Michelson Medical Research Foundation, Inc.

data from 30/09/2025

Capitalization

$ 115.006 M 10.34 %

Average holding period

7 ans

Performance

$ 30.463 M 25.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Michelson Medical Research Foundation, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GDX VANECK ETF TRUST 15.57% 17.901 M $ 234305 2024/06/30 5.703 M $ 46.75 %
2025/09/30 MTN VAIL RESORTS INC 11.18% 12.863 M $ 86000 2024/09/30 -650.160 K $ -4.81 %
2025/09/30 SGOV ISHARES TR 10.18% 11.704 M $ 116226 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVE ISHARES TR 9.32% 10.719 M $ 51905 2022/12/31 575.626 K $ 5.68 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 8.24% 9.477 M $ 158160 2022/12/31 460.245 K $ 5.10 %
2025/09/30 DBRG DIGITALBRIDGE GROUP INC 6.20% 7.131 M $ 609500 2025/06/30 822.824 K $ 13.04 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 6.01% 6.915 M $ 127630 2022/12/31 602.413 K $ 9.54 %
2025/09/30 IWC ISHARES TR 4.59% 5.276 M $ 35385 2023/09/30 758.300 K $ 16.79 %
2025/09/30 IBB ISHARES TR 4.41% 5.067 M $ 35095 2022/12/31 626.796 K $ 14.12 %
2025/09/30 SAFE SAFEHOLD INC 4.01% 4.608 M $ 297477 2025/06/30 -20.823 K $ -0.45 %
2025/09/30 KRE SPDR SERIES TRUST 3.50% 4.020 M $ 63510 2023/09/30 248.324 K $ 6.58 %
2025/09/30 MANU MANCHESTER UTD PLC NEW 2.63% 3.028 M $ 200000 2025/03/31 -533.999 K $ -14.99 %
2025/09/30 EWW ISHARES INC 2.48% 2.855 M $ 41850 2023/09/30 320.152 K $ 12.63 %
2025/09/30 VB VANGUARD INDEX FDS 2.43% 2.800 M $ 11010 2023/09/30 190.473 K $ 7.30 %
2025/09/30 EWZ ISHARES INC 2.19% 2.520 M $ 81300 2023/09/30 174.794 K $ 7.45 %
2025/09/30 GXC SPDR INDEX SHS FDS 1.53% 1.758 M $ 16750 2023/12/31 291.785 K $ 19.90 %
2025/09/30 EWT ISHARES INC 1.52% 1.745 M $ 27435 2023/09/30 170.645 K $ 10.84 %
2025/09/30 EWY ISHARES INC 1.40% 1.614 M $ 20155 2023/09/30 167.689 K $ 11.59 %
2025/09/30 EWJ ISHARES INC 1.40% 1.612 M $ 20100 2023/09/30 105.323 K $ 6.99 %
2025/09/30 CRGY CRESCENT ENERGY COMPANY 1.21% 1.393 M $ 156166 2022/12/31 49.973 K $ 3.72 %
2025/09/30 RENTOKIL INITIAL PLC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %