Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Michelson Medical Research Foundation, Inc. (CIK 1965304) reported $98.5M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MTN ($11.0M, 11.20%), IVE ($11.0M, 11.13%), VEA ($10.1M, 10.29%), UNH ($8.1M, 8.24%), VWO ($6.9M, 7.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTN | VAIL RESORTS INC | $11.0M | 11.20% | 86,000 | Hold |
| 2 | IVE | ISHARES TR | $11.0M | 11.13% | 51,905 | Hold |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $10.1M | 10.29% | 158,160 | Hold |
| 4 | UNH | UNITEDHEALTH GROUP INC | $8.1M | 8.24% | 30,000 | Hold |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $6.9M | 7.00% | 127,630 | Hold |
| 6 | IBB | ISHARES TR | $5.9M | 6.02% | 35,095 | Hold |
| 7 | IWC | ISHARES TR | $5.6M | 5.73% | 35,385 | Hold |
| 8 | CNNE | CANNAE HLDGS INC | $5.5M | 5.55% | 480,600 | New |
| 9 | KRE | SPDR SERIES TRUST | $4.1M | 4.20% | 63,510 | Hold |
| 10 | SAFE | SAFEHOLD INC | $4.0M | 4.09% | 297,477 | Hold |
| 11 | MANU | MANCHESTER UTD PLC NEW | $3.4M | 3.42% | 200,000 | Hold |
| 12 | EWW | ISHARES INC | $3.1M | 3.20% | 41,850 | Hold |
| 13 | EWZ | ISHARES INC | $3.1M | 3.17% | 81,300 | Hold |
| 14 | VB | VANGUARD INDEX FDS | $2.9M | 2.93% | 11,010 | Hold |
| 15 | EWY | ISHARES INC | $2.5M | 2.52% | 20,155 | Hold |
| 16 | CRGY | CRESCENT ENERGY COMPANY | $2.1M | 2.14% | 156,166 | Hold |
| 17 | EWT | ISHARES INC | $1.9M | 1.98% | 27,435 | Hold |
| 18 | BATRK | ATLANTA BRAVES HLDGS INC | $1.9M | 1.96% | 45,130 | New |
| 19 | OCSL | OAKTREE SPECIALTY LENDING | $1.9M | 1.95% | 170,100 | New |
| 20 | EWJ | ISHARES INC | $1.7M | 1.72% | 20,100 | Hold |
| 21 | GXC | SPDR INDEX SHS FDS | $1.6M | 1.58% | 16,750 | Hold |
| 22 | DBRG | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | Exited |
| 23 | RGR | STURM RUGER & CO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31