Michelson Medical Research Foundation, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$98.5M
Q ending 2026-03-31
Prior quarter
$99.8M
Q ending 2025-12-31
Change
-1.3% QoQ · -17.6% YoY
Positions
21
reported holdings
Largest positions
All 21 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vail Resorts Inc | MTN | Shares | $11.0M | 86K |
| Ishares Tr | IVE | Shares | $11.0M | 52K |
| Vanguard Tax-Managed Fds | VEA | Shares | $10.1M | 158K |
| Unitedhealth Group Inc | UNH | Shares | $8.1M | 30K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.9M | 128K |
| Ishares Tr | IBB | Shares | $5.9M | 35K |
| Ishares Tr | IWC | Shares | $5.6M | 35K |
| Cannae Hldgs Inc | CNNE | Shares | $5.5M | 481K |
| Spdr Series Trust | KRE | Shares | $4.1M | 64K |
| Safehold Inc | SAFE | Shares | $4.0M | 297K |
| Manchester Utd Plc New | Shares | $3.4M | 200K | |
| Ishares Inc | EWW | Shares | $3.1M | 42K |
| Ishares Inc | EWZ | Shares | $3.1M | 81K |
| Vanguard Index Fds | VB | Shares | $2.9M | 11K |
| Ishares Inc | EWY | Shares | $2.5M | 20K |
| Crescent Energy Company | CRGY | Shares | $2.1M | 156K |
| Ishares Inc | EWT | Shares | $1.9M | 27K |
| Atlanta Braves Hldgs Inc | BATRK | Shares | $1.9M | 45K |
| Oaktree Specialty Lending | OCSL | Shares | $1.9M | 170K |
| Ishares Inc | EWJ | Shares | $1.7M | 20K |
| Spdr Index Shs Fds | GXC | Shares | $1.6M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.