Q2 2026 13F · SEC CIK 1965304
Michelson Medical Research Foundation, Inc.
Endowment & foundationFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $108.2M
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +15.3%
- Average holding period
- 2.4 yrs
Michelson Medical Research Foundation, Inc. is an endowment & foundation that reported 21 positions worth $108.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares S&p 500 Value ETF (IVE, 10.9%), Vanguard Tax-Managed Fds (VEA, 10.4%), Builders Firstsource Inc (BLDR, 8.0%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.
Michelson Medical Research Foundation, Inc. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| IVEIshares S&p 500 Value ETF | 10.9% | +0.0% | $11.8M |
| VEAVanguard Tax-Managed Fds | 10.4% | +0.0% | $11.3M |
| BLDRBuilders Firstsource Inc | 8.0% | — | $8.7M |
| CMECme Group Inc | 8.0% | — | $8.6M |
| VWOVanguard Intl Equity Index F | 7.0% | +0.0% | $7.6M |
| IWCIshares Tr | 6.5% | +0.0% | $7.1M |
| CNNECannae Holdings Inc. (CNNE) | 6.4% | +0.0% | $6.9M |
| IBBIshares Tr | 6.2% | +0.0% | $6.7M |
| KRESpdr Series Trust | 4.4% | +0.0% | $4.8M |
| SAFESafehold Inc | 4.3% | +0.0% | $4.7M |
| MANUManchester Uni-A | 4.2% | +0.0% | $4.6M |
| EWYIshares Inc | 3.8% | +0.0% | $4.1M |
| VBVanguard Indx Fd | 3.1% | +0.0% | $3.3M |
| EWWIshares Msci Mexico ETF | 2.9% | +0.0% | $3.2M |
| EWTiShares MSCI Taiwan ETF | 2.8% | +0.0% | $3.0M |
| EWZIshares Inc | 2.6% | +0.0% | $2.8M |
| BATRKAtlanta Braves Holdings Inc | 2.2% | +0.0% | $2.3M |
| OCSLOaktree Specialty Lending | 1.9% | +0.0% | $2.0M |
| EWJIshares Inc | 1.7% | +0.0% | $1.9M |
| CRGYCrescent Energy Company | 1.4% | +0.0% | $1.5M |
| GXCSpdr Index Shs Fds | 1.3% | +0.0% | $1.4M |
What Michelson Medical Research Foundation, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- BLDR Builders Firstsource Inc8.0% of 13F
- CME Cme Group Inc8.0% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- MTN Vail Resorts Incwas 11.2%
- UNH Unitedhealth Group Inc Comwas 8.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +28.6% /yr
- S&P 500 +20.1%
- 3 years
- +15.3% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $108.2M | 21 |
| Q1 2026 | $98.5M | 21 |
| Q4 2025 | $99.8M | 20 |
| Q3 2025 | $115.0M | 20 |
| Q2 2025 | $104.2M | 20 |
| Q1 2025 | $119.5M | 25 |
| Q4 2024 | $119.3M | 28 |
| Q3 2024 | $141.9M | 28 |
| Q2 2024 | $116.3M | 25 |
| Q1 2024 | $165.0M | 28 |
| Q4 2023 | $151.6M | 28 |
| Q3 2023 | $148.1M | 27 |
Questions about Michelson Medical Research Foundation, Inc.'s portfolio
What stocks does Michelson Medical Research Foundation, Inc. own?
Michelson Medical Research Foundation, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 21 positions worth $108.2M. The largest are Ishares S&p 500 Value ETF (IVE) at 10.9%, Vanguard Tax-Managed Fds (VEA) at 10.4%, Builders Firstsource Inc (BLDR) at 8.0%, Cme Group Inc (CME) at 8.0% and Vanguard Intl Equity Index F (VWO) at 7.0%.
What did Michelson Medical Research Foundation, Inc. buy last quarter?
In Q2 2026, Michelson Medical Research Foundation, Inc. added a new position in Builders Firstsource Inc (BLDR) and a new position in Cme Group Inc (CME), compared with its Q1 2026 filing.
What did Michelson Medical Research Foundation, Inc. sell last quarter?
In Q2 2026, Michelson Medical Research Foundation, Inc. sold all of Vail Resorts Inc (MTN) and sold all of Unitedhealth Group Inc Com (UNH), compared with its Q1 2026 filing.
How has Michelson Medical Research Foundation, Inc.'s portfolio performed?
A portfolio copying Michelson Medical Research Foundation, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.6% against +20.1%.
When is Michelson Medical Research Foundation, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Michelson Medical Research Foundation, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.