137.72M)
Alphabet: 219,416 shares (about $33.41M)
iShares Core S&P Small-Cap ETF: 255,644 shares (about $28.25M)
iShares Core S&P 500 ETF: 46,253 shares (about $24.32M)
VanEck Morningstar Wide Moat ETF: 252,391 shares (about $22.69M)

Largest Sales this Quarter

iShares Core Growth Allocation ETF: 377,767 shares (about $21.03M)
NVIDIA: 2,706 shares (about $2.45M)
Humana: 6,473 shares (about $2.24M)
Fifth Third Bancorp: 53,321 shares (about $1.98M)
iShares Short-Term National Muni Bond ETF: 15,250 shares (about $1.60M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$390,398,032	$137,718,650 ▲	54.5%	928,378	8.9%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$225,517,263	$22,690,364 ▲	11.2%	2,508,489	5.1%	ETF
AAPL Apple	$193,756,294	$586,641 ▲	0.3%	1,129,890	4.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$145,477,305	$28,253,720 ▲	24.1%	1,316,301	3.3%	ETF
MSFT Microsoft	$124,143,920	$9,145,325 ▲	8.0%	295,057	2.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$116,250,105	$24,320,033 ▲	26.5%	221,090	2.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$112,381,637	$6,386,628 ▲	6.0%	974,682	2.6%	ETF
VOO Vanguard S&P 500 ETF	$91,765,210	$4,666,207 ▲	5.4%	190,897	2.1%	ETF
GOOG Alphabet	$88,518,802	$33,408,286 ▲	60.6%	581,366	2.0%	Computer and Technology
AMZN Amazon.com	$74,181,816	$15,522,060 ▲	26.5%	411,253	1.7%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$73,762,815	$7,035,576 ▲	10.5%	148,216	1.7%	Finance
IWF iShares Russell 1000 Growth ETF	$67,131,660	$7,504,053 ▲	12.6%	199,166	1.5%	ETF
VYM Vanguard High Dividend Yield ETF	$66,489,352	$3,260,809 ▲	5.2%	549,543	1.5%	ETF
JPM JPMorgan Chase & Co.	$65,766,893	$5,659,258 ▲	9.4%	328,343	1.5%	Finance
GOOGL Alphabet	$62,558,976	$2,581,356 ▲	4.3%	414,490	1.4%	Computer and Technology
TMO Thermo Fisher Scientific	$53,062,799	$176,690 ▼	-0.3%	91,296	1.2%	Medical
GLD SPDR Gold Shares	$49,553,422	$11,195,236 ▲	29.2%	240,879	1.1%	Finance
LOW Lowe's Companies	$42,897,343	$170,417 ▲	0.4%	168,401	1.0%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$40,842,998	$3,186,280 ▲	8.5%	677,324	0.9%	ETF
FDX FedEx	$39,708,605	$1,029,759 ▲	2.7%	137,046	0.9%	Transportation
IWR iShares Russell Mid-Cap ETF	$38,874,565	$2,869,908 ▲	8.0%	462,297	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$37,642,467	$1,903,347 ▲	5.3%	210,170	0.9%	ETF
PEP PepsiCo	$37,566,271	$2,684,968 ▲	7.7%	214,655	0.9%	Consumer Staples
CAT Caterpillar	$36,103,814	$1,016,493 ▲	2.9%	98,527	0.8%	Industrial Products
COST Costco Wholesale	$35,570,000	$3,027,608 ▲	9.3%	48,545	0.8%	Retail/Wholesale
FPAG FPA Global Equity ETF	$35,455,873	$8,788,156 ▲	33.0%	1,228,120	0.8%	ETF
ACN Accenture	$34,793,905	$505,430 ▲	1.5%	100,369	0.8%	Business Services
AOR iShares Core Growth Allocation ETF	$34,490,243	$21,030,259 ▼	-37.9%	619,549	0.8%	ETF
ABBV AbbVie	$32,818,126	$6,430,149 ▲	24.4%	180,225	0.7%	Medical
UNP Union Pacific	$32,795,546	$110,177 ▲	0.3%	133,353	0.7%	Transportation
BAC Bank of America	$32,720,821	$4,180,712 ▲	14.6%	862,892	0.7%	Finance
AVGO Broadcom	$32,093,004	$1,768,071 ▲	5.8%	24,214	0.7%	Computer and Technology
VTV Vanguard Value ETF	$31,975,755	$5,193,982 ▲	19.4%	196,337	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$31,810,636	$3,524,390 ▲	12.5%	174,199	0.7%	ETF
CVX Chevron	$31,204,722	$1,232,591 ▲	4.1%	197,822	0.7%	Oils/Energy
LINDE PLC	$30,562,442	$135,583 ▲	0.4%	65,821	0.7%	SHS
VEA Vanguard FTSE Developed Markets ETF	$30,479,274	$882,642 ▲	3.0%	607,519	0.7%	ETF
J Jacobs Solutions	$29,238,863	$165,875 ▼	-0.6%	190,196	0.7%	Business Services
RTX RTX	$29,014,017	$1,141,488 ▲	4.1%	297,489	0.7%	Aerospace
EFA iShares MSCI EAFE ETF	$28,855,631	$989,454 ▲	3.6%	361,332	0.7%	Finance
IJH iShares Core S&P Mid-Cap ETF	$28,113,640	$22,616,036 ▲	411.4%	462,855	0.6%	ETF
DIS Walt Disney	$27,637,017	$2,151,649 ▲	8.4%	225,859	0.6%	Consumer Discretionary
CRM Salesforce	$27,557,668	$472,551 ▲	1.7%	91,499	0.6%	Computer and Technology
MA Mastercard	$27,067,979	$3,995,855 ▲	17.3%	56,204	0.6%	Business Services
IJJ iShares S&P Mid-Cap 400 Value ETF	$26,241,892	$1,829,124 ▲	7.5%	221,843	0.6%	ETF
GAL SPDR SSgA Global Allocation ETF	$26,237,639	$232,384 ▼	-0.9%	607,210	0.6%	ETF
VUG Vanguard Growth ETF	$26,216,804	$2,223,776 ▲	9.3%	76,159	0.6%	ETF
FITB Fifth Third Bancorp	$25,640,678	$1,984,072 ▼	-7.2%	689,081	0.6%	Finance
UNH UnitedHealth Group	$24,057,443	$404,206 ▲	1.7%	48,626	0.5%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$23,245,116	$534,669 ▲	2.4%	300,678	0.5%	ETF
TEL TE Connectivity	$23,124,987	$102,105 ▲	0.4%	159,217	0.5%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$22,760,089	$2,418,815 ▲	11.9%	306,659	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$22,468,815	$725,874 ▼	-3.1%	274,749	0.5%	Manufacturing
ABT Abbott Laboratories	$21,024,252	$2,681,142 ▲	14.6%	184,966	0.5%	Medical
VO Vanguard Mid-Cap ETF	$20,713,220	$526,988 ▲	2.6%	82,894	0.5%	ETF
JNJ Johnson & Johnson	$20,205,922	$1,845,069 ▲	10.0%	127,747	0.5%	Medical
VTI Vanguard Total Stock Market ETF	$19,982,860	$906,008 ▲	4.7%	76,887	0.5%	ETF
META Meta Platforms	$19,745,767	$4,251,425 ▲	27.4%	40,658	0.4%	Computer and Technology
VT Vanguard Total World Stock ETF	$19,490,359	$1,046,401 ▲	5.7%	176,389	0.4%	ETF
IWM iShares Russell 2000 ETF	$19,313,335	$1,544,200 ▲	8.7%	91,839	0.4%	Finance
HD Home Depot	$18,925,986	$1,488,453 ▲	8.5%	49,335	0.4%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$18,456,218	$33,252 ▼	-0.2%	98,797	0.4%	ETF
MGC Vanguard Mega Cap ETF	$18,319,918	$1,710,245 ▲	10.3%	98,035	0.4%	ETF
BLK BlackRock	$18,044,877	$305,139 ▲	1.7%	21,644	0.4%	Finance
BRK.A Berkshire Hathaway	$17,764,320	$12,688,800 ▲	250.0%	28	0.4%	Finance
VOE Vanguard Mid-Cap Value ETF	$17,403,102	$5,061,989 ▲	41.0%	111,618	0.4%	ETF
MCD McDonald's	$16,916,640	$5,677,881 ▲	50.5%	60,002	0.4%	Retail/Wholesale
AXP American Express	$16,575,225	$803,738 ▲	5.1%	72,798	0.4%	Finance
GPN Global Payments	$15,683,676	$230,163 ▲	1.5%	117,340	0.4%	Business Services
ADBE Adobe	$15,615,967	$2,971,923 ▲	23.5%	30,949	0.4%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$15,595,179	$962,993 ▲	6.6%	179,937	0.4%	ETF
EEM iShares MSCI Emerging Markets ETF	$15,483,600	$225,241 ▼	-1.4%	376,915	0.4%	Finance
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$15,019,053	$835,291 ▲	5.9%	627,362	0.3%	Manufacturing
COP ConocoPhillips	$14,677,854	$714,583 ▲	5.1%	115,314	0.3%	Oils/Energy
VOOV Vanguard S&P 500 Value ETF	$14,343,804	$2,095,264 ▲	17.1%	79,480	0.3%	ETF
ORCL Oracle	$14,194,119	$845,987 ▲	6.3%	113,001	0.3%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$14,072,062	$157,987 ▲	1.1%	166,652	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$14,010,093	$244,796 ▲	1.8%	25,182	0.3%	ETF
SBUX Starbucks	$13,941,980	$1,235,169 ▲	9.7%	152,562	0.3%	Retail/Wholesale
TCAF T. Rowe Price Capital Appreciation Equity ETF	$13,702,123	$8,409,224 ▲	158.9%	453,266	0.3%	ETF
WMT Walmart	$13,401,801	$8,995,386 ▲	204.1%	222,733	0.3%	Retail/Wholesale
EPD Enterprise Products Partners	$12,983,910	$1,601,997 ▲	14.1%	444,955	0.3%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$12,767,295	$678,285 ▲	5.6%	247,427	0.3%	ETF
SDY SPDR S&P Dividend ETF	$12,679,716	$1,198,993 ▲	10.4%	96,616	0.3%	ETF
AOA iShares Core Aggressive Allocation ETF	$12,555,839	$850,220 ▲	7.3%	170,922	0.3%	ETF
LLY Eli Lilly and Company	$12,542,468	$1,204,450 ▲	10.6%	16,120	0.3%	Medical
KO Coca-Cola	$12,509,348	$245,947 ▲	2.0%	204,465	0.3%	Consumer Staples
MDT Medtronic	$12,096,719	$328,472 ▲	2.8%	138,802	0.3%	Medical
EL Estée Lauder Companies	$11,938,647	$5,408,216 ▲	82.8%	77,448	0.3%	Consumer Staples
CVS CVS Health	$11,712,203	$495,579 ▲	4.4%	146,834	0.3%	Retail/Wholesale
CHD Church & Dwight	$11,540,971	$716,089 ▲	6.6%	110,641	0.3%	Consumer Staples
ALL Allstate	$11,215,223	$440,318 ▲	4.1%	64,823	0.3%	Finance
HLT Hilton Worldwide	$11,144,168	$678,539 ▲	6.5%	52,244	0.3%	Consumer Discretionary
PFE Pfizer	$10,904,292	$1,442,047 ▲	15.2%	392,950	0.2%	Medical
QQQ Invesco QQQ	$10,886,077	$72,828 ▲	0.7%	24,514	0.2%	Finance
SUB iShares Short-Term National Muni Bond ETF	$10,757,516	$1,597,112 ▼	-12.9%	102,718	0.2%	ETF
PG Procter & Gamble	$10,550,763	$977,331 ▲	10.2%	65,032	0.2%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$10,401,884	$1,736,738 ▲	20.0%	129,004	0.2%	ETF
XOM Exxon Mobil	$10,151,336	$428,925 ▲	4.4%	87,331	0.2%	Oils/Energy
SCHW Charles Schwab	$9,995,601	$493,747 ▲	5.2%	138,168	0.2%	Finance
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$9,907,385	$736,368 ▲	8.0%	426,491	0.2%	Manufacturing
MRK Merck & Co., Inc.	$9,745,731	$2,020,085 ▲	26.1%	73,857	0.2%	Medical
ITW Illinois Tool Works	$9,570,700	$846,525 ▲	9.7%	35,670	0.2%	Industrial Products
VWO Vanguard FTSE Emerging Markets ETF	$9,446,156	$918,518 ▲	10.8%	226,148	0.2%	ETF
NVDA NVIDIA	$9,345,528	$2,445,272 ▼	-20.7%	10,342	0.2%	Computer and Technology
IAU iShares Gold Trust	$8,877,511	$3,331,015 ▲	60.1%	211,319	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$8,812,655	$800,601 ▲	10.0%	42,313	0.2%	ETF
BA Boeing	$8,719,643	$1,310,812 ▲	17.7%	45,181	0.2%	Aerospace
SMOT VanEck Morningstar SMID Moat ETF	$8,499,409	$3,141,971 ▲	58.6%	249,174	0.2%	ETF
V Visa	$8,417,035	$997,941 ▲	13.5%	30,153	0.2%	Business Services
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$7,203,085	$439,007 ▲	6.5%	317,177	0.2%	Manufacturing
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$7,086,473	$1,559,288 ▲	28.2%	282,893	0.2%	ETF
BP BP	$6,888,350	$1,311,263 ▲	23.5%	182,812	0.2%	Oils/Energy
PFF iShares Preferred and Income Securities ETF	$6,807,889	$897,128 ▲	15.2%	211,227	0.2%	ETF
ZTS Zoetis	$6,677,881	$500,236 ▲	8.1%	39,461	0.2%	Medical
ENB Enbridge	$6,413,049	$264,440 ▲	4.3%	177,254	0.1%	Oils/Energy
SYK Stryker	$6,400,550	$132,457 ▲	2.1%	17,879	0.1%	Medical
INTC Intel	$6,287,812	$401,419 ▲	6.8%	142,354	0.1%	Computer and Technology
DIM WisdomTree International MidCap Dividend Fund	$6,285,778	$847,523 ▲	15.6%	99,917	0.1%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$5,934,672	$3,121,944 ▲	111.0%	51,993	0.1%	ETF
KMI Kinder Morgan	$5,898,481	$218,704 ▲	3.9%	321,619	0.1%	Oils/Energy
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$5,701,087	$987,388 ▲	20.9%	229,790	0.1%	ETF
CSCO Cisco Systems	$5,537,280	$872,713 ▲	18.7%	110,947	0.1%	Computer and Technology
AMT American Tower	$5,138,498	$2,006,911 ▲	64.1%	26,006	0.1%	Finance
NEA Nuveen AMT-Free Quality Municipal Income Fund	$4,832,955	$1,222,137 ▲	33.8%	436,582	0.1%	Financial Services
PM Philip Morris International	$4,781,018	$893,372 ▲	23.0%	52,184	0.1%	Consumer Staples
QLD ProShares Ultra QQQ	$4,592,700	$419,904 ▲	10.1%	52,500	0.1%	ETF
GLW Corning	$4,539,578	$165,985 ▲	3.8%	137,731	0.1%	Computer and Technology
NFLX Netflix	$4,486,954	$2,006,011 ▲	80.9%	7,388	0.1%	Consumer Discretionary
IBM International Business Machines	$4,468,619	$1,228,297 ▲	37.9%	23,400	0.1%	Computer and Technology
OKE ONEOK	$4,260,449	$805,143 ▲	23.3%	53,143	0.1%	Oils/Energy
DFAC Dimensional U.S. Core Equity 2 ETF	$4,172,211	$253,269 ▲	6.5%	130,585	0.1%	ETF
CL Colgate-Palmolive	$4,089,652	$121,126 ▼	-2.9%	45,412	0.1%	Consumer Staples
VB Vanguard Small-Cap ETF	$4,072,893	$201,622 ▼	-4.7%	17,817	0.1%	ETF
KKR KKR & Co. Inc.	$4,059,678	$225,499 ▲	5.9%	40,363	0.1%	Finance
HON Honeywell International	$4,024,761	$721,493 ▲	21.8%	19,608	0.1%	Multi-Sector Conglomerates
AMGN Amgen	$3,950,510	$306,248 ▲	8.4%	13,893	0.1%	Medical
HSY Hershey	$3,931,828	$191,009 ▲	5.1%	20,214	0.1%	Consumer Staples
MCK McKesson	$3,812,573	$186,307 ▲	5.1%	7,101	0.1%	Medical
BDX Becton, Dickinson and Company	$3,785,632	$35,391 ▲	0.9%	15,296	0.1%	Medical
DHR Danaher	$3,769,827	$359,079 ▲	10.5%	15,097	0.1%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$3,734,052	$9,495 ▲	0.3%	14,944	0.1%	Business Services
TTD Trade Desk	$3,631,864	$3,235 ▼	-0.1%	41,545	0.1%	Computer and Technology
ARCC Ares Capital	$3,603,802	$616,846 ▲	20.7%	173,090	0.1%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,591,297	$555,850 ▲	18.3%	150,578	0.1%	ETF
VOOG Vanguard S&P 500 Growth ETF	$3,350,621	$10,970 ▲	0.3%	10,996	0.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$3,337,467	$102,400 ▼	-3.0%	49,182	0.1%	Manufacturing
TJX TJX Companies	$3,298,891	$1,222,059 ▲	58.8%	32,523	0.1%	Retail/Wholesale
VUSB Vanguard Ultra-Short Bond ETF	$3,290,786	$35,279 ▲	1.1%	66,415	0.1%	ETF
AEP American Electric Power	$3,269,602	$296,219 ▲	10.0%	37,970	0.1%	Utilities
MCS Marcus	$3,256,229	$65,140 ▲	2.0%	228,347	0.1%	Consumer Discretionary
GE General Electric	$3,236,564	$436,738 ▲	15.6%	18,438	0.1%	Transportation
SOR Source Capital	$3,194,100	$27,959 ▲	0.9%	75,172	0.1%	Finance
NTRS Northern Trust	$3,166,092	$39,569 ▲	1.3%	35,606	0.1%	Finance
CEG Constellation Energy	$3,106,115	$451,204 ▲	17.0%	16,804	0.1%	Oils/Energy
RYLD Global X Russell 2000 Covered Call ETF	$2,997,248	$1,261,112 ▲	72.6%	177,245	0.1%	ETF
NKE NIKE	$2,995,888	$567,803 ▲	23.4%	31,874	0.1%	Consumer Discretionary
BND Vanguard Total Bond Market ETF	$2,939,554	$601,740 ▲	25.7%	40,473	0.1%	ETF
STZ Constellation Brands	$2,933,745	$273,628 ▲	10.3%	10,786	0.1%	Consumer Staples
VZ Verizon Communications	$2,848,944	$557,091 ▲	24.3%	67,893	0.1%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$2,838,394	$348,262 ▲	14.0%	30,066	0.1%	ETF
TT Trane Technologies	$2,772,265	$19,216 ▼	-0.7%	9,233	0.1%	Business Services
TYL Tyler Technologies	$2,753,640	$90,102 ▲	3.4%	6,479	0.1%	Computer and Technology
CMCSA Comcast	$2,722,460	$421,448 ▲	18.3%	62,802	0.1%	Consumer Discretionary
BX Blackstone	$2,675,901	$33,106 ▼	-1.2%	20,369	0.1%	Finance
AMLP Alerian MLP ETF	$2,674,269	$281,295 ▲	11.8%	56,348	0.1%	ETF
BMY Bristol-Myers Squibb	$2,653,309	$457,114 ▲	20.8%	48,926	0.1%	Medical
STLA Stellantis	$2,645,377	$541,946 ▲	25.8%	93,476	0.1%	Auto/Tires/Trucks
PSX Phillips 66	$2,632,865	$62,897 ▲	2.4%	16,116	0.1%	Oils/Energy
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$2,631,386	$90,661 ▲	3.6%	82,720	0.1%	Manufacturing
LYG Lloyds Banking Group	$2,599,402	$5,460 ▲	0.2%	1,003,630	0.1%	Finance
REGN Regeneron Pharmaceuticals	$2,595,980	$128,018 ▲	5.2%	2,697	0.1%	Medical
CME CME Group	$2,574,793	$1,033,706 ▲	67.1%	11,961	0.1%	Finance
BIT BlackRock Multi-Sector Income Trust	$2,562,684	$16 ▲	0.0%	161,378	0.1%	Financial Services
NICE NICE	$2,488,139	$207,193 ▲	9.1%	9,547	0.1%	Computer and Technology
MO Altria Group	$2,369,629	$507,357 ▲	27.2%	54,323	0.1%	Consumer Staples
LMT Lockheed Martin	$2,273,143	$551,769 ▲	32.1%	4,989	0.1%	Aerospace
NAD Nuveen Quality Municipal Income Fund	$2,243,151		0.0%	195,737	0.1%	Financial Services
APH Amphenol	$2,185,468	$2,999 ▲	0.1%	18,946	0.0%	Computer and Technology
GDX VanEck Gold Miners ETF	$2,176,777	$327,234 ▲	17.7%	68,842	0.0%	ETF
NTRA Natera	$2,173,455		0.0%	23,764	0.0%	Medical
TSLA Tesla	$2,161,250	$235,335 ▲	12.2%	12,297	0.0%	Auto/Tires/Trucks
GWW W.W. Grainger	$2,158,193	$15,263 ▼	-0.7%	2,121	0.0%	Industrial Products
XYL Xylem	$2,104,087	$5,815 ▼	-0.3%	16,282	0.0%	Industrial Products
BABA Alibaba Group	$2,065,932	$565,765 ▲	37.7%	28,548	0.0%	Retail/Wholesale
MPC Marathon Petroleum	$2,036,199	$347,796 ▼	-14.6%	10,105	0.0%	Oils/Energy
WEC WEC Energy Group	$2,009,619	$225,006 ▲	12.6%	24,472	0.0%	Utilities
DE Deere & Company	$1,992,115	$47,656 ▲	2.5%	4,849	0.0%	Industrial Products
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,990,169	$516,790 ▲	35.1%	83,621	0.0%	ETF
DFS Discover Financial Services	$1,980,949	$61,745 ▲	3.2%	15,111	0.0%	Finance
ETN Eaton	$1,956,344	$180,749 ▲	10.2%	6,256	0.0%	Industrial Products
QYLD Global X Nasdaq 100 Covered Call ETF	$1,955,659	$335,248 ▲	20.7%	109,191	0.0%	Manufacturing
EXC Exelon	$1,941,904	$48,164 ▼	-2.4%	51,688	0.0%	Utilities
YUM Yum! Brands	$1,900,020	$717,083 ▲	60.6%	13,704	0.0%	Retail/Wholesale
UPS United Parcel Service	$1,878,560	$136,179 ▲	7.8%	12,636	0.0%	Transportation
BOX BOX	$1,770,000	$456,802 ▲	34.8%	62,500	0.0%	Computer and Technology
NUV Nuveen Municipal Value Fund	$1,731,383	$505 ▲	0.0%	198,781	0.0%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,698,203	$103,128 ▲	6.5%	12,482	0.0%	Computer and Technology
PGR Progressive	$1,691,452	$591,615 ▲	53.8%	8,174	0.0%	Finance
VBR Vanguard Small-Cap Value ETF	$1,664,596	$90,388 ▲	5.7%	8,674	0.0%	ETF
CM Canadian Imperial Bank of Commerce	$1,664,438	$1,522 ▲	0.1%	32,817	0.0%	Finance
ACWI iShares MSCI ACWI ETF	$1,636,397	$43,173 ▲	2.7%	14,858	0.0%	Manufacturing
QCOM QUALCOMM	$1,611,799	$189,623 ▲	13.3%	9,520	0.0%	Computer and Technology
VNQ Vanguard Real Estate ETF	$1,606,886	$51,718 ▲	3.3%	18,580	0.0%	ETF
IGF iShares Global Infrastructure ETF	$1,605,182	$96,860 ▲	6.4%	33,708	0.0%	Manufacturing
USB U.S. Bancorp	$1,594,528	$164,093 ▲	11.5%	35,672	0.0%	Finance
SHEL Shell	$1,591,740	$371,976 ▲	30.5%	23,745	0.0%	Oils/Energy
WFRD Weatherford International	$1,587,025		0.0%	13,750	0.0%	Oils/Energy
NVO Novo Nordisk A/S	$1,560,941	$125,831 ▲	8.8%	12,157	0.0%	Medical
T AT&T	$1,543,239	$102,890 ▲	7.1%	87,684	0.0%	Computer and Technology
KHC Kraft Heinz	$1,479,744	$36,125 ▲	2.5%	40,102	0.0%	Consumer Staples
NUE Nucor	$1,456,357	$1,456,357 ▲	New Holding	7,359	0.0%	Basic Materials
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,454,204	$44,306 ▼	-3.0%	28,358	0.0%	Manufacturing
AON AON	$1,450,930	$283,312 ▼	-16.3%	4,348	0.0%	Finance
MDLZ Mondelez International	$1,447,607	$9,240 ▲	0.6%	20,681	0.0%	Consumer Staples
EMR Emerson Electric	$1,445,884	$26,089 ▲	1.8%	12,747	0.0%	Industrial Products
CP Canadian Pacific Kansas City	$1,439,907	$103,260 ▲	7.7%	16,329	0.0%	Transportation
WBA Walgreens Boots Alliance	$1,420,258	$112,095 ▲	8.6%	65,479	0.0%	Retail/Wholesale
TXN Texas Instruments	$1,396,384	$368,340 ▲	35.8%	8,018	0.0%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,372,840	$221,545 ▲	19.2%	12,604	0.0%	Finance
AMP Ameriprise Financial	$1,362,872	$43,850 ▼	-3.1%	3,108	0.0%	Finance
EQH Equitable	$1,342,980	$202,068 ▲	17.7%	35,331	0.0%	Finance
XLF Financial Select Sector SPDR Fund	$1,333,070	$258,957 ▲	24.1%	31,649	0.0%	ETF
VONV Vanguard Russell 1000 Value	$1,324,140	$40,106 ▼	-2.9%	16,838	0.0%	ETF
BTO John Hancock Financial Opportunities Fund	$1,316,310		0.0%	44,500	0.0%	Finance
C Citigroup	$1,311,160	$98,086 ▼	-7.0%	20,733	0.0%	Finance
DBA Invesco DB Agriculture Fund	$1,293,537		0.0%	52,243	0.0%	Finance
VGT Vanguard Information Technology ETF	$1,291,531	$431,210 ▼	-25.0%	2,462	0.0%	ETF
PICK iShares MSCI Global Metals & Mining Producers ETF	$1,265,366	$347,564 ▲	37.9%	30,345	0.0%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$1,236,431	$322,308 ▲	35.3%	30,371	0.0%	ETF
GD General Dynamics	$1,231,253	$234,726 ▲	23.6%	4,359	0.0%	Aerospace
NEE NextEra Energy	$1,226,246	$111,407 ▲	10.0%	19,185	0.0%	Utilities
A Agilent Technologies	$1,207,243	$49,926 ▲	4.3%	8,294	0.0%	Computer and Technology
PYPL PayPal	$1,189,200	$536,587 ▲	82.2%	17,752	0.0%	Computer and Technology
HOLX Hologic	$1,178,132	$215,793 ▼	-15.5%	15,112	0.0%	Medical
MYI BlackRock MuniYield Quality Fund III	$1,150,852		0.0%	100,423	0.0%	Finance
DUK Duke Energy	$1,147,673	$105,231 ▲	10.1%	11,866	0.0%	Utilities
DOW DOW	$1,125,464	$177,961 ▲	18.8%	19,428	0.0%	Basic Materials
COOPER COS INC	$1,122,858	$1,122,858 ▲	New Holding	11,067	0.0%	COM
SCCO Southern Copper	$1,115,814	$746 ▲	0.1%	10,475	0.0%	Basic Materials
DBC Invesco DB Commodity Index Tracking Fund	$1,106,713	$248,075 ▲	28.9%	48,181	0.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$1,105,021	$208,018 ▲	23.2%	11,283	0.0%	Finance
HWM Howmet Aerospace	$1,078,867	$18,202 ▲	1.7%	15,766	0.0%	Construction
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,076,172		0.0%	13,845	0.0%	ETF
CBOE Cboe Global Markets	$1,063,433	$275,596 ▲	35.0%	5,788	0.0%	Financial Services
WTW Willis Towers Watson Public	$1,051,574	$126,772 ▲	13.7%	3,824	0.0%	Finance
MAR Marriott International	$1,049,585	$263,910 ▲	33.6%	4,160	0.0%	Consumer Discretionary
EBAY eBay	$1,046,275	$14,040 ▲	1.4%	19,823	0.0%	Retail/Wholesale
PNW Pinnacle West Capital	$1,022,649	$23,317 ▲	2.3%	13,684	0.0%	Utilities
WFC Wells Fargo & Company	$1,020,749	$118,349 ▲	13.1%	17,612	0.0%	Finance
BHP BHP Group	$1,005,050	$79,846 ▲	8.6%	17,421	0.0%	Basic Materials
ADSK Autodesk	$997,669	$997,669 ▲	New Holding	3,831	0.0%	Computer and Technology
IWB iShares Russell 1000 ETF	$980,556	$1,238,370 ▼	-55.8%	3,404	0.0%	ETF
GIS General Mills	$968,798	$88,715 ▲	10.1%	13,847	0.0%	Consumer Staples
TDG TransDigm Group	$958,185	$958,185 ▲	New Holding	778	0.0%	Aerospace
XBI SPDR S&P Biotech ETF	$956,586	$28,467 ▲	3.1%	10,081	0.0%	ETF
NOC Northrop Grumman	$951,249	$45,959 ▲	5.1%	1,987	0.0%	Aerospace
F Ford Motor	$942,666	$246,759 ▲	35.5%	70,983	0.0%	Auto/Tires/Trucks
CTVA Corteva	$934,593	$127,277 ▲	15.8%	16,206	0.0%	Consumer Staples
GS The Goldman Sachs Group	$932,033	$377,490 ▲	68.1%	2,232	0.0%	Finance
MSI Motorola Solutions	$920,362	$100,093 ▲	12.2%	2,593	0.0%	Computer and Technology
UBER Uber Technologies	$917,490	$501,128 ▲	120.4%	11,917	0.0%	Computer and Technology
ED Consolidated Edison	$904,727	$56,125 ▲	6.6%	9,962	0.0%	Utilities
INTU Intuit	$903,332	$77,391 ▲	9.4%	1,389	0.0%	Computer and Technology
CI The Cigna Group	$895,999	$40,331 ▲	4.7%	2,466	0.0%	Medical
SO Southern	$890,253	$50,933 ▲	6.1%	12,410	0.0%	Utilities
VTEB Vanguard Tax-Exempt Bond ETF	$881,092	$19,735 ▼	-2.2%	17,412	0.0%	ETF
MS Morgan Stanley	$880,971	$304,894 ▲	52.9%	9,356	0.0%	Finance
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$877,159	$3,568 ▲	0.4%	39,583	0.0%	Manufacturing
DLN WisdomTree U.S. LargeCap Dividend Fund	$876,201	$102,072 ▲	13.2%	12,138	0.0%	Finance
MMM 3M	$875,196	$128,150 ▲	17.2%	8,250	0.0%	Multi-Sector Conglomerates
FTV Fortive	$873,605	$873,605 ▲	New Holding	10,156	0.0%	Computer and Technology
WM Waste Management	$858,153	$341,897 ▲	66.2%	4,026	0.0%	Business Services
ASML ASML	$857,652	$5,828 ▼	-0.7%	883	0.0%	Computer and Technology
CSQ Calamos Strategic Total Return Fund	$852,954	$638 ▲	0.1%	52,104	0.0%	Financial Services
EFV iShares MSCI EAFE Value ETF	$839,283	$103,469 ▲	14.1%	15,428	0.0%	ETF
AMD Advanced Micro Devices	$827,366	$5,595 ▲	0.7%	4,584	0.0%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$815,980	$10,532 ▲	1.3%	32,074	0.0%	ETF
IYM iShares U.S. Basic Materials ETF	$808,805	$10,045 ▼	-1.2%	5,475	0.0%	ETF
CARR Carrier Global	$806,999	$47,023 ▲	6.2%	13,884	0.0%	Computer and Technology
ESGV Vanguard ESG US Stock ETF	$806,604	$137,727 ▲	20.6%	8,656	0.0%	ETF
ECL Ecolab	$797,991	$12,960 ▲	1.7%	3,448	0.0%	Basic Materials
NSC Norfolk Southern	$790,093	$38,740 ▲	5.2%	3,100	0.0%	Transportation
VEU Vanguard FTSE All-World ex-US ETF	$781,414	$115,945 ▲	17.4%	13,324	0.0%	ETF
SYY Sysco	$772,692	$772,692 ▲	New Holding	9,517	0.0%	Consumer Staples
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$771,760	$43,444 ▼	-5.3%	15,544	0.0%	ETF
KVUE Kenvue	$771,506	$83,086 ▲	12.1%	35,954	0.0%	Consumer Staples
XLU Utilities Select Sector SPDR Fund	$768,754	$228,085 ▲	42.2%	11,709	0.0%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$768,694	$50,285 ▼	-6.1%	16,204	0.0%	Finance
PWB Invesco Large Cap Growth ETF	$767,894		0.0%	8,600	0.0%	ETF
DVY iShares Select Dividend ETF	$764,938		0.0%	6,210	0.0%	ETF
BSV Vanguard Short-Term Bond ETF	$761,845	$349,486 ▲	84.8%	9,936	0.0%	ETF
CB Chubb	$725,161	$142,442 ▲	24.4%	2,800	0.0%	Finance
SHW Sherwin-Williams	$720,631	$15,325 ▲	2.2%	2,069	0.0%	Construction
SOXX iShares Semiconductor ETF	$720,459	$548,082 ▲	318.0%	3,189	0.0%	ETF
BAX Baxter International	$715,131	$374,619 ▼	-34.4%	16,732	0.0%	Medical
GSK GSK	$714,335	$19,677 ▲	2.8%	16,663	0.0%	Medical
AZN AstraZeneca	$705,148	$83,341 ▲	13.4%	10,407	0.0%	Medical
IWO iShares Russell 2000 Growth ETF	$698,202	$12,178 ▲	1.8%	2,580	0.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$693,080	$186,481 ▲	36.8%	4,092	0.0%	ETF
GHY PGIM Global High Yield Fund	$685,705		0.0%	57,333	0.0%	Financial Services
SCZ iShares MSCI EAFE Small-Cap ETF	$667,266	$63 ▼	0.0%	10,535	0.0%	ETF
XLV Health Care Select Sector SPDR Fund	$665,757	$11,670 ▲	1.8%	4,507	0.0%	ETF
PRU Prudential Financial	$651,996	$87,575 ▲	15.5%	5,554	0.0%	Finance
OEF iShares S&P 100 ETF	$646,422	$13,611 ▲	2.2%	2,612	0.0%	ETF
GRAYSCALE BITCOIN TR BTC	$646,419	$646,419 ▲	New Holding	10,233	0.0%	SHS REP COM UT
AMAT Applied Materials	$640,755	$154,153 ▲	31.7%	3,105	0.0%	Computer and Technology
FFIN First Financial Bankshares	$628,771		0.0%	19,164	0.0%	Finance
FCX Freeport-McMoRan	$622,462	$1,505 ▲	0.2%	13,239	0.0%	Basic Materials
SRE Sempra	$610,953	$359 ▲	0.1%	8,506	0.0%	Utilities
SWK Stanley Black & Decker	$607,390	$15,082 ▼	-2.4%	6,202	0.0%	Industrial Products
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$605,635	$12,079 ▲	2.0%	28,881	0.0%	ETF
VEGI iShares MSCI Agriculture Producers ETF	$605,220		0.0%	15,720	0.0%	ETF
OTIS Otis Worldwide	$601,201	$64,042 ▲	11.9%	6,055	0.0%	Construction
BK Bank of New York Mellon	$596,034	$23,048 ▼	-3.7%	10,344	0.0%	Finance
ISHARES BITCOIN TR	$588,838	$588,838 ▲	New Holding	14,550	0.0%	SHS
DSI iShares MSCI KLD 400 Social ETF	$585,429	$65,944 ▼	-10.1%	5,806	0.0%	ETF
CSX CSX	$583,438	$143,533 ▲	32.6%	15,739	0.0%	Transportation
RIO Rio Tinto Group	$582,392	$1,530 ▼	-0.3%	9,137	0.0%	Basic Materials
YUMC Yum China	$577,288	$157,941 ▲	37.7%	14,507	0.0%	Retail/Wholesale
TGT Target	$568,379	$75,831 ▲	15.4%	3,208	0.0%	Retail/Wholesale
DD DuPont de Nemours	$567,083	$118,998 ▲	26.6%	7,396	0.0%	Basic Materials
RACE Ferrari	$565,565	$17,006 ▲	3.1%	1,297	0.0%	Auto/Tires/Trucks
ICLR ICON Public	$564,396	$18,477 ▲	3.4%	1,680	0.0%	Medical
GOLD Barrick Gold	$564,283	$111,409 ▲	24.6%	33,910	0.0%	Basic Materials
SPGI S&P Global	$560,084	$36,176 ▲	6.9%	1,316	0.0%	Business Services
FBIN Fortune Brands Innovations	$542,825	$17,358 ▲	3.3%	6,411	0.0%	Retail/Wholesale
SLB Schlumberger	$536,369	$36,120 ▲	7.2%	9,786	0.0%	Oils/Energy
WPC W. P. Carey	$534,972	$677 ▲	0.1%	9,479	0.0%	Finance
LHX L3Harris Technologies	$533,773	$533,773 ▲	New Holding	2,505	0.0%	Aerospace
ES Eversource Energy	$528,427	$4,423 ▲	0.8%	8,841	0.0%	Utilities
PLD Prologis	$525,528	$2,605 ▼	-0.5%	4,035	0.0%	Finance
VOT Vanguard Mid-Cap Growth ETF	$524,275	$707 ▲	0.1%	2,224	0.0%	ETF
NLY Annaly Capital Management	$522,747	$807 ▲	0.2%	26,549	0.0%	Finance
IWS iShares Russell Mid-Cap Value ETF	$517,534	$151,538 ▲	41.4%	4,129	0.0%	ETF
GILD Gilead Sciences	$516,675	$98,163 ▼	-16.0%	7,053	0.0%	Medical
DEO Diageo	$512,487	$36,436 ▲	7.7%	3,446	0.0%	Consumer Staples
ORI Old Republic International	$510,908		0.0%	16,631	0.0%	Finance
FERG Ferguson	$497,781	$5,679 ▲	1.2%	2,279	0.0%	Industrial Products
ADI Analog Devices	$492,977	$130,907 ▲	36.2%	2,493	0.0%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$490,307	$332 ▼	-0.1%	16,224	0.0%	ETF
EW Edwards Lifesciences	$485,636	$884,312 ▼	-64.6%	5,082	0.0%	Medical
MMS Maximus	$482,845	$482,845 ▲	New Holding	5,755	0.0%	Business Services
VMC Vulcan Materials	$473,599		0.0%	1,735	0.0%	Construction
PHO Invesco Water Resources ETF	$472,358	$200 ▲	0.0%	7,096	0.0%	ETF
DTE DTE Energy	$470,226	$57,979 ▲	14.1%	4,193	0.0%	Utilities
FDL First Trust Morningstar Dividend Leaders Index	$470,076		0.0%	12,216	0.0%	ETF
HIG The Hartford Financial Services Group	$466,547	$927 ▲	0.2%	4,528	0.0%	Finance
NVS Novartis	$466,247	$92,766 ▲	24.8%	4,820	0.0%	Medical
STIP iShares 0-5 Year TIPS Bond ETF	$463,900	$569,806 ▼	-55.1%	4,665	0.0%	ETF
ZBRA Zebra Technologies	$456,079		0.0%	1,513	0.0%	Industrial Products
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$452,524	$21,695 ▲	5.0%	9,449	0.0%	Manufacturing
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$450,722	$2,254 ▲	0.5%	5,598	0.0%	ETF
TMUS T-Mobile US	$446,027	$446,027 ▲	New Holding	2,733	0.0%	Computer and Technology
BGY BlackRock Enhanced International Dividend Trust	$445,427	$6 ▼	0.0%	80,547	0.0%	Financial Services
AXON Axon Enterprise	$442,099		0.0%	1,413	0.0%	Industrial Products
TRV Travelers Companies	$441,047	$441,047 ▲	New Holding	1,917	0.0%	Finance
WMB Williams Companies	$440,298	$132,865 ▲	43.2%	11,297	0.0%	Oils/Energy
ISSC Innovative Solutions and Support	$438,761	$1,281 ▼	-0.3%	59,940	0.0%	Aerospace
MCO Moody's	$437,748	$71,445 ▲	19.5%	1,109	0.0%	Finance
FI Fiserv	$432,792	$432,792 ▲	New Holding	2,708	0.0%	Business Services
EQIX Equinix	$430,131	$28,070 ▲	7.0%	521	0.0%	Finance
KR Kroger	$428,881	$98,621 ▲	29.9%	7,506	0.0%	Retail/Wholesale
EA Electronic Arts	$422,522	$159,242 ▲	60.5%	3,184	0.0%	Consumer Discretionary
GEHC GE HealthCare Technologies	$421,305	$148,680 ▲	54.5%	4,633	0.0%	Medical
BOE BlackRock Enhanced Global Dividend Trust	$421,193		0.0%	40,267	0.0%	Financial Services
PWR Quanta Services	$416,603	$416,603 ▲	New Holding	1,604	0.0%	Construction
TRP TC Energy	$415,416	$32,240 ▲	8.4%	10,334	0.0%	Oils/Energy
BWXT BWX Technologies	$413,651	$6,569 ▲	1.6%	4,030	0.0%	Computer and Technology
HAL Halliburton	$413,611	$37,135 ▲	9.9%	10,492	0.0%	Oils/Energy
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$411,726	$10,052 ▲	2.5%	20,153	0.0%	ETF
SHCO Soho House & Co Inc.	$410,928	$205,464 ▲	100.0%	72,474	0.0%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$410,417	$708 ▲	0.2%	7,540	0.0%	ETF
MELI MercadoLibre	$409,741	$39,311 ▲	10.6%	271	0.0%	Retail/Wholesale
IBB iShares Biotechnology ETF	$409,622		0.0%	2,985	0.0%	Finance
DHI D.R. Horton	$408,305	$408,305 ▲	New Holding	2,481	0.0%	Construction
LW Lamb Weston	$407,051	$407,051 ▲	New Holding	3,821	0.0%	Consumer Staples
ELS Equity LifeStyle Properties	$405,816	$515 ▲	0.1%	6,302	0.0%	Finance
MAT Mattel	$405,649	$153,052 ▲	60.6%	20,477	0.0%	Consumer Discretionary
WELL Welltower	$400,466	$110,815 ▼	-21.7%	4,286	0.0%	Finance
VXF Vanguard Extended Market ETF	$397,592	$35,906 ▲	9.9%	2,270	0.0%	ETF
UL Unilever	$396,269	$67,509 ▼	-14.6%	7,895	0.0%	Consumer Staples
INCY Incyte	$395,942	$395,942 ▲	New Holding	6,950	0.0%	Medical
SAP SAP	$389,280	$390 ▲	0.1%	1,996	0.0%	Computer and Technology
LZB La-Z-Boy	$385,605	$225,720 ▼	-36.9%	10,250	0.0%	Consumer Discretionary
WDAY Workday	$382,668	$4,909 ▼	-1.3%	1,403	0.0%	Computer and Technology
XYLD Global X S&P 500 Covered Call ETF	$381,730	$111,933 ▲	41.5%	9,358	0.0%	ETF
ICLN iShares Global Clean Energy ETF	$379,924	$7,409 ▲	2.0%	27,176	0.0%	ETF
PXD Pioneer Natural Resources	$378,458	$109,968 ▲	41.0%	1,442	0.0%	Oils/Energy
BKR Baker Hughes	$377,092	$377,092 ▲	New Holding	11,256	0.0%	Oils/Energy
VGIT Vanguard Intermediate-Term Treasury Index ETF	$376,711	$376,711 ▲	New Holding	6,434	0.0%	ETF
MU Micron Technology	$374,146	$1,533 ▼	-0.4%	3,173	0.0%	Computer and Technology
BXSL Blackstone Secured Lending Fund	$373,800	$373,800 ▲	New Holding	12,000	0.0%	Finance
USFD US Foods	$366,726	$366,726 ▲	New Holding	6,795	0.0%	Consumer Staples
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$364,466	$7,141 ▲	2.0%	7,247	0.0%	Finance
SCHF Schwab International Equity ETF	$363,189	$363,189 ▲	New Holding	9,308	0.0%	ETF
PH Parker-Hannifin	$361,972	$361,972 ▲	New Holding	651	0.0%	Industrial Products
QUAL iShares MSCI USA Quality Factor ETF	$361,105	$52,925 ▲	17.2%	2,197	0.0%	ETF
ZBH Zimmer Biomet	$358,502	$95,829 ▲	36.5%	2,716	0.0%	Medical
HSBC HSBC	$358,215		0.0%	9,101	0.0%	Finance
PEG Public Service Enterprise Group	$357,647	$8,279 ▲	2.4%	5,357	0.0%	Utilities
TRI Thomson Reuters	$357,172	$11,999 ▼	-3.3%	2,292	0.0%	Business Services
IYH iShares U.S. Healthcare ETF	$354,566	$306,655 ▲	640.1%	5,728	0.0%	ETF
ORLY O'Reilly Automotive	$354,468	$30,480 ▲	9.4%	314	0.0%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$354,451	$354,451 ▲	New Holding	1,478	0.0%	ETF
TEAM Atlassian	$352,954	$18,731 ▲	5.6%	1,809	0.0%	Computer and Technology
VERALTO CORP	$352,633	$352,633 ▲	New Holding	3,977	0.0%	COM SHS
MNST Monster Beverage	$350,938	$350,938 ▲	New Holding	5,920	0.0%	Consumer Staples
EQR Equity Residential	$350,319	$86,475 ▲	32.8%	5,550	0.0%	Finance
SKX Skechers U.S.A.	$349,182	$349,182 ▲	New Holding	5,700	0.0%	Consumer Discretionary
HALO Halozyme Therapeutics	$345,780	$20,340 ▲	6.3%	8,500	0.0%	Medical
MSTR MicroStrategy	$340,912	$340,912 ▲	New Holding	200	0.0%	Computer and Technology
AOS A. O. Smith	$336,816	$3,668 ▼	-1.1%	3,765	0.0%	Industrial Products
SPG Simon Property Group	$335,084	$7,669 ▲	2.3%	2,141	0.0%	Finance
KMB Kimberly-Clark	$330,349	$40,356 ▲	13.9%	2,554	0.0%	Consumer Staples
MET MetLife	$328,839	$18,154 ▲	5.8%	4,438	0.0%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$322,289	$37,455 ▼	-10.4%	5,550	0.0%	ETF
IGE iShares North American Natural Resources ETF	$317,224		0.0%	7,051	0.0%	ETF
DRI Darden Restaurants	$316,148	$22,570 ▲	7.7%	1,891	0.0%	Retail/Wholesale
WCN Waste Connections	$315,401	$6,367 ▲	2.1%	1,833	0.0%	Business Services
TTE TotalEnergies	$313,039	$26,018 ▼	-7.7%	4,548	0.0%	Oils/Energy
AEM Agnico Eagle Mines	$310,180	$41,755 ▼	-11.9%	5,200	0.0%	Basic Materials
UBS UBS Group	$309,473	$12,595 ▼	-3.9%	10,074	0.0%	Finance
STT State Street	$305,027	$305,027 ▲	New Holding	3,945	0.0%	Finance
ACGL Arch Capital Group	$303,943	$13,958 ▼	-4.4%	3,288	0.0%	Finance
IXC iShares Global Energy ETF	$299,662	$9,535 ▼	-3.1%	6,977	0.0%	ETF
HYT BlackRock Corporate High Yield Fund	$299,574	$299,574 ▲	New Holding	30,600	0.0%	Financial Services
IBN ICICI Bank	$299,124	$7,422 ▼	-2.4%	11,325	0.0%	Finance
VLO Valero Energy	$298,535	$3,584 ▲	1.2%	1,749	0.0%	Oils/Energy
PTLO Portillo's	$298,305	$204,348 ▼	-40.7%	21,037	0.0%	Retail/Wholesale
HUM Humana	$296,795	$2,244,339 ▼	-88.3%	856	0.0%	Medical
VNLA Janus Henderson Short Duration Income ETF	$294,007		0.0%	6,062	0.0%	ETF
COKE Coca-Cola Consolidated	$290,656		0.0%	343	0.0%	Consumer Staples
VTWO Vanguard Russell 2000 ETF	$289,800	$510 ▲	0.2%	3,407	0.0%	ETF
STE STERIS	$289,793	$15,288 ▲	5.6%	1,289	0.0%	Medical
GMED Globus Medical	$287,081		0.0%	5,352	0.0%	Medical
HES Hess	$287,021	$106,870 ▼	-27.1%	1,880	0.0%	Oils/Energy
CTAS Cintas	$281,557		0.0%	410	0.0%	Industrial Products
NWL Newell Brands	$281,050		0.0%	35,000	0.0%	Consumer Staples
NOW ServiceNow	$280,563	$57,785 ▲	25.9%	369	0.0%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$280,394	$12,752 ▲	4.8%	3,672	0.0%	ETF
MUB iShares National Muni Bond ETF	$279,125	$279,125 ▲	New Holding	2,594	0.0%	ETF
GTLS Chart Industries	$276,730	$385,940 ▼	-58.2%	1,680	0.0%	Industrial Products
FHLC Fidelity MSCI Health Care Index ETF	$274,044	$11,860 ▼	-4.1%	3,928	0.0%	ETF
GM General Motors	$271,234	$6,031 ▼	-2.2%	5,981	0.0%	Auto/Tires/Trucks
NTR Nutrien	$270,771	$4,779 ▲	1.8%	4,986	0.0%	Basic Materials
GPC Genuine Parts	$269,326	$269,326 ▲	New Holding	1,738	0.0%	Auto/Tires/Trucks
MCHI iShares MSCI China ETF	$264,791	$160,075 ▼	-37.7%	6,663	0.0%	ETF
FANG Diamondback Energy	$263,373	$263,373 ▲	New Holding	1,328	0.0%	Oils/Energy
FNWD Finward Bancorp	$262,408		0.0%	10,667	0.0%	Finance
NEM Newmont	$261,132	$282,529 ▼	-52.0%	7,286	0.0%	Basic Materials
PANW Palo Alto Networks	$260,831	$53,416 ▲	25.8%	918	0.0%	Computer and Technology
NU NU	$255,779	$255,779 ▲	New Holding	21,440	0.0%	Business Services
ISD PGIM High Yield Bond Fund	$250,755		0.0%	19,304	0.0%	Financial Services
MMC Marsh & McLennan Companies	$249,798	$1,853 ▼	-0.7%	1,213	0.0%	Finance
CLX Clorox	$247,974	$247,974 ▲	New Holding	1,619	0.0%	Consumer Staples
ELV Elevance Health	$246,670	$17,101 ▲	7.4%	476	0.0%	Medical
LFUS Littelfuse	$242,350		0.0%	1,000	0.0%	Computer and Technology
BMO Bank of Montreal	$242,116	$46,489 ▼	-16.1%	2,479	0.0%	Finance
IXG iShares Global Financials ETF	$240,435		0.0%	2,775	0.0%	ETF
PDI PIMCO Dynamic Income Fund	$239,967	$758,655 ▼	-76.0%	12,440	0.0%	Financial Services
ISRG Intuitive Surgical	$239,055	$239,055 ▲	New Holding	599	0.0%	Medical
COF Capital One Financial	$238,530	$13,847 ▼	-5.5%	1,602	0.0%	Finance
ENV Envestnet	$237,894	$237,894 ▲	New Holding	4,108	0.0%	Business Services
GDDY GoDaddy	$237,597	$10,919 ▼	-4.4%	2,002	0.0%	Computer and Technology
ENLC EnLink Midstream	$235,290		0.0%	17,250	0.0%	Oils/Energy
XEL Xcel Energy	$234,259	$19,190 ▲	8.9%	4,358	0.0%	Utilities
SHYD VanEck Short High Yield Muni ETF	$233,064		0.0%	10,400	0.0%	ETF
INTS Intensity Therapeutics, Inc. Common stock	$229,720	$52,000 ▲	29.3%	44,177	0.0%	Medical
CMG Chipotle Mexican Grill	$229,635	$229,635 ▲	New Holding	79	0.0%	Retail/Wholesale
FOLD Amicus Therapeutics	$224,798	$742 ▼	-0.3%	19,083	0.0%	Medical
IWN iShares Russell 2000 Value ETF	$224,373	$11,274 ▼	-4.8%	1,413	0.0%	ETF
MKC McCormick & Company, Incorporated	$221,059	$127,889 ▼	-36.6%	2,878	0.0%	Consumer Staples
CNQ Canadian Natural Resources	$220,949	$16,791 ▼	-7.1%	2,895	0.0%	Oils/Energy
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$219,897	$4,015 ▲	1.9%	11,447	0.0%	ETF
AVEM Avantis Emerging Markets Equity ETF	$216,654	$216,654 ▲	New Holding	3,738	0.0%	ETF
COR Cencora	$214,899	$214,899 ▲	New Holding	884	0.0%	Medical
PAYX Paychex	$214,729	$61,790 ▼	-22.3%	1,748	0.0%	Business Services
ETSY Etsy	$211,108	$33,742 ▲	19.0%	3,072	0.0%	Computer and Technology
AVDV Avantis International Small Cap Value ETF	$208,579	$208,579 ▲	New Holding	3,167	0.0%	ETF
VEEV Veeva Systems	$208,058	$208,058 ▲	New Holding	898	0.0%	Computer and Technology
LRCX Lam Research	$205,896	$205,896 ▲	New Holding	211	0.0%	Computer and Technology
MAS Masco	$205,251	$205,251 ▲	New Holding	2,602	0.0%	Construction
CBRE CBRE Group	$200,314	$200,314 ▲	New Holding	2,060	0.0%	Finance
FNGU BMO REX MicroSectors FANG Index 3X Leveraged ETN	$200,124	$200,124 ▲	New Holding	612	0.0%	Finance
UMH UMH Properties	$197,377	$197,377 ▲	New Holding	12,154	0.0%	Finance
VTRS Viatris	$185,164	$185,164 ▲	New Holding	15,509	0.0%	Medical
EURN Euronav	$175,560	$8,381 ▲	5.0%	10,557	0.0%	Transportation
ACEL Accel Entertainment	$168,833	$380,865 ▼	-69.3%	14,320	0.0%	Consumer Discretionary
RSI Rush Street Interactive	$167,483	$29,913 ▲	21.7%	25,727	0.0%	Consumer Discretionary
BCAL Southern California Bancorp	$159,060		0.0%	10,668	0.0%	Finance
HBAN Huntington Bancshares	$153,715	$14 ▲	0.0%	11,019	0.0%	Finance
POCI Precision Optics	$149,262		0.0%	26,894	0.0%	Medical
WBD Warner Bros. Discovery	$148,492	$23,771 ▲	19.1%	17,010	0.0%	Consumer Discretionary
HLN Haleon	$144,160	$5,086 ▼	-3.4%	16,980	0.0%	Medical
BHK BlackRock Core Bond Trust	$132,108	$1,339 ▲	1.0%	12,232	0.0%	Financial Services
NAC Nuveen California Quality Municipal Income Fund	$116,316	$915 ▲	0.8%	10,555	0.0%	Financial Services
RITM Rithm Capital	$111,600	$111,600 ▲	New Holding	10,000	0.0%	Finance
ADTH AdTheorent	$107,891	$107,891 ▲	New Holding	33,611	0.0%	Business Services
NRGV Energy Vault	$107,400		0.0%	60,000	0.0%	Oils/Energy
SILV SilverCrest Metals	$106,560	$23,310 ▼	-17.9%	16,000	0.0%	Basic Materials
DUOT Duos Technologies Group	$84,665	$9,318 ▼	-9.9%	19,508	0.0%	Business Services
NSPR InspireMD	$71,103		0.0%	30,000	0.0%	Medical
ICCC ImmuCell	$64,543		0.0%	12,178	0.0%	Medical
CSBR Champions Oncology	$60,662	$60,662 ▲	New Holding	12,380	0.0%	Medical
ADPT Adaptive Biotechnologies	$60,075		0.0%	18,715	0.0%	Medical
STRM Streamline Health Solutions	$59,472		0.0%	123,900	0.0%	Medical
ILPT Industrial Logistics Properties Trust	$58,061	$58,061 ▲	New Holding	13,534	0.0%	Finance
ESPR Esperion Therapeutics	$53,600		0.0%	20,000	0.0%	Medical
SMR NuScale Power	$53,100	$1,073 ▼	-2.0%	10,000	0.0%	Computer and Technology
AMPLIFY ETF TR	$49,599	$49,599 ▲	New Holding	11,867	0.0%	AMPLIFY ALTERNAT
LIQT LiqTech International	$46,050	$1,205 ▼	-2.6%	14,903	0.0%	Industrial Products
CMU MFS High Yield Municipal Trust	$35,464	$403 ▲	1.1%	10,650	0.0%	Finance
NEPH Nephros	$33,689		0.0%	15,383	0.0%	Medical
BRFH Barfresh Food Group	$26,785	$5,858 ▼	-17.9%	22,321	0.0%	Consumer Staples
KRMD KORU Medical Systems	$25,863		0.0%	10,959	0.0%	Medical
MTTR Matterport	$22,600	$22,600 ▲	New Holding	10,000	0.0%	Business Services
TDUP ThredUp	$21,386		0.0%	10,693	0.0%	Consumer Staples
PROSPECT CAP CORP	$19,850	$19,850 ▲	New Holding	20,000	0.0%	NOTE 6.375% 3/0
PIII P3 Health Partners	$15,450		0.0%	15,000	0.0%	Medical
WBX Wallbox	$14,200	$14,200 ▲	New Holding	10,000	0.0%	Computer and Technology
VXRT Vaxart	$13,000	$13,000 ▲	New Holding	10,000	0.0%	Medical
ADTHW AdTheorent	$4,079	$4,079 ▲	New Holding	27,193	0.0%	Communication Services
WK Workiva	$0	$1,803,884 ▼	-100.0%	0	0.0%	Computer and Technology
COOPER COS INC	$0	$1,047,143 ▼	-100.0%	0	0.0%	COM NEW
TER Teradyne	$0	$1,033,264 ▼	-100.0%	0	0.0%	Computer and Technology
TIP iShares TIPS Bond ETF	$0	$696,804 ▼	-100.0%	0	0.0%	ETF
VITL Vital Farms	$0	$535,821 ▼	-100.0%	0	0.0%	Consumer Staples
ATEC Alphatec	$0	$469,491 ▼	-100.0%	0	0.0%	Medical
BLFS BioLife Solutions	$0	$459,297 ▼	-100.0%	0	0.0%	Medical
CTLP Cantaloupe	$0	$427,022 ▼	-100.0%	0	0.0%	Business Services
MOD Modine Manufacturing	$0	$424,124 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
BELFB Bel Fuse	$0	$416,580 ▼	-100.0%	0	0.0%	Computer and Technology
NRDS NerdWallet	$0	$409,768 ▼	-100.0%	0	0.0%	Finance
U Unity Software	$0	$409,472 ▼	-100.0%	0	0.0%	Computer and Technology
HLIT Harmonic	$0	$402,139 ▼	-100.0%	0	0.0%	Computer and Technology
OSBC Old Second Bancorp	$0	$401,598 ▼	-100.0%	0	0.0%	Finance
STRL Sterling Infrastructure	$0	$394,963 ▼	-100.0%	0	0.0%	Construction
UFPT UFP Technologies	$0	$391,793 ▼	-100.0%	0	0.0%	Industrial Products
NMRK Newmark Group	$0	$391,505 ▼	-100.0%	0	0.0%	Finance
TWST Twist Bioscience	$0	$387,393 ▼	-100.0%	0	0.0%	Medical
VRRM Verra Mobility	$0	$386,715 ▼	-100.0%	0	0.0%	Industrial Products
HLMN Hillman Solutions	$0	$380,286 ▼	-100.0%	0	0.0%	Construction
ADMA ADMA Biologics	$0	$376,125 ▼	-100.0%	0	0.0%	Medical
MEC Mayville Engineering	$0	$370,910 ▼	-100.0%	0	0.0%	Construction
ASPN Aspen Aerogels	$0	$370,476 ▼	-100.0%	0	0.0%	Construction
CCB Coastal Financial	$0	$362,591 ▼	-100.0%	0	0.0%	Finance
ANDE Andersons	$0	$361,372 ▼	-100.0%	0	0.0%	Basic Materials
VCEL Vericel	$0	$360,979 ▼	-100.0%	0	0.0%	Medical
SNDX Syndax Pharmaceuticals	$0	$357,656 ▼	-100.0%	0	0.0%	Medical
AVNW Aviat Networks	$0	$355,308 ▼	-100.0%	0	0.0%	Computer and Technology
CHEF Chefs' Warehouse	$0	$353,971 ▼	-100.0%	0	0.0%	Consumer Staples
ZETA Zeta Global	$0	$351,995 ▼	-100.0%	0	0.0%	Business Services
ONTO Onto Innovation	$0	$350,605 ▼	-100.0%	0	0.0%	Computer and Technology
UTI Universal Technical Institute	$0	$348,652 ▼	-100.0%	0	0.0%	Consumer Discretionary
NBN Northeast Bank	$0	$348,639 ▼	-100.0%	0	0.0%	Finance
TFIN Triumph Financial	$0	$346,318 ▼	-100.0%	0	0.0%	Finance
LQDT Liquidity Services	$0	$346,258 ▼	-100.0%	0	0.0%	Business Services
CNOB ConnectOne Bancorp	$0	$342,693 ▼	-100.0%	0	0.0%	Finance
CECO CECO Environmental	$0	$340,260 ▼	-100.0%	0	0.0%	Industrial Products
BWMN Bowman Consulting Group	$0	$336,595 ▼	-100.0%	0	0.0%	Business Services
CASH Pathward Financial	$0	$335,132 ▼	-100.0%	0	0.0%	Finance
CDRE Cadre	$0	$334,298 ▼	-100.0%	0	0.0%	Industrial Products
SKY Skyline Champion	$0	$333,648 ▼	-100.0%	0	0.0%	Construction
ROAD Construction Partners	$0	$332,369 ▼	-100.0%	0	0.0%	Construction
MITK Mitek Systems	$0	$331,587 ▼	-100.0%	0	0.0%	Computer and Technology
ASIX AdvanSix	$0	$328,074 ▼	-100.0%	0	0.0%	Basic Materials
COIN Coinbase Global	$0	$324,013 ▼	-100.0%	0	0.0%	Finance
ICE Intercontinental Exchange	$0	$323,450 ▼	-100.0%	0	0.0%	Finance
OABI OmniAb	$0	$319,153 ▼	-100.0%	0	0.0%	Medical
AZZ AZZ	$0	$319,083 ▼	-100.0%	0	0.0%	Industrial Products
BOWL Bowlero	$0	$318,113 ▼	-100.0%	0	0.0%	Consumer Discretionary
JBI Janus International Group	$0	$317,741 ▼	-100.0%	0	0.0%	Construction
VVI Viad	$0	$316,110 ▼	-100.0%	0	0.0%	Business Services
BUNGE GLOBAL SA	$0	$313,492 ▼	-100.0%	0	0.0%	COM SHS
PDFS PDF Solutions	$0	$307,504 ▼	-100.0%	0	0.0%	Computer and Technology
SKYW SkyWest	$0	$303,960 ▼	-100.0%	0	0.0%	Transportation
ESQ Esquire Financial	$0	$301,104 ▼	-100.0%	0	0.0%	Finance
COHU Cohu	$0	$300,931 ▼	-100.0%	0	0.0%	Computer and Technology
ALTG Alta Equipment Group	$0	$300,401 ▼	-100.0%	0	0.0%	Industrial Products
AORT Artivion	$0	$297,184 ▼	-100.0%	0	0.0%	Medical
ALNT Allient	$0	$293,838 ▼	-100.0%	0	0.0%	Computer and Technology
NSSC Napco Security Technologies	$0	$289,129 ▼	-100.0%	0	0.0%	Industrial Products
PAR PAR Technology	$0	$287,069 ▼	-100.0%	0	0.0%	Computer and Technology
HSII Heidrick & Struggles International	$0	$282,459 ▼	-100.0%	0	0.0%	Business Services
WHR Whirlpool	$0	$282,385 ▼	-100.0%	0	0.0%	Consumer Discretionary
TBBK Bancorp	$0	$279,993 ▼	-100.0%	0	0.0%	Finance
WSM Williams-Sonoma	$0	$279,899 ▼	-100.0%	0	0.0%	Retail/Wholesale
PLYM Plymouth Industrial REIT	$0	$264,738 ▼	-100.0%	0	0.0%	Finance
EXTR Extreme Networks	$0	$262,877 ▼	-100.0%	0	0.0%	Computer and Technology
STRS Stratus Properties	$0	$258,591 ▼	-100.0%	0	0.0%	Finance
ALTI AlTi Global	$0	$254,299 ▼	-100.0%	0	0.0%	Finance
GDYN Grid Dynamics	$0	$251,823 ▼	-100.0%	0	0.0%	Computer and Technology
IIIV i3 Verticals	$0	$247,576 ▼	-100.0%	0	0.0%	Computer and Technology
IWV iShares Russell 3000 ETF	$0	$245,053 ▼	-100.0%	0	0.0%	ETF
SBOW SilverBow Resources	$0	$240,964 ▼	-100.0%	0	0.0%	Oils/Energy
PHX PHX Minerals	$0	$240,944 ▼	-100.0%	0	0.0%	Oils/Energy
SAMG Silvercrest Asset Management Group	$0	$240,499 ▼	-100.0%	0	0.0%	Finance
TALO Talos Energy	$0	$236,764 ▼	-100.0%	0	0.0%	Oils/Energy
JOUT Johnson Outdoors	$0	$236,650 ▼	-100.0%	0	0.0%	Consumer Discretionary
BTMD biote	$0	$232,743 ▼	-100.0%	0	0.0%	Medical
WTTR Select Water Solutions	$0	$229,382 ▼	-100.0%	0	0.0%	Business Services
IDU iShares U.S. Utilities ETF	$0	$221,726 ▼	-100.0%	0	0.0%	ETF
NAPA Duckhorn Portfolio	$0	$220,110 ▼	-100.0%	0	0.0%	Consumer Staples
BOOM DMC Global	$0	$219,563 ▼	-100.0%	0	0.0%	Industrial Products
HCA HCA Healthcare	$0	$219,334 ▼	-100.0%	0	0.0%	Medical
ANIP ANI Pharmaceuticals	$0	$218,435 ▼	-100.0%	0	0.0%	Medical
CTO CTO Realty Growth	$0	$216,614 ▼	-100.0%	0	0.0%	Finance
HAYN Haynes International	$0	$212,067 ▼	-100.0%	0	0.0%	Basic Materials
CCI Crown Castle	$0	$210,403 ▼	-100.0%	0	0.0%	Finance
RNGR Ranger Energy Services	$0	$207,335 ▼	-100.0%	0	0.0%	Oils/Energy
GLPI Gaming and Leisure Properties	$0	$207,299 ▼	-100.0%	0	0.0%	Finance
SPHY SPDR Portfolio High Yield Bond ETF	$0	$205,701 ▼	-100.0%	0	0.0%	ETF
PUBM PubMatic	$0	$186,739 ▼	-100.0%	0	0.0%	Computer and Technology
FLL Full House Resorts	$0	$179,071 ▼	-100.0%	0	0.0%	Consumer Discretionary
LEO BNY Mellon Strategic Municipals	$0	$150,332 ▼	-100.0%	0	0.0%	Finance
EVRI Everi	$0	$136,593 ▼	-100.0%	0	0.0%	Business Services
CLAR Clarus	$0	$115,422 ▼	-100.0%	0	0.0%	Consumer Discretionary
SHYF The Shyft Group	$0	$114,445 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
EDD Morgan Stanley Emerging Markets Domestic Debt Fund	$0	$106,309 ▼	-100.0%	0	0.0%	Financial Services
MJ Amplify Alternative Harvest ETF	$0	$32,473 ▼	-100.0%	0	0.0%	ETF
SIEN Sientra	$0	$10,980 ▼	-100.0%	0	0.0%	Medical
TCRT Alaunos Therapeutics	$0	$990 ▼	-100.0%	0	0.0%	Medical

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2024)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2024)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMesirow Financial Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information