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Q2 2026 13F filing
Updated 51 days ago34 disclosed positions worth $90.7M
Portfolio value
$90.7M
Total holdings
34
New positions
2
Closed positions
19
Increased
2
Decreased
30
Turnover
61.8%
Filed
2026-07-21
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVR NVR INC | $5.9M | 871 | 6.54% | — |
| 2 | G GOOGN ALPHABET INC | $5.3M | 14.9K | 5.80% | Trimmed(-75.5%) |
| 3 | V V VISA INC | $5.2M | 15.2K | 5.75% | Trimmed(-64.8%) |
| 4 | W WTM WHITE MTNS INS GROUP LTD | $5.1M | 2.5K | 5.65% | Trimmed(-67.6%) |
| 5 | M MAX MEDIAALPHA INC | $4.6M | 368.7K | 5.11% | Trimmed(-61.0%) |
| 6 | A ASMLF ASML HLDG NV | $4.4M | 2.2K | 4.87% | Trimmed(-71.2%) |
| 7 | C CDW CDW CORP | $4.3M | 30.5K | 4.74% | Trimmed(-59.9%) |
| 8 | R ROP ROPER TECHNOLOGIES INC | $4.2M | 12.4K | 4.61% | Trimmed(-68.5%) |
| 9 | B BRO BROWN & BROWN INC | $4.1M | 64.6K | 4.57% | Trimmed(-69.8%) |
| 10 | I IT GARTNER INC | $4M | 30.5K | 4.36% | Trimmed(-50.5%) |
| 11 | T THO THOR INDS INC | $3.9M | 51.9K | 4.30% | Trimmed(-60.7%) |
| 12 | F FISV FISERV INC | $3.5M | 71.7K | 3.88% | Trimmed(-37.4%) |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.3K | 3.49% | Trimmed(-45.5%) |
| 14 | H HEI-A HEICO CORP NEW | $3M | 11.7K | 3.33% | Trimmed(-68.2%) |
| 15 | M MAC MACERICH CO | $2.7M | 106.9K | 2.97% | Trimmed(-82.8%) |
| 16 | M MSFT MICROSOFT CORP | $2.5M | 6.6K | 2.73% | Added(+94.2%) |
| 17 | S SPGI S&P GLOBAL INC | $2.4M | 5.9K | 2.63% | Trimmed(-26.0%) |
| 18 | I INTU INTUIT | $2.2M | 8.6K | 2.46% | Trimmed(-51.4%) |
| 19 | E ETHA BLACKROCK ETF TRUST II | $2.1M | 39.7K | 2.29% | Trimmed(-54.6%) |
| 20 | V VGES VANGUARD SCOTTSDALE FDS | $2.1M | 35.5K | 2.28% | Trimmed(-85.3%) |
| 21 | A ACGLO ARCH CAP GROUP LTD | $2M | 20.9K | 2.24% | — |
| 22 | H HCXY HERCULES CAPITAL INC | $2M | 125.0K | 2.17% | Trimmed(-60.0%) |
| 23 | ? N/A PROFESIONALLY MANAGED PORTFO | $1.9M | 36.6K | 2.15% | Added(+36.3%) |
| 24 | S SLRC SLR INVESTMENT CORP | $1.9M | 152.1K | 2.07% | Trimmed(-59.5%) |
| 25 | N NXPI NXP SEMICONDUCTORS N V | $1.8M | 6.6K | 2.03% | Trimmed(-82.3%) |
| 26 | A AXP AMERICAN EXPRESS CO | $1.5M | 4.3K | 1.60% | Trimmed(-74.3%) |
| 27 | O OCSL OAKTREE SPECIALTY LENDING | $1.1M | 88.6K | 1.17% | Trimmed(-85.2%) |
| 28 | W WSO-B WATSCO INC | $1M | 2.4K | 1.12% | Trimmed(-66.7%) |
| 29 | H HKHC LISTED FDS TR | $960K | 19.2K | 1.06% | Trimmed(-68.3%) |
| 30 | J JNJ JOHNSON & JOHNSON | $613K | 2.4K | 0.68% | Trimmed(-78.2%) |
| 31 | S SIRI SIRIUSXM HOLDINGS INC | $372K | 12.6K | 0.41% | Trimmed(-67.9%) |
| 32 | A ARCC ARES CAPITAL CORP | $361K | 19.5K | 0.40% | Trimmed(-78.0%) |
| 33 | C CBRE CBRE GROUP INC | $249K | 1.9K | 0.28% | Trimmed(-87.6%) |
| 34 | F FUN SIXTH STREET SPECIALTY LENDI | $242K | 14.1K | 0.27% | Trimmed(-82.4%) |