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Filers›Family Office›Michelson Medical Research Foundation, Inc.
DOSSIER · 13F-HR · Q4 2025

Michelson Medical Research Foundation, Inc.

Michelson Medical Research Foundation's family office based in Omaha, NE — $100M in tracked AUM across 20 positions as of Q4 2025.

MM
Michelson Medical Research Foundation·Omaha, NE·Family Office
CIK 0001965304 · last filed Dec 31, 2025
Total AUM
$100M
▲ 13.3%
vs prior
Holdings
20
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

The Michelson Medical Research Foundation, Inc. presents a highly concentrated and actively managed portfolio with a total valuation of $56.06 million as of September 30, 2025. The portfolio comprises only 10 holdings, indicating a strategy focused on high conviction rather than broad diversification. Notably, the portfolio experienced a significant reduction in value, decreasing by 46.2% from the previous quarter's $104.23 million. This drastic shrinkage is not attributa...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MTN
VAIL RESORTS INC
$11M86K11.4%
02
IVE
ISHARES TR
$11M52K11.0%
03
UNH
UNITEDHEALTH GROUP INC
$10M30K9.9%
04
VEA
VANGUARD TAX-MANAGED FDS
$10M158K9.9%
05
DBRG
DIGITALBRIDGE GROUP INC
$9M610K9.4%
06
VWO
VANGUARD INTL EQUITY INDEX F
$7M128K6.9%
07
IBB
ISHARES TR
$6M35K5.9%
08
IWC
ISHARES TR
$6M35K5.6%
09
KRE
SPDR SERIES TRUST
$4M64K4.1%
10
SAFE
SAFEHOLD INC
$4M297K4.1%

Filing history

Filing history loading…
AI Agent · grounded in Michelson
haiku-4-5 · 20 positions indexed
Sector mix
  • Tech9%
  • Health Care46%
  • Cons. Disc.13%
  • Communications19%
  • Industrials6%
  • Energy19%
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