Michelson Medical Research Foundation, Inc.
EndowmentClone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
7 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 45.8% | $16,499,942 |
| Healthcare | 22.5% | $8,117,700 |
| Real Estate | 11.2% | $4,024,863 |
| Communication Services | 9.3% | $3,364,000 |
| Energy | 5.9% | $2,108,241 |
| Financial Services | 5.3% | $1,922,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MTN |
Vail Resorts Inc
Consumer Cyclical
|
Held | 86,000 | $11,035,520 | 30.62% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 30,000 | $8,117,700 | 22.53% | |
| CNNE |
Cannae Holdings, Inc.
Consumer Cyclical
|
NEW | 480,600 | $5,464,422 | 15.16% | |
| SAFE |
Safehold Inc.
Real Estate
|
Held | 297,477 | $4,024,863 | 11.17% | |
| MANU |
Manchester United plc
Communication Services
|
Held | 200,000 | $3,364,000 | 9.33% | |
| CRGY |
Crescent Energy Co
Energy
|
Held | 156,166 | $2,108,241 | 5.85% | |
| OCSL |
Oaktree Specialty Lending Corp
Financial Services
|
NEW | 170,100 | $1,922,130 | 5.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.