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

No.9028 Data as of 2026Q2
Latest AUM (Q2 2026)
$108.2M
QoQ Change Q1 2026
+$9.7M+9.9%
Holdings
21
New Buys
2
Adds
0
Reduces
0
Exits
2
Unchanged
19
Holdings Value Trend
Holdings by Sector
"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES S&PIVE
10.89%11.13%$11.8M51,905$11.0M51,90500.00%Unchanged
VVANGUARD FTSEVEA
10.41%10.29%$11.3M158,160$10.1M158,16000.00%Unchanged
LENNAR CORPLEN
8.02%—$8.7M97,000$00+97,000New Buy
CME GROUP INCCME
7.96%—$8.6M39,000$00+39,000New Buy
VVANGUARD FSTEVWO
7.04%7%$7.6M127,630$6.9M127,63000.00%Unchanged
IISHARES TRIWC
6.54%5.73%$7.1M35,385$5.6M35,38500.00%Unchanged
CANNAE HLDGS INCCNNE
6.39%5.55%$6.9M480,600$5.5M480,60000.00%Unchanged
IISHARES BIOTECHNOLOGYIBB
6.17%6.02%$6.7M35,095$5.9M35,09500.00%Unchanged
SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE
4.39%4.2%$4.8M63,510$4.1M63,51000.00%Unchanged
SAFEHOLD INCSAFE
4.32%4.09%$4.7M297,477$4.0M297,47700.00%Unchanged
MANCHESTER UTD PLC NEWMANU
4.24%3.42%$4.6M200,000$3.4M200,00000.00%Unchanged
IISHARES MSCI SOUTH KOREAETFEWY
3.76%2.52%$4.1M20,155$2.5M20,15500.00%Unchanged
VVANGUARD INDEX FDSVB
3.08%2.93%$3.3M11,010$2.9M11,01000.00%Unchanged
IISHARES MSCI MEXICO ETFEWW
2.91%3.2%$3.2M41,850$3.1M41,85000.00%Unchanged
IISHARES MSCI TAIWAN ETFEWT
2.75%1.98%$3.0M27,435$1.9M27,43500.00%Unchanged
IISHARES INCEWZ
2.59%3.17%$2.8M81,300$3.1M81,30000.00%Unchanged
ATLANTA BRAVES HLDGS INCBATRK
2.16%1.96%$2.3M45,130$1.9M45,13000.00%Unchanged
Oaktree Specialty Lending CorpOCSL
1.88%1.95%$2.0M170,100$1.9M170,10000.00%Unchanged
IISHARES INCEWJ
1.73%1.72%$1.9M20,100$1.7M20,10000.00%Unchanged
CCRESCENT ENERGY COMPANYCRGY
1.42%2.14%$1.5M156,166$2.1M156,16600.00%Unchanged
SSPDR INDEX SHS FDSGXC
1.34%1.58%$1.4M16,750$1.6M16,75000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2022–Q2 2026 · 15 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-14 14:32 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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