Michelson Medical Research Foundation, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Michelson Medical Research Foundation, Inc. reported 20 stock positions worth $115.0 million. Its top holding was Vaneck Gold Miners ETF (GDX) at 15.6% of the portfolio, followed by Vail Resorts (MTN, 11.2%) and iShares 0-3 Month Treasury B (SGOV, 10.2%). Compared with Q2 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale an exit from Rentokil Initial PLC-SP ADR (RTO).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001965304
- Portfolio Value
- $115.0M (Q3 2025)
- SEC Filing
- 0001965304-25-000002 ↗ filed Nov 14, 2025
Holdings Value
Holdings 20 stocks · $115.0M
| GDX Vaneck Gold Miners ETF | 15.57% | 234,305 | $17.9M | No change |
| MTN Vail Resorts Inc. | 11.18% | 86,000 | $12.9M | No change |
| SGOV iShares 0-3 Month Treasury B | 10.18% | 116,226 | $11.7M | New |
| IVE iShares S&P 500 Value ETF | 9.32% | 51,905 | $10.7M | No change |
| VEA Vanguard Ftse Developed ETF | 8.24% | 158,160 | $9.5M | No change |
| DBRG Digitalbridge Group Inc. | 6.20% | 609,500 | $7.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 6.01% | 127,630 | $6.9M | No change |
| IWC iShares Micro-Cap ETF | 4.59% | 35,385 | $5.3M | No change |
| IBB iShares Biotechnology ETF | 4.41% | 35,095 | $5.1M | No change |
| SAFE Safehold Inc. | 4.01% | 297,477 | $4.6M | No change |
| KRE SS SPDR S&P Regional Bank | 3.50% | 63,510 | $4.0M | No change |
| MANU Manchester United PLC Class A | 2.63% | 200,000 | $3.0M | No change |
| EWW iShares MSCI Mexico ETF | 2.48% | 41,850 | $2.9M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.43% | 11,010 | $2.8M | No change |
| EWZ iShares MSCI Brazil ETF | 2.19% | 81,300 | $2.5M | No change |
| GXC State Street SPDR S&P China | 1.53% | 16,750 | $1.8M | No change |
| EWT iShares MSCI Taiwan ETF | 1.52% | 27,435 | $1.7M | No change |
| EWY iShares MSCI South Korea ETF | 1.40% | 20,155 | $1.6M | No change |
| EWJ iShares MSCI Japan ETF | 1.40% | 20,100 | $1.6M | No change |
| CRGY Crescent Energy Inc. Class A | 1.21% | 156,166 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −10.54 |
Portfolio Buys Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | New | 10.18% | +10.18 |
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 |