Triad Investment Management Top Holdings and 13F Report (2026) About Triad Investment ManagementInvestment ActivityTriad Investment Management has $84.69 million in total holdings as of March 31, 2026.Triad Investment Management owns shares of 36 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.28% of the portfolio was purchased this quarter.About 18.93% of the portfolio was sold this quarter.This quarter, Triad Investment Management has purchased 36 new stocks and bought additional shares in 15 stocks.Triad Investment Management sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $5,746,093White Mountains Insurance Group $5,520,521ROPER TECHNOLOGIES INC $4,878,397Brown & Brown $4,622,413Visa $4,328,373 Largest New Holdings this Quarter 53656F623 - Horizon Kinetics Inflation Beneficiaries ETF $1,043,803 Holding74316P579 - PROFESIONALLY MANAGED PORTFO $705,389 Holding Largest Purchases this Quarter FISERV INC 42,521 shares (about $2.37M)Gartner 12,696 shares (about $2.01M)S&P Global 3,075 shares (about $1.31M)Brown & Brown 16,763 shares (about $1.09M)Horizon Kinetics Inflation Beneficiaries ETF 20,050 shares (about $1.04M) Largest Sales this Quarter Warner Bros. Discovery 313,565 shares (about $8.61M)Vanguard Short-Term Treasury ETF 21,283 shares (about $1.25M)American Express 3,842 shares (about $1.16M)CBRE Group 7,874 shares (about $1.07M)ASML 690 shares (about $911.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriad Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$5,746,093$176,993 â–¼-3.0%20,0316.8%Computer and TechnologyWTMWhite Mountains Insurance Group$5,520,521$76,887 â–¼-1.4%2,5136.5%FinanceROPER TECHNOLOGIES INC$4,878,397$581,048 â–²13.5%13,7865.8%COMBROBrown & Brown$4,622,413$1,093,116 â–²31.0%70,8855.5%FinanceVVisa$4,328,373$488,419 â–²12.7%14,3215.1%Business ServicesDHRDanaher$4,123,421$39,437 â–²1.0%21,7484.9%MedicalMACMacerich$3,910,7120.0%206,9164.6%FinanceVGSHVanguard Short-Term Treasury ETF$3,896,551$1,245,911 â–¼-24.2%66,5624.6%ETFTHOThor Industries$3,739,823$412,234 â–²12.4%46,8124.4%Auto/Tires/TrucksITGartner$3,737,190$2,010,311 â–²116.4%23,6024.4%Business ServicesMAXMediaAlpha$3,104,935$543,371 â–²21.2%333,8643.7%Business ServicesASMLASML$3,103,951$911,373 â–¼-22.7%2,3503.7%Computer and TechnologyCDWCDW$3,071,913$459,746 â–²17.6%25,3843.6%Computer and TechnologyFISERV INC$2,902,214$2,372,672 â–²448.1%52,0113.4%COMINTUIntuit$2,653,948$1,013,931 â–²61.8%6,1383.1%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$2,563,462$989 â–²0.0%51,8293.0%MBS ETFHEI.AHeico$2,559,677$83,592 â–¼-3.2%12,1263.0%AerospaceNXPINXP Semiconductors$2,394,605$83,075 â–¼-3.4%12,1642.8%Computer and TechnologyOCSLOaktree Specialty Lending$2,229,828$39,810 â–¼-1.8%197,3302.6%FinanceBRK.BBerkshire Hathaway$1,857,3790.0%3,8762.2%FinanceSLRCSLR Investment$1,800,405$14,310 â–²0.8%125,8142.1%FinanceSPGIS&P Global$1,544,835$1,307,921 â–²552.1%3,6321.8%FinanceHTGCHercules Capital$1,544,401$7,385 â–²0.5%104,5631.8%FinanceBINCiShares Flexible Income Active ETF$1,517,031$1,039 â–²0.1%29,2131.8%ETFAXPAmerican Express$1,299,454$1,162,128 â–¼-47.2%4,2961.5%FinanceINFLHorizon Kinetics Inflation Beneficiaries ETF$1,043,803$1,043,803 â–²New Holding20,0501.2%ETFWSOWatsco$889,4670.0%2,4451.1%ConstructionJNJJohnson & Johnson$736,987$500,858 â–¼-40.5%3,0150.9%MedicalPROFESIONALLY MANAGED PORTFO$705,389$705,389 â–²New Holding13,3470.8%AKRE FOCUS ETFARCCAres Capital$530,8330.0%29,4580.6%FinanceTSLXSixth Street Specialty Lending$488,9450.0%26,6020.6%FinanceMSFTMicrosoft$421,6240.0%1,1390.5%Computer and TechnologyWBDWarner Bros. Discovery$329,767$8,610,491 â–¼-96.3%12,0090.4%Consumer DiscretionaryCBRECBRE Group$318,602$1,066,612 â–¼-77.0%2,3520.4%FinanceSIRIUSXM HOLDINGS INC$302,4290.0%13,1040.4%COMMON STOCKMRKMerck & Co., Inc.$267,6450.0%2,2250.3%MedicalMHKMohawk Industries$0$1,869,206 â–¼-100.0%00.0%Consumer DiscretionaryCMCSAComcast$0$205,703 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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