Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ryan Investment Management, Inc. (CIK 2074440) reported $177.8M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($36.3M, 20.41%), PSQ ($34.3M, 19.29%), SH ($34.0M, 19.14%), IWD ($24.1M, 13.56%), IWF ($12.5M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES MSCI EAFE ETF | $36.3M | 20.41% | 373,704 | Added |
| 2 | PSQ | PROSHARES SHORT QQQ | $34.3M | 19.29% | 1.1M | New |
| 3 | SH | PROSHARES SHORT S&P500 | $34.0M | 19.14% | 897,285 | New |
| 4 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.1M | 13.56% | 112,865 | Added |
| 5 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $12.5M | 7.01% | 29,223 | Trimmed |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $11.5M | 6.49% | 125,945 | New |
| 7 | BND | VANGUARD TOTAL BOND MARKET ETF | $9.2M | 5.20% | 125,531 | Added |
| 8 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $5.9M | 3.34% | 104,458 | Trimmed |
| 9 | IWM | ISHARES RUSSELL 2000 ETF | $3.0M | 1.69% | 12,106 | Trimmed |
| 10 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2.0M | 1.13% | 41,802 | Added |
| 11 | LLY | ELI LILLY & CO COM | $836,071 | 0.47% | 909 | Hold |
| 12 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $655,084 | 0.37% | 4,959 | Trimmed |
| 13 | ESGU | ISHARES ESG AWARE MSCI USA ETF | $656,330 | 0.37% | 4,641 | Trimmed |
| 14 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $648,686 | 0.36% | 6,784 | Trimmed |
| 15 | IVV | ISHARES CORE S&P 500 ETF | $507,544 | 0.29% | 777 | New |
| 16 | VEU | VANGUARD FTSE ALL-WORLD EX US ETF | $390,145 | 0.22% | 5,195 | Added |
| 17 | VTI | VANGUARD TOTAL US STOCK MARKET ETF | $395,238 | 0.22% | 1,232 | Trimmed |
| 18 | ESGE | ISHARES ESG AWARE MSCI EM ETF | $291,144 | 0.16% | 6,403 | Hold |
| 19 | ESML | ISHARES MSCI USA SMALL-CAP ESG ETF | $276,148 | 0.16% | 5,873 | Hold |
| 20 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $233,510 | 0.13% | 6,009 | Hold |
| 21 | QQQ | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | Exited |
| 22 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $0 | 0.00% | 0 | Exited |
| 23 | SPY | SPDR S&P 500 ETF TRUST | $0 | 0.00% | 0 | Exited |
| 24 | BLV | VANGUARD LONG-TERM BOND ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31