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Michelson Medical Research Foundation Inc

Portfolio Manager
Michelson Medical Research Foundation INC
Performance
+0.95% (2026 Q1)
AUM (13F)
$98.50M
# of Holdings
21
Performance Rank
Allocation (Top 20)
98.44%

Michelson Medical Research Foundation Inc Holdings Map

Top 21 Michelson Medical Research Foundation Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MTN
VAIL RESORTS INC
11.2%86.0K$11.0M
+0.00%(+0)
2025-Q1: 86.0K shares2025-Q2: 86.0K shares2025-Q3: 86.0K shares2025-Q4: 86.0K shares2026-Q1: 86.0K shares
$178.74(-31.99%)
2026-03-31
IVE
ISHARES TR
11.13%51.9K$11.0M
+0.00%(+0)
2025-Q1: 51.9K shares2025-Q2: 51.9K shares2025-Q3: 51.9K shares2025-Q4: 51.9K shares2026-Q1: 51.9K shares
$136.80(+63.35%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
10.29%158.2K$10.1M
+0.00%(+0)
2025-Q1: 158.2K shares2025-Q2: 158.2K shares2025-Q3: 158.2K shares2025-Q4: 158.2K shares2026-Q1: 158.2K shares
$40.05(+72.48%)
2026-03-31
UNH
UNITEDHEALTH GROUP INC
8.24%30.0K$8.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.0K shares2026-Q1: 30.0K shares
$337.70(+16.63%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
7%127.6K$6.9M
+0.00%(+0)
2025-Q1: 127.6K shares2025-Q2: 127.6K shares2025-Q3: 127.6K shares2025-Q4: 127.6K shares2026-Q1: 127.6K shares
$37.74(+54.87%)
2026-03-31
IBB
ISHARES TR
6.02%35.1K$5.9M
+0.00%(+0)
2025-Q1: 43.4K shares2025-Q2: 35.1K shares2025-Q3: 35.1K shares2025-Q4: 35.1K shares2026-Q1: 35.1K shares
$124.12(+34.40%)
2026-03-31
IWC
ISHARES TR
5.73%35.4K$5.6M
+0.00%(+0)
2025-Q1: 35.4K shares2025-Q2: 35.4K shares2025-Q3: 35.4K shares2025-Q4: 35.4K shares2026-Q1: 35.4K shares
$105.52(+72.42%)
2026-03-31
CNNE
CANNAE HLDGS INC
5.55%480.6K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 480.6K shares
$13.55(-2.95%)
2026-03-31
KRE
SPDR SERIES TRUST
4.2%63.5K$4.1M
+0.00%(+0)
2025-Q1: 77.1K shares2025-Q2: 63.5K shares2025-Q3: 63.5K shares2025-Q4: 63.5K shares2026-Q1: 63.5K shares
$45.05(+48.64%)
2026-03-31
SAFE
SAFEHOLD INC
4.09%297.5K$4.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 297.5K shares2025-Q3: 297.5K shares2025-Q4: 297.5K shares2026-Q1: 297.5K shares
$16.83(-15.81%)
2026-03-31

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