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CIK: 0001965304
Total reported value
$108.2M
$108.2M
28 檔
54.2%
According to the latest 13F quarterly dataset, Michelson Medical Research Foundation, Inc. managed an equity portfolio of $108.2M at the end of Q3 2024, spanning 28 distinct U.S. exchange-listed positions.
In Q3 2024, Michelson Medical Research Foundation, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.45% | +0.12% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.98% | +0.04% | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.21% | -0.24% | — | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 6.58% | — | — | |
| 5 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 6.14% | -11.20% | EXIT | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.09% | — | — | |
| 7 | SUI | Sun Communities Inc | Stock-Real Estate | 4.76% | — | +138.10% | |
| 8 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 4.58% | +0.19% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.45% | +0.15% | — | |
| 10 | CMP | Compass Minerals Internation | Stock-Other | 4.28% | — | — | |
| 11 | PLD | Prologis Inc | Stock-Real Estate | 3.77% | — | — | |
| 12 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 3.16% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 3.16% | +0.15% | — | |
| 14 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 3.12% | — | — | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.08% | +0.81% | — | |
| 16 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.59% | — | -60.65% | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.18% | — | — | |
| 18 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.69% | -0.58% | — | |
| 19 | BUR | Burford Capital Limited | Stock-Other | 1.68% | — | +50.00% | |
| 20 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.58% | -0.29% | — | |
| 21 | EPAM | Epam Systems Inc | Stock-Tech | 1.40% | — | — | |
| 22 | BXP | Bxp Inc | Stock-Real Estate | 1.23% | — | — | |
| 23 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.21% | -0.72% | — | |
| 24 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.04% | +0.77% | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.01% | +0.01% | — | |
| 26 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.97% | -0.24% | — | |
| 27 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.91% | +1.24% | — | |
| 28 | NML | Neuberger Energy Infrastruct | Stock-Other | 0.67% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | +6.1% | NEW | New buy |
| 2 | CMP | Compass Minerals Internation | +4.3% | NEW | New buy |
| 3 | RTO | Rentokil Initial Plc-sp Adr | +3.2% | NEW | New buy |
| 4 | SUI | Sun Communities Inc | +2.6% | +138.10% | Add |
| 5 | EPAM | Epam Systems Inc | +1.4% | NEW | New buy |
| 6 | BUR | Burford Capital Limited | +0.3% | +50.00% | Add |
| 7 | BXP | Bxp Inc | +0.1% | — | Unchanged |
| 8 | GXC | State Street Spdr S&p China | 0% | — | Unchanged |
| 9 | NML | Neuberger Energy Infrastruct | -0.1% | — | Unchanged |
| 10 | EWJ | Ishares Msci Japan ETF | -0.2% | — | Unchanged |
| 11 | EWZ | Ishares Msci Brazil ETF | -0.2% | — | Unchanged |
| 12 | EWY | Ishares Msci South Korea ETF | -0.2% | — | Unchanged |
| 13 | EWT | Ishares Msci Taiwan ETF | -0.2% | — | Unchanged |
| 14 | GDX | Vaneck Gold Miners ETF | -0.3% | — | Unchanged |
| 15 | KRE | Ss Spdr S&p Regional Bank | -0.3% | — | Unchanged |
| 16 | PLD | Prologis Inc | -0.3% | — | Unchanged |
| 17 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | — | Unchanged |
| 18 | VB | Vanguard Small-cap ETF | -0.4% | — | Unchanged |
| 19 | CRGY | Crescent Energy Inc-a | -0.4% | — | Unchanged |
| 20 | IWC | Ishares Micro-cap ETF | -0.4% | — | Unchanged |
| 21 | EWW | Ishares Msci Mexico ETF | -0.5% | — | Unchanged |
| 22 | IBB | Ishares Biotechnology ETF | -0.7% | — | Unchanged |
| 23 | IVE | Ishares S&p 500 Value ETF | -0.9% | — | Unchanged |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.9% | — | Unchanged |
| 25 | IVV | Ishares Core S&p 500 ETF | -1% | — | Unchanged |
| 26 | ARE | Alexandria Real Estate Equit | -1.2% | — | Unchanged |
| 27 | VEA | Vanguard Ftse Developed ETF | -1.9% | — | Unchanged |
| 28 | MCHI | Ishares Msci China ETF | -2.9% | EXIT | Sold out |
| 29 | AVB | Avalonbay Communities Inc | -4.8% | -60.65% | Trim |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, IVE) accounted for 54.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
MTN
市值: $8.7M
Top Position Liquidated / Trimmed
MCHI
前期市值: $3.4M
During Q3 2024, Michelson Medical Research Foundation, Inc.'s top holdings by market value included VEA (13.4%)、VWO (8.0%)、IVE (7.2%). The largest single position, VEA, represented 13.4% of total portfolio value.
In Q3 2024, Michelson Medical Research Foundation, Inc. made 8 total portfolio adjustments, initiating 4 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 1 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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