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Michelson Medical Research Foundation, Inc.

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13F filer, CIK 1965304, Los Angeles, CA

Michelson Medical Research Foundation, Inc. reported $99,757,565 across 20 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 78.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965304-26-000001

Period
2025-12-31
Reported value
$99.8M
Holdings
20
Top 10 weight
78.3%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+30,000$9.9M
RGRnew+57,500$1.88M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GDXexited-234,305-$17.9M
SGOVexited-116,226-$11.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001965304-26-000001, largest first. % of portfolio is the value over $99,757,565, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares 86,000$11.4M11.45%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,905 shares; 2024Q4: 51,905 shares; 2025Q1: 51,905 shares; 2025Q2: 51,905 shares; 2025Q3: 51,905 shares; 2025Q4: 51,905 shares 51,905$11M11.03%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000$9.9M9.93%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,160 shares; 2024Q4: 158,160 shares; 2025Q1: 158,160 shares; 2025Q2: 158,160 shares; 2025Q3: 158,160 shares; 2025Q4: 158,160 shares 158,160$9.88M9.9%0Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609,500 shares; 2025Q3: 609,500 shares; 2025Q4: 609,500 shares 609,500$9.35M9.37%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,630 shares; 2024Q4: 127,630 shares; 2025Q1: 127,630 shares; 2025Q2: 127,630 shares; 2025Q3: 127,630 shares; 2025Q4: 127,630 shares 127,630$6.86M6.88%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,395 shares; 2024Q4: 43,395 shares; 2025Q1: 43,395 shares; 2025Q2: 35,095 shares; 2025Q3: 35,095 shares; 2025Q4: 35,095 shares 35,095$5.92M5.94%0Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,385 shares; 2024Q4: 35,385 shares; 2025Q1: 35,385 shares; 2025Q2: 35,385 shares; 2025Q3: 35,385 shares; 2025Q4: 35,385 shares 35,385$5.58M5.59%0Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,700 shares; 2024Q4: 77,100 shares; 2025Q1: 77,100 shares; 2025Q2: 63,510 shares; 2025Q3: 63,510 shares; 2025Q4: 63,510 shares 63,510$4.12M4.13%0Timeline
SAFESAFEHOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,477 shares; 2025Q3: 297,477 shares; 2025Q4: 297,477 shares 297,477$4.07M4.08%0Timeline
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000$3.18M3.19%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,850 shares; 2024Q4: 41,850 shares; 2025Q1: 41,850 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares; 2025Q4: 41,850 shares 41,850$2.9M2.91%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,910 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 11,010 shares; 2025Q3: 11,010 shares; 2025Q4: 11,010 shares 11,010$2.84M2.85%0Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,300 shares; 2024Q4: 81,300 shares; 2025Q1: 81,300 shares; 2025Q2: 81,300 shares; 2025Q3: 81,300 shares; 2025Q4: 81,300 shares 81,300$2.58M2.59%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares; 2025Q2: 20,155 shares; 2025Q3: 20,155 shares; 2025Q4: 20,155 shares 20,155$1.96M1.96%0Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,500 shares 57,500$1.88M1.88%newTimeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,435 shares; 2024Q4: 27,435 shares; 2025Q1: 27,435 shares; 2025Q2: 27,435 shares; 2025Q3: 27,435 shares; 2025Q4: 27,435 shares 27,435$1.74M1.75%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares 20,100$1.62M1.63%0Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares 16,750$1.62M1.63%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,166 shares; 2024Q4: 156,166 shares; 2025Q1: 156,166 shares; 2025Q2: 156,166 shares; 2025Q3: 156,166 shares; 2025Q4: 156,166 shares 156,166$1.31M1.31%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GDXVANECK ETF TRUST234,305$17.9Mshares
SGOVISHARES TR116,226$11.7Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965304-26-000001 base2026-02-17acceptance time not in the bulk data set