Triad Investment Management
52 holdingsFiling period: 2026-03-31Current AUM: $289.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 60.8K | $19.0M | $23.6M | 8.17% | +40.2K | 2026-03-31 |
| 2 | — | WHITE MTNS INS GROUP LTD | 7.6K | $16.4M | $16.4M | 5.68% | +5.1K | 2026-03-31 |
| 3 | BRO | BROWN & BROWN INC | 213.8K | $14.9M | $16.1M | 5.56% | +159.7K | 2026-03-31 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 242.3K | $14.2M | $14.1M | 4.89% | +154.4K | 2026-03-31 |
| 5 | ROP | ROPER TECHNOLOGIES INC | 39.2K | $14.0M | $15.5M | 5.37% | +27.1K | 2026-03-31 |
| 6 | V | VISA INC | 43.2K | $13.6M | $16.5M | 5.69% | +30.5K | 2026-03-31 |
| 7 | DHR | DANAHER CORP DEL | 65.2K | $13.4M | $13.8M | 4.78% | +43.6K | 2026-03-31 |
| 8 | THO | THOR INDS INC | 132.2K | $12.6M | $11.8M | 4.08% | +90.5K | 2026-03-31 |
| 9 | MAC | MACERICH CO | 620.7K | $12.1M | $16.5M | 5.70% | +413.8K | 2026-03-31 |
| 10 | — | ASML HLDG NV | 7.7K | $10.8M | $10.8M | 3.73% | +4.7K | 2026-03-31 |
| 11 | IT | GARTNER INC | 61.7K | $10.5M | $10.0M | 3.46% | +50.8K | 2026-03-31 |
| 12 | CDW | CDW CORP | 76.1K | $9.4M | $11.5M | 3.96% | +54.5K | 2026-03-31 |
| 13 | MAX | MEDIAALPHA INC | 945.0K | $9.3M | $12.3M | 4.26% | +669.5K | 2026-03-31 |
| 14 | HEI/A | HEICO CORP NEW | 36.8K | $8.7M | $8.7M | 3.00% | +24.3K | 2026-03-31 |
| 15 | — | NXP SEMICONDUCTORS N V | 37.0K | $8.0M | $8.0M | 2.77% | +24.4K | 2026-03-31 |
| 16 | INTU | INTUIT | 17.6K | $7.8M | $5.7M | 1.97% | +13.8K | 2026-03-31 |
| 17 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 155.4K | $7.8M | $7.6M | 2.64% | +103.6K | 2026-03-31 |
| 18 | OCSL | OAKTREE SPECIALTY LENDING | 599.0K | $7.0M | $7.2M | 2.48% | +398.2K | 2026-03-31 |
| 19 | FISV | FISERV INC | 114.5K | $6.8M | $6.6M | 2.27% | +105.1K | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.6K | $5.7M | $5.7M | 1.96% | +7.8K | 2026-03-31 |
| 21 | AXP | AMERICAN EXPRESS CO | 16.7K | $5.5M | $6.1M | 2.11% | +8.6K | 2026-03-31 |
| 22 | SLRC | SLR INVESTMENT CORP | 375.4K | $5.5M | $4.8M | 1.66% | +250.6K | 2026-03-31 |
| 23 | HTGC | HERCULES CAPITAL INC | 312.7K | $5.0M | $5.5M | 1.90% | +208.6K | 2026-03-31 |
| 24 | BINC | BLACKROCK ETF TRUST II | 87.6K | $4.6M | $4.6M | 1.60% | +58.4K | 2026-03-31 |
| 25 | SPGI | S&P GLOBAL INC | 7.9K | $3.5M | $3.4M | 1.17% | +7.4K | 2026-03-31 |
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