Ryan Investment Management, Inc. reported 7 positions worth $2.74M for the quarter ended Sep 30, 2026, up 65.3% on the prior quarter. It opened 4 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is ELI LILLY & Co at 38.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 915 | $1.06M | 38.62% | +6 | +0.7% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 800 | $410.32K | 14.97% | +800 | – | New | 0% |
| 3 | EPD Enterprise Products Partners L.P. | Energy | 10.0K | $356.10K | 12.99% | 0 | 0.0% | Unchanged | 0% |
| 4 | DE Deere & Co | Industrials | 375 | $251.83K | 9.19% | +375 | – | New | 0% |
| 5 | AAPL Apple Inc. | Technology | 709 | $236.11K | 8.61% | +709 | – | New | 0% |
| 6 | RNST Renasant Corp | Financial Services | 5,689 | $221.19K | 8.07% | +5,689 | – | New | 0.01% |
| 7 | ET Energy Transfer LP | Energy | 10.5K | $206.95K | 7.55% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Ryan Investment Management.
As of its Q3 2026 13F filing, Ryan Investment Management, Inc.’s five largest positions were ELI LILLY & Co (LLY) at 38.6%, Microsoft Corp (MSFT) at 15.0%, Enterprise Products Partners L.P. (EPD) at 13.0%, Deere & Co (DE) at 9.2%, Apple Inc. (AAPL) at 8.6% of the reported portfolio.
Ryan Investment Management, Inc. reported a 13F portfolio worth $2.74M across 7 positions for Q3 2026. That is up 65.3% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($410.32K), Deere & Co ($251.83K), Apple Inc. ($236.11K). It opened 4 new positions.
From the Form 13F-HR reports Ryan Investment Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.