Michelson Medical Research Foundation, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Michelson Medical Research Foundation, Inc. reported 21 stock positions worth $98.5 million. Its top holding was Vail Resorts (MTN) at 11.2% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 11.1%) and Vanguard Ftse Developed ETF (VEA, 10.3%). Compared with Q4 2025, it opened 3 new positions and sold out of 2. The biggest buy was a new position in Cannae (CNNE) and the biggest sale an exit from Digitalbridge (DBRG).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001965304
- Portfolio Value
- $98.5M (Q1 2026)
- SEC Filing
- 0001965304-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 21 stocks · $98.5M
| MTN Vail Resorts Inc. | 11.20% | 86,000 | $11.0M | No change |
| IVE iShares S&P 500 Value ETF | 11.13% | 51,905 | $11.0M | No change |
| VEA Vanguard Ftse Developed ETF | 10.29% | 158,160 | $10.1M | No change |
| UNH Unitedhealth Group Inc. | 8.24% | 30,000 | $8.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 7.00% | 127,630 | $6.9M | No change |
| IBB iShares Biotechnology ETF | 6.02% | 35,095 | $5.9M | No change |
| IWC iShares Micro-Cap ETF | 5.73% | 35,385 | $5.6M | No change |
| CNNE Cannae Holdings Inc. | 5.55% | 480,600 | $5.5M | New |
| KRE SS SPDR S&P Regional Bank | 4.20% | 63,510 | $4.1M | No change |
| SAFE Safehold Inc. | 4.09% | 297,477 | $4.0M | No change |
| MANU Manchester United PLC Class A | 3.42% | 200,000 | $3.4M | No change |
| EWW iShares MSCI Mexico ETF | 3.20% | 41,850 | $3.1M | No change |
| EWZ iShares MSCI Brazil ETF | 3.17% | 81,300 | $3.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 2.93% | 11,010 | $2.9M | No change |
| EWY iShares MSCI South Korea ETF | 2.52% | 20,155 | $2.5M | No change |
| CRGY Crescent Energy Inc. Class A | 2.14% | 156,166 | $2.1M | No change |
| EWT iShares MSCI Taiwan ETF | 1.98% | 27,435 | $1.9M | No change |
| BATRK Atlanta Braves Holdings in-C | 1.96% | 45,130 | $1.9M | New |
| OCSL Oaktree Specialty Lending Co. | 1.95% | 170,100 | $1.9M | New |
| EWJ iShares MSCI Japan ETF | 1.72% | 20,100 | $1.7M | No change |
| GXC State Street SPDR S&P China | 1.58% | 16,750 | $1.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |