Triad Investment Management reported 27 positions worth $69.25M for the quarter ended Sep 30, 2026, down 17.2% on the prior quarter. It opened 1 new position, added to 13, trimmed 7 and exited 4. Its largest holding is Gartner Inc at 8.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IT Gartner Inc | +2,403 | +7.9% | $448.26K | 8.87% |
| INTU Intuit Inc. | +833 | +9.7% | $229.67K | 3.74% |
| AMGN Amgen Inc | +501 | – | $211.18K | 0.305% |
| GOOG Alphabet Inc. | +519 | +3.5% | $176.84K | 7.58% |
| HTGC Hercules Capital, Inc. | +6,652 | +5.3% | $111.82K | 3.2% |
| BRK-B Berkshire Hathaway Inc | +158 | +2.5% | $78.68K | 4.67% |
| SPGI S&P Global Inc. | +188 | +3.2% | $74.16K | 3.44% |
| V Visa Inc. | +190 | +1.3% | $68.27K | 7.98% |
| MSFT Microsoft Corp | +126 | +1.9% | $64.63K | 5.01% |
| FISV Fiserv Inc | +1,354 | +1.9% | $61.17K | 4.77% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVR Nvr Inc | -871 | -100.0% | $5.93M | Exited |
| ASML Asml Holding Nv | -1,524 | -68.7% | $2.76M | 1.82% |
| MAC Macerich Co | -106.9K | -100.0% | $2.69M | Exited |
| SLRC SLR Investment Corp. | -152.1K | -100.0% | $1.88M | Exited |
| OCSL Oaktree Specialty Lending Corp | -88.6K | -100.0% | $1.06M | Exited |
| MAX MediaAlpha, Inc. | -44.3K | -12.0% | $424.42K | 4.48% |
| BRO Brown & Brown, Inc. | -2,569 | -4.0% | $156.45K | 5.46% |
| WTM White Mountains Insurance Group Ltd | -55 | -2.2% | $110.35K | 7% |
| HEI-A Heico Corp | -44 | -0.4% | $10.05K | 3.84% |
| THO Thor Industries Inc | -84 | -0.2% | $5.80K | 5.17% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMGN Amgen Inc | +501 | $211.18K | 0.305% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IT Gartner Inc | Industrials | 32.9K | $6.14M | 8.87% | +2,403 | +7.9% | Added | 0.05% |
| 2 | V Visa Inc. | Financial Services | 15.4K | $5.53M | 7.98% | +190 | +1.3% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 15.4K | $5.25M | 7.58% | +519 | +3.5% | Added | 0% |
| 4 | WTM White Mountains Insurance Group Ltd | Financial Services | 2,416 | $4.85M | 7% | -55 | -2.2% | Reduced | 0.1% |
| 5 | ROP Roper Technologies Inc | Technology | 12.5K | $4.37M | 6.31% | +150 | +1.2% | Added | 0.01% |
| 6 | CDW CDW Corp | Technology | 30.5K | $3.91M | 5.64% | -38 | -0.1% | Reduced | 0.02% |
| 7 | BRO Brown & Brown, Inc. | Financial Services | 62.0K | $3.78M | 5.46% | -2,569 | -4.0% | Reduced | 0.02% |
| 8 | THO Thor Industries Inc | Consumer Discretionary | 51.8K | $3.58M | 5.17% | -84 | -0.2% | Reduced | 0.1% |
| 9 | MSFT Microsoft Corp | Technology | 6,761 | $3.47M | 5.01% | +126 | +1.9% | Added | 0% |
| 10 | FISV Fiserv Inc | Technology | 73.1K | $3.30M | 4.77% | +1,354 | +1.9% | Added | 0.01% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,490 | $3.23M | 4.67% | +158 | +2.5% | Added | 0% |
| 12 | MAX MediaAlpha, Inc. | Technology | 324.4K | $3.10M | 4.48% | -44.3K | -12.0% | Reduced | 0.64% |
| 13 | HEI-A Heico Corp | Industrials | 11.7K | $2.66M | 3.84% | -44 | -0.4% | Reduced | 0.01% |
| 14 | INTU Intuit Inc. | Technology | 9,392 | $2.59M | 3.74% | +833 | +9.7% | Added | 0% |
| 15 | SPGI S&P Global Inc. | Financial Services | 6,045 | $2.38M | 3.44% | +188 | +3.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Triad Investment Management.
As of its Q3 2026 13F filing, Triad Investment Management’s five largest positions were Gartner Inc (IT) at 8.9%, Visa Inc. (V) at 8.0%, Alphabet Inc. (GOOG) at 7.6%, White Mountains Insurance Group Ltd (WTM) at 7.0%, Roper Technologies Inc (ROP) at 6.3% of the reported portfolio.
Triad Investment Management reported a 13F portfolio worth $69.25M across 27 positions for Q3 2026. That is down 17.2% from the previous quarter.
Its largest purchases by value were Gartner Inc ($448.26K), Intuit Inc. ($229.67K), Amgen Inc ($211.18K). It opened 1 new positions.
Its largest sales by value were Nvr Inc ($5.93M), Asml Holding Nv ($2.76M), Macerich Co ($2.69M). It exited 4 positions entirely.
From the Form 13F-HR reports Triad Investment Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.