13F-HR filed by Triad Investment Management
Triad Investment Management filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 34 holding rows worth $90,689,095.
- Accession
- 0001615717-26-000005
- Filer
- CIK 1615717
- Filed
- 2026-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 34 entries on the cover page, a total value of $90,689,095 stated on the cover page (in dollars after the unit check, H1), rows summing to $90,689,095 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 |
|---|---|---|---|---|---|---|
| NVR INC COM | 62944T105 | Stock | 871 | $5,933,790 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,879 | $5,257,197 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,189 | $5,211,187 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 2,471 | $5,122,932 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 368,731 | $4,634,949 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 2,219 | $4,414,567 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 30,540 | $4,295,078 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 12,358 | $4,181,903 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 64,611 | $4,144,798 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 30,530 | $3,957,339 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 51,900 | $3,900,815 | dollars as filed | |
| FISERV INC | 337738108 | COM | 71,706 | $3,517,179 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,332 | $3,168,469 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 11,702 | $3,018,063 | dollars as filed | |
| MACERICH CO | 554382101 | COM | 106,916 | $2,693,214 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,635 | $2,474,988 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 5,857 | $2,385,322 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 8,559 | $2,233,899 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 39,738 | $2,079,887 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 35,516 | $2,067,042 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 20,915 | $2,030,010 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 125,009 | $1,971,398 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 36,586 | $1,946,009 | dollars as filed | |
| SLR INVESTMENT CORP | 83413U100 | COM | 152,053 | $1,880,901 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 6,552 | $1,841,309 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,296 | $1,453,122 | dollars as filed | |
| OAKTREE SPECIALTY LENDING | 67401P405 | COM | 88,563 | $1,057,443 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 2,445 | $1,018,905 | dollars as filed | |
| LISTED FD TR | 53656F623 | HORIZON KINETICS | 19,241 | $959,741 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,415 | $613,338 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 12,602 | $372,248 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 19,474 | $360,853 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 1,852 | $249,446 | dollars as filed | |
| SIXTH STREET SPECIALTY LENDI | 83012A109 | COM | 14,080 | $241,754 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001615717-26-000005 | this filing | 2026-07-21 | acceptance time not in the bulk data set |