Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triad Investment Management (CIK 1615717) reported $84.7M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($5.7M, 6.79%), WTM ($5.5M, 6.52%), ROP ($4.9M, 5.76%), BRO ($4.6M, 5.46%), V ($4.3M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $5.7M | 6.79% | 20,031 | Trimmed |
| 2 | WTM | WHITE MTNS INS GROUP LTD | $5.5M | 6.52% | 2,513 | Trimmed |
| 3 | ROP | ROPER TECHNOLOGIES INC | $4.9M | 5.76% | 13,786 | Added |
| 4 | BRO | BROWN & BROWN INC | $4.6M | 5.46% | 70,885 | Added |
| 5 | V | VISA INC | $4.3M | 5.11% | 14,321 | Added |
| 6 | DHR | DANAHER CORP DEL | $4.1M | 4.87% | 21,748 | Added |
| 7 | MAC | MACERICH CO | $3.9M | 4.62% | 206,916 | Hold |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $3.9M | 4.60% | 66,562 | Trimmed |
| 9 | THO | THOR INDS INC | $3.7M | 4.42% | 46,812 | Added |
| 10 | IT | GARTNER INC | $3.7M | 4.41% | 23,602 | Added |
| 11 | MAX | MEDIAALPHA INC | $3.1M | 3.67% | 333,864 | Added |
| 12 | ASML | ASML HLDG NV | $3.1M | 3.67% | 2,350 | Trimmed |
| 13 | CDW | CDW CORP | $3.1M | 3.63% | 25,384 | Added |
| 14 | FISV | FISERV INC | $2.9M | 3.43% | 52,011 | Added |
| 15 | INTU | INTUIT | $2.7M | 3.13% | 6,138 | Added |
| 16 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2.6M | 3.03% | 51,829 | Added |
| 17 | HEI.A | HEICO CORP NEW | $2.6M | 3.02% | 12,126 | Trimmed |
| 18 | NXPI | NXP SEMICONDUCTORS N V | $2.4M | 2.83% | 12,164 | Trimmed |
| 19 | OCSL | OAKTREE SPECIALTY LENDING | $2.2M | 2.63% | 197,330 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.9M | 2.19% | 3,876 | Hold |
| 21 | SLRC | SLR INVESTMENT CORP | $1.8M | 2.13% | 125,814 | Added |
| 22 | SPGI | S&P GLOBAL INC | $1.5M | 1.82% | 3,632 | Added |
| 23 | HTGC | HERCULES CAPITAL INC | $1.5M | 1.82% | 104,563 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $1.5M | 1.79% | 29,213 | Added |
| 25 | AXP | AMERICAN EXPRESS CO | $1.3M | 1.53% | 4,296 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31