Michelson Medical Research Foundation, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Michelson Medical Research Foundation, Inc. reported 21 stock positions worth $108.2 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.4%) and Builders Firstsource (BLDR, 8.0%). Compared with Q1 2026, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Builders Firstsource (BLDR) and the biggest sale an exit from Vail Resorts (MTN).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001965304
- Portfolio Value
- $108.2M (Q2 2026)
- SEC Filing
- 0001965304-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 21 stocks · $108.2M
| IVE iShares S&P 500 Value ETF | 10.89% | 51,905 | $11.8M | No change |
| VEA Vanguard Ftse Developed ETF | 10.41% | 158,160 | $11.3M | No change |
| BLDR Builders Firstsource Inc. | 8.02% | 97,000 | $8.7M | New |
| CME Cme Group Inc. | 7.96% | 39,000 | $8.6M | New |
| VWO Vanguard Ftse Emerging Marke | 7.04% | 127,630 | $7.6M | No change |
| IWC iShares Micro-Cap ETF | 6.54% | 35,385 | $7.1M | No change |
| CNNE Cannae Holdings Inc. | 6.39% | 480,600 | $6.9M | No change |
| IBB iShares Biotechnology ETF | 6.17% | 35,095 | $6.7M | No change |
| KRE SS SPDR S&P Regional Bank | 4.39% | 63,510 | $4.8M | No change |
| SAFE Safehold Inc. | 4.32% | 297,477 | $4.7M | No change |
| MANU Manchester United PLC Class A | 4.24% | 200,000 | $4.6M | No change |
| EWY iShares MSCI South Korea ETF | 3.76% | 20,155 | $4.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 3.08% | 11,010 | $3.3M | No change |
| EWW iShares MSCI Mexico ETF | 2.91% | 41,850 | $3.2M | No change |
| EWT iShares MSCI Taiwan ETF | 2.75% | 27,435 | $3.0M | No change |
| EWZ iShares MSCI Brazil ETF | 2.59% | 81,300 | $2.8M | No change |
| BATRK Atlanta Braves Holdings in-C | 2.16% | 45,130 | $2.3M | No change |
| OCSL Oaktree Specialty Lending Co. | 1.88% | 170,100 | $2.0M | No change |
| EWJ iShares MSCI Japan ETF | 1.73% | 20,100 | $1.9M | No change |
| CRGY Crescent Energy Inc. Class A | 1.42% | 156,166 | $1.5M | No change |
| GXC State Street SPDR S&P China | 1.34% | 16,750 | $1.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $108.2M | IVE, VEA, BLDR, CME, VWO |
| Q1 2026 | 21 | $98.5M | MTN, IVE, VEA, UNH, VWO |
| Q4 2025 | 20 | $99.8M | MTN, IVE, UNH, VEA, DBRG |
| Q3 2025 | 20 | $115.0M | GDX, MTN, SGOV, IVE, VEA |
| Q2 2025 | 20 | $104.2M | MTN, GDX, RTO, IVE, VEA |
| Q1 2025 | 25 | $119.5M | MTN, IJS, RTO, GDX, IVE |
| Q4 2024 | 28 | $119.3M | MTN, IVE, IVV, GDX, VEA |
| Q3 2024 | 28 | $141.9M | VEA, VWO, IVE, GDX, MTN |
| Q2 2024 | 25 | $116.3M | VEA, VWO, IVE, AVB, IVV |
| Q1 2024 | 28 | $165.0M | HYG, VEA, BKLN, BSV, VWO |