Michelson Medical Research Foundation, Inc.
CIK 0001965304 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
IVE
ISHARES TR
10.9%
VEA
VANGUARD TAX-MANAGED FDS
10.4%
BLDR
BUILDERS FIRSTSOURCE INC
8.0%
CME
CME GROUP INC
8.0%
VWO
VANGUARD INTL EQUITY INDEX F
7.0%
IWC
ISHARES TR
6.5%
CNNE
CANNAE HLDGS INC
6.4%
IBB
ISHARES TR
6.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.