Ryan Investment Management, Inc. holds a concentrated book of 30 stocks worth $220.9M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1. Their largest long position is Ishares Msci Eafe ETF at 25% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2074440/holdings"
Use Arkolith to show Ryan Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ryan Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 33 / 30 | $134.2B |
| JPMORGAN CHASE & CO | 33 / 30 | $100.9B |
| ENVESTNET ASSET MANAGEMENT INC | 33 / 30 | $49.3B |
| LPL Financial LLC | 33 / 30 | $39.2B |
| UBS Group AG | 33 / 30 | $34.4B |
| ROYAL BANK OF CANADA | 33 / 30 | $34.1B |
| HighTower Advisors, LLC | 33 / 30 | $9.1B |
| OSAIC HOLDINGS, INC. | 33 / 30 | $6.6B |
Ranked by how many of Ryan Investment Management, Inc.'s top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Msci Eafe ETF ETF | $55.1M | 530.0K | 24.9% | ▲+42% Added · +156K sh | |
| 2 | Ishares Russell 1000 Growth ETF ETF | $38.4M | 309.6K | 17.4% | ▲11× Added · +280K sh | |
| 3 | Ishares Russell 1000 Value ETF ETF | $29.2M | 120.4K | 13.2% | ▲+6.7% Added · +8K sh | |
| 4 | Invesco Nasdaq 100 ETF ETF | $20.4M | 27.7K | 9.2% | ▲New New position | |
| 5 | State Street SPDR S&P 500 ETF ETF | $13.0M | 17.5K | 5.9% | ▲New New position | |
| 6 | Vanguard Long-Term Bond ETF ETF | $12.8M | 185.4K | 5.8% | ▲New New position | |
| 7 | Ishares 0-3 Month Treasury Bond ETF ETF | $11.3M | 112.3K | 5.1% | ▲New New position | |
| 8 | Vanguard Total Bond Market ETF ETF | $9.8M | 134.0K | 4.5% | ▲+6.8% Added · +9K sh | |
| 9 | Ishares Msci Emerging Markets ETF ETF | $7.7M | 113.1K | 3.5% | ▲+8.3% Added · +9K sh | |
| 10 | Ishares Russell 2000 ETF ETF | $6.7M | 22.4K | 3.0% | ▲+85% Added · +10K sh | |
| 11 | Vanguard Total International Bond ETF ETF | $2.3M | 46.6K | 1.0% | ▲+11% Added · +5K sh | |
| 12 | Ishares Esg Optimized Msci USA ETF ETF | $2.0M | 13.0K | 0.9% | ▲+161% Added · +8K sh | |
| 13 | Ishares Esg Aware Msci Eafe ETF ETF | $1.8M | 18.0K | 0.8% | ▲+165% Added · +11K sh | |
| 14 | Ishares Esg Aware Msci USA ETF ETF | $1.5M | 9.0K | 0.7% | ▲+93% Added · +4K sh | |
| 15 | Ishares Core S&P 500 ETF ETF | $1.3M | 1.7K | 0.6% | ▲+125% Added · +971 sh | |
| 16 | Eli Lilly & Co Com Stock | $1.1M | 909 | 0.5% | —Held | |
| 17 | Vanguard Total US Stock Market ETF ETF | $1.0M | 2.8K | 0.5% | ▲+123% Added · +2K sh | |
| 18 | Vanguard Tax-Exempt Bond ETF ETF | $733K | 14.5K | 0.3% | ▲New New position | |
| 19 | Vanguard Ftse All-World Ex US ETF ETF | $627K | 7.5K | 0.3% | ▲+44% Added · +2K sh | |
| 20 | Ishares JP Morgan Usd Emerging Markets Bond ETF ETF | $500K | 5.2K | 0.2% | ▲New New position | |
| 21 | Vanguard Ftse Developed Markets ETF ETF | $489K | 6.9K | 0.2% | ▲New New position | |
| 22 | Imgp Dbi Managed Futures Strategy ETF ETF | $482K | 15.8K | 0.2% | ▲New New position | |
| 23 | Ishares Msci USA Momentum Factor ETF ETF | $428K | 1.2K | 0.2% | ▲New New position | |
| 24 | Ishares Esg Aware Msci Em ETF ETF | $390K | 7.1K | 0.2% | ▲+11% Added · +736 sh | |
| 25 | Enterprise Prods Partners L P Com Stock | $368K | 10.0K | 0.2% | ▲New New position | |
| 26 | Ishares Msci USA Small-Cap Esg ETF ETF | $366K | 6.5K | 0.2% | ▲+11% Added · +673 sh | |
| 27 | Ishares U.S. ETF Trust Ishares Gsci Commodity Dynamic Roll Strategy ETF ETF | $308K | 10.1K | 0.1% | ▲New New position | |
| 28 | Global X MLP ETF ETF | $274K | 5.2K | 0.1% | ▲New New position | |
| 29 | Dimensional U.S. Core Equity 2 ETF ETF | $267K | 6.0K | 0.1% | —Held | |
| 30 | Energy Transfer L P Com Ut Ltd PTN Stock | $200K | 10.5K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.