Michelson Medical Research Foundation, Inc. Portfolio Holdings

Michelson Medical Research Foundation, Inc.

  • $142 Billion
  • Q3 2024

Michelson Medical Research Foundation, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $19.1B, Vanguard Ftse Emerging Mkts Et with a value of $11.3B, Ishares S&P 500 Value ETF with a value of $10.2B, Vaneck ETF Tr Gold Miners ETF with a value of $9.33B, and Vail Resorts Inc with a value of $8.71B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $116B to 142B.

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 $142 Billion
ETFs: $93.6 Billion
Real Estate: $22 Billion
Consumer Cyclical: $8.71 Billion
Basic Materials: $6.07 Billion
Industrials: $4.49 Billion
Financial Services: $3.34 Billion
Technology: $1.99 Billion
Energy: $1.71 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Billion 13.45% of portfolio
361,160
Q3 2023 Added 18.07%
$0
$11.3 Billion 7.98% of portfolio
236,630
Q4 2022 New
$0
$10.2 Billion 7.21% of portfolio
51,905
Q1 2023 Reduced 44.24%
$0
$9.33 Billion 6.58% of portfolio
234,305
Q2 2024 New
$7.63B
$8.71 Billion 6.14% of portfolio
50,000
Q3 2024 New
$0
$8.65 Billion 6.09% of portfolio
14,989
Q2 2024 Reduced 16.68%
$15.2B
$6.76 Billion 4.76% of portfolio
50,000
Q3 2024 Added 138.1%
$0
$6.49 Billion 4.58% of portfolio
114,700
Q3 2023 New
$0
$6.32 Billion 4.45% of portfolio
43,395
Q4 2022 New
$517M
$6.07 Billion 4.28% of portfolio
505,000
Q3 2024 New
$101B
$5.35 Billion 3.77% of portfolio
42,405
Q4 2022 New
$13.1B
$4.49 Billion 3.16% of portfolio
180,000
Q3 2024 New
$0
$4.49 Billion 3.16% of portfolio
18,910
Q3 2023 New
$16.7B
$4.42 Billion 3.12% of portfolio
37,230
Q4 2022 New
$0
$4.36 Billion 3.08% of portfolio
35,385
Q3 2023 New
$31.7B
$3.68 Billion 2.59% of portfolio
16,330
Q3 2024 Reduced 60.65%
$0
$2.4 Billion 1.69% of portfolio
81,300
Q3 2023 New
$2.96B
$2.39 Billion 1.68% of portfolio
180,000
Q3 2024 Added 50.0%
$0
$2.25 Billion 1.58% of portfolio
41,850
Q3 2023 New
$10.6B
$1.99 Billion 1.4% of portfolio
10,000
Q3 2024 New
$12.6B
$1.75 Billion 1.23% of portfolio
21,735
Q4 2022 New
$686M
$1.71 Billion 1.21% of portfolio
156,166
Q4 2022 New
$0
$1.48 Billion 1.04% of portfolio
27,435
Q3 2023 New
$0
$1.44 Billion 1.01% of portfolio
20,100
Q3 2023 New
$0
$1.38 Billion 0.97% of portfolio
16,750
Q4 2023 New
$0
$1.29 Billion 0.91% of portfolio
20,155
Q3 2023 New
$0
$950 Million 0.67% of portfolio
115,872
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $142 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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