Michelson Medical Research Foundation
Los Angeles, CAfiles as Michelson Medical Research Foundation, Inc.
$108m in 21 US stocks at the end of 30 June 2026. The top 10 are 72.1% of the money. It changed about 21.6% of the portfolio this quarter.
Value
$108m
Stocks
21
Top 10 share
72.1%
Turnover
21.6%
What changed this quarter
New
Bought for the first time this quarter.
- Builders FirstSourceBLDR8.0% of the fund
- CME GroupCME8.0% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Vail ResortsMTN-100%
- UnitedHealth GroupUNH-100%
Holdings
- Ishares TRIVE
- Share
- 10.9%
- Value
- $12m
- Shares
- 51,905
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 10.4%
- Value
- $11m
- Shares
- 158,160
Held
- Vanguard Intl Equity Index FVWO
- Share
- 7.0%
- Value
- $8m
- Shares
- 127,630
Held
- Ishares TRIWC
- Share
- 6.5%
- Value
- $7m
- Shares
- 35,385
Held
- Ishares TRIBB
- Share
- 6.2%
- Value
- $7m
- Shares
- 35,095
Held
- Spdr Series TrustKRE
- Share
- 4.4%
- Value
- $5m
- Shares
- 63,510
Held
- IsharesEWY
- Share
- 3.8%
- Value
- $4m
- Shares
- 20,155
Held
- Vanguard Index FDSVB
- Share
- 3.1%
- Value
- $3m
- Shares
- 11,010
Held
- IsharesEWW
- Share
- 2.9%
- Value
- $3m
- Shares
- 41,850
Held
- IsharesEWT
- Share
- 2.8%
- Value
- $3m
- Shares
- 27,435
Held
- IsharesEWZ
- Share
- 2.6%
- Value
- $3m
- Shares
- 81,300
Held
- IsharesEWJ
- Share
- 1.7%
- Value
- $2m
- Shares
- 20,100
Held
- Spdr Index SHS FDSGXC
- Share
- 1.3%
- Value
- $1m
- Shares
- 16,750
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVE | 10.9% | $12m | 51,905 | Held |
| Vanguard Tax-Managed FDSVEA | 10.4% | $11m | 158,160 | Held |
| Builders FirstSourceBLDR | 8.0% | $9m | 97,000 | New |
| CME GroupCME | 8.0% | $9m | 39,000 | New |
| Vanguard Intl Equity Index FVWO | 7.0% | $8m | 127,630 | Held |
| Ishares TRIWC | 6.5% | $7m | 35,385 | Held |
| Cannae HoldingsCNNE | 6.4% | $7m | 480,600 | Held |
| Ishares TRIBB | 6.2% | $7m | 35,095 | Held |
| Spdr Series TrustKRE | 4.4% | $5m | 63,510 | Held |
| SafeholdSAFE | 4.3% | $5m | 297,477 | Held |
| Manchester UnitedMANU | 4.2% | $5m | 200,000 | Held |
| IsharesEWY | 3.8% | $4m | 20,155 | Held |
| Vanguard Index FDSVB | 3.1% | $3m | 11,010 | Held |
| IsharesEWW | 2.9% | $3m | 41,850 | Held |
| IsharesEWT | 2.8% | $3m | 27,435 | Held |
| IsharesEWZ | 2.6% | $3m | 81,300 | Held |
| Atlanta Braves HoldingsBATRK | 2.2% | $2m | 45,130 | Held |
| Oaktree Specialty LendingOCSL | 1.9% | $2m | 170,100 | Held |
| IsharesEWJ | 1.7% | $2m | 20,100 | Held |
| Crescent EnergyCRGY | 1.4% | $2m | 156,166 | Held |
| Spdr Index SHS FDSGXC | 1.3% | $1m | 16,750 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 3.8% since 30 June 2025.
Where the money is
Retail & consumer20.8%
Financial services8.0%
Real estate4.3%
Energy1.4%
Other65.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.