Mesirow Financial Investment Management, Inc.

CIK 0001469475 · Q1 2026

13F Equity AUM

$6.2B

+26.8% QoQ

Positions

517

+32 QoQ

AUM Rank

#887

Top 7%

Skill Alpha (FF)

-3.4%/yr^ns

No Clear Edge

Rank #6,574 · Top 80%

vs S&P -8.5%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 21.7%Top 10: 34.0%Top 20: 49.0%

BRK/B7.6%

MOAT4.2%

AAPL4.0%

IJR3.2%

MSFT2.7%

IVV2.6%

FPAG2.6%

GOOG2.5%

ITOT2.4%

IJH2.3%

Others (507)66.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services64.4%

Technology11.3%

Communication Services5.3%

Industrials4.6%

Healthcare3.9%

Consumer Cyclical3.4%

Consumer Defensive2.5%

Energy2.1%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 517Median: 0.02%Avg: 0.19%

0–0.5%

466(28.9%)

0.5–1%

28(18.8%)

1–3%

19(33.3%)

3–5%

3(11.3%)

5%+

1(7.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 506Unique: 11vs 20 funds

6.9%Low

517

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

9.5%

BANK OF AMERICA CORP /DE/

10.2%

9.6%

14.5%

10.3%

8.8%

VANGUARD CAPITAL MANAGEMENT LLC

8.4%

GEODE CAPITAL MANAGEMENT, LLC

8.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New53Increased352Decreased72Exited22

New Positions

IJT0.1%

+27K

COMP0.0%

+341K

VCIT0.0%

+5K

IEF0.0%

+8K

AZN0.0%

+2K

SOLS0.0%

+4K

TTD0.0%

+37K

XLG0.0%

+6K

IVES0.0%

+20K

IGV0.0%

+5K

Increased

FPAG2.6%

+2.7M(+168%)

IJH2.3%

+1.5M(+251%)

IWR1.8%

+821K(+269%)

MOAT4.2%

+691K(+35%)

TCAF0.9%

+624K(+69%)

IJR3.2%

+480K(+44%)

SHY0.9%

+463K(+260%)

IBDR0.3%

+437K(+98%)

EFA1.1%

+430K(+147%)

FEGE0.7%

+382K(+71%)

Decreased

AKRE0.7%

-1,215,269(-60%)

ISSC0.0%

-62,975(-70%)

ARCC0.0%

-61,631(-47%)

FITB0.4%

-53,272(-10%)

AAPL4.0%

-24,819(-2%)

BHK0.0%

-11,537(-13%)

DOW0.0%

-8,284(-41%)

BMY0.0%

-7,399(-24%)

QLD0.1%

-6,200(-7%)

MRK0.1%

-3,101(-7%)

Exited

-1,800

-4,452

-1,239

-1,260

-1,706

-3,375

-10,000

-12,000

-10,376

-1,188

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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