Patrick Ryan: Stock Portfolio, Performance and Latest Trades
U.S. Representative, NY-18
D Democrat
Trades disclosed1
Bought / sold0 / 1
Est. volume$32.5K
Typical delay436 days
Patrick Ryan's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
AAPLApple Inc. | 11.7% | $271.12 | +24.2% | $336.67 |
CAIBXCapital Income Builder Cl A Shs | 7.75% | $75.56 | +7.4% | $81.16 |
AMCPXAMCAP Fund, Class A Shares A | 6.91% | $42.70 | +8.1% | $46.16 |
VTIVXVanguard Target Retirement 2045 Fund | 6.51% | $34.74 | +11.1% | $38.61 |
VWENXVanguard Wellington Fund Admiral Shares | 6.29% | $75.96 | +7.5% | $81.62 |
FMUAXFederated Hermes Muni and Stock Advantage Fund A | 6.15% | $15.63 | +5.0% | $16.41 |
TSLATesla, Inc. | 4.92% | $449.72 | −16.0% | $377.81 |
ABALXAmerican Balanced Fund, Class A Shs | 4.17% | $37.18 | +8.0% | $40.16 |
ANWPXNew Perspective Fund, Class A Shares | 3.57% | $70.61 | +7.6% | $76.01 |
TRLGXT. Rowe Price Large-Cap Growth Fund Class I | 2.73% | $84.97 | +8.8% | $92.46 |
DOXGXDodge & Cox Stock Fund - Class X | 2.67% | $16.27 | +6.3% | $17.30 |
MRBKXMFS Total Return Bond Fund Class R6 | 2.44% | $9.39 | −2.7% | $9.13 |
NYAAXAmerican Funds Tax-Exempt Fund of New York Class A | 2.39% | $9.76 | −4.6% | $9.31 |
ABNDXThe Bond Fund of America, Class A Shares | 2.35% | $11.14 | −3.6% | $10.74 |
ANCFXFundamental Investors, Class A Shares | 2.18% | $90.10 | +15.1% | $103.69 |
CWGIXAmerican Funds Capital World Growth & Income Fund Class A Shares | 1.57% | $70.83 | +15.6% | $81.85 |
SBUXStarbucks Corporation | 1.53% | $82.71 | +13.1% | $93.58 |
AMECXThe Income Fund of America, Class A Shares | 1.43% | $25.63 | +5.4% | $27.01 |
RNWGXNew World Fund, Inc. Cl R-6 | 1.26% | $93.17 | +16.3% | $108.34 |
VMVAXVanguard Mid-Cap Value Index Fd Admiral | 1.24% | $90.47 | +14.0% | $103.11 |
VTMGXVanguard Developed Markets Index Admiral | 1.23% | $19.88 | +13.5% | $22.56 |
AMZNAmazon.com, Inc. | 1.22% | $230.82 | +12.6% | $259.92 |
VFFVXVanguard Target Retirement 2055 Fund | 1.22% | $66.16 | +12.5% | $74.46 |
BBVLXBridge Builder Large Cap Value Fund | 1.21% | $17.34 | +10.8% | $19.22 |
BBGLXBridge Builder Large Cap Growth Fund | 1.19% | $26.13 | +9.1% | $28.52 |
BBIEXBridge Builder International Equity Fund | 1.18% | $14.48 | +8.1% | $15.66 |
LTEBXAmerican Funds Ltd Term Tax-Ex Bond Fd of America A | 1.06% | $15.40 | −2.4% | $15.02 |
BBTBXBridge Builder Core Bond Fund | 1.05% | $8.84 | −3.1% | $8.57 |
BBCPXBridge Builder Core Plus Bond Fund | 1.05% | $8.70 | −3.5% | $8.39 |
AMHIXAmerican Fds, American High-Income Municipal Bond Fd, Class A | 1.04% | $14.94 | −4.0% | $14.34 |
AFTEXAmerican Fds, The Tax-Exempt Bond Fund of America, Class A Shs | 1.04% | $12.23 | −4.3% | $11.70 |
AXPAmerican Express Company | 0.90% | $366.96 | −17.1% | $304.25 |
SMCWXAmerican Funds SMALLCAP World A | 0.90% | $73.29 | +11.5% | $81.74 |
IBMInternational Business Machines Corporation | 0.81% | $290.30 | −24.0% | $220.51 |
AMRMXAmerican Mutual Fund Class A Shares | 0.58% | $58.87 | +8.6% | $63.95 |
BHPBHP Group Limited American Depositary Shares | 0.39% | $57.94 | +47.1% | $85.22 |
VZVerizon Communications Inc. | 0.32% | $38.78 | +18.0% | $45.77 |
AVDVAvantis International Small Cap Value ETF | 0.31% | $92.20 | +17.2% | $108.06 |
IVViShares Core S&P 500 ETF | 0.31% | $679.33 | +14.9% | $780.58 |
BBVSXBridge Builder Small/Mid Cap Value Fund | 0.30% | $13.88 | +11.3% | $15.45 |
TMVWYTEAMVIEWER SE UNSP/ADR | 0.29% | $3.49 | +10.0% | $3.84 |
APHJXArtisan International Small-Mid Fund - Institutional Shares | 0.29% | $19.51 | +9.0% | $21.26 |
BBGSXBridge Builder Small/Mid Cap growth Fund | 0.29% | $16.29 | +6.8% | $17.39 |
JPPEXJPMorgan Mid Cap Equity Fund - R6 | 0.29% | $63.57 | +6.6% | $67.74 |
MIEIXMFS Institutional Investors Trust - MFS Institutional International Eq | 0.28% | $40.58 | +4.1% | $42.23 |
FBNRXTPLN Global Bond Fund Cl R6 | 0.28% | $6.80 | +3.5% | $7.04 |
PHIYXPIMCO Funds High Yield Fund Institutional Shares | 0.26% | $7.84 | −1.1% | $7.75 |
FFord Motor Company | 0.26% | $12.68 | −4.4% | $12.12 |
KHCThe Kraft Heinz Company | 0.26% | $23.06 | −4.7% | $21.98 |
NFLXNetflix, Inc. | 0.20% | $93.76 | −25.7% | $69.70 |
GISGeneral Mills, Inc. | 0.19% | $44.33 | −28.3% | $31.77 |
Patrick Ryan's buys and sells
Jul 31, 2024 to Jul 31, 2024, 1 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
OnSolve LLC Shares | Sold | $15K–$50K | Jul 31, 2024 | Oct 10, 2025436 days later · late |
Patrick Ryan's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 77% |
| Technology | 13% |
| Consumer Discretionary | 7.9% |
| Financials | 0.9% |
| Communication Services | 0.5% |
| Consumer Staples | 0.4% |
| Materials | 0.4% |
Portfolio performance: Patrick Ryan vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Aug 18, 2023.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +56.0% | +15.2% |
| S&P 500 | +85.3% | +21.7% |
| Nasdaq-100 | +115.5% | +27.7% |
Patrick Ryan's most traded stocks
Number of disclosed buys and sells per stock.
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Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.