Michelson Medical Research Foundation, Inc. 13F Holdings · Q2 2026

Name: Michelson Medical Research Foundation 13F Holdings, Q2 2026: 21 Securities, $108M
Creator: ko.io

Michelson Medical Research Foundation, Inc. reported 21 securities worth $108.22M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVE (10.89%), VEA (10.41%), BLDR (8.02%). Among its top 25 positions this quarter: 2 new, 2 exited.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVE	ISHARES TR	$11.8M	10.89%	51,905	Hold
2	VEA	VANGUARD TAX-MANAGED FDS	$11.3M	10.41%	158,160	Hold
3	BLDR	BUILDERS FIRSTSOURCE INC	$8.7M	8.02%	97,000	New
4	CME	CME GROUP INC	$8.6M	7.96%	39,000	New
5	VWO	VANGUARD INTL EQUITY INDEX F	$7.6M	7.04%	127,630	Hold
6	IWC	ISHARES TR	$7.1M	6.54%	35,385	Hold
7	CNNE	CANNAE HLDGS INC	$6.9M	6.39%	480,600	Hold
8	IBB	ISHARES TR	$6.7M	6.17%	35,095	Hold
9	KRE	SPDR SERIES TRUST	$4.8M	4.39%	63,510	Hold
10	SAFE	SAFEHOLD INC	$4.7M	4.32%	297,477	Hold
11	MANU	MANCHESTER UTD PLC NEW	$4.6M	4.24%	200,000	Hold
12	EWY	ISHARES INC	$4.1M	3.76%	20,155	Hold
13	VB	VANGUARD INDEX FDS	$3.3M	3.08%	11,010	Hold
14	EWW	ISHARES INC	$3.2M	2.91%	41,850	Hold
15	EWT	ISHARES INC	$3.0M	2.75%	27,435	Hold
16	EWZ	ISHARES INC	$2.8M	2.59%	81,300	Hold
17	BATRK	ATLANTA BRAVES HLDGS INC	$2.3M	2.16%	45,130	Hold
18	OCSL	OAKTREE SPECIALTY LENDING	$2.0M	1.88%	170,100	Hold
19	EWJ	ISHARES INC	$1.9M	1.73%	20,100	Hold
20	CRGY	CRESCENT ENERGY COMPANY	$1.5M	1.42%	156,166	Hold
21	GXC	SPDR INDEX SHS FDS	$1.4M	1.34%	16,750	Hold
22	MTN	VAIL RESORTS INC	$0	0.00%	0	Exited
23	UNH	UNITEDHEALTH GROUP INC	$0	0.00%	0	Exited

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

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR