StockDriftsStockDriftsTop 34 Triad Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVR | NVR INC | 6.54% | 871 | $5.9M | new | $6656.37(-4.28%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.8% | 14.9K | $5.3M | -75.55%(-45.97K) | $292.98(+19.63%) | 2026-06-30 | |
| V | VISA INC | 5.75% | 15.2K | $5.2M | -64.84%(-28.01K) | $332.23(+8.79%) | 2026-06-30 | |
| WTM | WHITE MTNS INS GROUP LTD | 5.65% | 2.5K | $5.1M | -67.60%(-5.16K) | $2049.73(+3.40%) | 2026-06-30 | |
| MAX | MEDIAALPHA INC | 5.11% | 368.7K | $4.6M | -60.98%(-576.24K) | $11.43(+14.98%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 4.87% | 2.2K | $4.4M | -71.22%(-5.49K) | $1125.81(+60.33%) | 2026-06-30 | |
| CDW | CDW CORP | 4.74% | 30.5K | $4.3M | -59.88%(-45.58K) | $134.03(+1.77%) | 2026-06-30 | |
| ROP | ROPER TECHNOLOGIES INC | 4.61% | 12.4K | $4.2M | -68.48%(-26.84K) | $421.93(-4.90%) | 2026-06-30 | |
| BRO | BROWN & BROWN INC | 4.57% | 64.6K | $4.1M | -69.78%(-149.16K) | $76.07(-7.06%) | 2026-06-30 | |
| IT | GARTNER INC | 4.36% | 30.5K | $4.0M | -50.51%(-31.16K) | $214.55(-11.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.48% | +4.49% | +4.39% | +23.98% |
| Top 20 Holdings Unweighted | +1.56% | +4.75% | +5.14% | +28.46% |
Triad Investment Management reports $90.69M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are NVR (6.5%), GOOG (5.8%) and V (5.8%). The top 20 holdings account for 82.36% of reported assets. Its disclosed equity book has returned +4.49% on a three-year cumulative basis. Figures reflect the Q2 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