Triad Investment Management Portfolio Stock Holdings
Triad Investment Management disclosed 51 stock positions valued at approximately $271.3 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, WHITE MTNS INS GROUP LTD, and BROWN & BROWN INC. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $271.3M
Holdings by Sector
Triad Investment Management Portfolio Holdings in Q1 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 7.01% | 60,845 | +40,197 | +194.68% | $19,009,827 |
| WHITE MTNS INS GROUP LTD | G9618E107 | Other | 6.05% | 7,627 | +5,079 | +199.33% | $16,427,100 |
| BROWN & BROWN INC | BRO | Financial Services | 5.49% | 213,773 | +159,651 | +294.98% | $14,904,504 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 5.25% | 242,252 | +154,407 | +175.77% | $14,249,985 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 5.17% | 39,203 | +27,059 | +222.82% | $14,028,443 |
| VISA INC | V | Financial Services | 5.01% | 43,200 | +30,495 | +240.02% | $13,597,917 |
| DANAHER CORP DEL | DHR | Healthcare | 4.96% | 65,189 | +43,649 | +202.64% | $13,449,501 |
| THOR INDS INC | THO | Consumer Cyclical | 4.64% | 132,198 | +90,546 | +217.39% | $12,592,311 |
| MACERICH CO | MAC | Real Estate | 4.45% | 620,748 | +413,832 | +200.00% | $12,063,203 |
| ASML HLDG NV | ASML | Other | 3.98% | 7,711 | +4,671 | +153.65% | $10,797,971 |
| GARTNER INC | IT | Technology | 3.87% | 61,691 | +50,785 | +465.66% | $10,501,138 |
| CDW CORP | CDW | Technology | 3.46% | 76,123 | +54,538 | +252.67% | $9,387,847 |
| MEDIAALPHA INC | MAX | Communication Services | 3.41% | 944,973 | +669,536 | +243.08% | $9,258,263 |
| HEICO CORP NEW | HEI-A | Industrials | 3.20% | 36,830 | +24,308 | +194.12% | $8,670,212 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 2.96% | 37,016 | +24,430 | +194.10% | $8,025,447 |
| INTUIT | INTU | Technology | 2.88% | 17,620 | +13,827 | +364.54% | $7,819,477 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 2.87% | 155,447 | +103,638 | +200.04% | $7,796,689 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 2.57% | 599,036 | +398,183 | +198.25% | $6,982,008 |
| FISERV INC | FI | Technology | 2.51% | 114,546 | +105,056 | +1107.02% | $6,811,487 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.09% | 11,628 | +7,752 | +200.00% | $5,677,099 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.02% | 16,730 | +8,592 | +105.58% | $5,492,447 |
| SLR INVESTMENT CORP | SLRC | Financial Services | 2.02% | 375,442 | +250,628 | +200.80% | $5,472,446 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 1.83% | 312,689 | +208,626 | +200.48% | $4,951,437 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.70% | 87,599 | +58,406 | +200.07% | $4,622,874 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.28% | 7,913 | +7,356 | +1320.65% | $3,484,375 |
| LISTED FDS TR | INFL | Other | 1.16% | 60,786 | +60,786 | +100.00% | $3,150,465 |
| WATSCO INC | WSO | Industrials | 1.05% | 7,335 | +4,890 | +200.00% | $2,854,709 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.97% | 11,094 | +6,030 | +119.08% | $2,636,797 |
| CBRE GROUP INC | CBRE | Real Estate | 0.89% | 14,930 | +4,704 | +46.00% | $2,407,693 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.61% | 88,374 | +58,916 | +200.00% | $1,665,261 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 0.57% | 79,806 | +53,204 | +200.00% | $1,533,606 |
| MICROSOFT CORP | MSFT | Technology | 0.50% | 3,417 | +2,278 | +200.00% | $1,359,055 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 0.40% | 39,477 | -286,097 | -87.87% | $1,093,802 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 0.32% | 39,312 | +26,208 | +200.00% | $856,838 |
| MERCK & CO INC | MRK | Healthcare | 0.29% | 6,675 | +4,450 | +200.00% | $788,496 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.23% | 20,646 | +13,764 | +200.00% | $615,389 |
| FORTIVE CORP | FTV | Technology | 0.22% | 10,503 | +10,503 | +100.00% | $585,682 |
| AMGEN INC | AMGN | Healthcare | 0.20% | 1,503 | +1,503 | +100.00% | $542,027 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 0.17% | 13,200 | +13,200 | +100.00% | $447,964 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.16% | 1,650 | +1,650 | +100.00% | $422,351 |
| DISNEY WALT CO | DIS | Communication Services | 0.16% | 4,005 | +4,005 | +100.00% | $420,818 |
| ALLSTATE CORP | ALL | Financial Services | 0.15% | 2,001 | +2,001 | +100.00% | $414,107 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 2,400 | +2,400 | +100.00% | $366,912 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.11% | 3,000 | +3,000 | +100.00% | $293,100 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 1,500 | +1,500 | +100.00% | $285,280 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.10% | 900 | +900 | +100.00% | $265,449 |
| VANGUARD INDEX FDS | VTI | Other | 0.10% | 762 | +762 | +100.00% | $258,828 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.09% | 834 | +834 | +100.00% | $250,296 |
| PFIZER INC | PFE | Healthcare | 0.08% | 7,500 | +7,500 | +100.00% | $205,425 |
| AURORA INNOVATION INC | AUR | Technology | 0.02% | 11,700 | +11,700 | +100.00% | $50,700 |