Triad Investment Management Top Holdings and 13F Report (2026) About Triad Investment ManagementInvestment ActivityTriad Investment Management has $75.44 million in total holdings as of September 30, 2026.Triad Investment Management owns shares of 32 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 22.52% of the portfolio was sold this quarter.This quarter, Triad Investment Management has purchased 34 new stocks and bought additional shares in 15 stocks.Triad Investment Management sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Gartner $6,143,379Visa $5,526,129Alphabet $5,246,715White Mountains Insurance Group $4,847,279ROPER TECHNOLOGIES INC $4,370,502 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $311,182 Holding33733E732 - FIRST TR EXCHANGE-TRADED FD $296,866 Holding031162100 - Amgen $211,177 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 10,601 shares (about $538.42K)Gartner 2,403 shares (about $448.26K)Vanguard S&P 500 ETF 444 shares (about $311.18K)FIRST TR EXCHANGE-TRADED FD 15,559 shares (about $296.87K)Intuit 833 shares (about $229.67K) Largest Sales this Quarter ASML 1,524 shares (about $2.76M)MediaAlpha 44,349 shares (about $424.42K)Brown & Brown 2,569 shares (about $156.45K)White Mountains Insurance Group 55 shares (about $110.35K)Heico 44 shares (about $10.05K) 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 PortfolioSectorITGartner$6,143,379$448,260 ▲7.9%32,9338.1%IndustrialsVVisa$5,526,129$68,273 ▲1.3%15,3797.3%FinanceGOOGAlphabet$5,246,715$176,844 ▲3.5%15,3987.0%Communication ServicesWTMWhite Mountains Insurance Group$4,847,279$110,348 ▼-2.2%2,4166.4%FinanceROPER TECHNOLOGIES INC$4,370,502$52,412 ▲1.2%12,5085.8%COMCDWCDW$3,909,074$4,870 ▼-0.1%30,5025.2%TechnologyBROBrown & Brown$3,778,360$156,452 ▼-4.0%62,0425.0%FinanceTHOThor Industries$3,580,496$5,804 ▼-0.2%51,8164.7%Consumer DiscretionaryMSFTMicrosoft$3,467,717$64,625 ▲1.9%6,7614.6%TechnologyFISERV INC$3,300,851$61,174 ▲1.9%73,0604.4%COMBRK.BBerkshire Hathaway$3,231,696$78,676 ▲2.5%6,4904.3%FinanceMAXMediaAlpha$3,104,336$424,420 ▼-12.0%324,3824.1%Communication ServicesHEI.AHeico$2,661,871$10,047 ▼-0.4%11,6583.5%IndustrialsINTUIntuit$2,589,468$229,666 ▲9.7%9,3923.4%TechnologyBINCiShares Flexible Income Active ETF$2,556,718$538,425 ▲26.7%50,3393.4%ETFSPGIS&P Global$2,384,571$74,160 ▲3.2%6,0453.2%FinanceHTGCHercules Capital$2,213,228$111,820 ▲5.3%131,6612.9%FinanceVGSHVanguard Short-Term Treasury ETF$2,055,364$11,052 ▲0.5%35,7082.7%ETFACGLArch Capital Group$1,947,226$15,516 ▲0.8%21,0832.6%FinanceNXPINXP Semiconductors$1,594,776$38,480 ▲2.5%6,7142.1%TechnologyAXPAmerican Express$1,306,4140.0%4,2961.7%FinanceASMLASML$1,259,111$2,760,986 ▼-68.7%6951.7%TechnologyINFLHorizon Kinetics Inflation Beneficiaries ETF$962,588$2,156 ▼-0.2%19,1981.3%ETFWSOWatsco$749,763$9,686 ▲1.3%2,4771.0%IndustrialsJNJJohnson & Johnson$639,3470.0%2,4150.8%HealthcareARCCAres Capital$371,9530.0%19,4740.5%FinanceSIRIUSXM HOLDINGS INC$326,1270.0%12,6020.4%COMMON STOCKVOOVanguard S&P 500 ETF$311,182$311,182 ▲New Holding4440.4%ETFFIRST TR EXCHANGE-TRADED FD$296,866$296,866 ▲New Holding15,5590.4%WCM INTL EQUITYTSLXSixth Street Specialty Lending$253,7220.0%14,0800.3%FinanceCBRECBRE Group$237,9260.0%1,8520.3%Real EstateAMGNAmgen$211,177$211,177 ▲New Holding5010.3%HealthcareNVRNVR$0$5,933,790 ▼-100.0%00.0%Consumer DiscretionaryMACMacerich$0$2,693,214 ▼-100.0%00.0%Real EstatePROFESIONALLY MANAGED PORTFO$0$1,946,009 ▼-100.0%00.0%AKRE FOCUS ETFSLRCSLR Investment$0$1,880,901 ▼-100.0%00.0%FinanceOCSLOaktree Specialty Lending$0$1,057,443 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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