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Disclosery

13F-HR/A filed by Triad Investment Management

Triad Investment Management filed this 13F-HR/A for the quarter ended 2026-03-31, filed 2026-05-08, with 36 holding rows worth $84,687,023.

Accession
0001615717-26-000004
Filer
CIK 1615717
Filed
2026-05-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, amendment of type restatement, 36 entries on the cover page, a total value of $84,687,023 stated on the cover page (in dollars after the unit check, H1), rows summing to $84,687,023 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 filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares C02079K107COM20,031$5,746,093dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM2,513$5,520,521dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock13,786$4,878,397dollars as filed
BROWN & BROWN INC COM115236101Stock70,885$4,622,413dollars as filed
Visa Inc92826C839COM14,321$4,328,373dollars as filed
Danaher Corporation235851102COM21,748$4,123,421dollars as filed
MACERICH CO554382101COM206,916$3,910,712dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS66,562$3,896,551dollars as filed
THOR INDS INC885160101COM46,812$3,739,823dollars as filed
GARTNERINC366651107STOK23,602$3,737,190dollars as filed
MEDIAALPHA INC58450V104CL A333,864$3,104,935dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,350$3,103,951dollars as filed
CDW CORP COM12514G108Stock25,384$3,071,913dollars as filed
FISERV INC337738108COM52,011$2,902,214dollars as filed
Intuit Inc.461202103COM6,138$2,653,948dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N525MBS ETF51,829$2,563,462dollars as filed
HEICO CORP NEW422806208CL A12,126$2,559,677dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock12,164$2,394,605dollars as filed
OAKTREE SPECIALTY LENDING67401P405COM197,330$2,229,828dollars as filed
Berkshire Hathaway Inc084670702COM3,876$1,857,379dollars as filed
SLR INVESTMENT CORP83413U100COM125,814$1,800,405dollars as filed
S&P Global,Inc.78409V104COM3,632$1,544,835dollars as filed
HERCULES CAPITAL INC427096508COM104,563$1,544,401dollars as filed
BlackRock Flexible Income ETF092528603SHS29,213$1,517,031dollars as filed
American Express Company025816109COM4,296$1,299,454dollars as filed
LISTED FD TR53656F623HORIZON KINETICS20,050$1,043,803dollars as filed
WATSCO INC COM942622200Stock2,445$889,467dollars as filed
Johnson & Johnson478160104COM3,015$736,987dollars as filed
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF13,347$705,389dollars as filed
ARES CAPITAL CORP04010L103COM29,458$530,833dollars as filed
SIXTH STREET SPECIALTY LENDI83012A109COM26,602$488,945dollars as filed
Microsoft Corp594918104COM1,139$421,624dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock12,009$329,767dollars as filed
CBRE GROUP INC CL A12504L109Stock2,352$318,602dollars as filed
SIRIUSXM HOLDINGS INC829933100COMMON STOCK13,104$302,429dollars as filed
Merck & Co.,Inc.58933Y105COM2,225$267,645dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001615717-26-000003 superseded2026-04-24acceptance time not in the bulk data set
13F-HR/A 0001615717-26-000004this filing2026-05-08acceptance time not in the bulk data set