Michelson Medical Research Foundation, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$115M
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 $115M as of Q3 2025. Top holdings included GDX, MTN, SGOV, IVE, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 20 $115M +$11.7M -$11M +$716K GDX, MTN, SGOV, IVE, VEA 13F-HR 11/14/2025, 04:09 PM
Q2 2025 20 $104M +$10.9M -$32M -$21.1M MTN, GDX, RTO, IVE, VEA 13F-HR 8/14/2025, 04:03 PM
Q1 2025 25 $119M +$22.6M -$15.1M +$7.51M MTN, IJS, RTO, GDX, IVE 13F-HR 5/15/2025, 04:35 PM
Q4 2024 28 $119M +$13.8M -$29M -$15.2M MTN, IVE, IVV, GDX, VEA 13F-HR 2/14/2025, 04:12 PM
Q3 2024 28 $142M +$26M -$9.04M +$16.9M VEA, VWO, IVE, GDX, MTN 13F-HR 11/14/2024, 04:14 PM
Q2 2024 25 $116M +$15.4M -$63.3M -$47.9M VEA, VWO, IVE, AVB, IVV 13F-HR 8/14/2024, 04:09 PM
Q1 2024 28 $165M $0 $0 HYG, VEA, BKLN, BSV, VWO 13F-HR 5/15/2024, 04:06 PM
Q4 2023 28 $144M +$1.14M $0 +$1.14M HYG, BKLN, BSV, VWO, IVE 13F-HR 2/14/2024, 04:19 PM
Q3 2023 27 $148M +$22.9M -$12M +$10.8M HYG, VEA, BKLN, BSV, VWO 13F-HR 11/14/2023, 04:09 PM
Q2 2023 20 $141M +$12M -$1.04M +$11M HYG, VEA, BKLN, BSV, SGOV 13F-HR 8/14/2023, 04:11 PM
Q1 2023 21 $128M +$7.1M -$46.6M -$39.5M HYG, VEA, BSV, BKLN, VWO 13F-HR 5/15/2023, 04:12 PM
Q4 2022 31 $153M $0 $0 HYG, VNQ, HDV, IVE, IVV 13F-HR 2/13/2023, 04:02 PM