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, UNH, VEA, DBRG, and represent 51.69% of Michelson Medical Research Foundation's stock portfolio.
- Added to shares of these 2 stocks: UNH (+$9.9M), RGR.
- Started 2 new stock positions in UNH, RGR.
- Reduced shares in these 2 stocks: GDX (-$18M), SGOV (-$12M).
- Sold out of its positions in SGOV, GDX.
- Michelson Medical Research Foundation was a net seller of stock by $-18M.
- Michelson Medical Research Foundation has $100M in assets under management (AUM), dropping by -13.26%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vail Resorts (MTN) | 11.4 | $11M | 86k | 132.80 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 11.0 | $11M | 52k | 212.07 |
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| UnitedHealth (UNH) | 9.9 | $9.9M | NEW | 30k | 330.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.9 | $9.9M | 158k | 62.47 |
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| Digitalbridge Group Cl A New (DBRG) | 9.4 | $9.3M | 610k | 15.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.9 | $6.9M | 128k | 53.76 |
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| Ishares Tr Ishares Biotech (IBB) | 5.9 | $5.9M | 35k | 168.77 |
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| Ishares Tr Micro-cap Etf (IWC) | 5.6 | $5.6M | 35k | 157.70 |
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| Spdr Series Trust State Street Spd (KRE) | 4.1 | $4.1M | 64k | 64.81 |
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| Safehold (SAFE) | 4.1 | $4.1M | 298k | 13.69 |
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| Manchester Utd Ord Cl A (MANU) | 3.2 | $3.2M | 200k | 15.92 |
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| Ishares Msci Mexico Etf (EWW) | 2.9 | $2.9M | 42k | 69.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $2.8M | 11k | 257.95 |
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| Ishares Msci Brazil Etf (EWZ) | 2.6 | $2.6M | 81k | 31.77 |
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| Ishares Msci Sth Kor Etf (EWY) | 2.0 | $2.0M | 20k | 97.22 |
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| Sturm, Ruger & Company (RGR) | 1.9 | $1.9M | NEW | 58k | 32.65 |
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| Ishares Msci Taiwan Etf (EWT) | 1.7 | $1.7M | 27k | 63.53 |
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| Ishares Msci Japan Etf (EWJ) | 1.6 | $1.6M | 20k | 80.74 |
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| Spdr Index Shs Fds S&p China Etf (GXC) | 1.6 | $1.6M | 17k | 96.81 |
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| Crescent Energy Company Cl A Com (CRGY) | 1.3 | $1.3M | 156k | 8.39 |
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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 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