Position in IT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,957,298
+$220,158 QoQ
Shares Held
30,530
+29.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
5.26%
of 13F equity value
Holder Rank
#137
of 647 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Triad Investment Management holds $8,252,443 across 2 Information Technology Services names. IT ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDW |
CDW Corp
|
30,540 | $4,295,145 | |
| 2 | IT |
Gartner Inc
This page
|
30,530 | $3,957,298 |
All Filings in IT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,957,298 | 30,530 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,737,140 | 23,602 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,751,365 | 10,906 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $4,773,850 | 10,015 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,284,302 | 11,714 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,989,999 | 11,612 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,988,629 | 11,386 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,708,565 | 11,384 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $3,744,935 | 11,141 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,062,128 | 11,067 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,766,293 | 11,439 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,289,373 | 14,420 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,713,912 | 14,100 | Shares | Sole | 2022-04-27 | |
| 2020-12-31 | $2,095,765 | 13,083 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||