Mesirow Financial Investment Management, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mesirow Financial Investment Management, Inc. opened 24 positions, added to 133, reduced 134, sold out of 16 and left 34 unchanged. The largest increase in value was AAPL (+$45,261,210); the largest decrease was MSFT (-$51,839,569).
- MSFT: Country of operation United States; Class COM; Shares 2026-03-31 456,761; Shares 2026-06-30 314,298.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 89,940; Shares 2026-06-30 89,291.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 372,655; Shares 2026-06-30 367,716.
- ORCL: Country of operation United States; Class COM; Shares 2026-03-31 232,362; Shares 2026-06-30 117,822.
Two Form 13F-HR filings compared (SEC CIK 1469475): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MSFT
MICROSOFT CORP | United States | COM | 456,761 | 314,298 | -142,463 | $169,082,590 | $117,243,021 | -$51,839,569 |
|---|
CAT
CATERPILLAR INC | United States | COM | 89,940 | 89,291 | -649 | $63,719,214 | $95,087,281 | +$31,368,067 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 372,655 | 367,716 | -4,939 | $107,161,700 | $131,410,262 | +$24,248,562 |
|---|
ORCL
ORACLE CORP | United States | COM | 232,362 | 117,822 | -114,540 | $34,180,890 | $17,265,990 | -$16,914,900 |
|---|
GLW
CORNING INC | United States | COM | 141,426 | 141,385 | -41 | $19,229,509 | $36,113,947 | +$16,884,438 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 244,268 | 132,067 | -112,201 | $42,601,456 | $26,427,277 | -$16,174,179 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 202,840 | 195,884 | -6,956 | $87,279,169 | $72,159,011 | -$15,120,158 |
|---|
NKE
NIKE INC | United States | CL B | 291,670 | 64,465 | -227,205 | $15,406,190 | $2,646,409 | -$12,759,781 |
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PEP
PEPSICO INC | United States | COM | 190,712 | 129,101 | -61,611 | $29,616,454 | $17,480,942 | -$12,135,512 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 72,571 | 72,504 | -67 | $19,637,616 | $30,135,373 | +$10,497,757 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 109,138 | 51,473 | -57,665 | $18,044,958 | $9,311,627 | -$8,733,331 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 200,475 | 199,038 | -1,437 | $41,478,333 | $32,992,353 | -$8,485,980 |
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ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 109,754 | 108,639 | -1,115 | $21,762,184 | $13,519,019 | -$8,243,165 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 112,290 | 55,397 | -56,893 | $16,219,650 | $8,123,683 | -$8,095,967 |
|---|
NFLX
NETFLIX INC. | United States | COM | 131,624 | 66,770 | -64,854 | $12,655,698 | $4,767,378 | -$7,888,320 |
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AVGO
BROADCOM INC | United States | COM | 160,012 | 150,683 | -9,329 | $49,525,053 | $56,922,953 | +$7,397,900 |
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BAC
BANK OF AMER CORP | United States | COM | 822,060 | 813,986 | -8,074 | $40,075,569 | $46,381,084 | +$6,305,515 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 85,795 | 62,826 | -22,969 | $14,555,847 | $8,589,405 | -$5,966,442 |
|---|
NTRS
NORTHERN TR CORP | United States | COM | 99,578 | 49,258 | -50,320 | $13,897,810 | $8,563,022 | -$5,334,788 |
|---|
ZTS
ZOETIS INC | United States | CL A | 44,454 | 6,583 | -37,871 | $5,254,532 | $473,104 | -$4,781,428 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 6,738 | 5,274 | -1,464 | $2,276,324 | $6,088,000 | +$3,811,676 |
|---|
MCD
MCDONALDS CORP | United States | COM | 41,585 | 34,366 | -7,219 | $12,925,215 | $9,289,790 | -$3,635,425 |
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FITB
FIFTH THIRD BANCORP | United States | COM | 483,766 | 463,195 | -20,571 | $22,475,766 | $26,110,272 | +$3,634,506 |
|---|
OKE
ONEOK INC NEW | United States | COM | 75,478 | 37,797 | -37,681 | $6,822,238 | $3,285,973 | -$3,536,265 |
|---|
PFE
PFIZER INC | United States | COM | 468,406 | 399,667 | -68,739 | $13,153,000 | $9,624,099 | -$3,528,901 |
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PSX
PHILLIPS 66 | United States | COM | 30,802 | 15,456 | -15,346 | $5,611,012 | $2,612,097 | -$2,998,915 |
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NTRA
NATERA INC | United States | COM | 45,930 | 23,165 | -22,765 | $9,185,542 | $6,288,139 | -$2,897,403 |
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AXP
AMERICAN EXPRESS CO | United States | COM | 70,371 | 70,015 | -356 | $21,284,973 | $23,683,323 | +$2,398,350 |
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MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 8,448 | 3,968 | -4,480 | $3,666,592 | $1,648,851 | -$2,017,741 |
|---|
CSCO
CISCO SYS INC | United States | COM | 81,971 | 70,836 | -11,135 | $6,360,220 | $8,320,362 | +$1,960,142 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 39,982 | 20,918 | -19,064 | $3,713,722 | $1,836,032 | -$1,877,690 |
|---|
DBA
INVESCO DB MULTI-SECTOR COMM | United States | AGRICULTURE FD | 108,628 | 54,314 | -54,314 | $2,967,732 | $1,448,561 | -$1,519,171 |
|---|
APH
AMPHENOL CORP | United States | CL A | 31,295 | 31,024 | -271 | $3,954,202 | $5,470,233 | +$1,516,031 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 40,848 | 18,377 | -22,471 | $2,354,542 | $1,062,948 | -$1,291,594 |
|---|
ADBE
ADOBE INC | United States | COM | 24,526 | 22,795 | -1,731 | $5,961,297 | $4,673,021 | -$1,288,276 |
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CME
CME GROUP INC | United States | COM | 16,769 | 16,682 | -87 | $4,953,356 | $3,684,487 | -$1,268,869 |
|---|
MCS
MARCUS CORP DEL | United States | COM | 213,262 | 208,769 | -4,493 | $3,661,699 | $4,897,729 | +$1,236,030 |
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MS
MORGAN STANLEY | United States | COM NEW | 22,814 | 12,376 | -10,438 | $3,754,088 | $2,586,858 | -$1,167,230 |
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PNW
PINNACLE WEST CAP CORP | United States | COM | 22,202 | 10,646 | -11,556 | $2,236,676 | $1,139,082 | -$1,097,594 |
|---|
EBAY
EBAY INC. | United States | COM | 17,838 | 4,807 | -13,031 | $1,623,656 | $537,214 | -$1,086,442 |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 2,526 | 1,259 | -1,267 | $1,724,536 | $641,480 | -$1,083,056 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 5,657 | 5,430 | -227 | $560,384 | $1,617,540 | +$1,057,156 |
|---|
HD
HOME DEPOT INC | United States | COM | 50,074 | 49,273 | -801 | $16,469,184 | $17,376,688 | +$907,504 |
|---|
MCK
MCKESSON CORP | United States | COM | 5,806 | 5,496 | -310 | $5,024,592 | $4,153,034 | -$871,558 |
|---|
NUE
NUCOR CORP | United States | COM | 15,036 | 7,518 | -7,518 | $2,542,588 | $1,674,635 | -$867,953 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 9,976 | 5,090 | -4,886 | $1,459,286 | $593,850 | -$865,436 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 1,725 | 1,707 | -18 | $589,708 | $1,234,577 | +$644,869 |
|---|
HSY
HERSHEY CO | United States | COM | 19,068 | 19,053 | -15 | $3,964,004 | $3,342,703 | -$621,301 |
|---|
DBC
INVESCO DB COMMDY INDX TRCK | United States | UNIT | 39,214 | 19,607 | -19,607 | $1,135,226 | $522,714 | -$612,512 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 50,163 | 45,455 | -4,708 | $2,518,258 | $1,924,677 | -$593,581 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 324,692 | 323,012 | -1,680 | $10,887,016 | $10,326,620 | -$560,396 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 15,527 | 15,317 | -210 | $3,578,412 | $4,118,197 | +$539,785 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 1,300 | 650 | -650 | $1,163,956 | $636,319 | -$527,637 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 6,551 | 5,897 | -654 | $1,271,549 | $1,757,481 | +$485,932 |
|---|
NEM
NEWMONT CORP | United States | COM | 7,842 | 4,021 | -3,821 | $848,844 | $375,550 | -$473,294 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 8,954 | 4,252 | -4,702 | $826,544 | $391,567 | -$434,977 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 739 | 719 | -20 | $289,492 | $693,882 | +$404,390 |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 9,444 | 4,746 | -4,698 | $728,094 | $339,821 | -$388,273 |
|---|
FPAS
INVESTMENT MANAGERS SER TR I | | FPA SHT DURA GOV | 30,762 | 15,477 | -15,285 | $769,976 | $382,357 | -$387,619 |
|---|
KO
COCA COLA CO | United States | COM | 196,953 | 189,063 | -7,890 | $14,978,178 | $15,364,932 | +$386,754 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 1,730 | 1,722 | -8 | $369,671 | $745,846 | +$376,175 |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 8,462 | 4,383 | -4,079 | $550,098 | $212,901 | -$337,197 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 1,702 | 1,571 | -131 | $1,317,688 | $982,292 | -$335,396 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 46,840 | 43,892 | -2,948 | $1,344,759 | $1,077,529 | -$267,230 |
|---|
TJX
TJX COS INC NEW | United States | COM | 30,651 | 30,608 | -43 | $4,894,649 | $4,636,800 | -$257,849 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 1,502 | 1,491 | -11 | $824,381 | $1,073,255 | +$248,874 |
|---|
BA
BOEING CO | United States | COM | 15,346 | 15,241 | -105 | $3,054,543 | $3,299,465 | +$244,922 |
|---|
NAMS
NEWAMSTERDAM PHARMA COMPANY | | ORDINARY SHARES | 15,430 | 7,465 | -7,965 | $493,916 | $252,989 | -$240,927 |
|---|
TYL
TYLER TECHNOLOGIES INC | United States | COM | 1,974 | 1,507 | -467 | $675,629 | $440,640 | -$234,989 |
|---|
IONS
IONIS PHARMACEUTICALS INC | United States | COM | 5,460 | 2,530 | -2,930 | $409,992 | $200,604 | -$209,388 |
|---|
MRK
MERCK & CO INC | United States | COM | 40,395 | 39,351 | -1,044 | $4,858,812 | $5,056,468 | +$197,656 |
|---|
DE
DEERE & CO | United States | COM | 4,353 | 4,176 | -177 | $2,451,465 | $2,648,114 | +$196,649 |
|---|
BX
BLACKSTONE INC | United States | COM | 18,873 | 16,788 | -2,085 | $2,170,239 | $1,975,549 | -$194,690 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 13,897 | 13,433 | -464 | $2,824,650 | $3,008,542 | +$183,892 |
|---|
AMT
AMERICAN TOWER CORP | United States | COM | 10,887 | 10,383 | -504 | $1,879,037 | $1,698,745 | -$180,292 |
|---|
DOW
DOW HLDGS INC | United States | COM | 11,713 | 11,283 | -430 | $487,765 | $308,649 | -$179,116 |
|---|
TTD
THE TRADE DESK INC | United States | COM CL A | 37,352 | 37,332 | -20 | $847,539 | $674,981 | -$172,558 |
|---|
ETN
EATON CORP PLC | | SHS | 2,658 | 2,620 | -38 | $950,705 | $1,116,522 | +$165,817 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 2,735 | 2,448 | -287 | $2,313,755 | $2,474,452 | +$160,697 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 2,629 | 2,600 | -29 | $907,192 | $755,415 | -$151,777 |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 3,329 | 2,511 | -818 | $499,436 | $349,154 | -$150,282 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 55,496 | 52,940 | -2,556 | $3,662,212 | $3,809,030 | +$146,818 |
|---|
NEPH
NEPHROS INC | United States | COM | 120,000 | 60,000 | -60,000 | $357,600 | $214,200 | -$143,400 |
|---|
EXC
EXELON CORP | United States | COM | 50,133 | 49,683 | -450 | $2,457,455 | $2,316,133 | -$141,322 |
|---|
PTLO
PORTILLOS INC | United States | COM CL A | 37,070 | 13,860 | -23,210 | $196,102 | $65,696 | -$130,406 |
|---|
MMM
3M CO | United States | COM | 6,883 | 5,377 | -1,506 | $999,310 | $870,567 | -$128,743 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 716 | 711 | -5 | $829,815 | $947,081 | +$117,266 |
|---|
WTW
WILLIS TOWERS WATSON PLC LTD | | SHS | 3,085 | 2,991 | -94 | $896,853 | $781,785 | -$115,068 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 49,819 | 48,679 | -1,140 | $24,892,480 | $25,000,945 | +$108,465 |
|---|
ISSC
INNOVATIVE SOLUTIONS & SUPPO | United States | COM | 27,224 | 25,224 | -2,000 | $558,909 | $454,032 | -$104,877 |
|---|
POCI
PRECISION OPTICS CORP INC MA | United States | COM NEW | 46,728 | 23,364 | -23,364 | $205,138 | $119,156 | -$85,982 |
|---|
TSEM
TOWER SEMICONDUCTOR LTD | | SHS NEW | 1,885 | 945 | -940 | $330,780 | $246,305 | -$84,475 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 6,040 | 5,877 | -163 | $1,387,959 | $1,309,867 | -$78,092 |
|---|
YUMC
YUM CHINA HLDGS INC | United States | COM | 8,423 | 8,204 | -219 | $410,867 | $335,287 | -$75,580 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 8,117 | 7,016 | -1,101 | $590,706 | $521,545 | -$69,161 |
|---|
SCCO
SOUTHERN COPPER CORP | United States | COM | 8,018 | 7,524 | -494 | $1,379,507 | $1,311,048 | -$68,459 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 1,206 | 1,095 | -111 | $513,330 | $445,740 | -$67,590 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 587 | 579 | -8 | $233,626 | $298,318 | +$64,692 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 11,210 | 11,103 | -107 | $1,467,912 | $1,405,639 | -$62,273 |
|---|
AZN
ASTRAZENECA PLC | | ORD | 2,183 | 1,953 | -230 | $430,512 | $370,226 | -$60,286 |
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