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Triad Investment Management — 13F Holdings & Portfolio

CIK 1615717 · latest 13F-HR filed 2026-05-08

Backtest portfolio

Triad Investment Management manages $84.7M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (6.79%), WTM (6.52%), ROP (5.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 15, added to 0, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$84.7M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+0 / −15 / ↑0 / ↓36

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • ALPHABET INC-$13.3M -69.8%
  • WHITE MTNS INS GROUP LTD-$10.9M -66.4%
  • VANGUARD SCOTTSDALE FDS-$10.4M -72.7%
  • BROWN & BROWN INC-$10.3M -69.0%
  • DANAHER CORP DEL-$9.3M -69.3%
Show all 36 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • COMCAST CORP NEW$615.4K
  • FORTIVE CORP$585.7K
  • AMGEN INC$542.0K
  • BLOCK H & R INC$448.0K
  • LOWES COS INC$422.4K
Show all 15 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $5.7M 6.79% 20,031 SH
2 WHITE MTNS INS GROUP LTD WTM G9618E107 $5.5M 6.52% 2,513 SH
3 ROPER TECHNOLOGIES INC ROP 776696106 $4.9M 5.76% 13,786 SH
4 BROWN & BROWN INC BRO 115236101 $4.6M 5.46% 70,885 SH
5 VISA INC V 92826C839 $4.3M 5.11% 14,321 SH
6 DANAHER CORP DEL DHR 235851102 $4.1M 4.87% 21,748 SH
7 MACERICH CO MAC 554382101 $3.9M 4.62% 206,916 SH
8 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $3.9M 4.60% 66,562 SH
9 THOR INDS INC THO 885160101 $3.7M 4.42% 46,812 SH
10 GARTNER INC IT 366651107 $3.7M 4.41% 23,602 SH
11 MEDIAALPHA INC MAX 58450V104 $3.1M 3.67% 333,864 SH
12 ASML HLDG NV ASML N07059210 $3.1M 3.67% 2,350 SH
13 CDW CORP CDW 12514G108 $3.1M 3.63% 25,384 SH
14 FISERV INC FISV 337738108 $2.9M 3.43% 52,011 SH
15 INTUIT INTU 461202103 $2.7M 3.13% 6,138 SH
16 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $2.6M 3.03% 51,829 SH
17 HEICO CORP NEW HEI.A 422806208 $2.6M 3.02% 12,126 SH
18 NXP SEMICONDUCTORS N V NXPI N6596X109 $2.4M 2.83% 12,164 SH
19 OAKTREE SPECIALTY LENDING OCSL 67401P405 $2.2M 2.63% 197,330 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.9M 2.19% 3,876 SH
21 SLR INVESTMENT CORP SLRC 83413U100 $1.8M 2.13% 125,814 SH
22 S&P GLOBAL INC SPGI 78409V104 $1.5M 1.82% 3,632 SH
23 HERCULES CAPITAL INC HTGC 427096508 $1.5M 1.82% 104,563 SH
24 BLACKROCK ETF TRUST II BINC 092528603 $1.5M 1.79% 29,213 SH
25 AMERICAN EXPRESS CO AXP 025816109 $1.3M 1.53% 4,296 SH
26 LISTED FDS TR INFL 53656F623 $1.0M 1.23% 20,050 SH
27 WATSCO INC WSO 942622200 $889.5K 1.05% 2,445 SH
28 JOHNSON & JOHNSON JNJ 478160104 $737.0K 0.87% 3,015 SH
29 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $705.4K 0.83% 13,347 SH
30 ARES CAPITAL CORP ARCC 04010L103 $530.8K 0.63% 29,458 SH
31 SIXTH STREET SPECIALTY LENDI TSLX 83012A109 $488.9K 0.58% 26,602 SH
32 MICROSOFT CORP MSFT 594918104 $421.6K 0.50% 1,139 SH
33 WARNER BROS DISCOVERY INC WBD 934423104 $329.8K 0.39% 12,009 SH
34 CBRE GROUP INC CBRE 12504L109 $318.6K 0.38% 2,352 SH
35 SIRIUSXM HOLDINGS INC SIRI 829933100 $302.4K 0.36% 13,104 SH
36 MERCK & CO INC MRK 58933Y105 $267.6K 0.32% 2,225 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $84.7M 36 0001615717-26-000004
2026-03-31 2026-04-24 $271.3M 51 0001615717-26-000003