Ryan Investment Management, Inc.
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$177.8M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EFA
ISHARES MSCI EAFE ETF
Q1 2026: Sold 5.3% (1.06M → 1.01M shares)
20.4%
02
$PSQ
PROSHARES SHORT QQQ
Held since at least Q1 2024
19.3%
03
$SH
PROSHARES SHORT S&P500
Held since at least Q1 2024
19.1%
04
$IWD
ISHARES RUSSELL 1000 VALUE ETF
Q1 2026: Sold 6.9% (1.73M → 1.61M shares)
13.6%
05
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Q1 2026: Sold 5.3% (1.82M → 1.72M shares)
7.0%
06
$BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Q1 2026: Sold 15.6% (763.8k → 644.3k shares)
6.5%
07
$BND
VANGUARD TOTAL BOND MARKET ETF
Q1 2026: Increased +7.6% (1.69M → 1.82M shares)
5.2%
08
$EEM
ISHARES MSCI EMERGING MARKETS ETF
Q1 2026: Sold 2.2% (619.0k → 605.2k shares)
3.3%
09
$IWM
ISHARES RUSSELL 2000 ETF
Q1 2026: Sold 8.5% (520.6k → 476.5k shares)
1.7%
10
$BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
Q1 2026: Sold 14.7% (867.1k → 739.6k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.