Michelson Medical Research Foundation, Inc.

CIK 0001965304 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Michelson Medical Research Foundation, Inc. reported 21 positions worth $108.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVE (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$108.2M
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.1%
Est. Net Flow (Q)
2026 Q2
10 / 21 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVEISHARES TRSH$11.8M10.89%51,905
2VEAVANGUARD TAX-MANAGED FDSSH$11.3M10.41%158,160
3BLDRBUILDERS FIRSTSOURCE INCSH$8.7M8.02%97,000
4CMECME GROUP INCSH$8.6M7.96%39,000
5VWOVANGUARD INTL EQUITY INDEX FSH$7.6M7.04%127,630
6IWCISHARES TRSH$7.1M6.54%35,385
7CNNECANNAE HLDGS INCSH$6.9M6.39%480,600
8IBBISHARES TRSH$6.7M6.17%35,095
9KRESPDR SERIES TRUSTSH$4.8M4.39%63,510
10SAFESAFEHOLD INCSH$4.7M4.32%297,477

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Michelson Medical Research Foundation, Inc. hold as of Q2 2026?

Michelson Medical Research Foundation, Inc. reported 21 positions worth $108.2M in its Q2 2026 13F filing. Largest positions: IVE (10.9%), VEA (10.4%), BLDR (8.0%), CME (8.0%) and VWO (7.0%).

What did Michelson Medical Research Foundation, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Michelson Medical Research Foundation, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.