Position in WSO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,018,904
+$129,438 QoQ
Shares Held
2,445
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#351
of 780 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Triad Investment Management holds $1,018,904 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,445 | $1,018,904 |
All Filings in WSO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,904 | 2,445 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $889,466 | 2,445 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $823,842 | 2,445 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $335,208 | 776 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $329,064 | 768 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $269,692 | 714 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $272,369 | 714 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $227,166 | 714 | Shares | Sole | 2023-07-11 | |
| 2022-03-31 | $200,757 | 659 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $206,187 | 659 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||