StockDriftsStockDriftsTop 21 Michelson Medical Research Foundation INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 10.89% | 51.9K | $11.8M | +0.00%(+0) | $136.80(+74.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.41% | 158.2K | $11.3M | +0.00%(+0) | $40.05(+83.72%) | 2026-06-30 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 8.02% | 97.0K | $8.7M | new | $84.17(-13.85%) | 2026-06-30 | |
| CME | CME GROUP INC | 7.96% | 39.0K | $8.6M | new | $259.20(+4.09%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 7.04% | 127.6K | $7.6M | +0.00%(+0) | $37.74(+59.30%) | 2026-06-30 | |
| IWC | ISHARES TR | 6.54% | 35.4K | $7.1M | +0.00%(+0) | $105.52(+90.37%) | 2026-06-30 | |
| CNNE | CANNAE HLDGS INC | 6.39% | 480.6K | $6.9M | +0.00%(+0) | $13.55(+7.97%) | 2026-06-30 | |
| IBB | ISHARES TR | 6.17% | 35.1K | $6.7M | +0.00%(+0) | $124.12(+59.73%) | 2026-06-30 | |
| KRE | SPDR SERIES TRUST | 4.39% | 63.5K | $4.8M | +0.00%(+0) | $45.05(+72.97%) | 2026-06-30 | |
| SAFE | SAFEHOLD INC | 4.32% | 297.5K | $4.7M | +0.00%(+0) | $16.83(-9.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.60% | +50.50% | — | — | +54.82% |
| Top 20 Holdings Unweighted | +15.98% | +56.01% | — | — | +56.07% |
Michelson Medical Research Foundation INC reports $108.22M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are IVE (10.9%), VEA (10.4%) and BLDR (8.0%). The top 20 holdings account for 98.65% of reported assets. Its disclosed equity book has returned +50.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Michelson Medical Research Foundation INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965304). View Michelson Medical Research Foundation INC’s 13F filings on SEC