Triad Investment Management as of March 31, 2026
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 | 20k | 286.86 | |
| White Mountains Insurance Gp (WTM) | 6.5 | $5.5M | 2.5k | 2196.79 | |
| Roper Industries (ROP) | 5.8 | $4.9M | 14k | 353.87 | |
| Brown & Brown (BRO) | 5.5 | $4.6M | 71k | 65.21 | |
| Visa Com Cl A (V) | 5.1 | $4.3M | 14k | 302.24 | |
| Danaher Corporation (DHR) | 4.9 | $4.1M | 22k | 189.60 | |
| Macerich Company (MAC) | 4.6 | $3.9M | 207k | 18.90 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.6 | $3.9M | 67k | 58.54 | |
| Thor Industries (THO) | 4.4 | $3.7M | 47k | 79.89 | |
| Gartner (IT) | 4.4 | $3.7M | 24k | 158.34 | |
| Mediaalpha Cl A (MAX) | 3.7 | $3.1M | 334k | 9.30 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.7 | $3.1M | 2.4k | 1320.83 | |
| Cdw (CDW) | 3.6 | $3.1M | 25k | 121.02 | |
| Fiserv (FISV) | 3.4 | $2.9M | 52k | 55.80 | |
| Intuit (INTU) | 3.1 | $2.7M | 6.1k | 432.38 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 3.0 | $2.6M | 52k | 49.46 | |
| Heico Corp Cl A (HEI.A) | 3.0 | $2.6M | 12k | 211.09 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $2.4M | 12k | 196.86 | |
| Oaktree Specialty Lending Corp (OCSL) | 2.6 | $2.2M | 197k | 11.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $1.9M | 3.9k | 479.20 | |
| Solar Cap (SLRC) | 2.1 | $1.8M | 126k | 14.31 | |
| S&p Global (SPGI) | 1.8 | $1.5M | 3.6k | 425.34 | |
| Hercules Technology Growth Capital (HTGC) | 1.8 | $1.5M | 105k | 14.77 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.8 | $1.5M | 29k | 51.93 | |
| American Express Company (AXP) | 1.5 | $1.3M | 4.3k | 302.48 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 1.2 | $1.0M | 20k | 52.06 | |
| Watsco, Incorporated (WSO) | 1.1 | $890k | 2.4k | 363.79 | |
| Johnson & Johnson (JNJ) | 0.9 | $737k | 3.0k | 244.44 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.8 | $705k | 13k | 52.85 | |
| Ares Capital Corporation (ARCC) | 0.6 | $531k | 30k | 18.02 | |
| Sixth Street Specialty Lending (TSLX) | 0.6 | $489k | 27k | 18.38 | |
| Microsoft Corporation (MSFT) | 0.5 | $422k | 1.1k | 370.17 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $330k | 12k | 27.46 | |
| Cbre Group Cl A (CBRE) | 0.4 | $319k | 2.4k | 135.46 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.4 | $302k | 13k | 23.08 | |
| Merck & Co (MRK) | 0.3 | $268k | 2.2k | 120.29 |
