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 $108.2M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVE ($11.8M, 10.89%), VEA ($11.3M, 10.41%), BLDR ($8.7M, 8.02%), CME ($8.6M, 7.96%), VWO ($7.6M, 7.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $11.8M | 10.89% | 51,905 | Hold |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.3M | 10.41% | 158,160 | Hold |
| 3 | BLDR | BUILDERS FIRSTSOURCE INC | $8.7M | 8.02% | 97,000 | New |
| 4 | CME | CME GROUP INC | $8.6M | 7.96% | 39,000 | New |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $7.6M | 7.04% | 127,630 | Hold |
| 6 | IWC | ISHARES TR | $7.1M | 6.54% | 35,385 | Hold |
| 7 | CNNE | CANNAE HLDGS INC | $6.9M | 6.39% | 480,600 | Hold |
| 8 | IBB | ISHARES TR | $6.7M | 6.17% | 35,095 | Hold |
| 9 | KRE | SPDR SERIES TRUST | $4.8M | 4.39% | 63,510 | Hold |
| 10 | SAFE | SAFEHOLD INC | $4.7M | 4.32% | 297,477 | Hold |
| 11 | MANU | MANCHESTER UTD PLC NEW | $4.6M | 4.24% | 200,000 | Hold |
| 12 | EWY | ISHARES INC | $4.1M | 3.76% | 20,155 | Hold |
| 13 | VB | VANGUARD INDEX FDS | $3.3M | 3.08% | 11,010 | Hold |
| 14 | EWW | ISHARES INC | $3.2M | 2.91% | 41,850 | Hold |
| 15 | EWT | ISHARES INC | $3.0M | 2.75% | 27,435 | Hold |
| 16 | EWZ | ISHARES INC | $2.8M | 2.59% | 81,300 | Hold |
| 17 | BATRK | ATLANTA BRAVES HLDGS INC | $2.3M | 2.16% | 45,130 | Hold |
| 18 | OCSL | OAKTREE SPECIALTY LENDING | $2.0M | 1.88% | 170,100 | Hold |
| 19 | EWJ | ISHARES INC | $1.9M | 1.73% | 20,100 | Hold |
| 20 | CRGY | CRESCENT ENERGY COMPANY | $1.5M | 1.42% | 156,166 | Hold |
| 21 | GXC | SPDR INDEX SHS FDS | $1.4M | 1.34% | 16,750 | Hold |
| 22 | UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | Exited |
| 23 | MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30