§ 13F · FUND PROFILE
Michelson Medical Research Foundation, Inc..
AUM · $115M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 52K | $12M | 10.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 158K | $11M | 10.4% | ±0% |
| 3 | BLDR | BUILDERS FIRSTSOURCE INC | 97K | $9M | 8.0% | NEW |
| 4 | CME | CME GROUP INC | 39K | $9M | 8.0% | NEW |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 128K | $8M | 7.0% | ±0% |
| 6 | IWC | ISHARES TR | 35K | $7M | 6.5% | ±0% |
| 7 | CNNE | CANNAE HLDGS INC | 481K | $7M | 6.4% | ±0% |
| 8 | IBB | ISHARES TR | 35K | $7M | 6.2% | ±0% |
| 9 | KRE | SPDR SERIES TRUST | 64K | $5M | 4.4% | ±0% |
| 10 | SAFE | SAFEHOLD INC | 297K | $5M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MICHELSON SIGNAL
AC read
Michelson Medical Research Foundation, Inc. is a Other fund managing $115 million in assets. The fund runs a focused portfolio of just 20 positions.
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