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Latest Michelson Medical Research Foundation, Inc. Stock Portfolio

$98.50Million– No. of Holdings #21

Michelson Medical Research Foundation, Inc. Performance:
2026 Q1: 0.67%YTD: 0.67%2025: 12.41%
Performance for 2026 Q1 is 0.67%, and YTD is 0.67%, and 2025 is 12.41%.

About Michelson Medical Research Foundation, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Michelson Medical Research Foundation, Inc. reported an equity portfolio of $98.5 Millions as of 31 Mar, 2026.

The top stock holdings of Michelson Medical Research Foundation, Inc. are MTN, IJR, VEA. The fund has invested 11.2% of it's portfolio in VAIL RESORTS INC and 11.1% of portfolio in ISHARES TR.

The fund managers got completely rid off DIGITALBRIDGE GROUP INC (DBRG) and STURM RUGER & CO INC (RGR) stocks. Michelson Medical Research Foundation, Inc. opened new stock positions in CANNAE HLDGS INC (CNNE), ATLANTA BRAVES HLDGS INC (BATRA) and OAKTREE SPECIALTY LENDING (OCSL).
Michelson Medical Research Foundation, Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026

Michelson Medical Research Foundation, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Michelson Medical Research Foundation, Inc. made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was 20.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cannae hldgs inc5,464,420
atlanta braves hldgs inc1,927,050
oaktree specialty lending1,922,130
New stocks bought by Michelson Medical Research Foundation, Inc.

Additions

No additions were made to existing positions by Michelson Medical Research Foundation, Inc.

Reductions

None of the existing positions were reduced by Michelson Medical Research Foundation, Inc.

Sold off

Ticker$ Sold
digitalbridge group inc-9,349,730
sturm ruger & co inc-1,877,380
Michelson Medical Research Foundation, Inc. got rid off the above stocks

Sector Distribution

Michelson Medical Research Foundation, Inc. has about 70.9% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Financial Services
Sector%
Others70.9
Consumer Cyclical16.8
Healthcare8.2
Energy2.1
Financial Services2

Market Cap. Distribution

Michelson Medical Research Foundation, Inc. has about 8.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED70.9
MID-CAP13.3
MEGA-CAP8.2
SMALL-CAP7.5

Stocks belong to which Index?

About 17.8% of the stocks held by Michelson Medical Research Foundation, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others82.1
RUSSELL 20009.6
S&P 5008.2
Top 5 Winners (%)%
CRGY
crescent energy company
60.9 %
ACWV
ishares inc
26.5 %
ACWV
ishares inc
20.8 %
EMGF
ishares inc
11.6 %
ACWV
ishares inc
8.5 %
Top 5 Winners ($)$
CRGY
crescent energy company
0.8 M
ACWV
ishares inc
0.5 M
ACWV
ishares inc
0.5 M
VEA
vanguard tax-managed fds
0.3 M
ACWV
ishares inc
0.2 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-18.0 %
CWI
spdr index shs fds
-3.8 %
MTN
vail resorts inc
-3.4 %
safehold inc
-1.2 %
IJR
ishares tr
-0.4 %
Top 5 Losers ($)$
UNH
unitedhealth group inc
-1.8 M
MTN
vail resorts inc
-0.4 M
CWI
spdr index shs fds
-0.1 M
IJR
ishares tr
0.0 M
safehold inc
0.0 M

Michelson Medical Research Foundation, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Michelson Medical Research Foundation, Inc.

Michelson Medical Research Foundation, Inc. has 21 stocks in it's portfolio. About 73.4% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. CRGY was the most profitable stock for Michelson Medical Research Foundation, Inc. last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions