§ 13F · FUND PROFILE
Triad Investment Management.
AUM · $91M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVR | NVR INC | 871 | $6M | 6.5% | NEW |
| 2 | GOOG | ALPHABET INC | 15K | $5M | 5.8% | −82% |
| 3 | V | VISA INC | 15K | $5M | 5.7% | −74% |
| 4 | WTM | WHITE MTNS INS GROUP LTD | 2K | $5M | 5.6% | −76% |
| 5 | MAX | MEDIAALPHA INC | 369K | $5M | 5.1% | −71% |
| 6 | ASML | ASML HLDG NV | 2K | $4M | 4.9% | −78% |
| 7 | CDW | CDW CORP | 31K | $4M | 4.7% | −70% |
| 8 | ROP | ROPER TECHNOLOGIES INC | 12K | $4M | 4.6% | −77% |
| 9 | BRO | BROWN & BROWN INC | 65K | $4M | 4.6% | −77% |
| 10 | IT | GARTNER INC | 31K | $4M | 4.4% | −64% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIAD SIGNAL
AC read
Triad Investment Management is a Other fund managing $91 million in assets. The fund runs a portfolio of 34 positions.
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