Skip to content
Disclosery

Michelson Medical Research Foundation, Inc.

Follow

13F filer, CIK 1965304, Los Angeles, CA

Michelson Medical Research Foundation, Inc. reported $98,503,415 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 73.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965304-26-000002

Period
2026-03-31
Reported value
$98.5M
Holdings
21
Top 10 weight
73.45%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CNNEnew+480,600$5.46M
BATRKnew+45,130$1.93M
OCSLnew+170,100$1.92M

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
DBRGexited-609,500-$9.35M
RGRexited-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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001965304-26-000002, largest first. % of portfolio is the value over $98,503,415, 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; 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; 2026Q1: 86,000 shares 86,000$11M11.2%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 51,905 shares 51,905$11M11.13%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 158,160 shares 158,160$10.1M10.29%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$8.12M8.24%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 127,630 shares 127,630$6.9M7%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,095 shares 35,095$5.93M6.02%0Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,385 shares 35,385$5.65M5.73%0Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480,600 shares 480,600$5.46M5.55%newTimeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,510 shares 63,510$4.14M4.2%0Timeline
SAFESAFEHOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,477 shares; 2025Q3: 297,477 shares; 2025Q4: 297,477 shares; 2026Q1: 297,477 shares 297,477$4.02M4.09%0Timeline
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000$3.36M3.42%0Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,850 shares 41,850$3.15M3.2%0Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 81,300 shares 81,300$3.12M3.17%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,010 shares 11,010$2.88M2.93%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,155 shares 20,155$2.48M2.52%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 156,166 shares 156,166$2.11M2.14%0Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,435 shares 27,435$1.95M1.98%0Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,130 shares 45,130$1.93M1.96%newTimeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,100 shares 170,100$1.92M1.95%newTimeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,100 shares 20,100$1.7M1.72%0Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,750 shares 16,750$1.56M1.58%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DBRGDIGITALBRIDGE GROUP INC609,500$9.35Mshares
RGRSTURM RUGER & CO INC57,500$1.88Mshares

How Q1 2026 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 0001965304-26-000002 base2026-05-15acceptance time not in the bulk data set