Michelson Medical Research Foundation, Inc. Portfolio Holdings

Michelson Medical Research Foundation, Inc.

  • $104 Billion
  • Q2 2025

Michelson Medical Research Foundation, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vail Resorts Inc with a value of $13.5B, Vaneck ETF Tr Gold Miners ETF with a value of $12.2B, Rentokil Initial PLC with a value of $11B, Ishares S&P 500 Value ETF with a value of $10.1B, and Vanguard Ftse Developed Market with a value of $9.02B.

Examining the 13F form we can see an decrease of $15.3B in the current position value, from $120B to 104B.

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 $104 Billion
ETFs: $63.9 Billion
Consumer Cyclical: $13.5 Billion
Industrials: $11 Billion
Communication Services: $3.56 Billion
Energy: $1.34 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Billion 11.7% of portfolio
234,305
Q2 2024 New
$0
$10.1 Billion 9.73% of portfolio
51,905
Q1 2023 Reduced 44.24%
$0
$9.02 Billion 8.65% of portfolio
158,160
Q4 2024 Reduced 56.21%
$0
$6.31 Billion 6.06% of portfolio
127,630
Q4 2024 Reduced 46.06%
$0
$4.52 Billion 4.33% of portfolio
35,385
Q3 2023 New
$0
$4.44 Billion 4.26% of portfolio
35,095
Q2 2025 Reduced 19.13%
$0
$3.77 Billion 3.62% of portfolio
63,510
Q2 2025 Reduced 17.63%
$0
$2.61 Billion 2.5% of portfolio
11,010
Q4 2024 Reduced 41.78%
$0
$2.53 Billion 2.43% of portfolio
41,850
Q3 2023 New
$0
$2.35 Billion 2.25% of portfolio
81,300
Q3 2023 New
$0
$1.57 Billion 1.51% of portfolio
27,435
Q3 2023 New
$0
$1.51 Billion 1.45% of portfolio
20,100
Q3 2023 New
$0
$1.47 Billion 1.41% of portfolio
16,750
Q4 2023 New
$0
$1.45 Billion 1.39% of portfolio
20,155
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $104 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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