MM

Michelson Medical Research Foundation, Inc.

13F
Michelson Medical Research Foundation, Inc.
Last update 2025-05-16 25 Stocks (2 new)
Value $120.00 Mil Turnover 19 %
Countries:
Top Holdings: MTN(11.52%)IJS(10.60%)RTO(9.58%)GDX(9.01%)IVE(8.28%)
Summary Stock Picks Current Portfolio
Michelson Medical Research Fou... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MTN
Vail Resorts Inc
86,000
13,761.7
0%
11.520
0%
0.230
+17.95%
-11.48%
5,996.0
Travel & Leisure
IJS
iShares S&P Small-Cap 600 Value ETF
129,990
12,671.4
New Holding
10.600
+10.60%
0.210
+17.91%
-2.36%
6,385.1
 
RTO
Rentokil Initial PLC
500,000
11,450.0
+177.78%
9.580
+6.13%
0.100
+11.24%
+0.94%
12,638.6
Business Services
GDX
VanEck Gold Miners ETF
234,305
10,771.0
0%
9.010
0%
0.080
+10.65%
+59.01%
15,969.4
 
IVE
iShares S&P 500 Value ETF
51,905
9,892.1
0%
8.280
0%
0.030
+11.94%
+5.66%
40,019.9
 
IVV
iShares Core S&P 500 ETF
14,989
8,422.3
0%
7.050
0%
0.000
+18.87%
+8.94%
642,209.1
 
VEA
Vanguard FTSE Developed Markets ETF
158,160
8,039.3
0%
6.730
0%
0.010
+14.13%
+23.84%
163,546.6
 
VWO
Vanguard FTSE Emerging Markets ETF
127,630
5,776.5
0%
4.830
0%
0.010
+15.56%
+16.78%
86,562.3
 
IBB
iShares Biotechnology ETF
43,395
5,550.2
0%
4.640
0%
0.100
+10.76%
+2.30%
5,546.9
 
KRE
SPDR S&P Regional Banking ETF
77,100
4,383.1
0%
3.670
0%
0.130
+19.14%
+6.42%
3,453.3
 

Michelson Medical Research Foundation, Inc.'s Historical Top Holdings Breakdowns

Michelson Medical Research Foundation, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
New Buy
New Buy
+10.60%
●
96.3 ($105.5) 112.23
$105.19
-0.29%
New holding
129,990
129,990
RTO
Rentokil Initial PLC
2025-03-31
Add
Add
+6.13%
●
20.76 ($24.13) 27.03
$25.13
4.14%
Add 177.78%
500,000
320,000
EL
The Estee Lauder Companies Inc
2025-03-31
Sold Out
Sold Out
-5.03%
●
64.26 ($72.33) 85.48
$89.68
23.99%
Sold Out
0
-80,000
ARE
Alexandria Real Estate Equities Inc
2025-03-31
Sold Out
Sold Out
-3.04%
●
92.51 ($97.93) 102.81
$82.97
-15.28%
Sold Out
0
-37,230
MANU
Manchester United PLC
2025-03-31
New Buy
New Buy
+2.19%
●
13.09 ($15.12) 17
$18.17
20.17%
New holding
200,000
200,000
SUI
Sun Communities Inc
2025-03-31
Sold Out
Sold Out
-2.06%
●
120.53 ($127.85) 136.43
$124.50
-2.62%
Sold Out
0
-20,000
BXP
BXP Inc
2025-03-31
Sold Out
Sold Out
-1.35%
●
63.97 ($70.13) 74.91
$71.49
1.94%
Sold Out
0
-21,735
XBI
SPDR Biotech ETF
2025-03-31
Reduce
Reduce
-0.90%
●
81.1 ($89.38) 94.7
$88.35
-1.15%
Reduce -38.34%
19,300
-12,000
AVB
AvalonBay Communities Inc
2025-03-31
Sold Out
Sold Out
-0.36%
●
207.86 ($217.09) 228.08
$203.39
-6.31%
Sold Out
0
-1,947
VEA
Vanguard FTSE Developed Markets ETF
2024-12-31
Reduce
Reduce
-7.56%
●
47.57 ($50.18) 52.35
$58.48
16.55%
Reduce -56.21%
158,160
-203,000

Michelson Medical Research Foundation, Inc. Total Holding History ($B)

To

Michelson Medical Research Foundation, Inc.'s Asset Allocation

To

Michelson Medical Research Foundation, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Michelson Medical Research Foundation, Inc.'s Hypothetical Growth since 2025-03-31

Michelson Medical Research Foundation, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Michelson Medical Research Foundation, Inc.'s Holdings Heat Map

Size field:

Michelson Medical Research Foundation, Inc.'s Holdings Bubble Chart

Michelson Medical Research Foundation, Inc. News

  • 1

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