Michelson Medical Research Foundation, Inc. Portfolio Holdings

Michelson Medical Research Foundation, Inc.

  • $165 Billion
  • Q1 2024

Michelson Medical Research Foundation, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $19.8B, Vanguard Ftse Developed Market with a value of $18.1B, Invesco ETF Tr Ii Sr Ln ETF with a value of $12.7B, Vanguard Bd Index Fd Inc Short with a value of $12.6B, and Vanguard Ftse Emerging Mkts Et with a value of $9.88B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $152B to 165B.

Michelson Medical Research Foundation, Inc. is based out at Los Angeles, CA

Below you can find more details about Michelson Medical Research Foundation, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $165 Billion
ETFs: $137 Billion
Real Estate: $20 Billion
Energy: $7.03 Billion
Financial Services: $854 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.8 Billion 12.02% of portfolio
255,130
Q4 2022 New
$0
$18.1 Billion 10.98% of portfolio
361,160
Q3 2023 Added 18.07%
$0
$12.7 Billion 7.7% of portfolio
600,610
Q1 2023 Added 549.1%
$0
$12.6 Billion 7.66% of portfolio
164,845
Q1 2023 Added 129.06%
$0
$9.88 Billion 5.99% of portfolio
236,630
Q4 2022 New
$0
$9.7 Billion 5.88% of portfolio
51,905
Q1 2023 Reduced 44.24%
$0
$9.46 Billion 5.73% of portfolio
17,989
Q1 2023 Reduced 46.62%
$28.5B
$8.25 Billion 5.0% of portfolio
44,485
Q4 2022 New
$0
$8.07 Billion 4.89% of portfolio
73,240
Q1 2023 Reduced 44.23%
$0
$5.95 Billion 3.61% of portfolio
43,395
Q4 2022 New
$0
$5.77 Billion 3.5% of portfolio
114,700
Q3 2023 New
$106B
$5.52 Billion 3.35% of portfolio
42,405
Q4 2022 New
$18.9B
$4.8 Billion 2.91% of portfolio
37,230
Q4 2022 New
$0
$4.32 Billion 2.62% of portfolio
18,910
Q3 2023 New
$0
$4.29 Billion 2.6% of portfolio
35,385
Q3 2023 New
$3.8B
$3.22 Billion 1.95% of portfolio
58,450
Q4 2022 New
$0
$2.9 Billion 1.76% of portfolio
41,850
Q3 2023 New
$0
$2.64 Billion 1.6% of portfolio
81,970
Q4 2022 New
$0
$2.64 Billion 1.6% of portfolio
81,300
Q3 2023 New
$948M
$1.95 Billion 1.18% of portfolio
139,780
Q4 2022 New
$571M
$1.86 Billion 1.13% of portfolio
156,166
Q4 2022 New
$0
$1.43 Billion 0.87% of portfolio
20,100
Q3 2023 New
$9.6B
$1.42 Billion 0.86% of portfolio
21,735
Q4 2022 New
$0
$1.35 Billion 0.82% of portfolio
20,155
Q3 2023 New
$0
$1.34 Billion 0.81% of portfolio
27,435
Q3 2023 New
$0
$1.1 Billion 0.67% of portfolio
16,750
Q4 2023 New
$0
$854 Million 0.52% of portfolio
115,872
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $165 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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