Triad Investment Management Top Holdings and 13F Report (2026) About Triad Investment ManagementInvestment ActivityTriad Investment Management has $271.31 million in total holdings as of March 31, 2026.Triad Investment Management owns shares of 51 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 69.41% of the portfolio was purchased this quarter.About 3.61% of the portfolio was sold this quarter.This quarter, Triad Investment Management has purchased 36 new stocks and bought additional shares in 34 stocks.Triad Investment Management sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Alphabet $19,009,827White Mountains Insurance Group $16,427,100Brown & Brown $14,904,504Vanguard Short-Term Treasury ETF $14,249,985ROPER TECHNOLOGIES INC $14,028,443 Largest New Holdings this Quarter 53656F623 - Horizon Kinetics Inflation Beneficiaries ETF $3,150,465 Holding74316P579 - PROFESIONALLY MANAGED PORTFO $1,463,223 Holding34959J108 - Fortive $585,682 Holding031162100 - Amgen $542,027 Holding093671105 - H&R Block $447,964 Holding Largest Purchases this Quarter Alphabet 40,197 shares (about $12.56M)Brown & Brown 159,651 shares (about $11.13M)White Mountains Insurance Group 5,079 shares (about $10.94M)ROPER TECHNOLOGIES INC 27,059 shares (about $9.68M)Visa 30,495 shares (about $9.60M) Largest Sales this Quarter Warner Bros. Discovery 286,097 shares (about $7.93M) 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$19,009,827$12,558,764 ▲194.7%60,8457.0%Computer and TechnologyWTMWhite Mountains Insurance Group$16,427,100$10,939,195 ▲199.3%7,6276.1%FinanceBROBrown & Brown$14,904,504$11,131,055 ▲295.0%213,7735.5%FinanceVGSHVanguard Short-Term Treasury ETF$14,249,985$9,082,680 ▲175.8%242,2525.3%ETFROPER TECHNOLOGIES INC$14,028,443$9,682,821 ▲222.8%39,2035.2%COMVVisa$13,597,917$9,598,807 ▲240.0%43,2005.0%Business ServicesDHRDanaher$13,449,501$9,005,465 ▲202.6%65,1895.0%MedicalTHOThor Industries$12,592,311$8,624,816 ▲217.4%132,1984.6%Auto/Tires/TrucksMACMacerich$12,063,203$8,042,135 ▲200.0%620,7484.4%FinanceASMLASML$10,797,971$6,540,957 ▲153.7%7,7114.0%Computer and TechnologyITGartner$10,501,138$8,644,702 ▲465.7%61,6913.9%Business ServicesCDWCDW$9,387,847$6,725,883 ▲252.7%76,1233.5%Computer and TechnologyMAXMediaAlpha$9,258,263$6,559,701 ▲243.1%944,9733.4%Business ServicesHEI.AHeico$8,670,212$5,722,387 ▲194.1%36,8303.2%AerospaceNXPINXP Semiconductors$8,025,447$5,296,674 ▲194.1%37,0163.0%Computer and TechnologyINTUIntuit$7,819,477$6,136,204 ▲364.5%17,6202.9%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$7,796,689$5,198,127 ▲200.0%155,4472.9%MBS ETFOCSLOaktree Specialty Lending$6,982,008$4,640,985 ▲198.2%599,0362.6%FinanceFISERV INC$6,811,487$6,247,163 ▲1,107.0%114,5462.5%COMBRK.BBerkshire Hathaway$5,677,099$3,784,733 ▲200.0%11,6282.1%FinanceAXPAmerican Express$5,492,447$2,820,747 ▲105.6%16,7302.0%FinanceSLRCSLR Investment$5,472,446$3,653,156 ▲200.8%375,4422.0%FinanceHTGCHercules Capital$4,951,437$3,303,597 ▲200.5%312,6891.8%FinanceBINCiShares Flexible Income Active ETF$4,622,874$3,082,268 ▲200.1%87,5991.7%ETFSPGIS&P Global$3,484,375$3,239,108 ▲1,320.6%7,9131.3%FinanceINFLHorizon Kinetics Inflation Beneficiaries ETF$3,150,465$3,150,465 ▲New Holding60,7861.2%ETFWSOWatsco$2,854,709$1,903,139 ▲200.0%7,3351.1%ConstructionJNJJohnson & Johnson$2,636,797$1,433,197 ▲119.1%11,0941.0%MedicalCBRECBRE Group$2,407,693$758,593 ▲46.0%14,9300.9%FinanceARCCAres Capital$1,665,261$1,110,174 ▲200.0%88,3740.6%FinanceTSLXSixth Street Specialty Lending$1,533,606$1,022,404 ▲200.0%79,8060.6%FinancePROFESIONALLY MANAGED PORTFO$1,463,223$1,463,223 ▲New Holding26,8460.5%AKRE FOCUS ETFMSFTMicrosoft$1,359,055$906,037 ▲200.0%3,4170.5%Computer and TechnologyWBDWarner Bros. Discovery$1,093,802$7,926,982 ▼-87.9%39,4770.4%Consumer DiscretionarySIRIUSXM HOLDINGS INC$856,838$571,225 ▲200.0%39,3120.3%COMMON STOCKMRKMerck & Co., Inc.$788,496$525,664 ▲200.0%6,6750.3%MedicalCMCSAComcast$615,389$410,259 ▲200.0%20,6460.2%Consumer DiscretionaryFTVFortive$585,682$585,682 ▲New Holding10,5030.2%Computer and TechnologyAMGNAmgen$542,027$542,027 ▲New Holding1,5030.2%MedicalHRBH&R Block$447,964$447,964 ▲New Holding13,2000.2%Consumer DiscretionaryLOWLowe's Companies$422,351$422,351 ▲New Holding1,6500.2%Retail/WholesaleDISWalt Disney$420,818$420,818 ▲New Holding4,0050.2%Consumer DiscretionaryALLAllstate$414,107$414,107 ▲New Holding2,0010.2%FinanceXOMExxonMobil$366,912$366,912 ▲New Holding2,4000.1%EnergySCHWCharles Schwab$293,100$293,100 ▲New Holding3,0000.1%FinanceCVXChevron$285,280$285,280 ▲New Holding1,5000.1%EnergyTRVTravelers Companies$265,449$265,449 ▲New Holding9000.1%FinanceVTIVanguard Total Stock Market ETF$258,828$258,828 ▲New Holding7620.1%ETFJPMJPMorgan Chase & Co.$250,296$250,296 ▲New Holding8340.1%FinancePFEPfizer$205,425$205,425 ▲New Holding7,5000.1%MedicalAURAurora Innovation$50,700$50,700 ▲New Holding11,7000.0%Business ServicesMHKMohawk Industries$0$1,869,206 ▼-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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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