Michelson Medical Research Foundation, Inc. Top Holdings and 13F Report (2023) About Michelson Medical Research Foundation, Inc.Investment ActivityMichelson Medical Research Foundation, Inc. has $141.85 million in total holdings as of June 30, 2023.Michelson Medical Research Foundation, Inc. owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 18.31% of the portfolio was purchased this quarter.About 6.37% of the portfolio was sold this quarter.This quarter, Michelson Medical Research Foundation, Inc. has purchased 25 new stocks and bought additional shares in 2 stocks.Michelson Medical Research Foundation, Inc. sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $19,072,860Vanguard FTSE Emerging Markets ETF $11,322,746iShares S&P 500 Value ETF $10,234,109VanEck Gold Miners ETF $9,330,025Vail Resorts $8,714,500 Largest New Holdings this Quarter Vail Resorts $8,714,500 HoldingCompass Minerals International $6,070,100 HoldingRentokil Initial $4,487,400 HoldingEPAM Systems $1,990,300 Holding Largest Purchases this Quarter Vail Resorts 50,000 shares (about $8.71M)Compass Minerals International 505,000 shares (about $6.07M)Rentokil Initial 180,000 shares (about $4.49M)Sun Communities 29,000 shares (about $3.92M)EPAM Systems 10,000 shares (about $1.99M) Largest Sales this Quarter AvalonBay Communities 25,170 shares (about $5.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMichelson Medical Research Foundation, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$19,072,8600.0%361,16013.4%ETFVWOVanguard FTSE Emerging Markets ETF$11,322,7460.0%236,6308.0%ETFIVEiShares S&P 500 Value ETF$10,234,1090.0%51,9057.2%ETFGDXVanEck Gold Miners ETF$9,330,0250.0%234,3056.6%ETFMTNVail Resorts$8,714,500$8,714,500 ▲New Holding50,0006.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$8,645,9550.0%14,9896.1%ETFSUISun Communities$6,757,500$3,919,350 ▲138.1%50,0004.8%FinanceKRESPDR S&P Regional Banking ETF$6,492,0200.0%114,7004.6%ETFIBBiShares Biotechnology ETF$6,318,3120.0%43,3954.5%FinanceCMPCompass Minerals International$6,070,100$6,070,100 ▲New Holding505,0004.3%Basic MaterialsPLDPrologis$5,354,9030.0%42,4053.8%FinanceRTORentokil Initial$4,487,400$4,487,400 ▲New Holding180,0003.2%Business ServicesVBVanguard Small-Cap ETF$4,485,6410.0%18,9103.2%ETFAREAlexandria Real Estate Equities$4,421,0630.0%37,2303.1%FinanceIWCiShares Micro-Cap ETF$4,363,6780.0%35,3853.1%ETFAVBAvalonBay Communities$3,678,333$5,669,543 ▼-60.7%16,3302.6%FinanceXBISPDR S&P Biotech ETF$3,092,4400.0%31,3002.2%ETFEWZiShares MSCI Brazil ETF$2,397,5370.0%81,3001.7%ETFBURBurford Capital$2,386,800$795,600 ▲50.0%180,0001.7%FinanceEWWiShares MSCI Mexico ETF$2,247,7640.0%41,8501.6%ETFEPAMEPAM Systems$1,990,300$1,990,300 ▲New Holding10,0001.4%Computer and TechnologyBXPBoston Properties$1,748,7980.0%21,7351.2%FinanceCRGYCrescent Energy$1,710,0180.0%156,1661.2%Oils/EnergyEWTiShares MSCI Taiwan ETF$1,477,9230.0%27,4351.0%ETFEWJiShares MSCI Japan ETF$1,437,9540.0%20,1001.0%ETFGXCSPDR S&P China ETF$1,375,5100.0%16,7501.0%ETFEWYiShares MSCI South Korea ETF$1,289,1140.0%20,1550.9%ETFNEUBERGER BERMAN ENERGY INFR$950,1500.0%115,8720.7%COMMCHIiShares MSCI China ETF$0$3,373,600 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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