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Q3 2026 13F · SEC CIK 1615717

Triad Investment Management

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$75.4M
Reported positions
32
Top holdings a year, 3 yrs
+5.5%
Assets under management
$119.5M

Triad Investment Management is a wealth manager that reported 32 positions worth $75.4M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Gartner Inc (IT, 8.1%), Visa Inc (V, 7.3%), Alphabet Inc (GOOG, 7.0%). A portfolio copying its top holdings returned 5.5% a year over the last 3 years, against 22.3% for the S&P 500.

Triad Investment Management holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Triad Investment Management 13F holdings
Stock% of 13F valueShare changeReported value
ITGartner Inc8.1%+7.9%$6.1M
VVisa Inc7.3%+1.3%$5.5M
GOOGAlphabet Inc7.0%+3.5%$5.2M
WTMWhite Mtns Ins Group Ltd6.4%-2.2%$4.8M
ROPRoper Technologies Inc5.8%+1.2%$4.4M
CDWCdw Corp/de5.2%-0.1%$3.9M
BROBrown & Brown Inc Com5.0%-4.0%$3.8M
THOThor Inds Inc4.7%-0.2%$3.6M
MSFTMicrosoft Corp4.6%+1.9%$3.5M
FISVFiserv Inc4.4%+1.9%$3.3M
BRK-BBerkshire Hathaway Inc Del4.3%+2.5%$3.2M
MAXMediaalpha Inc4.1%-12.0%$3.1M
HEI-AHeico Corp3.5%-0.4%$2.7M
INTUIntuit3.4%+9.7%$2.6M
BINCBlackrock ETF Trust II3.4%+26.7%$2.6M
SPGIS&p Global Inc3.2%+3.2%$2.4M
HTGCHercules Capital Inc2.9%+5.3%$2.2M
VGSHVanguard Scottsdale Fds2.7%+0.5%$2.1M
ACGLArch Cap Group Ltd2.6%+0.8%$1.9M
NXPINxp Semiconductors N V2.1%+2.5%$1.6M
AXPAmerican Express Co1.7%+0.0%$1.3M
ASMLAsml Hldg NV1.7%-68.7%$1.3M
INFLListed Fds Tr1.3%-0.2%$963K
WSOWatsco1.0%+1.3%$750K
JNJJohnson & Johnson0.8%+0.0%$639K
ARCCAres Capital Corp0.5%+0.0%$372K
SIRISiriusxm Holdings Inc0.4%+0.0%$326K
VOOVanguard Index Fds0.4%—$311K
WCMIFirst Tr Exchange-Traded Fd0.4%—$297K
TSLXSixth Street Specialty Lendi0.3%+0.0%$254K
CBRECbre Group Inc0.3%+0.0%$238K
AMGNAmgen Inc0.3%—$211K

What Triad Investment Management bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+5.9% /yr
S&P 500 +11.7%
3 years
+5.5% /yr
S&P 500 +22.3%
5 years
-0.3% /yr
S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$75.4M32
Q2 2026$90.7M34
Q1 2026$84.7M36
Q4 2025$98.7M36
Q1 2024$82.4M42
Q4 2023$76.2M44
Q3 2023$68.5M46
Q2 2023$71.9M57
Q1 2023$68.8M59
Q4 2022$63.9M56
Q3 2022$57.6M55
Q2 2022$67.5M60

Questions about Triad Investment Management's portfolio

What stocks does Triad Investment Management own?

Triad Investment Management's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 32 positions worth $75.4M. The largest are Gartner Inc (IT) at 8.1%, Visa Inc (V) at 7.3%, Alphabet Inc (GOOG) at 7.0%, White Mtns Ins Group Ltd (WTM) at 6.4% and Roper Technologies Inc (ROP) at 5.8%.

What did Triad Investment Management buy last quarter?

In Q3 2026, Triad Investment Management added a new position in Vanguard Index Fds (VOO), a new position in First Tr Exchange-Traded Fd (WCMI), a new position in Amgen Inc (AMGN), Blackrock ETF Trust II (BINC) (+26.7% shares), Intuit (INTU) (+9.7% shares) and Gartner Inc (IT) (+7.9% shares), compared with its Q2 2026 filing.

What did Triad Investment Management sell last quarter?

In Q3 2026, Triad Investment Management sold all of Nvr Inc (NVR), sold all of Macerich Co (MAC), sold all of Profesionally Managed Portfo (AKRE), sold all of Slr Investment Corp (SLRC), sold all of Oaktree Specialty Lending Corp (OCSL), Asml Hldg NV (ASML) (-68.7% shares) and Mediaalpha Inc (MAX) (-12.0% shares), compared with its Q2 2026 filing.

How has Triad Investment Management's portfolio performed?

A portfolio copying Triad Investment Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +5.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.9% against +11.7%. Over 5 years: -0.3% a year against +10.6%.

When is Triad Investment Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Triad Investment Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Triad Investment Management manage?

Triad Investment Management reported $119.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $75.4M.