Michelson Medical Research Foundation, Inc. Top Holdings and 13F Report (2026) About Michelson Medical Research Foundation, Inc.Investment ActivityMichelson Medical Research Foundation, Inc. has $98.50 million in total holdings as of March 31, 2026.Michelson Medical Research Foundation, Inc. owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 9.46% of the portfolio was purchased this quarter.About 11.40% of the portfolio was sold this quarter.This quarter, Michelson Medical Research Foundation, Inc. has purchased 20 new stocks and bought additional shares in 0 stocks.Michelson Medical Research Foundation, Inc. sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vail Resorts $11,035,520iShares S&P 500 Value ETF $10,959,741Vanguard FTSE Developed Markets ETF $10,134,893UnitedHealth Group $8,117,700Vanguard FTSE Emerging Markets ETF $6,898,402 Largest New Holdings this Quarter 13765N107 - Cannae $5,464,422 Holding047726302 - Atlanta Braves $1,927,051 Holding67401P405 - Oaktree Specialty Lending $1,922,130 Holding Largest Purchases this Quarter Cannae 480,600 shares (about $5.46M)Atlanta Braves 45,130 shares (about $1.93M)Oaktree Specialty Lending 170,100 shares (about $1.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMichelson Medical Research Foundation, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTNVail Resorts$11,035,5200.0%86,00011.2%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$10,959,7410.0%51,90511.1%ETFVEAVanguard FTSE Developed Markets ETF$10,134,8930.0%158,16010.3%ETFUNHUnitedHealth Group$8,117,7000.0%30,0008.2%MedicalVWOVanguard FTSE Emerging Markets ETF$6,898,4020.0%127,6307.0%ETFIBBiShares Biotechnology ETF$5,925,7910.0%35,0956.0%FinanceIWCiShares Micro-Cap ETF$5,647,8000.0%35,3855.7%ETFCNNECannae$5,464,422$5,464,422 â–²New Holding480,6005.5%FinanceKRESPDR S&P Regional Banking ETF$4,137,6770.0%63,5104.2%ETFSAFESafehold$4,024,8640.0%297,4774.1%FinanceMANUManchester United$3,364,0000.0%200,0003.4%Consumer DiscretionaryEWWiShares MSCI Mexico ETF$3,148,3760.0%41,8503.2%ETFEWZiShares MSCI Brazil ETF$3,121,1070.0%81,3003.2%ETFVBVanguard Small-Cap ETF$2,883,7390.0%11,0102.9%ETFEWYiShares MSCI South Korea ETF$2,479,2670.0%20,1552.5%ETFCRGYCrescent Energy$2,108,2410.0%156,1662.1%EnergyEWTiShares MSCI Taiwan ETF$1,945,6900.0%27,4352.0%ETFBATRKAtlanta Braves$1,927,051$1,927,051 â–²New Holding45,1302.0%Consumer DiscretionaryOCSLOaktree Specialty Lending$1,922,130$1,922,130 â–²New Holding170,1002.0%FinanceEWJiShares MSCI Japan ETF$1,697,2440.0%20,1001.7%ETFGXCSPDR S&P China ETF$1,559,7600.0%16,7501.6%ETFDBRGDigitalBridge Group$0$9,349,730 â–¼-100.0%00.0%FinanceRGRSturm, Ruger & Company, Inc.$0$1,877,375 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
