Michelson Medical Research Foundation, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Michelson Medical Research Foundation, Inc. disclosed 21 stock positions valued at approximately $108.22M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and BUILDERS FIRSTSOURCE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $108.22M
Holdings by Sector
Michelson Medical Research Foundation, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVE | Other | 10.89% | 51,905 | - | - | $11,785,549 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.41% | 158,160 | - | - | $11,268,900 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 8.02% | 97,000 | +97,000 | +100.00% | $8,679,560 |
| CME GROUP INC | CME | Financial Services | 7.96% | 39,000 | +39,000 | +100.00% | $8,612,370 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 7.04% | 127,630 | - | - | $7,618,235 |
| ISHARES TR | IWC | Other | 6.54% | 35,385 | - | - | $7,078,415 |
| CANNAE HLDGS INC | CNNE | Consumer Cyclical | 6.39% | 480,600 | - | - | $6,920,640 |
| ISHARES TR | IBB | Other | 6.17% | 35,095 | - | - | $6,674,718 |
| SPDR SERIES TRUST | KRE | Other | 4.39% | 63,510 | - | - | $4,753,724 |
| SAFEHOLD INC | SAFE | Real Estate | 4.32% | 297,477 | - | - | $4,670,389 |
| MANCHESTER UTD PLC NEW | MANU | Other | 4.24% | 200,000 | - | - | $4,586,000 |
| ISHARES INC | EWY | Other | 3.76% | 20,155 | - | - | $4,069,295 |
| VANGUARD INDEX FDS | VB | Other | 3.08% | 11,010 | - | - | $3,337,351 |
| ISHARES INC | EWW | Other | 2.91% | 41,850 | - | - | $3,150,050 |
| ISHARES INC | EWT | Other | 2.75% | 27,435 | - | - | $2,979,715 |
| ISHARES INC | EWZ | Other | 2.59% | 81,300 | - | - | $2,804,850 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 2.16% | 45,130 | - | - | $2,342,247 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 1.88% | 170,100 | - | - | $2,030,994 |
| ISHARES INC | EWJ | Other | 1.73% | 20,100 | - | - | $1,874,727 |
| CRESCENT ENERGY COMPANY | CRGY | Energy | 1.42% | 156,166 | - | - | $1,533,550 |
| SPDR INDEX SHS FDS | GXC | Other | 1.34% | 16,750 | - | - | $1,449,210 |
Showing 21 of 21 holdings in the latest reporting period.