Michelson Medical Research Foundation, Inc. Portfolio Holdings

Michelson Medical Research Foundation, Inc.

  • $120 Billion
  • Q1 2025

Michelson Medical Research Foundation, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vail Resorts Inc with a value of $13.8B, Ishares S&P Smallcap 600 Value with a value of $12.7B, Rentokil Initial PLC with a value of $11.5B, Vaneck ETF Tr Gold Miners ETF with a value of $10.8B, and Ishares S&P 500 Value ETF with a value of $9.89B.

Examining the 13F form we can see an increase of $190M in the current position value, from $119B to 120B.

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 $120 Billion
ETFs: $82.9 Billion
Consumer Cyclical: $13.8 Billion
Industrials: $11.5 Billion
Financial Services: $3.34 Billion
Real Estate: $3.14 Billion
Communication Services: $2.62 Billion
Energy: $1.76 Billion
Basic Materials: $557 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.1B
$13.8 Billion 11.52% of portfolio
86,000
Q4 2024 Added 72.0%
$0
$12.7 Billion 10.6% of portfolio
129,990
Q1 2025 New
$11.6B
$11.5 Billion 9.58% of portfolio
500,000
Q1 2025 Added 177.78%
$0
$10.8 Billion 9.01% of portfolio
234,305
Q2 2024 New
$0
$9.89 Billion 8.28% of portfolio
51,905
Q1 2023 Reduced 44.24%
$0
$8.42 Billion 7.05% of portfolio
14,989
Q2 2024 Reduced 16.68%
$0
$8.04 Billion 6.73% of portfolio
158,160
Q4 2024 Reduced 56.21%
$0
$5.78 Billion 4.83% of portfolio
127,630
Q4 2024 Reduced 46.06%
$0
$5.55 Billion 4.64% of portfolio
43,395
Q4 2022 New
$0
$4.38 Billion 3.67% of portfolio
77,100
Q4 2024 Reduced 32.78%
$0
$3.92 Billion 3.28% of portfolio
35,385
Q3 2023 New
$101B
$3.14 Billion 2.63% of portfolio
28,077
Q4 2024 Reduced 33.79%
$734M
$2.62 Billion 2.19% of portfolio
200,000
Q1 2025 New
$0
$2.44 Billion 2.04% of portfolio
11,010
Q4 2024 Reduced 41.78%
$3.01B
$2.38 Billion 1.99% of portfolio
180,000
Q3 2024 Added 50.0%
$0
$2.13 Billion 1.78% of portfolio
41,850
Q3 2023 New
$444M
$1.76 Billion 1.47% of portfolio
156,166
Q4 2022 New
$0
$1.57 Billion 1.31% of portfolio
19,300
Q1 2025 Reduced 38.34%
$0
$1.44 Billion 1.21% of portfolio
16,750
Q4 2023 New
$0
$1.38 Billion 1.15% of portfolio
20,100
Q3 2023 New
$0
$1.3 Billion 1.09% of portfolio
27,435
Q3 2023 New
$0
$1.09 Billion 0.91% of portfolio
20,155
Q3 2023 New
$0
$962 Million 0.81% of portfolio
115,872
Q4 2022 New
$800M
$557 Million 0.47% of portfolio
600,000
Q4 2024 Added 18.81%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $120 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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