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The Analysis of Michelson Medical Research Foundation, Inc.'s Holdings & P&L

Currently, Michelson Medical Research Foundation, Inc. holds 21 types of securities in its portfolio with a total value $98.5M. In the most recent quarter, they have increased their positions in CNNE (+480.6K shares, valued at $5.5M), N/A (+45.1K shares, valued at $1.9M), N/A (+170.1K shares, valued at $1.9M); initiated new positions in CNNE (+480.6K shares, valued at $5.5M), N/A (+45.1K shares, valued at $1.9M), N/A (+170.1K shares, valued at $1.9M).

1M P&L

+3.8M+4.08%

3M P&L

+4.5M+4.89%

HY P&L

+12.9M+15.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A58.6M

67.9%

2Resorts & Casinos11.4M

13.2%

3Healthcare Plans9.9M

11.5%

Top Industries by Stock Count

1N/A13 stocks

72.2%

2Oil & Gas Integrated1 stocks

5.6%

3Entertainment1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MTN VAIL RESORTS INC86.0K shares0.00%2026-03-312026-05-15

IVE ISHARES TR51.9K shares0.00%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS158.2K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC30.0K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F127.6K shares0.00%2026-03-312026-05-15

IBB ISHARES TR35.1K shares0.00%2026-03-312026-05-15

IWC ISHARES TR35.4K shares0.00%2026-03-312026-05-15

CNNE CANNAE HLDGS INC480.6K sharesnew addition2026-03-312026-05-15

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KRE SPDR SERIES TRUST63.5K shares0.00%2026-03-312026-05-15

SAFEHOLD INC SAFEHOLD INC297.5K shares0.00%2026-03-312026-05-15

MANU MANCHESTER UTD PLC NEW200.0K shares0.00%2026-03-312026-05-15

EWW ISHARES INC41.9K shares0.00%2026-03-312026-05-15

EWZ ISHARES INC81.3K shares0.00%2026-03-312026-05-15

VB VANGUARD INDEX FDS11.0K shares0.00%2026-03-312026-05-15

EWY ISHARES INC20.2K shares0.00%2026-03-312026-05-15

CRGY CRESCENT ENERGY COMPANY156.2K shares0.00%2026-03-312026-05-15

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EWT ISHARES INC27.4K shares0.00%2026-03-312026-05-15

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC45.1K sharesnew addition2026-03-312026-05-15

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING170.1K sharesnew addition2026-03-312026-05-15

EWJ ISHARES INC20.1K shares0.00%2026-03-312026-05-15

GXC SPDR INDEX SHS FDS16.8K shares0.00%2026-03-312026-05-15

MTN

VAIL RESORTS INC

0.00%

Shares86.0K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.00%

Shares51.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares158.2K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares127.6K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

0.00%

Shares35.1K

Event2026-03-31

Filed2026-05-15

IWC

ISHARES TR

0.00%

Shares35.4K

Event2026-03-31

Filed2026-05-15

CNNE

CANNAE HLDGS INC

New

Shares480.6K

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

0.00%

Shares63.5K

Event2026-03-31

Filed2026-05-15

SAFEHOLD INC

0.00%

Shares297.5K

Event2026-03-31

Filed2026-05-15

MANU

MANCHESTER UTD PLC NEW

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-15

EWW

ISHARES INC

0.00%

Shares41.9K

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES INC

0.00%

Shares81.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

EWY

ISHARES INC

0.00%

Shares20.2K

Event2026-03-31

Filed2026-05-15

CRGY

CRESCENT ENERGY COMPANY

0.00%

Shares156.2K

Event2026-03-31

Filed2026-05-15

EWT

ISHARES INC

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-15

ATLANTA BRAVES HLDGS INC

New

Shares45.1K

Event2026-03-31

Filed2026-05-15

OAKTREE SPECIALTY LENDING

New

Shares170.1K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-15

GXC

SPDR INDEX SHS FDS

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available