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機関投資家の保有一覧

Mesirow Financial Investment Management, Inc.

持ち方
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評価額を取得中
届出上位5銘柄の比重
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保有
346銘柄

Mesirow Financial Investment Management, Inc. は、2026年6月30日の SEC Form 13F で 346 銘柄の保有を報告しました。届出上位には Berkshire Hathaway、Apple、Alphabet が並び、金融・情報技術・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    BR
    BRK-BBerkshire Hathaway
    金融・ 980,399 株
    —
  2. 2
    AA
    AAPLApple
    情報技術・ 1,011,311 株
    —
  3. 3
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 559,493 株
    —
  4. 4
    MSFTMicrosoft
    情報技術・ 314,298 株
    —
  5. 5
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 367,716 株
    —
  6. 6
    JP
    JPMJPMorgan Chase
    金融・ 314,532 株
    —
  7. 7
    AM
    AMZNAmazon
    一般消費財・ 410,159 株
    —
  8. 8
    SP
    SPYSPDR S&P 500 ETF TRUST
    —・ 131,037 株
    —
  9. 9
    CA
    CATCaterpillar
    資本財・ 89,291 株
    —
  10. 10
    GL
    GLDSPDR GOLD TRUST
    金融・ 195,884 株
    —
残り 336 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11TMOThermo Fisher Scientific91,809—
12RTXRTX290,172—
13AVGOBroadcom150,683—
14BACBank of America813,986—
15ABBVAbbVie158,995—
16CVXChevron199,038—
17COSTCostco44,331—
18FDXFedEx132,943—
19UNPUnion Pacific134,567—
20TELTE Connectivity150,962—
21VVisa89,042—
22NVDANVIDIA132,067—
23LOWLowe's169,017—
24LINLinde61,768—
25JNJJohnson & Johnson115,650—
26UNHUnitedHealth Group72,504—
27MAMastercard48,679—
28QQQINVESCO QQQ TRUST, SERIES 134,939—
29BLKBlackRock23,386—
30METAMeta Platforms34,019—
31WMTWalmart235,308—
32JJacobs Solutions172,326—
33CRMSalesforce100,967—
34FITBFifth Third Bancorp463,195—
35GLWCorning141,385—
36DISWalt Disney223,189—
37ACNAccenture108,639—
38AXPAmerican Express70,015—
39MDYSPDR S&P MIDCAP 400 ETF TRUST27,116—
40SYKStryker65,794—
41LLYEli Lilly15,088—
42HLTHilton Worldwide53,297—
43ORCLOracle117,822—
44ABTAbbott Laboratories167,679—
45PEPPepsiCo129,101—
46KOCoca-Cola189,063—
47EPDEnterprise Products Partners429,813—
48COPConocoPhillips119,010—
49HDHome Depot49,273—
50ALLAllstate58,598—
51SCHWCharles Schwab133,408—
52IAUISHARES GOLD TRUST160,957—
53PFEPfizer399,667—
54SBUXStarbucks111,659—
55XOMExxon Mobil62,826—
56KMIKinder Morgan323,012—
57PMPhilip Morris International51,473—
58NTRANatera23,165—
59ENBEnbridge193,619—
60NTRSNorthern Trust Corporation49,258—
61PGProcter & Gamble55,397—
62MCDMcDonald's34,366—
63CSCOCisco Systems70,836—
64CBOECboe Global Markets28,926—
65ITWIllinois Tool Works29,540—
66FDXFFedEx Freight65,844—
67AMGNAmgen14,518—
68IBMIBM25,622—
69MRKMerck39,351—
70MUMicron Technology5,274—
71MCSMarcus208,769—
72ADBEAdobe22,795—
73TSLATesla14,198—
74HONHoneywell23,197—
75MCKMcKesson5,496—
76AEPAmerican Electric Power41,317—
77GEGE Aerospace15,483—
78UBERUber Technologies67,807—
79NFLXNetflix66,770—
80CMECME Group16,682—
81GEVGE Vernova4,384—
82TSMTaiwan Semiconductor Manufacturing8,947—
83PSXPhillips 6615,456—
84TJXTJX Companies30,608—
85CEGConstellation Energy15,541—
86TTTrane Technologies8,320—
87MPCMarathon Petroleum8,627—
88PANWPalo Alto Networks8,909—
89HONAHoneywell Aerospace Inc.23,197—
90MOAltria52,940—
91HWMHowmet Aerospace15,317—
92ADPAutomatic Data Processing13,433—
93CLColgate-Palmolive40,825—
94SORSource Capital75,409—
95OKEONEOK37,797—
96COMPCompass340,959—
97AMDAdvanced Micro Devices4,846—
98HSYHershey19,053—
99CCitigroup23,736—
100CMCanadian Imperial Bank of Commerce27,005—
101INTCIntel24,784—
102BABoeing15,241—
103DEDeere4,176—
104DHRDanaher13,304—
105KKRKKR & Co30,544—
106APHAmphenol31,024—
107COFCapital One Financial13,772—
108GWWW.W. Grainger1,980—
109TAT&T101,220—
110MSMorgan Stanley12,376—
111LMTLockheed Martin4,560—
112SHELShell23,444—
113WECWEC Energy Group21,861—
114GSGoldman Sachs2,448—
115NKENike64,465—
116CHDChurch & Dwight23,023—
117VZVerizon Communications45,455—
118EXCExelon49,683—
119BMYBristol Myers Squibb32,023—
120PGRProgressive9,257—
121EMREmerson Electric11,876—
122BXBlackstone16,788—
123CVSCVS Health21,655—
124KLACKLA Corporation9,031—
125EQHEquitable Holdings34,414—
126NUENucor7,518—
127MSIMotorola Solutions3,968—
128ASMLASML Holding943—
129TXNTexas Instruments5,897—
130AMTAmerican Tower10,383—
131BOXBox47,230—
132DASHDoorDash8,533—
133XYLXylem15,844—
134NEENextEra Energy20,918—
135QCOMQualcomm8,548—
136SCCOSouthern Copper7,524—
137MARMarriott International4,279—
138DBAINVESCO DB AGRICULTURE FUND54,314—
139DELLDell Technologies2,645—
140MRVLMarvell Technology5,430—
141BDXBecton Dickinson7,997—
142GDGeneral Dynamics4,150—
143FCXFreeport-McMoRan18,841—
144AONAon4,859—
145BNYBNY Mellon8,932—
146ARCCAres Capital67,704—
147YUMYum Brands9,316—
148DUKDuke Energy11,103—
149CSQCALAMOS STRATEGIC TOTAL RETURN FUND61,156—
150CIENCiena3,151—
151SOSouthern Company14,586—
152BXSLBlackstone Secured Lending Fund51,675—
153WMWaste Management5,877—
154WFCWells Fargo14,786—
155WBDWBD38,205—
156PRUPrudential Financial10,328—
157REGNRegeneron Pharmaceuticals1,571—
158ETNEaton2,620—
159MDLZMondelez International18,377—
160BBarrick Mining26,296—
161AMPAmeriprise Financial2,128—
162HALOHalozyme Therapeutics9,482—
163PNWPinnacle West Capital10,646—
164PWRQuanta Services1,491—
165USBU.S. Bancorp17,410—
166GILDGilead Sciences6,825—
167PLTRPalantir Technologies5,090—
168BHPBHP Group11,094—
169CMCSAComcast43,892—
170EDConsolidated Edison9,098—
171AMATApplied Materials1,707—
172MMM3M5,377—
173WTWWillis Towers Watson2,991—
174HSBCHSBC Holdings8,923—
175SLViShares Silver Trust15,449—
176UPSUnited Parcel Service8,807—
177ADSKAutodesk3,799—
178GSKGSK17,087—
179CBChubb2,367—
180TGTTarget5,012—
181CTASCintas4,023—
182NLYAnnaly Capital Management41,907—
183TDGTransDigm Group711—
184CARRCarrier Global13,655—
185BHKBLACKROCK CORE BOND TRUST92,009—
186NSCNorfolk Southern2,322—
187CPCanadian Pacific Kansas City8,569—
188BPBP p.l.c.16,431—
189DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1,439—
190CSXCSX15,392—
191GBTCGrayscale Bitcoin Trust ETF10,934—
192CRCLCircle Internet Group8,750—
193DVNDevon Energy14,612—
194GMGeneral Motors8,642—
195MDTMedtronic7,784—
196COKECoca-Cola Consolidated3,474—
197SPCXSPACE EXPLORATION TECHNOLOGIES CORP4,117—
198ECLEcolab2,338—
199DBCInvesco DB Commodity Index Tracking Fund19,607—
200ORIOld Republic International16,617—
201STTState Street3,593—
202PHParker Hannifin650—
203COOCooper Companies11,076—
204FFord Motor51,713—
205SRESempra7,925—
206FFINFirst Financial Bankshares19,164—
207LHXL3Harris Technologies2,600—
208NVSNovartis4,341—
209QQnity Electronics4,645—
210STXSeagate Technology719—
211NOCNorthrop Grumman1,259—
212LRCXLam Research1,722—
213ESEversource Energy9,075—
214CICigna2,137—
215SWKStanley Black & Decker6,272—
216DTEDTE Energy4,521—
217WELLWelltower2,470—
218TRVTravelers Companies1,530—
219KVUEKenvue31,717—
220ADIAnalog Devices1,282—
221KEYSKeysight Technologies1,334—
222EBAYeBay4,807—
223FTVFortive8,879—
224TRPTC Energy8,537—
225WMBWilliams Companies7,016—
226VLOValero Energy1,217—
227NOWServiceNow3,661—
228TYLTyler Technologies1,507—
229WATWaters Corp1,139—
230IAINNOVATIVE SOLUTIONS & SUPPORT INC25,224—
231KHCKraft Heinz Company21,560—
232VMCVulcan Materials1,967—
233NEMNewmont4,021—
234ZTSZoetis6,583—
235LFUSLittelfuse1,000—
236GWREGuidewire Software2,975—
237FNWDFinward Bancorp10,667—
238SLFSun Life Financial5,689—
239TTDThe Trade Desk37,332—
240UUnity Software10,014—
241BWXTBWX Technologies3,213—
242HPEHewlett Packard Enterprise6,142—
243SPGIS&P Global1,095—
244RIORio Tinto4,467—
245EWEdwards Lifesciences4,939—
246DJPBARCLAYS BANK PLC8,050—
247ICCCImmuCell42,481—
248NUVNUVEEN MUNICIPAL VALUE FUND INC49,946—
249DRIDarden Restaurants2,061—
250BMOBank of Montreal2,411—
251DDDuPont de Nemours2,965—
252RKLBRocket Lab5,179—
253AURAurora Innovation67,375—
254METMetLife4,028—
255ETREntergy3,611—
256HIIHuntington Ingalls Industries1,350—
257ORLYO'Reilly Automotive4,252—
258ELSEquity LifeStyle Properties6,141—
259ICEIntercontinental Exchange2,364—
260PEGPublic Service Enterprise Group5,166—
261AEMAgnico Eagle Mines1,900—
262AAgilent Technologies2,079—
263XELXcel Energy4,731—
264VRTVertiv Holdings1,336—
265CAKEThe Cheesecake Factory3,030—
266YUMCYum China Holdings8,204—
267VRTXVertex Pharmaceuticals628—
268DOWDow Inc11,283—
269NINiSource Inc.7,900—
270HIGHartford Insurance Group2,453—
271AZNAstraZeneca1,953—
272TPLTexas Pacific Land894—
273OTISOtis Worldwide4,746—
274MLMMartin Marietta Materials625—
275GNRCGenerac Holdings1,390—
276PLDPrologis2,337—
277TERTeradyne670—
278SHWSherwin-Williams905—
279RSGRepublic Services1,361—
280STZConstellation Brands2,511—
281CMICummins529—
282GISGeneral Mills8,729—
283DHID.R. Horton2,058—
284HALHalliburton8,723—
285CORCencora884—
286SASeabridge Gold10,000—
287APDAir Products and Chemicals934—
288CBRECBRE Group1,999—
289GMEDGlobus Medical3,397—
290BAXBaxter International10,890—
291OXYOccidental Petroleum4,383—
292DGDollar General2,130—
293KMBKimberly-Clark2,660—
294SOLSSolstice Advanced Materials4,277—
295CTVACorteva20,099—
296SPGSimon Property Group1,186—
297BCALSouthern California Bancorp10,784—
298DUOTDuos Technologies25,610—
299ULUnilever3,892—
300TSSITSS22,643—
301GEHCGE HealthCare Technologies3,605—
302TSEMTower Semiconductor945—
303AGIAlamos Gold6,880—
304NEPHNephros60,000—
305ORealty Income4,067—
306RSIRush Street Interactive10,923—
307OCSLOaktree Specialty Lending18,260—
308CAHCardinal Health947—
309CMCCommercial Metals3,299—
310ONBOld National Bancorp8,276—
311DTMDT Midstream1,699—
312STLDSteel Dynamics884—
313IDXXIDEXX Laboratories395—
314MPMP Materials4,324—
315MMEDMiniMed Group10,000—
316PCARPACCAR1,777—
317NTSKNetskope10,700—
318GGNGAMCO Global Gold, Natural Resources & Income Trust35,263—
319DNPDNP SELECT INCOME FUND INC18,821—
320NBISNebius Group730—
321ACIAlbertsons Companies15,000—
322NAMSNewAmsterdam Pharma7,465—
323NACNuveen California Quality Municipal Income Fund16,749—
324NVONovo Nordisk4,357—
325APPAppLovin579—
326CRWDCrowdStrike539—
327OKLOOklo3,832—
328LIENChicago Atlantic BDC12,433—
329EQXEquinox Gold10,000—
330IONSIonis Pharmaceuticals2,530—
331IAUXi-80 Gold65,000—
332POCIPrecision Optics23,364—
333ILPTIndustrial Logistics Properties Trust14,168—
334NRGVEnergy Vault Holdings25,100—
335HYTBLACKROCK CORPORATE HIGH YIELD FUND, INC.11,600—
336CSBRChampions Oncology15,800—
337PMMFRANKLIN MANAGED MUNICIPAL INCOME TRUST10,339—
338KRMDKORU Medical Systems16,459—
339PTLOPortillo's13,860—
340INTSIntensity Therapeutics14,118—
341DOUGDouglas Elliman18,500—
342LCTXLineage Cell Therapeutics30,000—
343TDUPThredUp10,693—
344ABOSAcumen Pharmaceuticals11,305—
345NSPRInspireMD30,000—
346LIQTLiqTech International25,737—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。