Michelson Medical Research Foundation
Latest statistics and disclosures from Michelson Medical Research Foundation's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, VEA, BLDR, CME, VWO, and represent 44.32% of Michelson Medical Research Foundation's stock portfolio.
- Added to shares of these 2 stocks: BLDR (+$8.7M), CME (+$8.6M).
- Started 2 new stock positions in BLDR, CME.
- Reduced shares in these 2 stocks: , .
- Sold out of its positions in UNH, MTN.
- Michelson Medical Research Foundation was a net seller of stock by $-1.9M.
- Michelson Medical Research Foundation has $108M in assets under management (AUM), dropping by 9.86%.
- Central Index Key (CIK): 0001965304
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Portfolio Holdings for Michelson Medical Research Foundation
Michelson Medical Research Foundation holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.9 | $12M | 52k | 227.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.4 | $11M | 158k | 71.25 |
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| Builders FirstSource (BLDR) | 8.0 | $8.7M | NEW | 97k | 89.48 |
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| Cme (CME) | 8.0 | $8.6M | NEW | 39k | 220.83 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.0 | $7.6M | 128k | 59.69 |
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| Ishares Tr Micro-cap Etf (IWC) | 6.5 | $7.1M | 35k | 200.04 |
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| Cannae Holdings (CNNE) | 6.4 | $6.9M | 481k | 14.40 |
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| Ishares Tr Ishares Biotech (IBB) | 6.2 | $6.7M | 35k | 190.19 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 4.4 | $4.8M | 64k | 74.85 |
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| Safehold (SAFE) | 4.3 | $4.7M | 298k | 15.70 |
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| Manchester Utd Ord Cl A (MANU) | 4.2 | $4.6M | 200k | 22.93 |
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| Ishares Msci Sth Kor Etf (EWY) | 3.8 | $4.1M | 20k | 201.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $3.3M | 11k | 303.12 |
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| Ishares Msci Mexico Etf (EWW) | 2.9 | $3.2M | 42k | 75.27 |
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| Ishares Msci Taiwan Etf (EWT) | 2.8 | $3.0M | 27k | 108.61 |
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| Ishares Msci Brazil Etf (EWZ) | 2.6 | $2.8M | 81k | 34.50 |
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| Atlanta Braves Hldgs Com Ser C (BATRK) | 2.2 | $2.3M | 45k | 51.90 |
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| Oaktree Specialty Lending Corp (OCSL) | 1.9 | $2.0M | 170k | 11.94 |
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| Ishares Msci Japan Etf (EWJ) | 1.7 | $1.9M | 20k | 93.27 |
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| Crescent Energy Company Cl A Com (CRGY) | 1.4 | $1.5M | 156k | 9.82 |
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| Spdr Index Shs Fds Sp China Etf (GXC) | 1.3 | $1.4M | 17k | 86.52 |
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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
- Michelson Medical Research Foundation 2026 Q2 filed Aug. 14, 2026
- Michelson Medical Research Foundation 2026 Q1 filed May 15, 2026
- Michelson Medical Research Foundation 2025 Q4 filed Feb. 17, 2026
- Michelson Medical Research Foundation 2025 Q3 filed Nov. 14, 2025
- Michelson Medical Research Foundation 2025 Q2 filed Aug. 14, 2025
- Michelson Medical Research Foundation 2025 Q1 filed May 15, 2025
- Michelson Medical Research Foundation 2024 Q4 filed Feb. 14, 2025
- Michelson Medical Research Foundation 2024 Q3 filed Nov. 14, 2024
- Michelson Medical Research Foundation 2024 Q2 filed Aug. 14, 2024
- Michelson Medical Research Foundation 2024 Q1 filed May 15, 2024
- Michelson Medical Research Foundation 2023 Q4 filed Feb. 14, 2024
- Michelson Medical Research Foundation 2023 Q3 filed Nov. 14, 2023
- Michelson Medical Research Foundation 2023 Q2 filed Aug. 14, 2023
- Michelson Medical Research Foundation 2023 Q1 filed May 15, 2023
- Michelson Medical Research Foundation 2022 Q4 filed Feb. 13, 2023