Michelson Medical Research Foundation, Inc.
13F Reported Value
ⓘ$98.5M
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Michelson Medical Research Foundation, Inc. disclosed 21 positions worth $98.5M in its Form 13F-HR for Q1 2026, led by $MTN (VAIL RESORTS INC) at 11.2% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $CNNE and a full exit from $DBRG. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from Michelson Medical Research Foundation, Inc.’s Form 13F-HR filing with the SEC under CIK 1965304.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 65.0#598
Quality
$11.0M86,000 sh ISHARES TR
—Quality
$11.0M51,905 shVANGUARD TAX-MANAGED FDS
—Quality
$10.1M158,160 sh- 66.8
Quality
$8.1M30,000 sh VANGUARD INTL EQUITY INDEX F
—Quality
$6.9M127,630 shISHARES TR
—Quality
$5.9M35,095 shISHARES TR
—Quality
$5.6M35,385 sh- 17.4
Quality
$5.5M480,600 sh SPDR SERIES TRUST
—Quality
$4.1M63,510 sh- 55.3
Quality
$4.0M297,477 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 VAIL RESORTS INC$MTN | 65.0#598 | $11.0M | 86,000 |
| ISHARES TR | — | $11.0M | 51,905 |
| VANGUARD TAX-MANAGED FDS | — | $10.1M | 158,160 |
 UNITEDHEALTH GROUP INC$UNH | 66.8 | $8.1M | 30,000 |
| VANGUARD INTL EQUITY INDEX F | — | $6.9M | 127,630 |
| ISHARES TR | — | $5.9M | 35,095 |
| ISHARES TR | — | $5.6M | 35,385 |
 Cannae Holdings, Inc.$CNNE | 17.4 | $5.5M | 480,600 |
| SPDR SERIES TRUST | — | $4.1M | 63,510 |
 Safehold Inc.$SAFE | 55.3 | $4.0M | 297,477 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Michelson Medical Research Foundation, Inc.'s 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Other
$62.5M
Communication Services
$16.3M
Healthcare
$8.1M
Consumer Discretionary
$5.5M
Real Estate
$4.0M
Energy
$2.1M
Full Holdings — Michelson Medical Research Foundation, Inc. (Q1 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MTN | VAIL RESORTS INC | $11.0M | 11.2% | +0% | 65 |
| 2 | — | ISHARES TR | $11.0M | 11.1% | +0% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS | $10.1M | 10.3% | +0% | — |
| 4 | $UNH | UNITEDHEALTH GROUP INC | $8.1M | 8.2% | +0% | 66.8 |
| 5 | — | VANGUARD INTL EQUITY INDEX F | $6.9M | 7.0% | +0% | — |
| 6 | — | ISHARES TR | $5.9M | 6.0% | +0% | — |
| 7 | — | ISHARES TR | $5.6M | 5.7% | +0% | — |
| 8 | $CNNE | Cannae Holdings, Inc. | $5.5M | 5.5% | NEW | 17.4 |
| 9 | — | SPDR SERIES TRUST | $4.1M | 4.2% | +0% | — |
| 10 | $SAFE | Safehold Inc. | $4.0M | 4.1% | +0% | 55.3 |
| 11 |  $MANU | Manchester United plc | $3.4M | 3.4% | +0% | — |
| 12 | — | ISHARES INC | $3.1M | 3.2% | +0% | — |
| 13 | — | ISHARES INC | $3.1M | 3.2% | +0% | — |
| 14 | — | VANGUARD INDEX FDS | $2.9M | 2.9% | +0% | — |
| 15 | — | ISHARES INC | $2.5M | 2.5% | +0% | — |
| 16 |  $CRGY | Crescent Energy Co | $2.1M | 2.1% | +0% | 57.4 |
| 17 | — | ISHARES INC | $1.9M | 2.0% | +0% | — |
| 18 |  $BATRA | Atlanta Braves Holdings, Inc. | $1.9M | 2.0% | NEW | 30.8 |
| 19 |  $OCSL | Oaktree Specialty Lending Corp | $1.9M | 1.9% | NEW | — |
| 20 | — | ISHARES INC | $1.7M | 1.7% | +0% | — |
| 21 | — | SPDR INDEX SHS FDS | $1.6M | 1.6% | +0% | — |
New Positions (3)
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