Michelson Medical Research Foundation, Inc.
21 holdingsFiling period: 2026-03-31Current AUM: $113.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTN | VAIL RESORTS INC | 86.0K | $11.0M | $12.8M | 11.28% | -- | 2026-03-31 |
| 2 | IVE | ISHARES TR | 51.9K | $11.0M | $12.0M | 10.56% | -- | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 158.2K | $10.1M | $11.2M | 9.81% | -- | 2026-03-31 |
| 4 | UNH | UNITEDHEALTH GROUP INC | 30.0K | $8.1M | $12.4M | 10.92% | -- | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 127.6K | $6.9M | $7.5M | 6.59% | -- | 2026-03-31 |
| 6 | IBB | ISHARES TR | 35.1K | $5.9M | $6.5M | 5.75% | -- | 2026-03-31 |
| 7 | IWC | ISHARES TR | 35.4K | $5.6M | $6.6M | 5.83% | -- | 2026-03-31 |
| 8 | CNNE | CANNAE HLDGS INC | 480.6K | $5.5M | $7.0M | 6.14% | -- | 2026-03-31 |
| 9 | KRE | SPDR SERIES TRUST | 63.5K | $4.1M | $4.8M | 4.24% | -- | 2026-03-31 |
| 10 | SAFE | SAFEHOLD INC | 297.5K | $4.0M | $4.8M | 4.23% | -- | 2026-03-31 |
| 11 | — | MANCHESTER UTD PLC NEW | 200.0K | $3.4M | $3.4M | 2.95% | -- | 2026-03-31 |
| 12 | EWW | ISHARES INC | 41.9K | $3.1M | $3.2M | 2.82% | -- | 2026-03-31 |
| 13 | EWZ | ISHARES INC | 81.3K | $3.1M | $3.0M | 2.62% | -- | 2026-03-31 |
| 14 | VB | VANGUARD INDEX FDS | 11.0K | $2.9M | $3.2M | 2.85% | -- | 2026-03-31 |
| 15 | EWY | ISHARES INC | 20.2K | $2.5M | $3.2M | 2.78% | -- | 2026-03-31 |
| 16 | CRGY | CRESCENT ENERGY COMPANY | 156.2K | $2.1M | $1.8M | 1.57% | -- | 2026-03-31 |
| 17 | EWT | ISHARES INC | 27.4K | $1.9M | $2.6M | 2.33% | -- | 2026-03-31 |
| 18 | BATRK | ATLANTA BRAVES HLDGS INC | 45.1K | $1.9M | $2.3M | 2.01% | -- | 2026-03-31 |
| 19 | OCSL | OAKTREE SPECIALTY LENDING | 170.1K | $1.9M | $2.0M | 1.73% | -- | 2026-03-31 |
| 20 | EWJ | ISHARES INC | 20.1K | $1.7M | $1.9M | 1.63% | -- | 2026-03-31 |
| 21 | GXC | SPDR INDEX SHS FDS | 16.8K | $1.6M | $1.5M | 1.34% | -- | 2026-03-31 |
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