Michelson Medical Research Foundation, Inc.

Los Angeles, CA · CIK 1965304 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyLos Angeles, CA

$108.2m reported value +9.9% vs Q1 2026

21positions

72.1%in top 10

2 new 0 added 0 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ISHARES TR S&P 500 VAL ETF IVE	IVE	51,905	$11.8m10.89%	10.89%	Unchanged
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	158,160	$11.3m10.41%	10.41%	Unchanged
3	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	97,000	$8.7m8.02%	8.02%	New
4	CME GROUP INC COM CME	CME	39,000	$8.6m7.96%	7.96%	New
5	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	127,630	$7.6m7.04%	7.04%	Unchanged
6	ISHARES TR MICRO-CAP ETF IWC	IWC	35,385	$7.1m6.54%	6.54%	Unchanged
7	CANNAE HLDGS INC COM CNNE	CNNE	480,600	$6.9m6.39%	6.39%	Unchanged
8	ISHARES TR ISHARES BIOTECH IBB	IBB	35,095	$6.7m6.17%	6.17%	Unchanged
9	SPDR SER TR S&P REGL BKG KRE	KRE	63,510	$4.8m4.39%	4.39%	Unchanged
10	SAFEHOLD INC COM SAFE	SAFE	297,477	$4.7m4.32%	4.32%	Unchanged
11	MANCHESTER UTD PLC NEW ORD CL A MANU	MANU	200,000	$4.6m4.24%	4.24%	Unchanged
12	ISHARES INC MSCI STH KOR ETF EWY	EWY	20,155	$4.1m3.76%	3.76%	Unchanged
13	VANGUARD INDEX FDS SMALL CP ETF VB	VB	11,010	$3.3m3.08%	3.08%	Unchanged
14	ISHARES INC MSCI MEXICO ETF EWW	EWW	41,850	$3.2m2.91%	2.91%	Unchanged
15	ISHARES INC MSCI TAIWAN ETF EWT	EWT	27,435	$3.0m2.75%	2.75%	Unchanged
16	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	81,300	$2.8m2.59%	2.59%	Unchanged
17	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	45,130	$2.3m2.16%	2.16%	Unchanged
18	OAKTREE SPECIALTY LENDING CO COM OCSL	OCSL	170,100	$2.0m1.88%	1.88%	Unchanged
19	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	20,100	$1.9m1.73%	1.73%	Unchanged
20	CRESCENT ENERGY COMPANY CL A COM CRGY	CRGY	156,166	$1.5m1.42%	1.42%	Unchanged
21	SPDR INDEX SHS FDS S&P CHINA ETF GXC	GXC	16,750	$1.4m1.34%	1.34%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VAIL RESORTS INC MTN	MTN	86,000	$11.0m86.0k shares
UNITEDHEALTH GROUP INC UNH	UNH	30,000	$8.1m30.0k shares