13F-HR filed by Triad Investment Management
Triad Investment Management filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-13 14:02:47 UTC, with 32 holding rows worth $75,435,932.
- Accession
- 0001615717-26-000007
- Filer
- CIK 1615717
- Filed
- 2026-10-13
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 32 entries on the cover page, a total value of $75,435,932 stated on the cover page (in dollars after the unit check, H1), rows summing to $75,435,932 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 |
|---|---|---|---|---|---|---|
| GARTNERINC | 366651107 | STOK | 32,933 | $6,143,379 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 15,379 | $5,526,129 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 15,398 | $5,246,715 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 2,416 | $4,847,279 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 12,508 | $4,370,502 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 30,502 | $3,909,074 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 62,042 | $3,778,360 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 51,816 | $3,580,496 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,761 | $3,467,717 | dollars as filed | |
| FISERV INC | 337738108 | COM | 73,060 | $3,300,851 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,490 | $3,231,696 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 324,382 | $3,104,336 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 11,658 | $2,661,871 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 9,392 | $2,589,468 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 50,339 | $2,556,718 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 6,045 | $2,384,571 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 131,661 | $2,213,228 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 35,708 | $2,055,364 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 21,083 | $1,947,226 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 6,714 | $1,594,776 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,296 | $1,306,414 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 695 | $1,259,111 | dollars as filed | |
| LISTED FD TR | 53656F623 | HORIZON KINETICS | 19,198 | $962,588 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 2,477 | $749,763 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,415 | $639,347 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 19,474 | $371,953 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 12,602 | $326,127 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 444 | $311,182 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E732 | WCM INTL EQUITY | 15,559 | $296,866 | dollars as filed | |
| SIXTH STREET SPECIALTY LENDI | 83012A109 | COM | 14,080 | $253,722 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 1,852 | $237,926 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 501 | $211,177 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001615717-26-000007 | this filing | 2026-10-13 |