Data as of Q4 2025 (Dec 31, 2025)

Ryan Investment Management, Inc.

•CIK: 2074440•Filing: Q4 2025

**Ryan Investment Management, Inc.** manages $181M across a diversified portfolio of 20 positions. The fund exhibits a notable allocation to short-duration treasuries, evidenced by the $37.7M holding in SGOV, alongside significant exposure to international and sector-specific equities, including $34.7M in EFA and $23.1M in IWD. Top holdings further reveal tactical positioning across broad indices (SPY at $11.1M) and specific market segments (IWF at $22.8M).

Total AUM
$180.6M
QoQ Performance
+0.4%
Positions
20
Top 10 Concentration
95.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SGOV
EFA
IWD
IWF
BLV
SPY
NDQ
BND
SGOV20.9%
EFA19.2%
IWD12.8%
IWF12.6%
BLV6.4%
SPY6.1%
NDQ6.1%
BND5.1%

📈 Biggest Buys

SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
NEW
20.9% of portfolio
BND
VANGUARD TOTAL BOND MARKET ETF
+12.3%
5.1% of portfolio
BLV
VANGUARD LONG-TERM BOND ETF
+7.4%
6.4% of portfolio
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+1.9%
1.1% of portfolio

📉 Biggest Sells

EFA
ISHARES MSCI EAFE ETF
-24.6%
19.2% of portfolio
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-27.4%
12.6% of portfolio
IWD
ISHARES RUSSELL 1000 VALUE ETF
-24.6%
12.8% of portfolio
NDQ
INVESCO NASDAQ 100 ETF
-28.0%
6.1% of portfolio
SPY
SPDR S&P 500 ETF TRUST
-27.6%
6.1% of portfolio

Sector Breakdown

Other93.3%
ETF6.1%
Healthcare0.5%

Changes from Q3 2025

NEW1 new position
↑3 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

SGOV20.9%
ISHARES 0-3 MONTH TREASURY BOND ETF
$37.7M
EFA19.2%
ISHARES MSCI EAFE ETF
$34.7M
IWD12.8%
ISHARES RUSSELL 1000 VALUE ETF
$23.1M
IWF12.6%
ISHARES RUSSELL 1000 GROWTH ETF
$22.8M
BLV6.4%
VANGUARD LONG-TERM BOND ETF
$11.5M

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