Back to Triad Investment Management
Q3 2026 13F filing
Updated 23 days ago32 disclosed positions worth $75.4M
Portfolio value
$75.4M
Total holdings
32
New positions
3
Closed positions
5
Increased
15
Decreased
8
Turnover
25.0%
Filed
2026-10-13
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I GARTNER INC | $6.1M | 32.9K | 8.14% | Added(+7.9%) |
| 2 | V VISA INC | $5.5M | 15.4K | 7.33% | Added(+1.3%) |
| 3 | G ALPHABET INC | $5.2M | 15.4K | 6.96% | Added(+3.5%) |
| 4 | W WHITE MTNS INS GROUP LTD | $4.8M | 2.4K | 6.43% | Trimmed(-2.2%) |
| 5 | R ROPER TECHNOLOGIES INC | $4.4M | 12.5K | 5.79% | Added(+1.2%) |
| 6 | C CDW CORP | $3.9M | 30.5K | 5.18% | Trimmed(-0.1%) |
| 7 | B BROWN & BROWN INC | $3.8M | 62.0K | 5.01% | Trimmed(-4.0%) |
| 8 | T THOR INDS INC | $3.6M | 51.8K | 4.75% | Trimmed(-0.2%) |
| 9 | M MICROSOFT CORP | $3.5M | 6.8K | 4.60% | Added(+1.9%) |
| 10 | F FISERV INC | $3.3M | 73.1K | 4.38% | Added(+1.9%) |
| 11 | B BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.5K | 4.28% | Added(+2.5%) |
| 12 | M MEDIAALPHA INC | $3.1M | 324.4K | 4.12% | Trimmed(-12.0%) |
| 13 | H HEICO CORP NEW | $2.7M | 11.7K | 3.53% | Trimmed(-0.4%) |
| 14 | I INTUIT | $2.6M | 9.4K | 3.43% | Added(+9.7%) |
| 15 | E BLACKROCK ETF TRUST II | $2.6M | 50.3K | 3.39% | Added(+26.7%) |
| 16 | S S&P GLOBAL INC | $2.4M | 6.0K | 3.16% | Added(+3.2%) |
| 17 | H HERCULES CAPITAL INC | $2.2M | 131.7K | 2.93% | Added(+5.3%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $2.1M | 35.7K | 2.72% | Added(+0.5%) |
| 19 | A ARCH CAP GROUP LTD | $1.9M | 21.1K | 2.58% | Added(+0.8%) |
| 20 | N NXP SEMICONDUCTORS N V | $1.6M | 6.7K | 2.11% | Added(+2.5%) |
| 21 | A AMERICAN EXPRESS CO | $1.3M | 4.3K | 1.73% | Unchanged |
| 22 | A ASML HLDG NV | $1.3M | 695 | 1.67% | Trimmed(-68.7%) |
| 23 | H LISTED FDS TR | $963K | 19.2K | 1.28% | Trimmed(-0.2%) |
| 24 | W WATSCO INC | $750K | 2.5K | 0.99% | Added(+1.3%) |
| 25 | J JOHNSON & JOHNSON | $639K | 2.4K | 0.85% | Unchanged |
| 26 | A ARES CAPITAL CORP | $372K | 19.5K | 0.49% | Unchanged |
| 27 | S SIRIUSXM HOLDINGS INC | $326K | 12.6K | 0.43% | Unchanged |
| 28 | V VANGUARD INDEX FDS | $311K | 444 | 0.41% | — |
| 29 | F FIRST TR EXCHANGE-TRADED FD | $297K | 15.6K | 0.39% | — |
| 30 | F SIXTH STREET SPECIALTY LENDI | $254K | 14.1K | 0.34% | Unchanged |
| 31 | C CBRE GROUP INC | $238K | 1.9K | 0.32% | Unchanged |
| 32 | A AMGEN INC | $211K | 501 | 0.28% | — |