StockDriftsStockDriftsTop 32 Triad Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IT | GARTNER INC | 8.14% | 32.9K | $6.1M | +7.87%(+2.40K) | $210.43(-1.29%) | 2026-09-30 | |
| V | VISA INC | 7.33% | 15.4K | $5.5M | +1.25%(+190) | $332.46(+21.19%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 6.96% | 15.4K | $5.2M | +3.49%(+519) | $294.80(+15.39%) | 2026-09-30 | |
| WTM | WHITE MTNS INS GROUP LTD | 6.43% | 2.4K | $4.8M | -2.23%(-55) | $2049.73(+5.73%) | 2026-09-30 | |
| ROP | ROPER TECHNOLOGIES INC | 5.79% | 12.5K | $4.4M | +1.21%(+150) | $420.99(-8.91%) | 2026-09-30 | |
| CDW | CDW CORP | 5.18% | 30.5K | $3.9M | -0.12%(-38) | $134.03(+13.88%) | 2026-09-30 | |
| BRO | BROWN & BROWN INC | 5.01% | 62.0K | $3.8M | -3.98%(-2.57K) | $76.07(-9.01%) | 2026-09-30 | |
| THO | THOR INDS INC | 4.75% | 51.8K | $3.6M | -0.16%(-84) | $95.03(-30.70%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.6% | 6.8K | $3.5M | +1.90%(+126) | $410.65(+29.92%) | 2026-09-30 | |
| FISV | FISERV INC | 4.38% | 73.1K | $3.3M | +1.89%(+1.35K) | $64.19(-25.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.76% | +8.53% | +3.31% | +17.67% |
| Top 20 Holdings Unweighted | +2.83% | +8.72% | +3.96% | +21.43% |
Triad Investment Management reports $75.44M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are IT (8.1%), V (7.3%) and GOOG (7.0%). The top 20 holdings account for 90.82% of reported assets. Its disclosed equity book has returned +8.53% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triad Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1615717). View Triad Investment Management’s 13F filings on SEC