CIK 1615717
Triad Investment Management
Institutional 13F holdings & portfolio
Holdings
36
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–36 of 36
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 326K | $1M+ | SH |
| GOOG | ALPHABET INC | 21K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 12K | $1M+ | SH |
| WTM | WHITE MTNS INS GROUP LTD | 3K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 88K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 22K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 54K | $1M+ | SH |
| THO | THOR INDS INC | 42K | $1M+ | SH |
| MAC | MACERICH CO | 207K | $1M+ | SH |
| MAX | MEDIAALPHA INC | 275K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 13K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| CDW | CDW CORP | 22K | $1M+ | SH |
| IT | GARTNER INC | 11K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 13K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 52K | $1M+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 201K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 104K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| SLRC | SLR INVESTMENT CORP | 125K | $1M+ | SH |
| MHK | MOHAWK INDS INC | 17K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 10K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 29K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| WSO | WATSCO INC | 2K | $500K+ | SH |
| FISV | FISERV INC | 9K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 29K | $500K+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 27K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 557 | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 13K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 7K | $100K–$500K | SH |