Triad Investment Management as of March 31, 2026
Portfolio Holdings for Triad Investment Management
Triad Investment Management holds 51 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) | 7.0 | $19M | 61k | 312.43 | |
| White Mountains Insurance Gp (WTM) | 6.1 | $16M | 7.6k | 2153.81 | |
| Brown & Brown (BRO) | 5.5 | $15M | 214k | 69.72 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.3 | $14M | 242k | 58.82 | |
| Roper Industries (ROP) | 5.2 | $14M | 39k | 357.84 | |
| Visa Com Cl A (V) | 5.0 | $14M | 43k | 314.77 | |
| Danaher Corporation (DHR) | 5.0 | $13M | 65k | 206.32 | |
| Thor Industries (THO) | 4.6 | $13M | 132k | 95.25 | |
| Macerich Company (MAC) | 4.4 | $12M | 621k | 19.43 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.0 | $11M | 7.7k | 1400.33 | |
| Gartner (IT) | 3.9 | $11M | 62k | 170.22 | |
| Cdw (CDW) | 3.5 | $9.4M | 76k | 123.32 | |
| Mediaalpha Cl A (MAX) | 3.4 | $9.3M | 945k | 9.80 | |
| Heico Corp Cl A (HEI.A) | 3.2 | $8.7M | 37k | 235.41 | |
| Nxp Semiconductors N V (NXPI) | 3.0 | $8.0M | 37k | 216.81 | |
| Intuit (INTU) | 2.9 | $7.8M | 18k | 443.78 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.9 | $7.8M | 155k | 50.16 | |
| Oaktree Specialty Lending Corp (OCSL) | 2.6 | $7.0M | 599k | 11.66 | |
| Fiserv (FISV) | 2.5 | $6.8M | 115k | 59.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $5.7M | 12k | 488.23 | |
| American Express Company (AXP) | 2.0 | $5.5M | 17k | 328.30 | |
| Solar Cap (SLRC) | 2.0 | $5.5M | 375k | 14.58 | |
| Hercules Technology Growth Capital (HTGC) | 1.8 | $5.0M | 313k | 15.84 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.7 | $4.6M | 88k | 52.77 | |
| S&p Global (SPGI) | 1.3 | $3.5M | 7.9k | 440.34 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 1.2 | $3.2M | 61k | 51.83 | |
| Watsco, Incorporated (WSO) | 1.1 | $2.9M | 7.3k | 389.19 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.6M | 11k | 237.68 | |
| Cbre Group Cl A (CBRE) | 0.9 | $2.4M | 15k | 161.27 | |
| Ares Capital Corporation (ARCC) | 0.6 | $1.7M | 88k | 18.84 | |
| Sixth Street Specialty Lending (TSLX) | 0.6 | $1.5M | 80k | 19.22 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.5 | $1.5M | 27k | 54.50 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.4M | 3.4k | 397.73 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $1.1M | 40k | 27.71 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.3 | $857k | 39k | 21.80 | |
| Merck & Co (MRK) | 0.3 | $789k | 6.7k | 118.13 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $615k | 21k | 29.81 | |
| Fortive (FTV) | 0.2 | $586k | 11k | 55.76 | |
| Amgen (AMGN) | 0.2 | $542k | 1.5k | 360.63 | |
| H&R Block (HRB) | 0.2 | $448k | 13k | 33.94 | |
| Lowe's Companies (LOW) | 0.2 | $422k | 1.7k | 255.97 | |
| Walt Disney Company (DIS) | 0.2 | $421k | 4.0k | 105.07 | |
| Allstate Corporation (ALL) | 0.2 | $414k | 2.0k | 206.95 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $367k | 2.4k | 152.88 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $293k | 3.0k | 97.70 | |
| Chevron Corporation (CVX) | 0.1 | $285k | 1.5k | 190.19 | |
| Travelers Companies (TRV) | 0.1 | $265k | 900.00 | 294.94 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $259k | 762.00 | 339.67 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $250k | 834.00 | 300.12 | |
| Pfizer (PFE) | 0.1 | $205k | 7.5k | 27.39 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $51k | 12k | 4.33 |
