Triad Investment Management

Latest statistics and disclosures from Triad Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOG, WTM, ROP, BRO, V, and represent 29.63% of Triad Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: FISV, IT, SPGI, BRO, INFL, INTU, AKRE, ROP, MAX, V.
  • Started 2 new stock positions in AKRE, INFL.
  • Reduced shares in these 10 stocks: WBD (-$8.6M), MHK, VGSH, AXP, CBRE, ASML, JNJ, , GOOG, HEI.A.
  • Sold out of its positions in CMCSA, MHK.
  • Triad Investment Management was a net seller of stock by $-3.9M.
  • Triad Investment Management has $85M in assets under management (AUM), dropping by -14.23%.
  • Central Index Key (CIK): 0001615717

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Portfolio Holdings for Triad Investment Management

Triad Investment Management holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 6.8 $5.7M -2% 20k 286.86
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White Mountains Insurance Gp (WTM) 6.5 $5.5M 2.5k 2196.79
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Roper Industries (ROP) 5.8 $4.9M +13% 14k 353.87
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Brown & Brown (BRO) 5.5 $4.6M +30% 71k 65.21
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Visa Com Cl A (V) 5.1 $4.3M +12% 14k 302.24
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Danaher Corporation (DHR) 4.9 $4.1M 22k 189.60
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Macerich Company (MAC) 4.6 $3.9M 207k 18.90
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.6 $3.9M -24% 67k 58.54
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Thor Industries (THO) 4.4 $3.7M +12% 47k 79.89
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Gartner (IT) 4.4 $3.7M +116% 24k 158.34
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Mediaalpha Cl A (MAX) 3.7 $3.1M +21% 334k 9.30
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Asml Hldg Nv N Y Registry Shs (ASML) 3.7 $3.1M -22% 2.4k 1320.83
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Cdw (CDW) 3.6 $3.1M +17% 25k 121.02
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Fiserv (FISV) 3.4 $2.9M +448% 52k 55.80
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Intuit (INTU) 3.1 $2.7M +61% 6.1k 432.38
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 3.0 $2.6M 52k 49.46
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Heico Corp Cl A (HEI.A) 3.0 $2.6M -3% 12k 211.09
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Nxp Semiconductors N V (NXPI) 2.8 $2.4M -3% 12k 196.86
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Oaktree Specialty Lending Corp (OCSL) 2.6 $2.2M 197k 11.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $1.9M 3.9k 479.20
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Solar Cap (SLRC) 2.1 $1.8M 126k 14.31
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S&p Global (SPGI) 1.8 $1.5M +552% 3.6k 425.34
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Hercules Technology Growth Capital (HTGC) 1.8 $1.5M 105k 14.77
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.8 $1.5M 29k 51.93
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American Express Company (AXP) 1.5 $1.3M -47% 4.3k 302.48
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Listed Fds Tr Horizon Kinetics (INFL) 1.2 $1.0M NEW 20k 52.06
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Watsco, Incorporated (WSO) 1.1 $890k 2.4k 363.79
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Johnson & Johnson (JNJ) 0.9 $737k -40% 3.0k 244.44
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.8 $705k NEW 13k 52.85
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Ares Capital Corporation (ARCC) 0.6 $531k 30k 18.02
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Sixth Street Specialty Lending (TSLX) 0.6 $489k 27k 18.38
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Microsoft Corporation (MSFT) 0.5 $422k 1.1k 370.17
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Warner Bros Discovery Com Ser A (WBD) 0.4 $330k -96% 12k 27.46
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Cbre Group Cl A (CBRE) 0.4 $319k -76% 2.4k 135.46
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Siriusxm Holdings Common Stock (SIRI) 0.4 $302k 13k 23.08
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Merck & Co (MRK) 0.3 $268k 2.2k 120.29
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Past Filings by Triad Investment Management

SEC 13F filings are viewable for Triad Investment Management going back to 2018

View all past filings