Michelson Medical Research Foundation, Inc.
13F Reported Value
ⓘ$108.2M
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Michelson Medical Research Foundation, Inc. disclosed 21 positions worth $108.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $BLDR and a full exit from $MTN. The portfolio is most concentrated in Other (65.5% 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
13fpro.ai/research/fund/michelson-medical-research-foundation-inc-1965304
AUM History
13fpro.ai/research/fund/michelson-medical-research-foundation-inc-1965304
Top Equity Holdings by Value
13fpro.ai/research/fund/michelson-medical-research-foundation-inc-1965304
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - S&P 500 VAL ETF
—Quality
$11.8M51,905 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$11.3M158,160 sh- 45.6#1,824
Quality
$8.7M97,000 sh - 69.2
Quality
$8.6M39,000 sh VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$7.6M127,630 shISHARES TR - MICRO-CAP ETF
—Quality
$7.1M35,385 sh- 39.7
Quality
$6.9M480,600 sh ISHARES TR - ISHARES BIOTECH
—Quality
$6.7M35,095 shSPDR SERIES TRUST - ST STR SP REGBNK
—Quality
$4.8M63,510 sh- 47.6
Quality
$4.7M297,477 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - S&P 500 VAL ETF | — | $11.8M | 51,905 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $11.3M | 158,160 |
| 45.6#1,824 | $8.7M | 97,000 | |
| 69.2 | $8.6M | 39,000 | |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $7.6M | 127,630 |
| ISHARES TR - MICRO-CAP ETF | — | $7.1M | 35,385 |
| 39.7 | $6.9M | 480,600 | |
| ISHARES TR - ISHARES BIOTECH | — | $6.7M | 35,095 |
| SPDR SERIES TRUST - ST STR SP REGBNK | — | $4.8M | 63,510 |
| 47.6 | $4.7M | 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
$70.9M
Consumer Discretionary
$15.6M
Financials
$8.6M
Communication Services
$6.9M
Real Estate
$4.7M
Energy
$1.5M
Full Holdings — Michelson Medical Research Foundation, Inc. (Q2 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 | — | ISHARES TR - S&P 500 VAL ETF | $11.8M | 10.9% | +0% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.3M | 10.4% | +0% | — |
| 3 | Builders FirstSource, Inc. | $8.7M | 8.0% | NEW | 45.6 | |
| 4 | CME GROUP INC. | $8.6M | 8.0% | NEW | 69.2 | |
| 5 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $7.6M | 7.0% | +0% | — |
| 6 | — | ISHARES TR - MICRO-CAP ETF | $7.1M | 6.5% | +0% | — |
| 7 | Cannae Holdings, Inc. | $6.9M | 6.4% | +0% | 39.7 | |
| 8 | — | ISHARES TR - ISHARES BIOTECH | $6.7M | 6.2% | +0% | — |
| 9 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $4.8M | 4.4% | +0% | — |
| 10 | Safehold Inc. | $4.7M | 4.3% | +0% | 47.6 | |
| 11 | Manchester United plc | $4.6M | 4.2% | +0% | — | |
| 12 | — | ISHARES INC - MSCI STH KOR ETF | $4.1M | 3.8% | +0% | — |
| 13 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.3M | 3.1% | +0% | — |
| 14 | — | ISHARES INC - MSCI MEXICO ETF | $3.2M | 2.9% | +0% | — |
| 15 | — | ISHARES INC - MSCI TAIWAN ETF | $3.0M | 2.8% | +0% | — |
| 16 | — | ISHARES INC - MSCI BRAZIL ETF | $2.8M | 2.6% | +0% | — |
| 17 | Atlanta Braves Holdings, Inc. | $2.3M | 2.2% | +0% | 20.3 | |
| 18 | Oaktree Specialty Lending Corp | $2.0M | 1.9% | +0% | — | |
| 19 | — | ISHARES INC - MSCI JAPAN ETF | $1.9M | 1.7% | +0% | — |
| 20 | Crescent Energy Co | $1.5M | 1.4% | +0% | 66.2 | |
| 21 | — | SPDR INDEX SHS FDS - SP CHINA ETF | $1.4M | 1.3% | +0% | — |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Michelson Medical Research Foundation, Inc. including:
Track Michelson Medical Research Foundation, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Michelson Medical Research Foundation, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Michelson Medical Research Foundation, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Michelson Medical Research Foundation, Inc. (SEC CIK: 1965304), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Michelson Medical Research Foundation, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.