Michelson Medical Research Foundation, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.6%; sector active share 56.3% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 63.6% | $68,844,735 |
| Financial Services | 9.8% | $10,643,364 |
| Industrials | 8.0% | $8,679,560 |
| Communication Services | 6.4% | $6,928,247 |
| Consumer Cyclical | 6.4% | $6,920,640 |
| Real Estate | 4.3% | $4,670,388 |
| Energy | 1.4% | $1,533,550 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVE |
iShares S&P 500 Value ETF
|
Held | 51,905 | $11,785,549 | 10.89% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 158,160 | $11,268,900 | 10.41% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
NEW | 97,000 | $8,679,560 | 8.02% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 39,000 | $8,612,370 | 7.96% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 127,630 | $7,618,234 | 7.04% | |
| IWC |
iShares Micro-Cap ETF
|
Held | 35,385 | $7,078,415 | 6.54% | |
| CNNE |
Cannae Holdings, Inc.
Consumer Cyclical
|
Held | 480,600 | $6,920,640 | 6.39% | |
|
|
Held | 35,095 | $6,674,718 | 6.17% | ||
| KRE |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
Held | 63,510 | $4,753,723 | 4.39% | |
| SAFE |
Safehold Inc.
Real Estate
|
Held | 297,477 | $4,670,388 | 4.32% | |
| MANU |
Manchester United plc
Communication Services
|
Held | 200,000 | $4,586,000 | 4.24% | |
| EWY |
iShares Trust
|
Held | 20,155 | $4,069,294 | 3.76% | |
| VB |
Vanguard Index Funds
|
Held | 11,010 | $3,337,351 | 3.08% | |
| EWW |
iShares MSCI Mexico ETF
|
Held | 41,850 | $3,150,049 | 2.91% | |
| EWT |
iShares MSCI Taiwan ETF
|
Held | 27,435 | $2,979,715 | 2.75% | |
| EWZ |
iShares MSCI Brazil ETF
|
Held | 81,300 | $2,804,850 | 2.59% | |
| BATRK |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 45,130 | $2,342,247 | 2.16% | |
| OCSL |
Oaktree Specialty Lending Corp
Financial Services
|
Held | 170,100 | $2,030,994 | 1.88% | |
| EWJ |
iShares MSCI Japan ETF
|
Held | 20,100 | $1,874,727 | 1.73% | |
| CRGY |
Crescent Energy Co
Energy
|
Held | 156,166 | $1,533,550 | 1.42% | |
| GXC |
State Street(R) SPDR(R) S&P(R) China ETF
|
Held | 16,750 | $1,449,210 | 1.34% |
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.