account_balance

Investment manager · 13F filer · SEC CIK 1615717

Triad Investment Management

Reported value$75.4Mas of Sep 30, 2026
Positions32 3 new, 5 sold out
Top 10 weight58.6%IT alone is 8%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IT Gartner Inc 8.1% Added +8%V Visa Inc. 7.3% HeldGOOG Alphabet Inc. 7.0% Added +3%WTM White Mountains Insurance Group Ltd 6.4% Trimmed −2%ROP Roper Technologies Inc 5.8% HeldCDW CDW Corp 5.2% HeldBRO Brown & Brown, Inc. 5.0% Trimmed −4%THO Thor Industries Inc 4.7% HeldMSFT Microsoft Corp 4.6% HeldFISV Fiserv Inc 4.4% HeldBRK-B Berkshire Hathaway Inc 4.3% Added +2%MAX MediaAlpha, Inc. 4.1% Trimmed −12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • VOO $311K
  • WCMI $297K
  • AMGN $211K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist