Triad Investment Management
Top Portfolio Positions
29 positions ·
$66,655,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
2,513 | $5,520,960 | 8.28% | |
| ROP |
Roper Technologies Inc
Technology
|
13,786 | $4,878,313 | 7.32% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
70,885 | $4,622,410 | 6.93% | |
| V |
Visa Inc.
Financial Services
|
14,321 | $4,328,379 | 6.49% | |
| DHR |
Danaher Corp /De/
Healthcare
|
21,748 | $4,123,420 | 6.19% | |
| MAC |
Macerich Co
Real Estate
|
206,916 | $3,910,712 | 5.87% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
46,812 | $3,739,810 | 5.61% | |
| IT |
Gartner Inc
Technology
|
23,602 | $3,737,140 | 5.61% | |
| MAX |
MediaAlpha, Inc.
Communication Services
|
333,864 | $3,104,935 | 4.66% | |
| ASML |
Asml Holding NV
Technology
|
2,350 | $3,103,950 | 4.66% |
Portfolio Trend
16 quarters · across all stocks
Holdings in MAX
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,104,935 | 333,864 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,566,909 | 275,437 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $5,069,991 | 248,895 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,771,076 | 248,527 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,415,293 | 171,343 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $334,105 | 32,406 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $151,298 | 10,100 | Shares | Sole | 2023-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||