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CIK: 0001965304
Total reported value
$108.2M
$108.2M
25 檔
54.1%
At the close of Q1 2025, Michelson Medical Research Foundation, Inc. disclosed equity holdings valued at approximately $108.2M, spread across 25 reported holdings.
In Q1 2025, Michelson Medical Research Foundation, Inc. adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 11.52% | -11.20% | EXIT | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 10.60% | — | — | |
| 3 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 9.58% | — | +177.78% | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 9.01% | — | — | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.28% | -0.24% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.05% | — | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.73% | +0.12% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.83% | +0.04% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.64% | +0.15% | — | |
| 10 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 3.67% | +0.19% | — | |
| 11 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.28% | +0.81% | — | |
| 12 | PLD | Prologis Inc | Stock-Real Estate | 2.63% | — | — | |
| 13 | MANU | Manchester United plc | Stock-Other | 2.19% | +0.82% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.04% | +0.15% | — | |
| 15 | BUR | Burford Capital Limited | Stock-Other | 1.99% | — | — | |
| 16 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.78% | -0.29% | — | |
| 17 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.76% | -0.58% | — | |
| 18 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.47% | -0.72% | — | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.31% | — | -38.34% | |
| 20 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.21% | -0.24% | — | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.15% | +0.01% | — | |
| 22 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.09% | +0.77% | — | |
| 23 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.91% | +1.24% | — | |
| 24 | NML | Neuberger Energy Infrastruct | Stock-Other | 0.81% | — | — | |
| 25 | CMP | Compass Minerals Internation | Stock-Other | 0.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJS | Ishares S&p Small-cap 600 Va | +10.6% | NEW | New buy |
| 2 | RTO | Rentokil Initial Plc-sp Adr | +5.8% | +177.78% | Add |
| 3 | GDX | Vaneck Gold Miners ETF | +2.4% | — | Unchanged |
| 4 | MANU | Manchester United plc | +2.2% | NEW | New buy |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | — | Unchanged |
| 6 | EWZ | Ishares Msci Brazil ETF | +0.2% | — | Unchanged |
| 7 | EWW | Ishares Msci Mexico ETF | +0.1% | — | Unchanged |
| 8 | PLD | Prologis Inc | +0.1% | — | Unchanged |
| 9 | GXC | State Street Spdr S&p China | +0.1% | — | Unchanged |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 11 | BUR | Burford Capital Limited | +0.1% | — | Unchanged |
| 12 | EWY | Ishares Msci South Korea ETF | +0.1% | — | Unchanged |
| 13 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 14 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 15 | NML | Neuberger Energy Infrastruct | -0.1% | — | Unchanged |
| 16 | EWT | Ishares Msci Taiwan ETF | -0.1% | — | Unchanged |
| 17 | IBB | Ishares Biotechnology ETF | -0.2% | — | Unchanged |
| 18 | VB | Vanguard Small-cap ETF | -0.2% | — | Unchanged |
| 19 | KRE | Ss Spdr S&p Regional Bank | -0.2% | — | Unchanged |
| 20 | IVV | Ishares Core S&p 500 ETF | -0.4% | — | Unchanged |
| 21 | AVB | Avalonbay Communities Inc | -0.4% | EXIT | Sold out |
| 22 | CRGY | Crescent Energy Inc-a | -0.4% | — | Unchanged |
| 23 | IWC | Ishares Micro-cap ETF | -0.6% | — | Unchanged |
| 24 | XBI | Ss Spdr S&p Biotech ETF | -1.1% | -38.34% | Trim |
| 25 | BXP | Bxp Inc | -1.4% | EXIT | Sold out |
| 26 | MTN | Vail Resorts Inc | -2% | — | Unchanged |
| 27 | SUI | Sun Communities Inc | -2.1% | EXIT | Sold out |
| 28 | ARE | Alexandria Real Estate Equit | -3% | EXIT | Sold out |
| 29 | EL | Estee Lauder Companies-cl A | -5% | EXIT | Sold out |
| 30 | CMP | Compass Minerals Internation | -5.2% | — | Unchanged |
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 25 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MTN, IJS, RTO) accounted for 54.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJS
市值: $12.7M
Top Position Liquidated / Trimmed
EL
前期市值: $6.0M
During Q1 2025, Michelson Medical Research Foundation, Inc.'s top holdings by market value included MTN (11.5%)、IJS (10.6%)、RTO (9.6%). The largest single position, MTN, represented 11.5% of total portfolio value.
In Q1 2025, Michelson Medical Research Foundation, Inc. made 9 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 5 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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