Michelson Medical Research Foundation
Latest statistics and disclosures from Michelson Medical Research Foundation's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTN, IVE, VEA, UNH, VWO, and represent 47.86% of Michelson Medical Research Foundation's stock portfolio.
- Added to shares of these 3 stocks: CNNE (+$5.5M), BATRK, OCSL.
- Started 3 new stock positions in CNNE, OCSL, BATRK.
- Reduced shares in these 2 stocks: DBRG (-$9.3M), RGR.
- Sold out of its positions in DBRG, RGR.
- Michelson Medical Research Foundation was a net seller of stock by $-1.9M.
- Michelson Medical Research Foundation has $99M in assets under management (AUM), dropping by -1.26%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vail Resorts (MTN) | 11.2 | $11M | 86k | 128.32 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 11.1 | $11M | 52k | 211.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.3 | $10M | 158k | 64.08 |
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| UnitedHealth (UNH) | 8.2 | $8.1M | 30k | 270.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.0 | $6.9M | 128k | 54.05 |
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| Ishares Tr Ishares Biotech (IBB) | 6.0 | $5.9M | 35k | 168.85 |
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| Ishares Tr Micro-cap Etf (IWC) | 5.7 | $5.6M | 35k | 159.61 |
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| Cannae Holdings (CNNE) | 5.5 | $5.5M | NEW | 481k | 11.37 |
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| Spdr Series Trust State Street Spd (KRE) | 4.2 | $4.1M | 64k | 65.15 |
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| Safehold (SAFE) | 4.1 | $4.0M | 298k | 13.53 |
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| Manchester Utd Ord Cl A (MANU) | 3.4 | $3.4M | 200k | 16.82 |
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| Ishares Msci Mexico Etf (EWW) | 3.2 | $3.1M | 42k | 75.23 |
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| Ishares Msci Brazil Etf (EWZ) | 3.2 | $3.1M | 81k | 38.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $2.9M | 11k | 261.92 |
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| Ishares Msci Sth Kor Etf (EWY) | 2.5 | $2.5M | 20k | 123.01 |
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| Crescent Energy Company Cl A Com (CRGY) | 2.1 | $2.1M | 156k | 13.50 |
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| Ishares Msci Taiwan Etf (EWT) | 2.0 | $1.9M | 27k | 70.92 |
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| Atlanta Braves Hldgs Com Ser C (BATRK) | 2.0 | $1.9M | NEW | 45k | 42.70 |
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| Oaktree Specialty Lending Corp (OCSL) | 2.0 | $1.9M | NEW | 170k | 11.30 |
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| Ishares Msci Japan Etf (EWJ) | 1.7 | $1.7M | 20k | 84.44 |
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| Spdr Index Shs Fds State Street Spd (GXC) | 1.6 | $1.6M | 17k | 93.12 |
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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 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