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CIK: 0001965304
Total reported value
$108.2M
$108.2M
20 檔
57.9%
In Q3 2025, Michelson Medical Research Foundation, Inc.'s U.S. equity holdings reached a combined market value of $108.2M, distributed across 20 disclosed stock positions.
In Q3 2025, Michelson Medical Research Foundation, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 15.57% | — | — | |
| 2 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 11.18% | -11.20% | EXIT | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.18% | — | — | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.32% | -0.24% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.24% | +0.12% | — | |
| 6 | DBRG | Digitalbridge Group Inc | Stock-Financials | 6.20% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.01% | +0.04% | — | |
| 8 | IWC | Ishares Micro-cap ETF | ETF-Other | 4.59% | +0.81% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.41% | +0.15% | — | |
| 10 | SAFE | Safehold Inc | Stock-Other | 4.01% | +0.23% | — | |
| 11 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 3.50% | +0.19% | — | |
| 12 | MANU | Manchester United plc | Stock-Other | 2.63% | +0.82% | — | |
| 13 | EWW | Ishares Msci Mexico ETF | ETF-Other | 2.48% | -0.29% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.43% | +0.15% | — | |
| 15 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.19% | -0.58% | — | |
| 16 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.53% | -0.24% | — | |
| 17 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.52% | +0.77% | — | |
| 18 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.40% | +1.24% | — | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.40% | +0.01% | — | |
| 20 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.21% | -0.72% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GDX | Vaneck Gold Miners ETF | +6.6% | — | Unchanged |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.5% | — | Unchanged |
| 3 | IWC | Ishares Micro-cap ETF | +1.3% | — | Unchanged |
| 4 | VWO | Vanguard Ftse Emerging Marke | +1.2% | — | Unchanged |
| 5 | IVE | Ishares S&p 500 Value ETF | +1% | — | Unchanged |
| 6 | EWW | Ishares Msci Mexico ETF | +0.7% | — | Unchanged |
| 7 | EWY | Ishares Msci South Korea ETF | +0.5% | — | Unchanged |
| 8 | MANU | Manchester United plc | +0.4% | — | Unchanged |
| 9 | EWT | Ishares Msci Taiwan ETF | +0.4% | — | Unchanged |
| 10 | EWZ | Ishares Msci Brazil ETF | +0.4% | — | Unchanged |
| 11 | VB | Vanguard Small-cap ETF | +0.4% | — | Unchanged |
| 12 | GXC | State Street Spdr S&p China | +0.3% | — | Unchanged |
| 13 | EWJ | Ishares Msci Japan ETF | +0.3% | — | Unchanged |
| 14 | KRE | Ss Spdr S&p Regional Bank | -0.2% | — | Trim |
| 15 | IBB | Ishares Biotechnology ETF | -0.2% | — | Trim |
| 16 | CRGY | Crescent Energy Inc-a | -0.3% | — | Unchanged |
| 17 | MTN | Vail Resorts Inc | -0.3% | — | Unchanged |
| 18 | IJS | Ishares S&p Small-cap 600 Va | — | EXIT | Sold out |
| 19 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 20 | RTO | Rentokil Initial Plc-sp Adr | — | EXIT | Sold out |
| 21 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 22 | DBRG | Digitalbridge Group Inc | — | NEW | New buy |
| 23 | SAFE | Safehold Inc | — | NEW | New buy |
| 24 | PLD | Prologis Inc | — | EXIT | Sold out |
| 25 | BUR | Burford Capital Limited | — | EXIT | Sold out |
| 26 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | Sold out |
| 27 | NML | Neuberger Energy Infrastruct | — | EXIT | Sold out |
| 28 | CMP | Compass Minerals Internation | — | EXIT | Sold out |
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 20 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GDX, MTN, SGOV) accounted for 57.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGOV
市值: $11.7M
Top Position Liquidated / Trimmed
IJS
前期市值: $12.7M
During Q3 2025, Michelson Medical Research Foundation, Inc.'s top holdings by market value included GDX (15.6%)、MTN (11.2%)、SGOV (10.2%). The largest single position, GDX, represented 15.6% of total portfolio value.
In Q3 2025, Michelson Medical Research Foundation, Inc. made 13 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 8 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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