Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Michelson Medical Research Foundation, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Michelson Medical Research Foundation, Inc. (CIK 1965304) reported $108.2M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVE ($11.8M, 10.89%), VEA ($11.3M, 10.41%), BLDR ($8.7M, 8.02%), CME ($8.6M, 7.96%), VWO ($7.6M, 7.04%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVEISHARES TR$11.8M10.89%51,905Hold
2VEAVANGUARD TAX-MANAGED FDS$11.3M10.41%158,160Hold
3BLDRBUILDERS FIRSTSOURCE INC$8.7M8.02%97,000New
4CMECME GROUP INC$8.6M7.96%39,000New
5VWOVANGUARD INTL EQUITY INDEX F$7.6M7.04%127,630Hold
6IWCISHARES TR$7.1M6.54%35,385Hold
7CNNECANNAE HLDGS INC$6.9M6.39%480,600Hold
8IBBISHARES TR$6.7M6.17%35,095Hold
9KRESPDR SERIES TRUST$4.8M4.39%63,510Hold
10SAFESAFEHOLD INC$4.7M4.32%297,477Hold
11MANUMANCHESTER UTD PLC NEW$4.6M4.24%200,000Hold
12EWYISHARES INC$4.1M3.76%20,155Hold
13VBVANGUARD INDEX FDS$3.3M3.08%11,010Hold
14EWWISHARES INC$3.2M2.91%41,850Hold
15EWTISHARES INC$3.0M2.75%27,435Hold
16EWZISHARES INC$2.8M2.59%81,300Hold
17BATRKATLANTA BRAVES HLDGS INC$2.3M2.16%45,130Hold
18OCSLOAKTREE SPECIALTY LENDING$2.0M1.88%170,100Hold
19EWJISHARES INC$1.9M1.73%20,100Hold
20CRGYCRESCENT ENERGY COMPANY$1.5M1.42%156,166Hold
21GXCSPDR INDEX SHS FDS$1.4M1.34%16,750Hold
22UNHUNITEDHEALTH GROUP INC$00.00%0Exited
23MTNVAIL RESORTS INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30