Data as of Q4 2025 (Dec 31, 2025)

Marathon Mission, Inc.

โ€ขCIK: 1987261โ€ขFiling: Q4 2025

**Michael S. Ryan, Inc.** manages $173M across a diversified portfolio of 55 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including SPYV ($26.3M) and SPYG ($23.4M). Significant allocations are also directed toward international and sector-specific indices, notably VEA ($18.9M) and XSOE ($18.3M). This structure suggests a systematic approach to capturing growth across U.S. and global equity markets.

Total AUM
$172.9M
QoQ Performance
+3.2%
Positions
40
Top 10 Concentration
72.5%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYV
SPYG
VEA
XSOE
MDYV
SPYV15.2%
SPYG13.6%
VEA10.9%
XSOE10.6%
MDYV6.1%
MDYG4.3%
IBDX3.0%
IBHJ3.0%

๐Ÿ“ˆ Biggest Buys

VEA
VANGUARD TAX-MANAGED FDS
+2.3%
10.9% of portfolio
TXT
TEXTRON INC
NEW
0.2% of portfolio
XSOE
WISDOMTREE TR
+1.3%
10.6% of portfolio
CRS
CARPENTER TECHNOLOGY CORP
NEW
0.1% of portfolio
LLY
ELI LILLY & CO
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

SPYM
SPDR SERIES TRUST
-4.4%
2.9% of portfolio
MDYV
SPDR SERIES TRUST
-0.3%
6.1% of portfolio
AVGO
BROADCOM INC
-0.6%
1.8% of portfolio
IBDW
ISHARES TR
-0.5%
1.6% of portfolio
IBDY
ISHARES TR
-0.5%
1.5% of portfolio

Sector Breakdown

Other91.4%
Technology5.9%
Financial1.3%
Consumer0.7%
Healthcare0.6%

๐Ÿšช Exited Positionssold since Q3 2025

PAYC
PAYCOM SOFTWARE INC
SOLD
$550.3K
TMUS
T-MOBILE US INC
SOLD
$260.4K
CHWY
CHEWY INC
SOLD
$217.3K

Changes from Q3 2025

NEW5 new positions
โ†‘35 increased
โ†“11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023