Advertisement
Screener

Michelson Medical Research Foundation, Inc. Last Quarter Change: USA ETF, Added

Michelson Medical Research Foundation, Inc. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Michelson Medical Research Foundation, Inc. opened 2 positions, added to 0, reduced 0, sold out of 2 and left 11 unchanged. The largest increase in value was KRE (+$4,753,724); the largest decrease was KRE (-$4,137,677).

Two Form 13F-HR filings compared (SEC CIK 1965304): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Karras Company, Inc.United States$0.099B61
MOZAYYX MANAGEMENT LLCUnited States$0.099B16
Western Pacific Wealth Management, LPUnited States$0.098B197
Fund Advisors of America Inc/FLUnited States$0.099B118
Willow Financial LLCUnited States$0.099B37
Closed-End Fund Advisors, Inc.United States$0.098B162
INKWELL CAPITAL LLCUnited States$0.098B31
Oakmont Advisory Group, LLCUnited States$0.098B119
Vennlight Capital Management, LPUnited States$0.099B18
Cedarwood Wealth LLCUnited States$0.099B81