Triad Investment Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$84.7M
Q ending 2026-03-31
Prior quarter
$98.7M
Q ending 2025-12-31
Change
-14.2% QoQ
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $5.7M | 20K |
| White Mtns Ins Group Ltd | Shares | $5.5M | 3K | |
| Roper Technologies Inc | ROP | Shares | $4.9M | 14K |
| Brown & Brown Inc | BRO | Shares | $4.6M | 71K |
| Visa Inc | V | Shares | $4.3M | 14K |
| Danaher Corp Del | DHR | Shares | $4.1M | 22K |
| Macerich Co | MAC | Shares | $3.9M | 207K |
| Vanguard Scottsdale Fds | VGSH | Shares | $3.9M | 67K |
| Thor Inds Inc | THO | Shares | $3.7M | 47K |
| Gartner Inc | IT | Shares | $3.7M | 24K |
| Mediaalpha Inc | MAX | Shares | $3.1M | 334K |
| Asml Hldg Nv | Shares | $3.1M | 2K | |
| Cdw Corp | CDW | Shares | $3.1M | 25K |
| Fiserv Inc | FISV | Shares | $2.9M | 52K |
| Intuit | INTU | Shares | $2.7M | 6K |
| Simplify Exchange Traded Fun | MTBA | Shares | $2.6M | 52K |
| Heico Corp New | HEI/A | Shares | $2.6M | 12K |
| Nxp Semiconductors N V | Shares | $2.4M | 12K | |
| Oaktree Specialty Lending | OCSL | Shares | $2.2M | 197K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.9M | 4K |
| Slr Investment Corp | SLRC | Shares | $1.8M | 126K |
| S&P Global Inc | SPGI | Shares | $1.5M | 4K |
| Hercules Capital Inc | HTGC | Shares | $1.5M | 105K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.5M | 29K |
| American Express Co | AXP | Shares | $1.3M | 4K |
| Listed Fds Tr | INFL | Shares | $1.0M | 20K |
| Watsco Inc | WSO | Shares | $889K | 2K |
| Johnson & Johnson | JNJ | Shares | $737K | 3K |
| Profesionally Managed Portfo | AKRE | Shares | $705K | 13K |
| Ares Capital Corp | ARCC | Shares | $531K | 29K |
| Sixth Street Specialty Lendi | TSLX | Shares | $489K | 27K |
| Microsoft Corp | MSFT | Shares | $422K | 1K |
| Warner Bros Discovery Inc | WBD | Shares | $330K | 12K |
| Cbre Group Inc | CBRE | Shares | $319K | 2K |
| Siriusxm Holdings Inc | SIRI | Shares | $302K | 13K |
| Merck & Co Inc | MRK | Shares | $268K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.