Triad Investment Management as of June 30, 2026
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 | 871.00 | 6812.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $5.3M | 15k | 353.33 | |
| Visa Com Cl A (V) | 5.7 | $5.2M | 15k | 343.09 | |
| White Mountains Insurance Gp (WTM) | 5.6 | $5.1M | 2.5k | 2073.22 | |
| Mediaalpha Cl A (MAX) | 5.1 | $4.6M | 369k | 12.57 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.9 | $4.4M | 2.2k | 1989.44 | |
| Cdw (CDW) | 4.7 | $4.3M | 31k | 140.64 | |
| Roper Industries (ROP) | 4.6 | $4.2M | 12k | 338.40 | |
| Brown & Brown (BRO) | 4.6 | $4.1M | 65k | 64.15 | |
| Gartner (IT) | 4.4 | $4.0M | 31k | 129.62 | |
| Thor Industries (THO) | 4.3 | $3.9M | 52k | 75.16 | |
| Fiserv (FISV) | 3.9 | $3.5M | 72k | 49.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $3.2M | 6.3k | 500.39 | |
| Heico Corp Cl A (HEI.A) | 3.3 | $3.0M | 12k | 257.91 | |
| Macerich Company (MAC) | 3.0 | $2.7M | 107k | 25.19 | |
| Microsoft Corporation (MSFT) | 2.7 | $2.5M | 6.6k | 373.02 | |
| S&p Global (SPGI) | 2.6 | $2.4M | 5.9k | 407.26 | |
| Intuit (INTU) | 2.5 | $2.2M | 8.6k | 261.00 | |
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 2.3 | $2.1M | 40k | 52.34 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $2.1M | 36k | 58.20 | |
| Arch Cap Group Ord (ACGL) | 2.2 | $2.0M | 21k | 97.06 | |
| Hercules Technology Growth Capital (HTGC) | 2.2 | $2.0M | 125k | 15.77 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 2.1 | $1.9M | 37k | 53.19 | |
| Solar Cap (SLRC) | 2.1 | $1.9M | 152k | 12.37 | |
| Nxp Semiconductors N V (NXPI) | 2.0 | $1.8M | 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 | 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 | 19k | 49.88 | |
| Johnson & Johnson (JNJ) | 0.7 | $613k | 2.4k | 253.97 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.4 | $372k | 13k | 29.54 | |
| Ares Capital Corporation (ARCC) | 0.4 | $361k | 20k | 18.53 | |
| Cbre Group Cl A (CBRE) | 0.3 | $249k | 1.9k | 134.69 | |
| Sixth Street Specialty Lending (TSLX) | 0.3 | $242k | 14k | 17.17 |
