Triad Investment Management
Latest statistics and disclosures from Triad Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IT, V, GOOG, WTM, ROP, and represent 34.64% of Triad Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BINC, IT, VOO, WCMI, INTU, AMGN, GOOG, HTGC, BRK.B, SPGI.
- Started 3 new stock positions in VOO, WCMI, AMGN.
- Reduced shares in these 10 stocks: NVR (-$5.9M), ASML, MAC, AKRE, , OCSL, MAX, BRO, WTM, HEI.A.
- Sold out of its positions in MAC, NVR, OCSL, AKRE, SLRC.
- Triad Investment Management was a net seller of stock by $-14M.
- Triad Investment Management has $75M in assets under management (AUM), dropping by -16.82%.
- Central Index Key (CIK): 0001615717
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Portfolio Holdings for Triad Investment Management
Triad Investment Management holds 32 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gartner (IT) | 8.1 | $6.1M | +7% | 33k | 186.54 |
|
| Visa Com Cl A (V) | 7.3 | $5.5M | 15k | 359.33 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $5.2M | +3% | 15k | 340.74 |
|
| White Mountains Insurance Gp (WTM) | 6.4 | $4.8M | -2% | 2.4k | 2006.32 |
|
| Roper Industries (ROP) | 5.8 | $4.4M | 13k | 349.42 |
|
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| Cdw (CDW) | 5.2 | $3.9M | 31k | 128.16 |
|
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| Brown & Brown (BRO) | 5.0 | $3.8M | -3% | 62k | 60.90 |
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| Thor Industries (THO) | 4.7 | $3.6M | 52k | 69.10 |
|
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| Microsoft Corporation (MSFT) | 4.6 | $3.5M | 6.8k | 512.90 |
|
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| Fiserv (FISV) | 4.4 | $3.3M | 73k | 45.18 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $3.2M | +2% | 6.5k | 497.95 |
|
| Mediaalpha Cl A (MAX) | 4.1 | $3.1M | -12% | 324k | 9.57 |
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| Heico Corp Cl A (HEI.A) | 3.5 | $2.7M | 12k | 228.33 |
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| Intuit (INTU) | 3.4 | $2.6M | +9% | 9.4k | 275.71 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 3.4 | $2.6M | +26% | 50k | 50.79 |
|
| S&p Global (SPGI) | 3.2 | $2.4M | +3% | 6.0k | 394.47 |
|
| Hercules Technology Growth Capital (HTGC) | 2.9 | $2.2M | +5% | 132k | 16.81 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.7 | $2.1M | 36k | 57.56 |
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| Arch Cap Group Ord (ACGL) | 2.6 | $1.9M | 21k | 92.36 |
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| Nxp Semiconductors N V (NXPI) | 2.1 | $1.6M | +2% | 6.7k | 237.53 |
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| American Express Company (AXP) | 1.7 | $1.3M | 4.3k | 304.10 |
|
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.7 | $1.3M | -68% | 695.00 | 1811.67 |
|
| Listed Fds Tr Hori Ki Infl Etf (INFL) | 1.3 | $963k | 19k | 50.14 |
|
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| Watsco, Incorporated (WSO) | 1.0 | $750k | 2.5k | 302.69 |
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| Johnson & Johnson (JNJ) | 0.8 | $639k | 2.4k | 264.74 |
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| Ares Capital Corporation (ARCC) | 0.5 | $372k | 20k | 19.10 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.4 | $326k | 13k | 25.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $311k | NEW | 444.00 | 700.86 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.4 | $297k | NEW | 16k | 19.08 |
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| Sixth Street Specialty Lending (TSLX) | 0.3 | $254k | 14k | 18.02 |
|
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| Cbre Group Cl A (CBRE) | 0.3 | $238k | 1.9k | 128.47 |
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| Amgen (AMGN) | 0.3 | $211k | NEW | 501.00 | 421.51 |
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Past Filings by Triad Investment Management
SEC 13F filings are viewable for Triad Investment Management going back to 2018
- Triad Investment Management 2026 Q3 filed Oct. 13, 2026
- 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