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Portfolio (Quarterly) Guide ↗

Ryan Investment Management, Inc.

· CIK 0002074440
13F Portfolio $221M AUM 30 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 15 Added 3 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 6,869.0 $489K 0.22% NEW $71.25 +1.7%
22 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 15,755.0 $482K 0.22% NEW $30.61 +3.0%
23 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1,248.0 $428K 0.19% NEW $342.83 -13.7%
24 ESGE ISHARES ESG AWARE MSCI EM ETF 7,139.0 $390K 0.18% +736.0 +11.5% $54.69 -1.1%
25 EPD ENTERPRISE PRODS PARTNERS L P COM 10,000.0 $368K 0.17% NEW $36.76
26 ESML ISHARES MSCI USA SMALL-CAP ESG ETF 6,546.0 $366K 0.17% +673.0 +11.5% $55.93 -2.3%
27 COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 10,138.0 $308K 0.14% NEW $30.37 +18.4%
28 MLPA GLOBAL X MLP ETF 5,171.0 $274K 0.12% NEW $53.08 +8.4%
29 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 6,009.0 $267K 0.12% $44.36 +2.4%
30 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 10,468.0 $200K 0.09% NEW $19.12 +12.7%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 96.3%
Healthcare 3.1%
Energy 0.6%