Michelson Medical Research Foundation, Inc. Portfolio Stock Holdings
Michelson Medical Research Foundation, Inc. disclosed 21 stock positions valued at approximately $98.5 million in its latest SEC 13F filing. The largest holdings include VAIL RESORTS INC, ISHARES TR, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 21
- Portfolio Value
- $98.5M
Holdings by Sector
Michelson Medical Research Foundation, Inc. Portfolio Holdings in Q1 2026
21 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VAIL RESORTS INC | MTN | Consumer Cyclical | 11.20% | 86,000 | - | - | $11,035,520 |
| ISHARES TR | IVE | Other | 11.13% | 51,905 | - | - | $10,959,741 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.29% | 158,160 | - | - | $10,134,893 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 8.24% | 30,000 | - | - | $8,117,700 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 7.00% | 127,630 | - | - | $6,898,402 |
| ISHARES TR | IBB | Other | 6.02% | 35,095 | - | - | $5,925,791 |
| ISHARES TR | IWC | Other | 5.73% | 35,385 | - | - | $5,647,800 |
| CANNAE HLDGS INC | CNNE | Consumer Cyclical | 5.55% | 480,600 | +480,600 | +100.00% | $5,464,422 |
| SPDR SERIES TRUST | KRE | Other | 4.20% | 63,510 | - | - | $4,137,677 |
| SAFEHOLD INC | SAFE | Real Estate | 4.09% | 297,477 | - | - | $4,024,864 |
| MANCHESTER UTD PLC NEW | MANU | Other | 3.42% | 200,000 | - | - | $3,364,000 |
| ISHARES INC | EWW | Other | 3.20% | 41,850 | - | - | $3,148,376 |
| ISHARES INC | EWZ | Other | 3.17% | 81,300 | - | - | $3,121,107 |
| VANGUARD INDEX FDS | VB | Other | 2.93% | 11,010 | - | - | $2,883,739 |
| ISHARES INC | EWY | Other | 2.52% | 20,155 | - | - | $2,479,267 |
| CRESCENT ENERGY COMPANY | CRGY | Energy | 2.14% | 156,166 | - | - | $2,108,241 |
| ISHARES INC | EWT | Other | 1.98% | 27,435 | - | - | $1,945,690 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 1.96% | 45,130 | +45,130 | +100.00% | $1,927,051 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 1.95% | 170,100 | +170,100 | +100.00% | $1,922,130 |
| ISHARES INC | EWJ | Other | 1.72% | 20,100 | - | - | $1,697,244 |
| SPDR INDEX SHS FDS | GXC | Other | 1.58% | 16,750 | - | - | $1,559,760 |