Triad Investment Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Triad Investment Management held in its portfolio 36 assets valued at $98,732,449 (i.e. $98.73M).
The most valuable assets in the portfolio included: WARNER BROS DISCOVERY INC ($9.38M), ALPHABET INC ($6.48M), and ROPER TECHNOLOGIES INC ($5.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Triad Investment Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WARNER BROS DISCOVERY INC | 325574 | 9383043 | COM SER A |
| ALPHABET INC | 20648 | 6479342 | CAP STK CL C |
| ROPER TECHNOLOGIES INC | 12144 | 5405852 | COM |
| WHITE MTNS INS GROUP LTD | 2548 | 5294405 | COM |
| VANGUARD SCOTTSDALE FDS | 87845 | 5159148 | SHORT TERM TREAS |
| DANAHER CORPORATION | 21540 | 4930937 | COM |
| VISA INC | 12705 | 4455764 | COM CL A |
| BROWN & BROWN INC | 54122 | 4313526 | COM |
| THOR INDS INC | 41652 | 4276426 | COM |
| MACERICH CO | 206916 | 3819669 | COM |
| MEDIAALPHA INC | 275437 | 3566909 | CL A |
| ASML HOLDING N V | 3040 | 3252374 | N Y REGISTRY SHS |
| HEICO CORP NEW | 12522 | 3160928 | CL A |
| AMERICAN EXPRESS CO | 8138 | 3010653 | COM |
| CDW CORP | 21585 | 2939811 | COM |
| GARTNER INC | 10906 | 2751444 | COM |
| NXP SEMICONDUCTORS N V | 12586 | 2731917 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 51809 | 2611692 | MBS ETF |
| OAKTREE SPECIALTY LENDING CO | 200853 | 2558866 | COM |
| INTUIT | 3793 | 2512559 | COM |
| HERCULES CAPITAL INC | 104063 | 1958473 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3876 | 1948271 | CL B NEW |
| SLR INVESTMENT CORP | 124814 | 1929632 | COM |
| MOHAWK INDS INC | 17102 | 1869206 | COM |
| CBRE GROUP INC | 10226 | 1644239 | CL A |
| BLACKROCK ETF TRUST II | 29193 | 1540515 | ISHARES FLEXIBLE |
| JOHNSON & JOHNSON | 5064 | 1047995 | COM |
| WATSCO INC | 2445 | 823843 | COM |
| FISERV INC | 9490 | 637443 | COM |
| ARES CAPITAL CORP | 29458 | 595935 | COM |
| SIXTH STREET SPECIALTY LENDI | 26602 | 577795 | COM |
| MICROSOFT CORP | 1139 | 550843 | COM |
| S&P GLOBAL INC | 557 | 291083 | COM |
| SIRIUSXM HOLDINGS INC | 13104 | 262004 | COMMON STOCK |
| MERCK & CO INC | 2225 | 234204 | COM |
| COMCAST CORP NEW | 6882 | 205703 | CL A |
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