Michael S. Ryan, Inc. Long-Term Concentrated

CIK: 0001987261 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 2, 2025

Total Value ($000): $157,363 (100.0% shares, 0.0% debt)

Holdings (48)

SPYV SPDR SER TR 15.4%
Value ($000) $24,286 Shares 464,006 Est. Cost $45.26 Unrealized
SPYG SPDR SER TR 13.4%
Value ($000) $21,149 Shares 221,879 Est. Cost $81.01 Unrealized
VEA VANGUARD TAX-MANAGED FDS 10.8%
Value ($000) $16,967 Shares 297,606 Est. Cost $45.24 Unrealized
XSOE WISDOMTREE TR 10.2%
Value ($000) $16,085 Shares 466,508 Est. Cost $30.59 Unrealized
MDYV SPDR SER TR 6.3%
Value ($000) $9,924 Shares 124,943 Est. Cost $70.05 Unrealized
MDYG SPDR SER TR 4.3%
Value ($000) $6,828 Shares 78,602 Est. Cost $84.60 Unrealized
IBDX ISHARES TR 3.3%
Value ($000) $5,188 Shares 205,163 Est. Cost $25.29 Unrealized
ISHARES TR 3.2%
Value ($000) $5,070 Shares 218,019 Est. Cost $22.88 Unrealized
IBHJ ISHARES TR 3.2%
Value ($000) $5,048 Shares 189,489 Est. Cost $26.44 Unrealized
SPYM SPDR SER TR 3.1%
Value ($000) $4,938 Shares 67,930 Est. Cost $54.12 Unrealized
SLYV SPDR SER TR 2.7%
Value ($000) $4,298 Shares 53,885 Est. Cost $78.88 Unrealized
SLYG SPDR SER TR 2.5%
Value ($000) $3,980 Shares 44,847 Est. Cost $85.94 Unrealized
IBDW ISHARES TR 1.7%
Value ($000) $2,696 Shares 128,160 Est. Cost $20.87 Unrealized
IBDY ISHARES TR 1.6%
Value ($000) $2,541 Shares 98,105 Est. Cost $25.58 Unrealized
IBDR ISHARES TR 1.6%
Value ($000) $2,541 Shares 104,799 Est. Cost $23.46 Unrealized
IBDS ISHARES TR 1.6%
Value ($000) $2,529 Shares 104,203 Est. Cost $23.32 Unrealized
IBDU ISHARES TR 1.6%
Value ($000) $2,525 Shares 108,216 Est. Cost $22.69 Unrealized
IBDT ISHARES TR 1.6%
Value ($000) $2,517 Shares 99,008 Est. Cost $24.72 Unrealized
AVGO BROADCOM INC 1.6%
Value ($000) $2,467 Shares 8,950 Est. Cost $149.09 Unrealized +44.8%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $1,504 Shares 9,519 Est. Cost $94.27 Unrealized +33.5%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,421 Shares 2,857 Est. Cost $316.55 Unrealized +36.6%
AAPL APPLE INC 0.6%
Value ($000) $974 Shares 4,745 Est. Cost $172.06 Unrealized +17.1%
AMZN AMAZON COM INC 0.5%
Value ($000) $808 Shares 3,685 Est. Cost $114.20 Unrealized +73.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $734 Shares 3,239 Est. Cost $91.15 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $707 Shares 3,809 Est. Cost $136.80 Unrealized +33.5%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $668 Shares 2,886 Est. Cost $161.85 Unrealized +45.8%
HAS HASBRO INC 0.4%
Value ($000) $659 Shares 8,931 Est. Cost $58.38 Unrealized +5.5%
WMT WALMART INC 0.4%
Value ($000) $625 Shares 6,396 Est. Cost $54.98 Unrealized +72.3%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $606 Shares 2,055 Est. Cost $119.06 Unrealized +113.2%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $587 Shares 6,437 Est. Cost $53.90 Unrealized +54.3%
BLK BLACKROCK INC 0.3%
Value ($000) $546 Shares 520 Est. Cost $960.96 Unrealized -2.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $513 Shares 2,910 Est. Cost $116.50 Unrealized +40.2%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $488 Shares 689 Est. Cost $589.88 Unrealized -3.1%
FLS FLOWSERVE CORP 0.3%
Value ($000) $484 Shares 9,248 Est. Cost $47.41 Unrealized -1.8%
ASML ASML HOLDING N V 0.3%
Value ($000) $439 Shares 548 Est. Cost $697.23 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value ($000) $428 Shares 1,168 Est. Cost $235.20 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $404 Shares 2,169 Est. Cost $123.12 Unrealized +34.8%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $387 Shares 8,929 Est. Cost $38.57 Unrealized -2.3%
PLD PROLOGIS INC. 0.2%
Value ($000) $348 Shares 3,311 Est. Cost $112.70 Unrealized -9.2%
EBAY EBAY INC. 0.2%
Value ($000) $342 Shares 4,593 Est. Cost $66.25 Unrealized +6.0%
AN AUTONATION INC 0.2%
Value ($000) $334 Shares 1,682 Est. Cost $143.17 Unrealized +26.1%
MRK MERCK & CO INC 0.2%
Value ($000) $307 Shares 3,878 Est. Cost $103.87 Unrealized -25.5%
PEP PEPSICO INC 0.2%
Value ($000) $290 Shares 2,198 Est. Cost $166.82 Unrealized -21.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $259 Shares 1,088 Est. Cost $190.60 Unrealized +26.7%
PSTG PURE STORAGE INC 0.2%
Value ($000) $254 Shares 4,409 Est. Cost $49.76 Unrealized 0.0%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $252 Shares 2,496 Est. Cost $77.32 Unrealized +12.2%
V VISA INC 0.1%
Value ($000) $209 Shares 590 Est. Cost $346.99 Unrealized 0.0%
CACI CACI INTL INC 0.1%
Value ($000) $207 Shares 434 Est. Cost $443.01 Unrealized 0.0%