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Latest Triad Investment Management Stock Portfolio

About Triad Investment Management and 13F Hedge Fund Stock Holdings

Triad Investment Management is a hedge fund based in NEWPORT BEACH, CA. On 23-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $76.9 Millions. In it's latest 13F Holdings report, Triad Investment Management reported an equity portfolio of $98.7 Millions as of 31 Dec, 2025.

The top stock holdings of Triad Investment Management are WBD, GOOG, ROP. The fund has invested 9.5% of it's portfolio in WARNER BROS DISCOVERY INC and 6.6% of portfolio in ALPHABET INC.

Triad Investment Management opened new stock positions in WARNER BROS DISCOVERY INC (WBD), ALPHABET INC (GOOG) and ROPER TECHNOLOGIES INC (ROP).

Triad Investment Management Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
warner bros discovery inc9,383,040
alphabet inc6,479,340
roper technologies inc5,405,850
white mtns ins group ltd5,294,400
vanguard scottsdale fds5,159,150
danaher corporation4,930,940
visa inc4,455,760
brown & brown inc4,313,530
New stocks bought by Triad Investment Management

Additions

No additions were made to existing positions by Triad Investment Management

Reductions

None of the existing positions were reduced by Triad Investment Management

Sold off

None of the stocks were completely sold off by Triad Investment Management

Sector Distribution

Sector%
Financial Services24.7
Communication Services19.7
Technology17.1
Others16.4
Healthcare6.3
Consumer Cyclical6.2
Real Estate5.5
Industrials4

Market Cap. Distribution

Category%
LARGE-CAP44.5
MID-CAP17.4
UNALLOCATED16.4
MEGA-CAP12.9
SMALL-CAP8.7

Stocks belong to which Index?

Index%
S&P 50055.5
Others37.1
RUSSELL 20007.5
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Triad Investment Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Triad Investment Management

Last Reported on: 16 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions