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CIK: 0001965304
Total reported value
$108.2M
$108.2M
20 檔
47.6%
At the close of Q4 2025, Michelson Medical Research Foundation, Inc. disclosed equity holdings valued at approximately $108.2M, spread across 20 reported holdings.
Michelson Medical Research Foundation, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 11.45% | -11.20% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.03% | -0.24% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.93% | -8.24% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.90% | +0.12% | — | |
| 5 | DBRG | Digitalbridge Group Inc | Stock-Financials | 9.37% | — | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.88% | +0.04% | — | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 5.94% | +0.15% | — | |
| 8 | IWC | Ishares Micro-cap ETF | ETF-Other | 5.59% | +0.81% | — | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 4.13% | +0.19% | — | |
| 10 | SAFE | Safehold Inc | Stock-Other | 4.08% | +0.23% | — | |
| 11 | MANU | Manchester United plc | Stock-Other | 3.19% | +0.82% | — | |
| 12 | EWW | Ishares Msci Mexico ETF | ETF-Other | 2.91% | -0.29% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.85% | +0.15% | — | |
| 14 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 2.59% | -0.58% | — | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.96% | +1.24% | — | |
| 16 | RGR | Sturm Ruger & Co Inc | Stock-Other | 1.88% | — | — | |
| 17 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.75% | +0.77% | — | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.63% | +0.01% | — | |
| 19 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.63% | -0.24% | — | |
| 20 | CRGY | Crescent Energy Inc-a | Stock-Energy | 1.31% | -0.72% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBRG | Digitalbridge Group Inc | +3.2% | — | Unchanged |
| 2 | IVE | Ishares S&p 500 Value ETF | +1.7% | — | Unchanged |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.7% | — | Unchanged |
| 4 | IBB | Ishares Biotechnology ETF | +1.5% | — | Unchanged |
| 5 | IWC | Ishares Micro-cap ETF | +1% | — | Unchanged |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.9% | — | Unchanged |
| 7 | KRE | Ss Spdr S&p Regional Bank | +0.6% | — | Unchanged |
| 8 | EWY | Ishares Msci South Korea ETF | +0.6% | — | Unchanged |
| 9 | MANU | Manchester United plc | +0.6% | — | Unchanged |
| 10 | EWW | Ishares Msci Mexico ETF | +0.4% | — | Unchanged |
| 11 | VB | Vanguard Small-cap ETF | +0.4% | — | Unchanged |
| 12 | EWZ | Ishares Msci Brazil ETF | +0.4% | — | Unchanged |
| 13 | MTN | Vail Resorts Inc | +0.3% | — | Unchanged |
| 14 | EWJ | Ishares Msci Japan ETF | +0.2% | — | Unchanged |
| 15 | EWT | Ishares Msci Taiwan ETF | +0.2% | — | Unchanged |
| 16 | GXC | State Street Spdr S&p China | +0.1% | — | Unchanged |
| 17 | CRGY | Crescent Energy Inc-a | +0.1% | — | Unchanged |
| 18 | SAFE | Safehold Inc | +0.1% | — | Unchanged |
| 19 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 20 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 21 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 22 | RGR | Sturm Ruger & Co Inc | — | NEW | New buy |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MTN, IVE, UNH) accounted for 47.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNH
市值: $9.9M
Top Position Liquidated / Trimmed
GDX
前期市值: $17.9M
During Q4 2025, Michelson Medical Research Foundation, Inc.'s top holdings by market value included MTN (11.4%)、IVE (11.0%)、UNH (9.9%). The largest single position, MTN, represented 11.4% of total portfolio value.
In Q4 2025, Michelson Medical Research Foundation, Inc. made 4 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 2 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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