Ryan Investment Management

Latest statistics and disclosures from Ryan Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EFA, IWF, IWD, SPY, QQQ, and represent 75.22% of Ryan Investment Management's stock portfolio.
  • Added to shares of these 7 stocks: BLV (+$11M), EFA (+$7.7M), IWD, IWF, QQQ, SPY, EEM.
  • Started 1 new stock position in BLV.
  • Reduced shares in these 10 stocks: BIL (-$9.8M), IWM, , DFIV, SLF, BND, , , ESGE, AMZN.
  • Sold out of its positions in ANGI, ABT, AMZN, AMT, AAPL, ADP, CME, LNG, DFIV, DUK.
  • Ryan Investment Management was a net buyer of stock by $14M.
  • Ryan Investment Management has $180M in assets under management (AUM), dropping by 14.98%.
  • Central Index Key (CIK): 0002074440

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Portfolio Holdings for Ryan Investment Management

Ryan Investment Management holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Msci Eafe Etf Etf (EFA) 24.8 $45M +20% 479k 93.37
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Ishares Russell 1000 Growth Etf Etf (IWF) 17.3 $31M +5% 66k 468.41
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Ishares Russell 1000 Value Etf Etf (IWD) 16.5 $30M +6% 146k 203.59
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Spdr S&p 500 Etf Trust Etf (SPY) 8.3 $15M +7% 23k 666.18
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Invesco Nasdaq 100 Etf Etf (QQQ) 8.3 $15M +9% 25k 600.37
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Vanguard Long-term Bond Etf Etf (BLV) 6.1 $11M NEW 154k 70.85
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Ishares Msci Emerging Markets Etf Etf (EEM) 4.7 $8.4M +9% 158k 53.40
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Vanguard Total Bond Market Etf Etf (BND) 4.6 $8.2M 110k 74.37
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Ishares Russell 2000 Etf Etf (IWM) 3.7 $6.7M -6% 28k 241.96
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Vanguard Total International Bond Etf Etf (BNDX) 1.1 $2.0M 40k 49.46
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 1.0 $1.7M 12k 145.60
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Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.9 $1.7M 13k 135.65
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.9 $1.6M -2% 18k 92.98
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Vanguard Total Us Stock Market Etf Etf (VTI) 0.6 $1000k 3.0k 328.17
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Eli Lilly & Co Stock (LLY) 0.4 $694k 909.00 763.00
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Vanguard Ftse All-world Ex Us Etf Etf (VEU) 0.3 $552k -2% 7.7k 71.37
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Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.2 $423k -11% 9.7k 43.42
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Ishares Msci Usa Small-cap Esg Etf Etf (ESML) 0.2 $362k 8.0k 45.08
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $232k 6.0k 38.57
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Past Filings by Ryan Investment Management

SEC 13F filings are viewable for Ryan Investment Management going back to 2025