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
201iShares Russell Mid-Cap Value 10,9901.6M $
202Emerson Electric Co. 11,8241.5M $
203iShares iBoxx USD Investment Grade Corporate Bond ETF 14,0761.5M $
204Yum! Brands Inc 9,7451.5M $
205Dimensional ETF Trust 38,5491.5M $
206Ciena Corp 3,8501.5M $
207Select Sector Spdr Trust 29,8911.5M $
208Vanguard Information Technology ETF 2,1141.5M $
209Duke Energy Corp 11,2101.5M $
210First Trust NASDAQ Cybersecuri 23,4011.5M $
211Palantir Technologies Inc 9,9761.5M $
212Bristol-Myers Squibb Co 24,0501.5M $
213CVS Health Corp 20,2191.5M $
214KLA Corp 9801.4M $
215General Dynamics Corp 4,0841.4M $
216Marriott International Inc/MD 4,2761.4M $
217Palo Alto Networks Inc 8,7181.4M $
218iShares Select Dividend ETF 9,1981.4M $
219Vanguard Index Funds 6,3981.4M $
220Waste Management Inc 6,0401.4M $
221iShares Trust 9,9931.4M $
222Southern Copper Corp 8,0181.4M $
223Comcast Corp 46,8401.3M $
224Nice Ltd 12,1381.3M $
225Southern Co/The 13,7641.3M $
226Vanguard Short-term Bond Etf 16,8891.3M $
227Novartis AG 8,6601.3M $
228Regeneron Pharmaceuticals, Inc. 1,7021.3M $
229Box Inc 54,0401.3M $
230Vanguard FTSE All-World ex-US ETF 16,9371.3M $
231Texas Instruments Inc 6,5511.3M $
232Equitable Holdings Inc 34,1461.3M $
233Ares Capital Corp 68,3021.2M $
234Becton Dickinson & Co 7,7791.2M $
235Wells Fargo & Co 14,7361.2M $
236Parker-Hannifin Corp 1,3001.2M $
237iShares Trust 15,3301.1M $
238Invesco DB Commodity Index Tracking Fund 39,2141.1M $
239Cboe Global Markets Inc 4,0361.1M $
240Freeport-McMoRan Inc 18,4811.1M $
241Consolidated Edison Inc 9,3661.1M $
242Bank of New York Mellon Corp/The 8,9101.1M $
243Warner Bros Discovery Inc 38,4441.1M $
244QUALCOMM Inc 8,1471M $
245Calamos Strategic Total Return 60,9541M $
246Intel Corp 23,3981M $
247Schwab International Equity ETF 41,3111M $
2483M Co 6,883999.3K $
249Advanced Micro Devices Inc 4,763968.9K $
250Invesco RAFI Developed Markets ex-U.S. ETF 13,574948.8K $
251Ameriprise Financial Inc 2,127945.2K $
252Gilead Sciences Inc 6,770943.5K $
253VANECK ETF TRUST 43,895942.7K $
254GSK PLC 17,074942.3K $
255Ishares S&p 100 Etf 2,867911.9K $
256Autodesk Inc 3,799909.5K $
257iShares MSCI EAFE Small-Cap ETF 11,591908.9K $
258L3Harris Technologies Inc 2,629907.2K $
259US Bancorp 17,320900.8K $
260Nuveen Municipal Value Fund Inc 99,688896.2K $
261INVESCO EXCHANGE-TRADED FUND TRUST II 3,768895.2K $
262ISHARES TRUST 5,014881.9K $
263Blackstone Secured Lending Fund 36,270859.2K $
264United Parcel Service Inc 8,683854.2K $
265Newmont Corp 7,842848.8K $
266Trade Desk Inc/The 37,352847.5K $
267Wisdomtree Trust 9,421841.6K $
268iShares Trust 10,545839K $
269Circle Internet Group Inc 8,750834.8K $
270iShares Russell 2000 Growth ETF 2,655832.7K $
271TransDigm Group Inc 716829.8K $
272O'Reilly Automotive Inc 8,954826.5K $
273Quanta Services Inc 1,502824.4K $
274State Street Utilities Select Sector SPDR ETF 17,677811.2K $
275BHP Group Ltd 11,094807K $
276iShares Trust 12,378779.1K $
277BP PLC 16,561778.4K $
278Cooper Cos Inc/The 10,802772.3K $
279Sempra 7,871764.6K $
280Annaly Capital Management Inc 35,935760K $
281iShares Trust 33,344747.9K $
282ASML Holding NV 563745.4K $
283Carrier Global Corp 13,172741.7K $
284Vanguard Scottsdale Funds 12,655740.8K $
285HSBC Holdings PLC 8,916735.5K $
286iShares Trust 7,700734.8K $
287Otis Worldwide Corp 9,444728.1K $
288Vanguard Whitehall Funds 7,516708.3K $
289Blackrock Core Bond Trust 74,215679.8K $
290Tyler Technologies Inc 1,974675.6K $
291Devon Energy Corp 13,385673.6K $
292Norfolk Southern Corp 2,316664.6K $
293State Street Spdr Dow Jones Industrial Average Etf Trust 1,433664.1K $
294Old Republic International Corp 16,617663K $
295Coca-Cola Consolidated Inc 3,454662.4K $
296iShares Silver Trust 9,685659.9K $
297DTE Energy Co 4,501658.2K $
298BWX Technologies Inc 3,211656.7K $
299CAPITAL GROUP DIVIDEND GROWERS ETF 18,115650.3K $
300Eversource Energy 9,037626.1K $