StockDriftsStockDriftsTop 50 Triad Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 7.01% | 60.8K | $19.0M | +194.68%(+40.20K) | $292.98(+36.20%) | 2026-03-31 | |
| WTM | WHITE MTNS INS GROUP LTD | 6.05% | 7.6K | $16.4M | +199.33%(+5.08K) | $2049.73(+3.42%) | 2026-03-31 | |
| BRO | BROWN & BROWN INC | 5.49% | 213.8K | $14.9M | +294.98%(+159.65K) | $76.07(-28.52%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.25% | 242.3K | $14.2M | +175.77%(+154.41K) | $58.69(-0.72%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 5.17% | 39.2K | $14.0M | +222.82%(+27.06K) | $421.93(-25.05%) | 2026-03-31 | |
| V | VISA INC | 5.01% | 43.2K | $13.6M | +240.02%(+30.50K) | $332.23(-3.59%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.96% | 65.2K | $13.4M | +202.64%(+43.65K) | $210.69(-21.22%) | 2026-03-31 | |
| THO | THOR INDS INC | 4.64% | 132.2K | $12.6M | +217.39%(+90.55K) | $95.03(-21.22%) | 2026-03-31 | |
| MAC | MACERICH CO | 4.45% | 620.7K | $12.1M | +200.00%(+413.83K) | $18.56(+18.35%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.98% | 7.7K | $10.8M | +153.65%(+4.67K) | $1125.81(+40.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.70% | -2.08% |
| Top 20 Holdings Unweighted | -0.40% | -1.20% |
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