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CIK: 0002074440
Total reported value
$220.9M
$220.9M
52 檔
51.7%
According to the latest 13F quarterly dataset, Ryan Investment Management, Inc. managed an equity portfolio of $220.9M at the end of Q2 2025, spanning 52 distinct U.S. exchange-listed positions.
During Q2 2025, Ryan Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 22.65% | +4.51% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.12% | +10.39% | — | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.95% | -0.35% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.28% | +5.90% | NEW | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.99% | +9.23% | NEW | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.28% | -6.49% | EXIT | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.24% | -0.75% | — | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.46% | +0.16% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.07% | +1.35% | — | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.28% | -0.11% | — | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.03% | +0.48% | — | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.03% | +0.29% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.02% | +0.54% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.24% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.02% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | +0.06% | — | |
| 17 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.28% | +0.02% | — | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.21% | +0.01% | — | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.14% | -0.01% | — | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 0.08% | — | — | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 0.06% | — | — | |
| 22 | SLF | Sun Life Financial Inc | Stock-Financials | 0.06% | — | — | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 0.05% | — | — | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.04% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 0.03% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.02% | — | — | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 0.02% | +0.09% | NEW | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.02% | — | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.01% | — | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.01% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.01% | — | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.01% | — | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | — | — | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | — | — | — | |
| 41 | CME | Cme Group Inc | Stock-Financials | — | — | — | |
| 42 | LH | Labcorp Holdings Inc | Stock-Healthcare | — | — | — | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | — | — | — | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | — | — | — | |
| 45 | IVLU | Ishares Msci International V | ETF-Other | — | — | — | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | — | — | — | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | — | — | — | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | — | — | — | |
| 49 | VICI | Vici Properties Inc | Stock-Real Estate | — | — | — | |
| 50 | LNG | Cheniere Energy Inc | Stock-Energy | — | — | — |
According to official SEC Form 13F filings, Ryan Investment Management, Inc. reported a total U.S. public equity portfolio value of $220.9M across 52 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFA, IWF, IWD) accounted for 51.7% of total reported equity market value during Q2 2025.
During Q2 2025, Ryan Investment Management, Inc.'s top holdings by market value included EFA (22.6%)、IWF (17.1%)、IWD (16.9%). The largest single position, EFA, represented 22.6% of total portfolio value.
In Q2 2025, Ryan Investment Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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