MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$62.4B
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q1 2026: New position (21.2k shares)
4.4%
02
$IQV
IQVIA HLDGS INC
Held since at least Q1 2024
3.5%
03
$SCHW
SCHWAB CHARLES CORP
Held since at least Q1 2024
3.3%
04
$COF
CAPITAL ONE FINL CORP
Held since at least Q1 2024
3.1%
05
$ABNB
AIRBNB INC
Held since at least Q1 2024
3.0%
06
$WBD
WARNER BROS DISCOVERY INC
Held since at least Q1 2024
3.0%
07
$PSX
PHILLIPS 66
Q1 2026: New position (7.7k shares)
3.0%
08
$COP
CONOCOPHILLIPS
Held since at least Q1 2024
2.9%
09
$ICE
INTERCONTINENTAL EXCHANGE IN
Held since at least Q1 2024
2.8%
10
$CRM
SALESFORCE INC
Q1 2026: New position (8.3k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.