13F-HR filed by Triad Investment Management
Triad Investment Management filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-16, with 36 holding rows worth $98,732,449.
- Accession
- 0001615717-26-000002
- Filer
- CIK 1615717
- Filed
- 2026-01-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 36 entries on the cover page, a total value of $98,732,449 stated on the cover page (in dollars after the unit check, H1), rows summing to $98,732,449 with VALUE read as dollars as filed, 13F file number 028-19045. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 325,574 | $9,383,043 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 20,648 | $6,479,342 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 12,144 | $5,405,852 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 2,548 | $5,294,405 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 87,845 | $5,159,148 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 21,540 | $4,930,937 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 12,705 | $4,455,764 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 54,122 | $4,313,526 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 41,652 | $4,276,426 | dollars as filed | |
| MACERICH CO | 554382101 | COM | 206,916 | $3,819,669 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 275,437 | $3,566,909 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 3,040 | $3,252,374 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 12,522 | $3,160,928 | dollars as filed | |
| American Express Company | 025816109 | COM | 8,138 | $3,010,653 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 21,585 | $2,939,811 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 10,906 | $2,751,444 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 12,586 | $2,731,917 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 51,809 | $2,611,692 | dollars as filed | |
| OAKTREE SPECIALTY LENDING | 67401P405 | COM | 200,853 | $2,558,866 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 3,793 | $2,512,559 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 104,063 | $1,958,473 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,876 | $1,948,271 | dollars as filed | |
| SLR INVESTMENT CORP | 83413U100 | COM | 124,814 | $1,929,632 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 17,102 | $1,869,206 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 10,226 | $1,644,239 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 29,193 | $1,540,515 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,064 | $1,047,995 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 2,445 | $823,843 | dollars as filed | |
| FISERV INC | 337738108 | COM | 9,490 | $637,443 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 29,458 | $595,935 | dollars as filed | |
| SIXTH STREET SPECIALTY LENDI | 83012A109 | COM | 26,602 | $577,795 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,139 | $550,843 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 557 | $291,083 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 13,104 | $262,004 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,225 | $234,204 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 6,882 | $205,703 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001615717-26-000002 | this filing | 2026-01-16 | acceptance time not in the bulk data set |