Triad Investment Management
Latest statistics and disclosures from Triad Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVR, GOOG, V, WTM, MAX, and represent 28.85% of Triad Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NVR (+$5.9M), MSFT, ACGL, AKRE, BRK.B, FISV, SPGI, IT, CDW, INTU.
- Started 2 new stock positions in ACGL, NVR.
- Reduced shares in these 10 stocks: DHR, MTBA, MAC, GOOG, VGSH, NXPI, OCSL, ROP, BRO, WBD.
- Sold out of its positions in DHR, MRK, MTBA, WBD.
- Triad Investment Management was a net buyer of stock by $599k.
- Triad Investment Management has $91M in assets under management (AUM), dropping by 7.09%.
- Central Index Key (CIK): 0001615717
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Portfolio Holdings for Triad Investment Management
Triad Investment Management holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVR (NVR) | 6.5 | $5.9M | NEW | 871.00 | 6812.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $5.3M | -25% | 15k | 353.33 |
|
| Visa Com Cl A (V) | 5.7 | $5.2M | +6% | 15k | 343.09 |
|
| White Mountains Insurance Gp (WTM) | 5.6 | $5.1M | 2.5k | 2073.22 |
|
|
| Mediaalpha Cl A (MAX) | 5.1 | $4.6M | +10% | 369k | 12.57 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.9 | $4.4M | -5% | 2.2k | 1989.44 |
|
| Cdw (CDW) | 4.7 | $4.3M | +20% | 31k | 140.64 |
|
| Roper Industries (ROP) | 4.6 | $4.2M | -10% | 12k | 338.40 |
|
| Brown & Brown (BRO) | 4.6 | $4.1M | -8% | 65k | 64.15 |
|
| Gartner (IT) | 4.4 | $4.0M | +29% | 31k | 129.62 |
|
| Thor Industries (THO) | 4.3 | $3.9M | +10% | 52k | 75.16 |
|
| Fiserv (FISV) | 3.9 | $3.5M | +37% | 72k | 49.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $3.2M | +63% | 6.3k | 500.39 |
|
| Heico Corp Cl A (HEI.A) | 3.3 | $3.0M | -3% | 12k | 257.91 |
|
| Macerich Company (MAC) | 3.0 | $2.7M | -48% | 107k | 25.19 |
|
| Microsoft Corporation (MSFT) | 2.7 | $2.5M | +482% | 6.6k | 373.02 |
|
| S&p Global (SPGI) | 2.6 | $2.4M | +61% | 5.9k | 407.26 |
|
| Intuit (INTU) | 2.5 | $2.2M | +39% | 8.6k | 261.00 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 2.3 | $2.1M | +36% | 40k | 52.34 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $2.1M | -46% | 36k | 58.20 |
|
| Arch Cap Group Ord (ACGL) | 2.2 | $2.0M | NEW | 21k | 97.06 |
|
| Hercules Technology Growth Capital (HTGC) | 2.2 | $2.0M | +19% | 125k | 15.77 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 2.1 | $1.9M | +174% | 37k | 53.19 |
|
| Solar Cap (SLRC) | 2.1 | $1.9M | +20% | 152k | 12.37 |
|
| Nxp Semiconductors N V (NXPI) | 2.0 | $1.8M | -46% | 6.6k | 281.03 |
|
| American Express Company (AXP) | 1.6 | $1.5M | 4.3k | 338.25 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 1.2 | $1.1M | -55% | 89k | 11.94 |
|
| Watsco, Incorporated (WSO) | 1.1 | $1.0M | 2.4k | 416.73 |
|
|
| Listed Fds Tr Hori Ki Infl Etf (INFL) | 1.1 | $960k | -4% | 19k | 49.88 |
|
| Johnson & Johnson (JNJ) | 0.7 | $613k | -19% | 2.4k | 253.97 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.4 | $372k | -3% | 13k | 29.54 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $361k | -33% | 20k | 18.53 |
|
| Cbre Group Cl A (CBRE) | 0.3 | $249k | -21% | 1.9k | 134.69 |
|
| Sixth Street Specialty Lending (TSLX) | 0.3 | $242k | -47% | 14k | 17.17 |
|
Past Filings by Triad Investment Management
SEC 13F filings are viewable for Triad Investment Management going back to 2018
- Triad Investment Management 2026 Q2 filed July 21, 2026
- Triad Investment Management 2026 Q1 restated filed May 8, 2026
- Triad Investment Management 2026 Q1 filed April 24, 2026
- Triad Investment Management 2025 Q4 filed Jan. 16, 2026
- Triad Investment Management 2024 Q1 filed April 12, 2024
- Triad Investment Management 2023 Q4 filed Jan. 10, 2024
- Triad Investment Management 2023 Q3 filed Oct. 13, 2023
- Triad Investment Management 2023 Q1 filed July 11, 2023
- Triad Investment Management 2023 Q2 filed July 11, 2023
- Triad Investment Management 2022 Q4 filed Jan. 27, 2023
- Triad Investment Management 2022 Q3 filed Oct. 18, 2022
- Triad Investment Management 2022 Q2 filed July 18, 2022
- Triad Investment Management 2021 Q4 filed April 27, 2022
- Triad Investment Management 2022 Q1 filed April 27, 2022
- Triad Investment Management 2020 Q4 filed Jan. 20, 2021
- Triad Investment Management 2020 Q3 filed Nov. 9, 2020