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The Analysis of Triad Investment Management's Holdings & P&L

Currently, Triad Investment Management holds 51 types of securities in its portfolio with a total value $271.3M. In the most recent quarter, they have increased their positions in N/A (+40.2K shares, valued at $12.6M), BRO (+159.7K shares, valued at $11.1M), WTM (+5.1K shares, valued at $10.9M); decreased their positions in WBD (-286.1K shares, valued at $7.9M); initiated new positions in INFL (+60.8K shares, valued at $3.2M), N/A (+26.8K shares, valued at $1.5M), FTV (+10.5K shares, valued at $585.7K).

1M P&L

+8.2M+3.60%

3M P&L

+10.2M+4.54%

HY P&L

-13.8M-5.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A45.6M

19.3%

2Software - Application21.8M

9.2%

3Information Technology Services19.9M

8.4%

Top Industries by Stock Count

1N/A7 stocks

15.6%

2Asset Management4 stocks

8.9%

3Insurance - Property & Casualty3 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC60.8K shares194.68%2026-03-312026-04-24

WTM WHITE MTNS INS GROUP LTD7.6K shares199.33%2026-03-312026-04-24

BRO BROWN & BROWN INC213.8K shares294.98%2026-03-312026-04-24

VGSH VANGUARD SCOTTSDALE FDS242.3K shares175.77%2026-03-312026-04-24

ROP ROPER TECHNOLOGIES INC39.2K shares222.82%2026-03-312026-04-24

V VISA INC43.2K shares240.02%2026-03-312026-04-24

DHR DANAHER CORP DEL65.2K shares202.64%2026-03-312026-04-24

THO THOR INDS INC132.2K shares217.39%2026-03-312026-04-24

Sponsored

MAC MACERICH CO620.7K shares200.00%2026-03-312026-04-24

ASML ASML HLDG NV7.7K shares153.65%2026-03-312026-04-24

IT GARTNER INC61.7K shares465.66%2026-03-312026-04-24

CDW CDW CORP76.1K shares252.67%2026-03-312026-04-24

MAX MEDIAALPHA INC945.0K shares243.08%2026-03-312026-04-24

HEI.A HEICO CORP NEW36.8K shares194.12%2026-03-312026-04-24

NXPI NXP SEMICONDUCTORS N V37.0K shares194.10%2026-03-312026-04-24

INTU INTUIT17.6K shares364.54%2026-03-312026-04-24

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MTBA SIMPLIFY EXCHANGE TRADED FUN155.4K shares200.04%2026-03-312026-04-24

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING599.0K shares198.25%2026-03-312026-04-24

FI FISERV INC114.5K shares1107.02%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.6K shares200.00%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO16.7K shares105.58%2026-03-312026-04-24

SLRC SLR INVESTMENT CORP375.4K shares200.80%2026-03-312026-04-24

HTGC HERCULES CAPITAL INC312.7K shares200.48%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II87.6K shares200.07%2026-03-312026-04-24

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SPGI S&P GLOBAL INC7.9K shares1320.65%2026-03-312026-04-24

INFL LISTED FDS TR60.8K sharesnew addition2026-03-312026-04-24

WSO WATSCO INC7.3K shares200.00%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON11.1K shares119.08%2026-03-312026-04-24

CBRE CBRE GROUP INC14.9K shares46.00%2026-03-312026-04-24

ARCC ARES CAPITAL CORP88.4K shares200.00%2026-03-312026-04-24

TSLX SIXTH STREET SPECIALTY LENDI79.8K shares200.00%2026-03-312026-04-24

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO26.8K sharesnew addition2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP3.4K shares200.00%2026-03-312026-04-24

WBD WARNER BROS DISCOVERY INC39.5K shares-87.87%2026-03-312026-04-24

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC39.3K shares200.00%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC6.7K shares200.00%2026-03-312026-04-24

CMCSA COMCAST CORP NEW20.6K shares200.00%2026-03-312026-04-24

FTV FORTIVE CORP10.5K sharesnew addition2026-03-312026-04-24

AMGN AMGEN INC1.5K sharesnew addition2026-03-312026-04-24

HRB BLOCK H & R INC13.2K sharesnew addition2026-03-312026-04-24

Sponsored

LOW LOWES COS INC1.6K sharesnew addition2026-03-312026-04-24

DIS DISNEY WALT CO4.0K sharesnew addition2026-03-312026-04-24

ALL ALLSTATE CORP2.0K sharesnew addition2026-03-312026-04-24

XOM EXXON MOBIL CORP2.4K sharesnew addition2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP3.0K sharesnew addition2026-03-312026-04-24

CVX CHEVRON CORPORATION1.5K sharesnew addition2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC900 sharesnew addition2026-03-312026-04-24

VTI VANGUARD INDEX FDS762 sharesnew addition2026-03-312026-04-24

Sponsored

JPM JPMORGAN CHASE & CO834 sharesnew addition2026-03-312026-04-24

PFE PFIZER INC7.5K sharesnew addition2026-03-312026-04-24

AUR AURORA INNOVATION INC11.7K sharesnew addition2026-03-312026-04-24

ALPHABET INC

194.68%

Shares60.8K

Event2026-03-31

Filed2026-04-24

WTM

WHITE MTNS INS GROUP LTD

199.33%

Shares7.6K

Event2026-03-31

Filed2026-04-24

BRO

BROWN & BROWN INC

294.98%

Shares213.8K

Event2026-03-31

Filed2026-04-24

VGSH

VANGUARD SCOTTSDALE FDS

175.77%

Shares242.3K

Event2026-03-31

Filed2026-04-24

ROP

ROPER TECHNOLOGIES INC

222.82%

Shares39.2K

Event2026-03-31

Filed2026-04-24

VISA INC

240.02%

Shares43.2K

Event2026-03-31

Filed2026-04-24

DHR

DANAHER CORP DEL

202.64%

Shares65.2K

Event2026-03-31

Filed2026-04-24

THO

THOR INDS INC

217.39%

Shares132.2K

Event2026-03-31

Filed2026-04-24

MAC

MACERICH CO

200.00%

Shares620.7K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

153.65%

Shares7.7K

Event2026-03-31

Filed2026-04-24

GARTNER INC

465.66%

Shares61.7K

Event2026-03-31

Filed2026-04-24

CDW

CDW CORP

252.67%

Shares76.1K

Event2026-03-31

Filed2026-04-24

MAX

MEDIAALPHA INC

243.08%

Shares945.0K

Event2026-03-31

Filed2026-04-24

HEI.A

HEICO CORP NEW

194.12%

Shares36.8K

Event2026-03-31

Filed2026-04-24

NXPI

NXP SEMICONDUCTORS N V

194.10%

Shares37.0K

Event2026-03-31

Filed2026-04-24

INTU

INTUIT

364.54%

Shares17.6K

Event2026-03-31

Filed2026-04-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

200.04%

Shares155.4K

Event2026-03-31

Filed2026-04-24

OAKTREE SPECIALTY LENDING

198.25%

Shares599.0K

Event2026-03-31

Filed2026-04-24

FISERV INC

1107.02%

Shares114.5K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

200.00%

Shares11.6K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

105.58%

Shares16.7K

Event2026-03-31

Filed2026-04-24

SLRC

SLR INVESTMENT CORP

200.80%

Shares375.4K

Event2026-03-31

Filed2026-04-24

HTGC

HERCULES CAPITAL INC

200.48%

Shares312.7K

Event2026-03-31

Filed2026-04-24

BINC

BLACKROCK ETF TRUST II

200.07%

Shares87.6K

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

1320.65%

Shares7.9K

Event2026-03-31

Filed2026-04-24

INFL

LISTED FDS TR

New

Shares60.8K

Event2026-03-31

Filed2026-04-24

WSO

WATSCO INC

200.00%

Shares7.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

119.08%

Shares11.1K

Event2026-03-31

Filed2026-04-24

CBRE

CBRE GROUP INC

46.00%

Shares14.9K

Event2026-03-31

Filed2026-04-24

ARCC

ARES CAPITAL CORP

200.00%

Shares88.4K

Event2026-03-31

Filed2026-04-24

TSLX

SIXTH STREET SPECIALTY LENDI

200.00%

Shares79.8K

Event2026-03-31

Filed2026-04-24

PROFESIONALLY MANAGED PORTFO

New

Shares26.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

200.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

WBD

WARNER BROS DISCOVERY INC

-87.87%

Shares39.5K

Event2026-03-31

Filed2026-04-24

SIRIUSXM HOLDINGS INC

200.00%

Shares39.3K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

200.00%

Shares6.7K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

200.00%

Shares20.6K

Event2026-03-31

Filed2026-04-24

FTV

FORTIVE CORP

New

Shares10.5K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

HRB

BLOCK H & R INC

New

Shares13.2K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

New

Shares4.0K

Event2026-03-31

Filed2026-04-24

ALL

ALLSTATE CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

New

Shares3.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

New

Shares900

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

New

Shares762

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

New

Shares834

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-24

AUR

AURORA INNOVATION INC

New

Shares11.7K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available