Triad Investment Management Top Holdings and 13F Report (2026) About Triad Investment ManagementInvestment ActivityTriad Investment Management has $90.69 million in total holdings as of June 30, 2026.Triad Investment Management owns shares of 34 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 20.87% of the portfolio was purchased this quarter.About 20.21% of the portfolio was sold this quarter.This quarter, Triad Investment Management has purchased 36 new stocks and bought additional shares in 14 stocks.Triad Investment Management sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVR $5,933,790Alphabet $5,257,197Visa $5,211,187White Mountains Insurance Group $5,122,932MediaAlpha $4,634,949 Largest New Holdings this Quarter 62944T105 - NVR $5,933,790 HoldingG0450A105 - Arch Capital Group $2,030,010 Holding Largest Purchases this Quarter NVR 871 shares (about $5.93M)Microsoft 5,496 shares (about $2.05M)Arch Capital Group 20,915 shares (about $2.03M)PROFESIONALLY MANAGED PORTFO 23,239 shares (about $1.24M)Berkshire Hathaway 2,456 shares (about $1.23M) Largest Sales this Quarter Macerich 100,000 shares (about $2.52M)Alphabet 5,152 shares (about $1.82M)Vanguard Short-Term Treasury ETF 31,046 shares (about $1.81M)NXP Semiconductors 5,612 shares (about $1.58M)Oaktree Specialty Lending 108,767 shares (about $1.30M) 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 PortfolioSectorNVRNVR$5,933,790$5,933,790 â–²New Holding8716.5%ConstructionGOOGAlphabet$5,257,197$1,820,356 â–¼-25.7%14,8795.8%Computer and TechnologyVVisa$5,211,187$297,802 â–²6.1%15,1895.7%Business ServicesWTMWhite Mountains Insurance Group$5,122,932$87,075 â–¼-1.7%2,4715.6%FinanceMAXMediaAlpha$4,634,949$438,278 â–²10.4%368,7315.1%Business ServicesASMLASML$4,414,567$260,617 â–¼-5.6%2,2194.9%Computer and TechnologyCDWCDW$4,295,078$725,128 â–²20.3%30,5404.7%Computer and TechnologyROPER TECHNOLOGIES INC$4,181,903$483,230 â–¼-10.4%12,3584.6%COMBROBrown & Brown$4,144,798$402,477 â–¼-8.9%64,6114.6%FinanceITGartner$3,957,339$898,017 â–²29.4%30,5304.4%Business ServicesTHOThor Industries$3,900,815$382,415 â–²10.9%51,9004.3%Auto/Tires/TrucksFISERV INC$3,517,179$966,040 â–²37.9%71,7063.9%COMBRK.BBerkshire Hathaway$3,168,469$1,228,958 â–²63.4%6,3323.5%FinanceHEI.AHeico$3,018,063$109,354 â–¼-3.5%11,7023.3%AerospaceMACMacerich$2,693,214$2,519,000 â–¼-48.3%106,9163.0%FinanceMSFTMicrosoft$2,474,988$2,050,118 â–²482.5%6,6352.7%Computer and TechnologySPGIS&P Global$2,385,322$906,154 â–²61.3%5,8572.6%FinanceINTUIntuit$2,233,899$631,881 â–²39.4%8,5592.5%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,079,887$550,879 â–²36.0%39,7382.3%ETFVGSHVanguard Short-Term Treasury ETF$2,067,042$1,806,887 â–¼-46.6%35,5162.3%ETFACGLArch Capital Group$2,030,010$2,030,010 â–²New Holding20,9152.2%FinanceHTGCHercules Capital$1,971,398$322,434 â–²19.6%125,0092.2%FinancePROFESIONALLY MANAGED PORTFO$1,946,009$1,236,082 â–²174.1%36,5862.1%AKRE FOCUS ETFSLRCSLR Investment$1,880,901$324,577 â–²20.9%152,0532.1%FinanceNXPINXP Semiconductors$1,841,309$1,577,141 â–¼-46.1%6,5522.0%Computer and TechnologyAXPAmerican Express$1,453,1220.0%4,2961.6%FinanceOCSLOaktree Specialty Lending$1,057,443$1,298,679 â–¼-55.1%88,5631.2%FinanceWSOWatsco$1,018,9050.0%2,4451.1%ConstructionINFLHorizon Kinetics Inflation Beneficiaries ETF$959,741$40,353 â–¼-4.0%19,2411.1%ETFJNJJohnson & Johnson$613,338$152,382 â–¼-19.9%2,4150.7%MedicalSIRIUSXM HOLDINGS INC$372,248$14,828 â–¼-3.8%12,6020.4%COMMON STOCKARCCAres Capital$360,853$185,003 â–¼-33.9%19,4740.4%FinanceCBRECBRE Group$249,446$67,345 â–¼-21.3%1,8520.3%FinanceTSLXSixth Street Specialty Lending$241,754$215,003 â–¼-47.1%14,0800.3%FinanceDHRDanaher$0$4,123,421 â–¼-100.0%00.0%MedicalSIMPLIFY EXCHANGE TRADED FUN$0$2,563,462 â–¼-100.0%00.0%MBS ETFWBDWarner Bros. Discovery$0$329,767 â–¼-100.0%00.0%Consumer DiscretionaryMRKMerck & Co., Inc.$0$267,645 â–¼-100.0%00.0%MedicalShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
