13F Insight
DOSSIER · 13F-HR · Q3 2026

Triad Investment Management

$75M in tracked AUM across 32 positions as of Q3 2026.

TI
CIK 0001615717 · last filed Sep 30, 2026
Total AUM
$75M
as of Q3 2026
Holdings
32
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Triad Investment Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IT
GARTNER INC
$6M33K8.1%02
V
VISA INC
$6M15K7.3%03
GOOG
ALPHABET INC
$5M15K7.0%04
G9618E107
WHITE MTNS INS GROUP LTD
$5M2K6.4%05
ROP
ROPER TECHNOLOGIES INC
$4M13K5.8%06
CDW
CDW CORP
$4M31K5.2%07
BRO
BROWN & BROWN INC
$4M62K5.0%08
THO
THOR INDS INC
$4M52K4.7%09
MSFT
MICROSOFT CORP
$3M7K4.6%10
FISV
FISERV INC
$3M73K4.4%

Filing history

2026Q3Sep 30
$75M▼ 16.8%
32 positionsView →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 positionsLocked
Showing 12 of 23