Stock Taper 
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waters Corporation | WAT | 1.14K | $427.17K |
 S&P Global Inc. | SPGI | 1.09K | $445.74K |
 Littelfuse, Inc. | LFUS | 1K | $455.33K |
 Cardinal Health, Inc. | CAH | 947 | $224.98K |
 Tower Semiconductor Ltd. | TSEM | 945 | $246.31K |
 ASML Holding N.V. | ASML | 943 | $1.88M |
 Air Products and Chemicals, Inc. | APD | 934 | $273.85K |
 The Sherwin-Williams Company | SHW | 905 | $311.95K |
 Texas Pacific Land Corporation | TPL | 894 | $391.17K |
 Cencora, Inc. | COR | 884 | $250.27K |
 Steel Dynamics, Inc. | STLD | 884 | $202.81K |
 Nebius Group N.V. | NBIS | 730 | $201.6K |
 Seagate Technology Holdings plc | STX | 719 | $693.88K |
 TransDigm Group Incorporated | TDG | 711 | $947.08K |
 Teradyne, Inc. | TER | 670 | $324.17K |
 Parker-Hannifin Corporation | PH | 650 | $636.32K |
 Vertex Pharmaceuticals Incorporated | VRTX | 628 | $311.95K |
 Martin Marietta Materials, Inc. | MLM | 625 | $360.15K |
 AppLovin Corporation | APP | 579 | $298.32K |
 CrowdStrike Holdings, Inc. | CRWD | 539 | $411.33K |