Michelson Medical Research Foundation, Inc.
•CIK: 1965304•Filing: Q4 2025
**Michelson Medical Research Foundation, Inc.** manages a $100M portfolio with a focused allocation across 20 positions. Top holdings reveal significant conviction in healthcare and international exposure, led by MTN ($11.4M) and IVE ($11.0M). The fund maintains substantial exposure to healthcare giants like UNH ($9.9M) and broad international indices such as VEA ($9.9M). This concentrated approach suggests a strategy targeting sector-specific growth alongside global diversification.
Total AUM
$99.8M
QoQ Performance
-13.3%
Positions
14
Top 10 Concentration
78.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MTN
IVE
UNH
VEA
DBRG
VWO
IBB
IWC
MTN11.4%
IVE11.0%
UNH9.9%
VEA9.9%
DBRG9.4%
VWO6.9%
IBB5.9%
IWC5.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.1%
Healthcare9.9%
Changes from Q3 2025
NEW2 new positions
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023