Top 21 Michelson Medical Research Foundation Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTN | VAIL RESORTS INC | 11.2% | 86.0K | $11.0M | +0.00%(+0) | $178.74(-31.99%) | 2026-03-31 | |
| IVE | ISHARES TR | 11.13% | 51.9K | $11.0M | +0.00%(+0) | $136.80(+63.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.29% | 158.2K | $10.1M | +0.00%(+0) | $40.05(+72.48%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 8.24% | 30.0K | $8.1M | +0.00%(+0) | $337.70(+16.63%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 7% | 127.6K | $6.9M | +0.00%(+0) | $37.74(+54.87%) | 2026-03-31 | |
| IBB | ISHARES TR | 6.02% | 35.1K | $5.9M | +0.00%(+0) | $124.12(+34.40%) | 2026-03-31 | |
| IWC | ISHARES TR | 5.73% | 35.4K | $5.6M | +0.00%(+0) | $105.52(+72.42%) | 2026-03-31 | |
| CNNE | CANNAE HLDGS INC | 5.55% | 480.6K | $5.5M | new | $13.55(-2.95%) | 2026-03-31 | |
| KRE | SPDR SERIES TRUST | 4.2% | 63.5K | $4.1M | +0.00%(+0) | $45.05(+48.64%) | 2026-03-31 | |
| SAFE | SAFEHOLD INC | 4.09% | 297.5K | $4.0M | +0.00%(+0) | $16.83(-15.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.61% | +31.70% |
| Top 20 Holdings Unweighted | +11.56% | +38.85% |
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