Michelson Medical Research Foundation, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Michelson Medical Research Foundation, Inc. reported 28 stock positions worth $119.3 million. Its top holding was Vail Resorts (MTN) at 13.5% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 8.3%) and iShares Core S&P 500 ETF (IVV, 7.4%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 7. The biggest buy was Vail Resorts (MTN, shares +72%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001965304
- Portfolio Value
- $119.3M (Q4 2024)
- SEC Filing
- 0001085146-25-001666 ↗ filed Feb 14, 2025
Holdings Value
Holdings 28 stocks · $119.3M
| MTN Vail Resorts Inc. | 13.51% | 86,000 | $16.1M | Add +72.0% |
| IVE iShares S&P 500 Value ETF | 8.30% | 51,905 | $9.9M | No change |
| IVV iShares Core S&P 500 ETF | 7.40% | 14,989 | $8.8M | No change |
| GDX Vaneck Gold Miners ETF | 6.66% | 234,305 | $7.9M | No change |
| VEA Vanguard Ftse Developed ETF | 6.34% | 158,160 | $7.6M | Reduce -56.2% |
| CMP Compass Minerals Internation | 5.66% | 600,000 | $6.8M | Add +18.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 5.03% | 80,000 | $6.0M | New |
| IBB iShares Biotechnology ETF | 4.81% | 43,395 | $5.7M | No change |
| VWO Vanguard Ftse Emerging Marke | 4.71% | 127,630 | $5.6M | Reduce -46.1% |
| KRE SS SPDR S&P Regional Bank | 3.90% | 77,100 | $4.7M | Reduce -32.8% |
| IWC iShares Micro-Cap ETF | 3.87% | 35,385 | $4.6M | No change |
| RTO Rentokil Initial PLC-SP ADR | 3.82% | 180,000 | $4.6M | No change |
| ARE Alexandria Real Estate Equit | 3.04% | 37,230 | $3.6M | No change |
| PLD Prologis Inc. | 2.49% | 28,077 | $3.0M | Reduce -33.8% |
| XBI SS SPDR S&P Biotech ETF | 2.36% | 31,300 | $2.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.22% | 11,010 | $2.6M | Reduce -41.8% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 2.06% | 20,000 | $2.5M | Reduce -60.0% |
| BUR Burford Capital Ltd. | 1.92% | 180,000 | $2.3M | No change |
| CRGY Crescent Energy Inc. Class A | 1.91% | 156,166 | $2.3M | No change |
| EWW iShares MSCI Mexico ETF | 1.64% | 41,850 | $2.0M | No change |
| EWZ iShares MSCI Brazil ETF | 1.53% | 81,300 | $1.8M | No change |
| BXP BXP Inc. | 1.35% | 21,735 | $1.6M | No change |
| EWT iShares MSCI Taiwan ETF | 1.19% | 27,435 | $1.4M | No change |
| EWJ iShares MSCI Japan ETF | 1.13% | 20,100 | $1.3M | No change |
| GXC State Street SPDR S&P China | 1.07% | 16,750 | $1.3M | No change |
| EWY iShares MSCI South Korea ETF | 0.86% | 20,155 | $1.0M | No change |
| NML Neuberger Energy Infrastruct | 0.86% | 115,872 | $1.0M | No change |
| AVB Avalonbay Communities Inc. | 0.36% | 1,947 | $428K | Reduce -88.1% |
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -56.2% | 6.34% | −7.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -46.1% | 4.71% | −3.27 |
| SUI Sun Communities Inc. | Reduce -60.0% | 2.06% | −2.70 |
| AVB Avalonbay Communities Inc. | Reduce -88.1% | 0.36% | −2.23 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −1.40 |
| PLD Prologis Inc. | Reduce -33.8% | 2.49% | −1.29 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -41.8% | 2.22% | −0.94 |
| KRE SS SPDR S&P Regional Bank | Reduce -32.8% | 3.90% | −0.68 |
Portfolio Buys Q3 2024 → Q4 2024
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 |