Michelson Medical Research Foundation, Inc.
CIK 1965304 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- IVE10.89%
- VEA10.41%
- BLDR8.02%
- CME7.96%
- VWO7.04%
- IWC6.54%
- CNNE6.39%
- IBB6.17%
- KRE4.39%
- SAFE4.32%
Share classes counted separately72.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EWYWeight increased · +1.24 pp2.52% → 3.76%Shares 0 (0.00%)
- CNNEWeight increased · +0.84 pp5.55% → 6.39%Shares 0 (0.00%)
- MANUWeight increased · +0.82 pp3.42% → 4.24%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $11.79M | 10.89% | 51.91K shares | 11.13% → 10.89%-0.24 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.27M | 10.41% | 158.16K shares | 10.29% → 10.41%+0.12 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | BLDRBUILDERS FIRSTSOURCE INC View history and evidence | $8.68M | 8.02% | 97.00K shares | Prior unavailable +97.00K | New | ▾ |
| 04 | CMECME GROUP INC View history and evidence | $8.61M | 7.96% | 39.00K shares | Prior unavailable +39.00K | New | ▾ |
| 05 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $7.62M | 7.04% | 127.63K shares | 7.00% → 7.04%+0.04 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | IWCISHARES MICRO-CAP ETFMICRO-CAP ETF View history and evidence | $7.08M | 6.54% | 35.38K shares | 5.73% → 6.54%+0.81 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | CNNECANNAE HOLDINGS INC View history and evidence | $6.92M | 6.39% | 480.60K shares | 5.55% → 6.39%+0.84 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | IBBISHARES BIOTECHNOLOGY ETFISHARES BIOTECH View history and evidence | $6.67M | 6.17% | 35.09K shares | 6.02% → 6.17%+0.15 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | KRESS SPDR S&P REGIONAL BANKST STR SP REGBNK View history and evidence | $4.75M | 4.39% | 63.51K shares | 4.20% → 4.39%+0.19 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | SAFESAFEHOLD INC View history and evidence | $4.67M | 4.32% | 297.48K shares | 4.09% → 4.32%+0.23 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MTN VAIL RESORTS INC | Non-derivative | -86,000 | -$11.04M | SEC filing ↗ | SEC filing ↗ |
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -30,000 | -$8.12M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965304 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108220489
}Take these holdings further.
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