13F-HR filed by Triad Investment Management
Triad Investment Management filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 51 holding rows worth $271,308,281.
- Accession
- 0001615717-26-000003
- Filer
- CIK 1615717
- Filed
- 2026-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 51 entries on the cover page, a total value of $271,308,281 stated on the cover page (in dollars after the unit check, H1), rows summing to $271,308,281 with VALUE read as dollars as filed, 13F file number 028-19045. A later restatement replaced it, so the quarter does not use it. 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 |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 60,845 | $19,009,827 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 7,627 | $16,427,100 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 213,773 | $14,904,504 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 242,252 | $14,249,985 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 39,203 | $14,028,443 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 43,200 | $13,597,917 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 65,189 | $13,449,501 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 132,198 | $12,592,311 | dollars as filed | |
| MACERICH CO | 554382101 | COM | 620,748 | $12,063,203 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 7,711 | $10,797,971 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 61,691 | $10,501,138 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 76,123 | $9,387,847 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 944,973 | $9,258,263 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 36,830 | $8,670,212 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 37,016 | $8,025,447 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 17,620 | $7,819,477 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 155,447 | $7,796,689 | dollars as filed | |
| OAKTREE SPECIALTY LENDING | 67401P405 | COM | 599,036 | $6,982,008 | dollars as filed | |
| FISERV INC | 337738108 | COM | 114,546 | $6,811,487 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 11,628 | $5,677,099 | dollars as filed | |
| American Express Company | 025816109 | COM | 16,730 | $5,492,447 | dollars as filed | |
| SLR INVESTMENT CORP | 83413U100 | COM | 375,442 | $5,472,446 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 312,689 | $4,951,437 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 87,599 | $4,622,874 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 7,913 | $3,484,375 | dollars as filed | |
| LISTED FD TR | 53656F623 | HORIZON KINETICS | 60,786 | $3,150,465 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 7,335 | $2,854,709 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 11,094 | $2,636,797 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 14,930 | $2,407,693 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 88,374 | $1,665,261 | dollars as filed | |
| SIXTH STREET SPECIALTY LENDI | 83012A109 | COM | 79,806 | $1,533,606 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 26,846 | $1,463,223 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,417 | $1,359,055 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 39,477 | $1,093,802 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 39,312 | $856,838 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,675 | $788,496 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 20,646 | $615,389 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 10,503 | $585,682 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,503 | $542,027 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 13,200 | $447,964 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,650 | $422,351 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,005 | $420,818 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 2,001 | $414,107 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,400 | $366,912 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,000 | $293,100 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,500 | $285,280 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 900 | $265,449 | dollars as filed | |
| VTI | 922908769 | COM | 762 | $258,828 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 834 | $250,296 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 7,500 | $205,425 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 11,700 | $50,700 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001615717-26-000003 | this filing | 2026-04-24 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001615717-26-000004 | base | 2026-05-08 | acceptance time not in the bulk data set |