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Triad Investment Management Portfolio
$75.4M across 32 positions as of 2026-09-30, with 59% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ITGartner Inc | $6.1M | 8.1% | 32,933 |
| VVisa Inc | $5.5M | 7.3% | 15,379 |
| GOOGAlphabet Inc | $5.2M | 7.0% | 15,398 |
| WHITE MTNS INS GROUP LTD | $4.8M | 6.4% | 2,416 |
| ROPRoper Technologies Inc | $4.4M | 5.8% | 12,508 |
| CDWCDW Corp | $3.9M | 5.2% | 30,502 |
| BROBrown & Brown Inc | $3.8M | 5.0% | 62,042 |
| THOThor Industries Inc | $3.6M | 4.7% | 51,816 |
| MSFTMicrosoft Corp | $3.5M | 4.6% | 6,761 |
| FISVFiserv Inc | $3.3M | 4.4% | 73,060 |
| BRK.BBerkshire Hathaway Inc | $3.2M | 4.3% | 6,490 |
| MEDIAALPHA INC | $3.1M | 4.1% | 324,382 |
| HEI.AHEICO Corp | $2.7M | 3.5% | 11,658 |
| INTUIntuit Inc | $2.6M | 3.4% | 9,392 |
| BINCiShares Flexible Income Active ETF | $2.6M | 3.4% | 50,339 |
| SPGIS&P Global Inc | $2.4M | 3.2% | 6,045 |
| HTGCHercules Capital Inc | $2.2M | 2.9% | 131,661 |
| VGSHVanguard Short-Term Treasury ETF | $2.1M | 2.7% | 35,708 |
| ARCH CAP GROUP LTD | $1.9M | 2.6% | 21,083 |
| NXP SEMICONDUCTORS N V | $1.6M | 2.1% | 6,714 |
| AXPAmerican Express Co | $1.3M | 1.7% | 4,296 |
| ASML HLDG NV | $1.3M | 1.7% | 695 |
| INFLHorizon Kinetics Inflation Beneficiaries ETF | $962.6K | 1.3% | 19,198 |
| WSOWatsco Inc | $749.8K | 1.0% | 2,477 |
| JNJJohnson & Johnson | $639.3K | 0.8% | 2,415 |
| ARCCAres Capital Corp | $372K | 0.5% | 19,474 |
| SIRISirius XM Holdings Inc | $326.1K | 0.4% | 12,602 |
| VOOVanguard S&P 500 ETF | $311.2K | 0.4% | 444 |
| FIRST TR EXCHANGE-TRADED FD | $296.9K | 0.4% | 15,559 |
| SIXTH STREET SPECIALTY LENDI | $253.7K | 0.3% | 14,080 |
| CBRECBRE Group Inc | $237.9K | 0.3% | 1,852 |
| AMGNAmgen Inc | $211.2K | 0.3% | 501 |
Quarter ending 2026-09-30.
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