Institutional Fund
Triad Investment Management
Newport Beach, CACIK 16157173 filings on record
Portfolio Value
$84.69M
Q1 2026
Holdings
36
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-14.2%
from $98.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.8%
- White Mtns Ins Group Ltd6.5%
- Roper Technologies Inc5.8%
- Brown & Brown Inc5.5%
- Visa Inc5.1%
- Danaher Corporation4.9%
- Other65.5%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 20.0K | $5.75M | 6.8% | −617 | Reduced |
| 2 | White Mtns Ins Group Ltd | 2.5K | $5.52M | 6.5% | −35 | Reduced |
| 3 | Roper Technologies Inc | 13.8K | $4.88M | 5.8% | +1.6K | Added |
| 4 | Brown & Brown Inc | 70.9K | $4.62M | 5.5% | +16.8K | Added |
| 5 | Visa Inc | 14.3K | $4.33M | 5.1% | +1.6K | Added |
| 6 | Danaher Corporation | 21.7K | $4.12M | 4.9% | +208 | Added |
| 7 | Macerich Co | 206.9K | $3.91M | 4.6% | 0 | Held |
| 8 | Vanguard Scottsdale Fds | 66.6K | $3.90M | 4.6% | −21.3K | Reduced |
| 9 | Thor Inds Inc | 46.8K | $3.74M | 4.4% | +5.2K | Added |
| 10 | Gartner Inc | 23.6K | $3.74M | 4.4% | +12.7K | Added |
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