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Home > Institutional Investor > Michelson Medical Research Foundation, Inc. > Profile

Instuitional Investor - Michelson Medical Research Foundation, Inc.

Fund Profile
Filing Period:
Fund Name: Michelson Medical Research Foundation, Inc.
Portfolio Value $104,226,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vail Resorts Inc
 MTN 86,000 $13,513,180 12.97%
2.
Market Vectors Etf Trust
 SMH 234,305 $12,197,918 11.7%
3.
Rentokil Initial Plc
 RTO 457,815 $10,987,560 10.54%
4.
Ishares Trust
 IEF 51,905 $10,143,275 9.73%
5.
Vanguard Tax-Managed Fds
 158,160 $9,016,702 8.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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