Michelson Medical Research Foundation, Inc. Top Holdings and 13F Report (2023) About Michelson Medical Research Foundation, Inc.Investment ActivityMichelson Medical Research Foundation, Inc. has $119.31 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 11.58% of the portfolio was purchased this quarter.About 24.33% of the portfolio was sold this quarter.This quarter, Michelson Medical Research Foundation, Inc. has purchased 28 new stocks and bought additional shares in 2 stocks.Michelson Medical Research Foundation, Inc. sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vail Resorts $16,120,700iShares S&P 500 Value ETF $9,907,626iShares Core S&P 500 ETF $8,823,725VanEck Gold Miners ETF $7,945,283Vanguard FTSE Developed Markets ETF $7,563,211 Largest New Holdings this Quarter Estée Lauder Companies $5,998,400 Holding Largest Purchases this Quarter Vail Resorts 36,000 shares (about $6.75M)Estée Lauder Companies 80,000 shares (about $6.00M)Compass Minerals International 95,000 shares (about $1.07M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 203,000 shares (about $9.71M)Vanguard FTSE Emerging Markets ETF 109,000 shares (about $4.80M)Sun Communities 30,000 shares (about $3.69M)AvalonBay Communities 14,383 shares (about $3.16M)SPDR S&P Regional Banking ETF 37,600 shares (about $2.27M) 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 PortfolioSectorMTNVail Resorts$16,120,700$6,748,200 ▲72.0%86,00013.5%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$9,907,6260.0%51,9058.3%ETFIVViShares Core S&P 500 ETF$8,823,7250.0%14,9897.4%ETFGDXVanEck Gold Miners ETF$7,945,2830.0%234,3056.7%ETFVEAVanguard FTSE Developed Markets ETF$7,563,211$9,707,460 ▼-56.2%158,1606.3%ETFCMPCompass Minerals International$6,750,000$1,068,750 ▲18.8%600,0005.7%Basic MaterialsELEstée Lauder Companies$5,998,400$5,998,400 ▲New Holding80,0005.0%Consumer StaplesIBBiShares Biotechnology ETF$5,737,2530.0%43,3954.8%FinanceVWOVanguard FTSE Emerging Markets ETF$5,620,825$4,800,360 ▼-46.1%127,6304.7%ETFKRESPDR S&P Regional Banking ETF$4,652,985$2,269,160 ▼-32.8%77,1003.9%ETFIWCiShares Micro-Cap ETF$4,613,4960.0%35,3853.9%ETFRTORentokil Initial$4,557,6000.0%180,0003.8%Business ServicesAREAlexandria Real Estate Equities$3,631,7870.0%37,2303.0%FinancePLDPrologis$2,967,739$1,514,470 ▼-33.8%28,0772.5%FinanceXBISPDR S&P Biotech ETF$2,818,8780.0%31,3002.4%ETFVBVanguard Small-Cap ETF$2,645,483$1,898,212 ▼-41.8%11,0102.2%ETFSUISun Communities$2,459,400$3,689,100 ▼-60.0%20,0002.1%FinanceBURBurford Capital$2,295,0000.0%180,0001.9%FinanceCRGYCrescent Energy$2,281,5850.0%156,1661.9%Oils/EnergyEWWiShares MSCI Mexico ETF$1,959,4170.0%41,8501.6%ETFEWZiShares MSCI Brazil ETF$1,830,0630.0%81,3001.5%ETFBXPBoston Properties$1,616,2150.0%21,7351.4%FinanceEWTiShares MSCI Taiwan ETF$1,420,0360.0%27,4351.2%ETFEWJiShares MSCI Japan ETF$1,348,7100.0%20,1001.1%ETFGXCSPDR S&P China ETF$1,270,9900.0%16,7501.1%ETFEWYiShares MSCI South Korea ETF$1,025,6880.0%20,1550.9%ETFNEUBERGER BERMAN ENERGY INFR$1,023,1500.0%115,8720.9%COMAVBAvalonBay Communities$428,282$3,163,832 ▼-88.1%1,9470.4%FinanceEPAMEPAM Systems$0$1,990,300 ▼-100.0%00.0%Computer and TechnologyShowing 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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