David Cohen

Michelson Medical Research Foundation, Inc.

Assets Managed

$98.503M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

-1.25%(2Q avg: -7.25%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Michelson Medical Research Foundation, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Michelson Medical Research Foundation, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 98.503M in assets, with a quarterly growth rate of -1.25% and a 2-quarter average growth rate of -7.25%. The portfolio is managed by David Cohen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MTN Vail Resorts Inc Recent Activity	11.21%	$11.036M 86,000 shares@ $128.32 avg price
IVE Ishares S&p 500 Value Etf Recent Activity	11.13%	$10.96M 51,905 shares@ $211.16 avg price
VEA Vanguard Ftse Developed Etf Recent Activity	10.29%	$10.135M 158,160 shares@ $64.09 avg price
UNH Unitedhealth Group Inc Recent Activity	8.25%	$8.118M 30,000 shares@ $270.59 avg price
VWO Vanguard Ftse Emerging Marke Recent Activity	7.01%	$6.898M 127,630 shares@ $54.06 avg price
IBB Ishares Biotechnology Etf Recent Activity	6.02%	$5.926M 35,095 shares@ $168.86 avg price
IWC Ishares Micro-cap Etf Recent Activity	5.74%	$5.648M 35,385 shares@ $159.62 avg price
CNNE Cannae Holdings Inc Recent Activity New Position	5.55%	$5.464M 480,600 shares@ $11.37 avg price	New Position
KRE Spdr S&p Regional Banking Recent Activity	4.21%	$4.138M 63,510 shares@ $65.16 avg price
SAFE Safehold Inc Recent Activity	4.09%	$4.025M 297,477 shares@ $13.54 avg price

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