Michelson Medical Research Foundation Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CME Group
CME
|
+$10.8M |
| 2 |
Builders FirstSource
BLDR
|
+$7.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vail Resorts
MTN
|
+$11M |
| 2 |
UnitedHealth
UNH
|
+$8.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 9.83% |
| 2 | Industrials | 8.02% |
| 3 | Communication Services | 6.4% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Real Estate | 4.32% |
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Michelson Medical Research Foundation's Q2 2026 Portfolio in Review
As of Q2 2026, Michelson Medical Research Foundation held 23 positions worth $108M, up 9.9% from $98.5M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Michelson Medical Research Foundation's Q2 2026 filing shows 2 new and 2 closed positions. Its largest new stake was CME Group: 39,000 shares worth $8.61M. The largest sale was Vail Resorts, an estimated $11M.
By sector, the portfolio is most concentrated in Financials at 9.8% of assets, up from 2% a quarter earlier, followed by Industrials and Communication Services.
- Michelson Medical Research Foundation's largest Q2 2026 buy was CME Group: 39,000 shares worth $8.61M.
- Michelson Medical Research Foundation fully exited Vail Resorts in Q2 2026, selling an estimated $11M.
- Michelson Medical Research Foundation's ten largest holdings make up 72% of its $108M portfolio in Q2 2026.
- Michelson Medical Research Foundation opened 2 new positions and closed 2 in Q2 2026.
- Michelson Medical Research Foundation's portfolio value rose 9.9% quarter-over-quarter to $108M.
Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.