Universe · entity
Triad Investment Management
Institutional manager (13F) · CIK 1615717
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $271M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $19M | 60,845 |
| 2 | WHITE MTNS INS GROUP LTD | $16M | 7,627 |
| 3 | BROWN & BROWN INC | $15M | 213,773 |
| 4 | VANGUARD SCOTTSDALE FDS | $14M | 242,252 |
| 5 | ROPER TECHNOLOGIES INC | $14M | 39,203 |
| 6 | VISA INC | $14M | 43,200 |
| 7 | DANAHER CORP DEL | $13M | 65,189 |
| 8 | THOR INDS INC | $13M | 132,198 |
| 9 | MACERICH CO | $12M | 620,748 |
| 10 | ASML HLDG NV | $11M | 7,711 |
| 11 | GARTNER INC | $11M | 61,691 |
| 12 | CDW CORP | $9M | 76,123 |
| 13 | MEDIAALPHA INC | $9M | 944,973 |
| 14 | HEICO CORP NEW | $9M | 36,830 |
| 15 | NXP SEMICONDUCTORS N V | $8M | 37,016 |
| 16 | INTUIT | $8M | 17,620 |
| 17 | SIMPLIFY EXCHANGE TRADED FUN | $8M | 155,447 |
| 18 | OAKTREE SPECIALTY LENDING | $7M | 599,036 |
| 19 | FISERV INC | $7M | 114,546 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $6M | 11,628 |
| 21 | AMERICAN EXPRESS CO | $5M | 16,730 |
| 22 | SLR INVESTMENT CORP | $5M | 375,442 |
| 23 | HERCULES CAPITAL INC | $5M | 312,689 |
| 24 | BLACKROCK ETF TRUST II | $5M | 87,599 |
| 25 | S&P GLOBAL INC | $3M | 7,913 |
| 26 | LISTED FDS TR | $3M | 60,786 |
| 27 | WATSCO INC | $3M | 7,335 |
| 28 | JOHNSON & JOHNSON | $3M | 11,094 |
| 29 | CBRE GROUP INC | $2M | 14,930 |
| 30 | ARES CAPITAL CORP | $2M | 88,374 |
| 31 | SIXTH STREET SPECIALTY LENDI | $2M | 79,806 |
| 32 | PROFESIONALLY MANAGED PORTFO | $1M | 26,846 |
| 33 | MICROSOFT CORP | $1M | 3,417 |
| 34 | WARNER BROS DISCOVERY INC | $1M | 39,477 |
| 35 | SIRIUSXM HOLDINGS INC | $857k | 39,312 |
| 36 | MERCK & CO INC | $788k | 6,675 |
| 37 | COMCAST CORP NEW | $615k | 20,646 |
| 38 | FORTIVE CORP | $586k | 10,503 |
| 39 | AMGEN INC | $542k | 1,503 |
| 40 | BLOCK H & R INC | $448k | 13,200 |
| 41 | LOWES COS INC | $422k | 1,650 |
| 42 | DISNEY WALT CO | $421k | 4,005 |
| 43 | ALLSTATE CORP | $414k | 2,001 |
| 44 | EXXON MOBIL CORP | $367k | 2,400 |
| 45 | SCHWAB CHARLES CORP | $293k | 3,000 |
| 46 | CHEVRON CORPORATION | $285k | 1,500 |
| 47 | TRAVELERS COMPANIES INC | $265k | 900 |
| 48 | VANGUARD INDEX FDS | $259k | 762 |
| 49 | JPMORGAN CHASE & CO | $250k | 834 |
| 50 | PFIZER INC | $205k | 7,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.