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.
Filing history
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