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CIK: 0001965304
Total reported value
$108.2M
$108.2M
28 檔
67.6%
As reported in its official Q1 2024 Form 13F filing, Michelson Medical Research Foundation, Inc.'s tracked investment portfolio stood at $108.2M with 28 total positions.
During Q1 2024, Michelson Medical Research Foundation, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 12.02% | — | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.98% | +0.12% | — | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-Other | 7.70% | — | — | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.66% | — | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.99% | +0.04% | — | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.88% | -0.24% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | — | — | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 5.00% | — | — | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 4.89% | — | — | |
| 10 | IBB | Ishares Biotechnology ETF | ETF-Tech | 3.61% | +0.15% | — | |
| 11 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 3.50% | +0.19% | — | |
| 12 | PLD | Prologis Inc | Stock-Real Estate | 3.35% | — | — | |
| 13 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.91% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.62% | +0.15% | — | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-Other | 2.60% | +0.81% | — | |
| 16 | CRC | California Resources CORP | Stock-Energy | 1.95% | — | — | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.80% | — | — | |
| 18 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.76% | -0.29% | — | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 1.60% | — | — | |
| 20 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.60% | -0.58% | — | |
| 21 | TALO | Talos Energy Inc | Stock-Other | 1.18% | — | — | |
| 22 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.13% | -0.72% | — | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.87% | +0.01% | — | |
| 24 | BXP | Bxp Inc | Stock-Real Estate | 0.86% | — | — | |
| 25 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.82% | +1.24% | — | |
| 26 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.81% | +0.77% | — | |
| 27 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.67% | -0.24% | — | |
| 28 | NML | Neuberger Energy Infrastruct | Stock-Other | 0.52% | — | — |
According to official SEC Form 13F filings, Michelson Medical Research Foundation, Inc. reported a total U.S. public equity portfolio value of $108.2M across 28 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including HYG, VEA, BKLN) accounted for 67.6% of total reported equity market value during Q1 2024.
During Q1 2024, Michelson Medical Research Foundation, Inc.'s top holdings by market value included HYG (12.0%)、VEA (11.0%)、BKLN (7.7%). The largest single position, HYG, represented 12.0% of total portfolio value.
In Q1 2024, Michelson Medical Research Foundation, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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