Institutional Fund
Michelson Medical Research Foundation, Inc.
Los Angeles, CACIK 19653045 filings on record
Portfolio Value
$98.50M
Q1 2026
Holdings
21
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.3%
from $99.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vail Resorts Inc11.2%
- Ishares Tr11.1%
- Vanguard Tax-Managed Fds10.3%
- Unitedhealth Group Inc8.2%
- Vanguard Intl Equity Index F7.0%
- Ishares Tr6.0%
- Other46.1%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vail Resorts Inc | 86.0K | $11.04M | 11.2% | 0 | Held |
| 2 | Ishares Tr | 51.9K | $10.96M | 11.1% | 0 | Held |
| 3 | Vanguard Tax-Managed Fds | 158.2K | $10.13M | 10.3% | 0 | Held |
| 4 | Unitedhealth Group Inc | 30.0K | $8.12M | 8.2% | 0 | Held |
| 5 | Vanguard Intl Equity Index F | 127.6K | $6.90M | 7.0% | 0 | Held |
| 6 | Ishares Tr | 35.1K | $5.93M | 6.0% | 0 | Held |
| 7 | Ishares Tr | 35.4K | $5.65M | 5.7% | 0 | Held |
| 8 | Cannae Hldgs Inc | 480.6K | $5.46M | 5.5% | +480.6K | New |
| 9 | Spdr Series Trust | 63.5K | $4.14M | 4.2% | 0 | Held |
| 10 | Safehold Inc | 297.5K | $4.02M | 4.1% | 0 | Held |
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