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CIK: 0001965304
Total reported value
$108.2M
$108.2M
21 檔
43.6%
During the Q1 2026 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 21 reported positions.
In Q1 2026, Michelson Medical Research Foundation, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 11.20% | -11.20% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.13% | -0.24% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.29% | +0.12% | — | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.24% | -8.24% | EXIT | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.00% | +0.04% | — | |
| 6 | IBB | Ishares Biotechnology ETF | ETF-Tech | 6.02% | +0.15% | — | |
| 7 | IWC | Ishares Micro-cap ETF | ETF-Other | 5.73% | +0.81% | — | |
| 8 | CNNE | Cannae Holdings Inc | Stock-Other | 5.55% | +0.84% | — | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 4.20% | +0.19% | — | |
| 10 | SAFE | Safehold Inc | Stock-Other | 4.09% | +0.23% | — | |
| 11 | MANU | Manchester United plc | Stock-Other | 3.42% | +0.82% | — | |
| 12 | EWW | Ishares Msci Mexico ETF | ETF-Other | 3.20% | -0.29% | — | |
| 13 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 3.17% | -0.58% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.93% | +0.15% | — | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-Other | 2.52% | +1.24% | — | |
| 16 | CRGY | Crescent Energy Inc-a | Stock-Energy | 2.14% | -0.72% | — | |
| 17 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 1.98% | +0.77% | — | |
| 18 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.96% | +0.20% | — | |
| 19 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 1.95% | -0.07% | — | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.72% | +0.01% | — | |
| 21 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.58% | -0.24% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRGY | Crescent Energy Inc-a | +0.8% | — | Unchanged |
| 2 | EWZ | Ishares Msci Brazil ETF | +0.6% | — | Unchanged |
| 3 | EWY | Ishares Msci South Korea ETF | +0.6% | — | Unchanged |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | — | Unchanged |
| 5 | EWW | Ishares Msci Mexico ETF | +0.3% | — | Unchanged |
| 6 | EWT | Ishares Msci Taiwan ETF | +0.2% | — | Unchanged |
| 7 | MANU | Manchester United plc | +0.2% | — | Unchanged |
| 8 | IWC | Ishares Micro-cap ETF | +0.1% | — | Unchanged |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | — | Unchanged |
| 11 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | — | Unchanged |
| 13 | IBB | Ishares Biotechnology ETF | +0.1% | — | Unchanged |
| 14 | KRE | Ss Spdr S&p Regional Bank | +0.1% | — | Unchanged |
| 15 | SAFE | Safehold Inc | 0% | — | Unchanged |
| 16 | GXC | State Street Spdr S&p China | -0.1% | — | Unchanged |
| 17 | MTN | Vail Resorts Inc | -0.3% | — | Unchanged |
| 18 | UNH | Unitedhealth Group Inc | -1.7% | — | Unchanged |
| 19 | DBRG | Digitalbridge Group Inc | — | EXIT | Sold out |
| 20 | CNNE | Cannae Holdings Inc | — | NEW | New buy |
| 21 | BATRK | Atlanta Braves Holdings In-c | — | NEW | New buy |
| 22 | OCSL | Oaktree Specialty Lending Co | — | NEW | New buy |
| 23 | RGR | Sturm Ruger & Co Inc | — | 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 21 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including MTN, IVE, VEA) accounted for 43.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
CNNE
市值: $5.5M
Top Position Liquidated / Trimmed
DBRG
前期市值: $9.3M
During Q1 2026, Michelson Medical Research Foundation, Inc.'s top holdings by market value included MTN (11.2%)、IVE (11.1%)、VEA (10.3%). The largest single position, MTN, represented 11.2% of total portfolio value.
In Q1 2026, Michelson Medical Research Foundation, Inc. made 5 total portfolio adjustments, initiating 3 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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