13F Insight
DOSSIER · 13F-HR · Q2 2026

Triad Investment Management

$91M in tracked AUM across 34 positions as of Q2 2026.

TI
CIK 0001615717 · last filed Jun 30, 2026
Total AUM
$91M
as of Q2 2026
Holdings
34
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Triad Investment Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVR
NVR INC
$6M8716.5%02
GOOG
ALPHABET INC
$5M15K5.8%03
V
VISA INC
$5M15K5.7%04
G9618E107
WHITE MTNS INS GROUP LTD
$5M2K5.6%05
MAX
MEDIAALPHA INC
$5M369K5.1%06
N07059210
ASML HLDG NV
$4M2K4.9%07
CDW
CDW CORP
$4M31K4.7%08
ROP
ROPER TECHNOLOGIES INC
$4M12K4.6%09
BRO
BROWN & BROWN INC
$4M65K4.6%10
IT
GARTNER INC
$4M31K4.4%

Filing history

2026Q2Jun 30
$91M▲ 7.1%
34 positionsView →2026Q1Mar 31
$85M▼ 14.2%
36 positionsView →2025Q4Dec 31
$99M▲ 19.8%
36 positionsView →2024Q1Mar 31
$82M▲ 8.2%
42 positionsLocked2023Q4Dec 31
$76M▲ 11.3%
44 positionsLocked2023Q3Sep 30
$68M▼ 4.7%
46 positionsLocked2023Q2Jun 30
$72M▲ 4.5%
57 positionsLocked2023Q1Mar 31
$69M▲ 7.6%
59 positionsLocked2022Q4Dec 31
$64M▲ 11.0%
56 positionsLocked2022Q3Sep 30
$58M▼ 14.7%
55 positionsLocked2022Q2Jun 30
$68M▼ 36.1%
60 positionsLocked2022Q1Mar 31
$106M▼ 4.0%
62 positionsLocked
Showing 12 of 22