Triad Investment Management 13F Holdings · Q2 2026
Triad Investment Management reported 34 securities worth $90.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVR (6.54%), GOOG (5.80%), V (5.75%). Among its top 25 positions this quarter: 2 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVR | NVR INC | $5.9M | 6.54% | 871 | New |
| 2 | GOOG | ALPHABET INC | $5.3M | 5.80% | 14,879 | Trimmed |
| 3 | V | VISA INC | $5.2M | 5.75% | 15,189 | Added |
| 4 | WTM | WHITE MTNS INS GROUP LTD | $5.1M | 5.65% | 2,471 | Trimmed |
| 5 | MAX | MEDIAALPHA INC | $4.6M | 5.11% | 368,731 | Added |
| 6 | ASML | ASML HLDG NV | $4.4M | 4.87% | 2,219 | Trimmed |
| 7 | CDW | CDW CORP | $4.3M | 4.74% | 30,540 | Added |
| 8 | ROP | ROPER TECHNOLOGIES INC | $4.2M | 4.61% | 12,358 | Trimmed |
| 9 | BRO | BROWN & BROWN INC | $4.1M | 4.57% | 64,611 | Trimmed |
| 10 | IT | GARTNER INC | $4.0M | 4.36% | 30,530 | Added |
| 11 | THO | THOR INDS INC | $3.9M | 4.30% | 51,900 | Added |
| 12 | FISV | FISERV INC | $3.5M | 3.88% | 71,706 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 3.49% | 6,332 | Added |
| 14 | HEIA | HEICO CORP NEW | $3.0M | 3.33% | 11,702 | Trimmed |
| 15 | MAC | MACERICH CO | $2.7M | 2.97% | 106,916 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.5M | 2.73% | 6,635 | Added |
| 17 | SPGI | S&P GLOBAL INC | $2.4M | 2.63% | 5,857 | Added |
| 18 | INTU | INTUIT | $2.2M | 2.46% | 8,559 | Added |
| 19 | BINC | BLACKROCK ETF TRUST II | $2.1M | 2.29% | 39,738 | Added |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $2.1M | 2.28% | 35,516 | Trimmed |
| 21 | ACGL | ARCH CAP GROUP LTD | $2.0M | 2.24% | 20,915 | New |
| 22 | HTGC | HERCULES CAPITAL INC | $2.0M | 2.17% | 125,009 | Added |
| 23 | AKRE | PROFESIONALLY MANAGED PORTFO | $1.9M | 2.15% | 36,586 | Added |
| 24 | SLRC | SLR INVESTMENT CORP | $1.9M | 2.07% | 152,053 | Added |
| 25 | NXPI | NXP SEMICONDUCTORS N V | $1.8M | 2.03% | 6,552 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR