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CIK: 0001965304
Total reported value
$108.2M
$108.2M
28 檔
46.5%
During the Q4 2024 filing period, Michelson Medical Research Foundation, Inc. (CIK: 0001965304) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $108.2M across 28 reported positions.
In Q4 2024, Michelson Medical Research Foundation, Inc. adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 13.51% | -11.20% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.30% | -0.24% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.40% | — | — | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 6.66% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.34% | +0.12% | -56.21% | |
| 6 | CMP | Compass Minerals Internation | Stock-Other | 5.66% | — | +18.81% | |
| 7 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 5.03% | — | — | |
| 8 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.81% | +0.15% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.71% | +0.04% | -46.06% | |
| 10 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 3.90% | +0.19% | -32.78% | |
| 11 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.87% | +0.81% | — | |
| 12 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 3.82% | — | — | |
| 13 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 3.04% | — | — | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 2.49% | — | -33.79% | |
| 15 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.36% | — | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 2.22% | +0.15% | -41.78% | |
| 17 | SUI | Sun Communities Inc | Stock-Real Estate | 2.06% | — | -60.00% | |
| 18 | BUR | Burford Capital Limited | Stock-Other | 1.92% | — | — | |
| 19 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.91% | -0.72% | — | |
| 20 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.64% | -0.29% | — | |
| 21 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.53% | -0.58% | — | |
| 22 | BXP | Bxp Inc | Stock-Real Estate | 1.35% | — | — | |
| 23 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.19% | +0.77% | — | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.13% | +0.01% | — | |
| 25 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.07% | -0.24% | — | |
| 26 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.86% | +1.24% | — | |
| 27 | NML | Neuberger Energy Infrastruct | Stock-Other | 0.86% | — | — | |
| 28 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.36% | — | -88.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | +7.4% | +72.00% | Add |
| 2 | EL | Estee Lauder Companies-cl A | +5% | NEW | New buy |
| 3 | CMP | Compass Minerals Internation | +1.4% | +18.81% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +1.3% | — | Unchanged |
| 5 | IVE | Ishares S&p 500 Value ETF | +1.1% | — | Unchanged |
| 6 | IWC | Ishares Micro-cap ETF | +0.8% | — | Unchanged |
| 7 | CRGY | Crescent Energy Inc-a | +0.7% | — | Unchanged |
| 8 | RTO | Rentokil Initial Plc-sp Adr | +0.7% | — | Unchanged |
| 9 | IBB | Ishares Biotechnology ETF | +0.4% | — | Unchanged |
| 10 | BUR | Burford Capital Limited | +0.2% | — | Unchanged |
| 11 | NML | Neuberger Energy Infrastruct | +0.2% | — | Unchanged |
| 12 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | — | Unchanged |
| 13 | EWT | Ishares Msci Taiwan ETF | +0.2% | — | Unchanged |
| 14 | BXP | Bxp Inc | +0.1% | — | Unchanged |
| 15 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 16 | GXC | State Street Spdr S&p China | +0.1% | — | Unchanged |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 18 | EWW | Ishares Msci Mexico ETF | +0.1% | — | Unchanged |
| 19 | EWY | Ishares Msci South Korea ETF | -0.1% | — | Unchanged |
| 20 | ARE | Alexandria Real Estate Equit | -0.1% | — | Unchanged |
| 21 | EWZ | Ishares Msci Brazil ETF | -0.2% | — | Unchanged |
| 22 | KRE | Ss Spdr S&p Regional Bank | -0.7% | -32.78% | Trim |
| 23 | VB | Vanguard Small-cap ETF | -0.9% | -41.78% | Trim |
| 24 | PLD | Prologis Inc | -1.3% | -33.79% | Trim |
| 25 | EPAM | Epam Systems Inc | -1.4% | EXIT | Sold out |
| 26 | AVB | Avalonbay Communities Inc | -2.2% | -88.08% | Trim |
| 27 | SUI | Sun Communities Inc | -2.7% | -60.00% | Trim |
| 28 | VWO | Vanguard Ftse Emerging Marke | -3.3% | -46.06% | Trim |
| 29 | VEA | Vanguard Ftse Developed ETF | -7.1% | -56.21% | 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 Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTN, IVE, IVV) accounted for 46.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
EL
市值: $6.0M
Top Position Liquidated / Trimmed
EPAM
前期市值: $2.0M
During Q4 2024, Michelson Medical Research Foundation, Inc.'s top holdings by market value included MTN (13.5%)、IVE (8.3%)、IVV (7.4%). The largest single position, MTN, represented 13.5% of total portfolio value.
In Q4 2024, Michelson Medical Research Foundation, Inc. made 11 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 7 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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