Triad Investment Management
Top Portfolio Positions
42 positions ·
$185,131,028 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRO |
Brown & Brown, Inc.
Financial Services
|
213,773 | $13,940,137 | 7.53% | |
| ROP |
Roper Technologies Inc
Technology
|
39,203 | $13,872,373 | 7.49% | |
| V |
Visa Inc.
Financial Services
|
43,200 | $13,056,768 | 7.05% | |
| DHR |
Danaher Corp /De/
Healthcare
|
65,189 | $12,359,834 | 6.68% | |
| MAC |
Macerich Co
Real Estate
|
620,748 | $11,732,137 | 6.34% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
132,198 | $10,561,298 | 5.70% | |
| ASML |
Asml Holding NV
Technology
|
7,711 | $10,184,920 | 5.50% | |
| IT |
Gartner Inc
Technology
|
61,691 | $9,768,152 | 5.28% | |
| CDW |
CDW Corp
Technology
|
76,123 | $9,212,405 | 4.98% | |
| MAX |
MediaAlpha, Inc.
Communication Services
|
944,973 | $8,788,248 | 4.75% |
Portfolio Trend
16 quarters · across all stocks
Holdings in OCSL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,769,106 | 599,036 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,558,867 | 200,853 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $3,642,998 | 185,300 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,734,871 | 133,931 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,535,502 | 126,019 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,236,703 | 115,116 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,162,135 | 115,191 | Shares | Sole | 2023-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||