Michael S. Ryan, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $25.5M, Spdr Portfolio with a value of $22.9M, Vanguard Ftse Developed Market with a value of $17.7M, Wisdomtree Tr Emerging Mkts Ex with a value of $17.6M, and Spdr S&P 400 Mid Cap Value ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $7.03M in the current position value, from $149M to 156M.

Michael S. Ryan, Inc. is based out at Albany, NY

Below you can find more details about Michael S. Ryan, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $134 Million
Technology: $10.7 Million
Financial Services: $2.45 Million
Consumer Cyclical: $2.2 Million
Industrials: $1.6 Million
Communication Services: $1.18 Million
Healthcare: $881,000
Consumer Defensive: $659,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $156 Million
  • Prior Value $149 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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