13F Filings History of Michelson Medical Research Foundation, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$99,757,565
Signature - Title
David Cohen - Chief Financial Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Michelson Medical Research Foundation, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Michelson Medical Research Foundation, Inc. reported 20 stock holdings with total value $99,757,565 as of Q4 2025. Top holdings included MTN, IVE, UNH, VEA, and DBRG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 20 $99,757,565 +$11,780,675 -$29,604,860 -$17,824,185 MTN, IVE, UNH, VEA, DBRG 13F-HR 17 Feb 2026, 15:01
Q3 2025 20 $115,006,002 +$11,703,958 -$10,987,560 +$716,398 GDX, MTN, SGOV, IVE, VEA 13F-HR 14 Nov 2025, 16:09
Q2 2025 20 $104,226,232 +$10,937,067 -$32,007,402 -$21,070,335 MTN, GDX, RTO, IVE, VEA 13F-HR 14 Aug 2025, 16:03
Q1 2025 25 $118,945,709 +$22,617,425 -$15,107,284 +$7,510,141 MTN, IJS, RTO, GDX, IVE 13F-HR 15 May 2025, 16:35
Q4 2024 28 $119,313,527 +$13,815,350 -$29,032,893 -$15,217,543 MTN, IVE, IVV, GDX, VEA 13F-HR 14 Feb 2025, 16:12
Q3 2024 28 $141,853,453 +$25,977,250 -$9,043,143 +$16,934,107 VEA, VWO, IVE, GDX, MTN 13F-HR 14 Nov 2024, 16:14
Q2 2024 25 $116,308,311 +$15,416,709 -$63,313,483 -$47,896,774 VEA, VWO, IVE, AVB, IVV 13F-HR 14 Aug 2024, 16:09
Q1 2024 28 $164,982,426 $0 $0 $0 HYG, VEA, BKLN, BSV, VWO 13F-HR 15 May 2024, 16:06
Q4 2023 28 $144,341,738 +$1,141,010 $0 +$1,141,010 HYG, BKLN, BSV, VWO, IVE 13F-HR 14 Feb 2024, 16:19
Q3 2023 27 $148,112,354 +$22,877,823 -$12,035,348 +$10,842,475 HYG, VEA, BKLN, BSV, VWO 13F-HR 14 Nov 2023, 16:09
Q2 2023 20 $140,555,921 +$12,035,348 -$1,041,771 +$10,993,577 HYG, VEA, BKLN, BSV, SGOV 13F-HR 14 Aug 2023, 16:11
Q1 2023 21 $127,532,935 +$7,104,391 -$46,601,895 -$39,497,504 HYG, VEA, BSV, BKLN, VWO 13F-HR 15 May 2023, 16:12
Q4 2022 31 $152,905,338 $0 $0 $0 HYG, VNQ, HDV, IVE, IVV 13F-HR 13 Feb 2023, 16:02