DOSSIER · 13F-HR · Q1 2026

Ryan Investment Management, Inc.

Ryan Investment's holding co. based in Boston, MA — $178M in tracked AUM across 20 positions as of Q1 2026.

RI

Ryan Investment·Boston, MA·Holding Co.

CIK 0002074440 · last filed Mar 31, 2026

Total AUM

$178M

▲ 11.4%

vs prior

Holdings

20

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

Top sector

Financials

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Ryan Investment Management, Inc.

Portfolio Overview

Ryan Investment Management, Inc. has reported a substantial transformation in its portfolio composition for the period ending December 31, 2025. The firm experienced a massive expansion in Assets Under Management (AUM), with the total portfolio value surging by 745.5%, rising from $21.36M to $180.57M. This dramatic increase suggests either a significant capital inflow from new clients ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES MSCI EAFE ETF

$36M374K20.4%

02

PROSHARES SHORT QQQ

$34M1.1M19.3%

03

PROSHARES SHORT S&P500

$34M897K19.1%

04

ISHARES RUSSELL 1000 VALUE ETF

$24M113K13.6%

05

ISHARES RUSSELL 1000 GROWTH ETF

$12M29K7.0%

06

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

$12M126K6.5%

07

VANGUARD TOTAL BOND MARKET ETF

$9M126K5.2%

08

ISHARES MSCI EMERGING MARKETS ETF

$6M104K3.3%

09

ISHARES RUSSELL 2000 ETF

$3M12K1.7%

10

VANGUARD TOTAL INTERNATIONAL BOND ETF

$2M42K1.1%

Filing history

Filing history loading…