13F Pro13F Pro

Triad Investment Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1615717
Institutional-grade research for retail investors

Sector Allocation

  • Financials34.9%$26.3M
  • Technology32.7%$24.7M
  • Industrials12.4%$9.3M
  • Other12.0%$9.0M
  • Consumer Discretionary6.2%$4.7M
  • Healthcare1.1%$850,524
  • Communication Services0.4%$326,127
  • Real Estate0.3%$237,926

AUM History

13fpro.ai/research/fund/triad-investment-management-1615717

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/triad-investment-management-1615717

Triad Investment Management 13F holdings — Q3 2026

$75.4M portfolio (-16.8% QoQ) · 32 holdings · Q3 2026 13F · top 10 are 59% of the stock portfolio

All holdings — Triad Investment Management (Q3 2026)

32 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.2M+2%
MAX$MAXMediaAlpha, Inc.$3.1M-12%
HEI.A$HEI.AHEICO CORP$2.7M-0.4%
INTU$INTUINTUIT INC.$2.6M+10%
— BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund$2.6M+27%
SPGI$SPGIS&P Global Inc.$2.4M+3%
HCXY$HCXYHercules Capital, Inc.$2.2M+5%
— VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund$2.1M+0.5%
ACGL$ACGLARCH CAPITAL GROUP LTD.$1.9M+0.8%
NXPI$NXPINXP Semiconductors N.V.$1.6M+2%
AXP$AXPAMERICAN EXPRESS CO$1.3M—
ASML$ASMLASML HOLDING NV$1.3M-69%
— LISTED FDS TR - HORI KI INFL ETFetf/fund$963K-0.2%
WSO$WSOWATSCO INC$750K+1%
JNJ$JNJJOHNSON & JOHNSON$639K—

What changed in Q3 2026

Against the previous quarter's 13F: 3 new, 15 added to, 8 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (3)

  • VANGUARD INDEX FDS - S&P 500 ETF SHS$311K

    first bought this quarter

  • FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY$297K

    first bought this quarter

  • AMGN$AMGNAMGEN INC$211K

    first bought this quarter

Added to (15)

  • BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+27%

    now $2.6M

  • IT$ITGARTNER INC+8%

    now $6.1M · held 4+ qtrs

  • INTU$INTUINTUIT INC.+10%

    now $2.6M · held 4+ qtrs

  • GOOG$GOOGAlphabet Inc.+3%

    now $5.2M · held 4+ qtrs

  • HCXY$HCXYHercules Capital, Inc.+5%

    now $2.2M · held 4+ qtrs

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+2%

    now $3.2M · held 4+ qtrs

+9 more in the Excel export

Trimmed (8)

  • ASML$ASMLASML HOLDING NV-69%

    now $1.3M · held 4+ qtrs, 2 trims in a row

  • MAX$MAXMediaAlpha, Inc.-12%

    now $3.1M · held 4+ qtrs, 2 trims in a row

  • BRO$BROBROWN & BROWN, INC.-4%

    now $3.8M · held 4+ qtrs, 2 trims in a row

  • WTM$WTMWHITE MOUNTAINS INSURANCE GROUP LTD-2%

    now $4.8M · held 4+ qtrs, 2 trims in a row

  • HEI.A$HEI.AHEICO CORP-0.4%

    now $2.7M · held 4+ qtrs

  • THO$THOTHOR INDUSTRIES INC-0.2%

    now $3.6M · held 4+ qtrs

+2 more in the Excel export

Sold out (5)

  • NVR$NVRNVR INCwas $5.9M

    held 1 qtr

  • MAC$MACMACERICH COwas $2.7M

    held 3+ qtrs

  • PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETFwas $1.9M
  • SLRC$SLRCSLR Investment Corp.was $1.9M

    held 3+ qtrs

  • OCSL$OCSLOaktree Specialty Lending Corpwas $1.1M

    held 3+ qtrs

Firm AUM (Form ADV): $119.5M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Triad Investment Management has filed, 23 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Triad Investment Management?

Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Triad Investment Management's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+6.5%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter

Top 10 weight

59%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Triad Investment Management disclosed 32 positions worth $75.4M in its Form 13F-HR for Q3 2026, led by $IT (GARTNER INC) at 8.1% of the equity portfolio, followed by $V and $GOOG. During the quarter the fund opened 3 new positions and exited 5 and a full exit from $NVR. The portfolio is most concentrated in Financials (34.9% of disclosed assets). All figures are sourced directly from Triad Investment Management’s Form 13F-HR filing with the SEC under CIK 1615717.

Funds like this

managers whose biggest positions overlap Triad Investment Management's
Quantum Capital Management, LLC / NJ$797.55M 13F book · 4 shared top holdingsNVRBROHEIITEAGLE CAPITAL MANAGEMENT LLC$32.75B 13F book · 3 shared top holdingsSPGIINTUASMLSCHWARTZ INVESTMENT COUNSEL INC$2.87B 13F book · 4 shared top holdingsHEISPGIROPBROSmead Capital Management, Inc.$4.71B 13F book · 3 shared top holdingsNVRMACAXPFENIMORE ASSET MANAGEMENT INC$4.55B 13F book · 5 shared top holdingsBROHEICDWSPGIValley Forge Capital Management, LP$3.12B 13F book · 3 shared top holdingsASMLSPGIINTU

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Triad Investment Management

13F Pro is an AI hedge fund tracker and stock research platform. For Triad Investment Management (SEC CIK: 1615717), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Triad Investment Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.