Michelson Medical Research Foundation

Latest statistics and disclosures from Michelson Medical Research Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GDX, MTN, SGOV, IVE, VEA, and represent 54.49% of Michelson Medical Research Foundation's stock portfolio.
  • Added to shares of these 1 stock: SGOV (+$12M).
  • Started 1 new stock position in SGOV.
  • Reduced shares in these 1 stock: RTO (-$11M).
  • Sold out of its position in RTO.
  • Michelson Medical Research Foundation was a net buyer of stock by $716k.
  • Michelson Medical Research Foundation has $115M in assets under management (AUM), dropping by 10.34%.
  • Central Index Key (CIK): 0001965304

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Portfolio Holdings for Michelson Medical Research Foundation

Michelson Medical Research Foundation holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Gold Miners Etf (GDX) 15.6 $18M 234k 76.40
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Vail Resorts (MTN) 11.2 $13M 86k 149.57
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Ishares Tr 0-3 Mnth Treasry (SGOV) 10.2 $12M NEW 116k 100.70
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Ishares Tr S&p 500 Val Etf (IVE) 9.3 $11M 52k 206.51
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $9.5M 158k 59.92
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Digitalbridge Group Cl A New (DBRG) 6.2 $7.1M 610k 11.70
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $6.9M 128k 54.18
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Ishares Tr Micro-cap Etf (IWC) 4.6 $5.3M 35k 149.09
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Ishares Tr Ishares Biotech (IBB) 4.4 $5.1M 35k 144.37
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Safehold (SAFE) 4.0 $4.6M 298k 15.49
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Spdr Series Trust S&p Regl Bkg (KRE) 3.5 $4.0M 64k 63.30
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Manchester Utd Ord Cl A (MANU) 2.6 $3.0M 200k 15.14
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Ishares Msci Mexico Etf (EWW) 2.5 $2.9M 42k 68.21
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Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.8M 11k 254.28
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Ishares Msci Brazil Etf (EWZ) 2.2 $2.5M 81k 31.00
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Spdr Index Shs Fds S&p China Etf (GXC) 1.5 $1.8M 17k 104.97
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Ishares Msci Taiwan Etf (EWT) 1.5 $1.7M 27k 63.62
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Ishares Msci Sth Kor Etf (EWY) 1.4 $1.6M 20k 80.10
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Ishares Msci Jpn Etf New (EWJ) 1.4 $1.6M 20k 80.21
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Crescent Energy Company Cl A Com (CRGY) 1.2 $1.4M 156k 8.92
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Past Filings by Michelson Medical Research Foundation

SEC 13F filings are viewable for Michelson Medical Research Foundation going back to 2022