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Latest Triad Investment Management Stock Portfolio

Triad Investment Management Performance:
2026 Q1: -5.01%YTD: -5.01%
Performance for 2026 Q1 is -5.01%, and YTD is -5.01%.

About Triad Investment Management and 13F Hedge Fund Stock Holdings

Triad Investment Management is a hedge fund based in Newport Beach, CA. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triad Investment Management reported an equity portfolio of $271.3 Millions as of 31 Mar, 2026.

The top stock holdings of Triad Investment Management are GOOG, WTM, BRO. The fund has invested 7% of it's portfolio in ALPHABET INC and 6.1% of portfolio in WHITE MTNS INS GROUP LTD.

The fund managers got completely rid off MOHAWK INDS INC (MHK) stocks. They significantly reduced their stock positions in WARNER BROS DISCOVERY INC (WBD). Triad Investment Management opened new stock positions in LISTED FDS TR (META), PROFESIONALLY MANAGED PORTFO and FORTIVE CORP (FTV). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), FISERV INC and GARTNER INC (IT).

Triad Investment Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triad Investment Management made a return of -5.01% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
listed fds tr3,150,460
profesionally managed portfo1,463,220
fortive corp585,682
amgen inc542,027
block h & r inc447,964
lowes cos inc422,351
disney walt co420,818
allstate corp414,107
New stocks bought by Triad Investment Management

Additions

Ticker% Inc.
s&p global inc1,320
fiserv inc1,107
gartner inc465
intuit364
brown & brown inc294
cdw corp252
mediaalpha inc243
visa inc240
Additions to existing portfolio by Triad Investment Management

Reductions

Ticker% Reduced
warner bros discovery inc-87.87
Triad Investment Management reduced stake in above stock

Sold off

Ticker$ Sold
mohawk inds inc-1,869,210
Triad Investment Management got rid off the above stocks

Sector Distribution

Triad Investment Management has about 27.3% of it's holdings in Financial Services sector.

Sector%
Financial Services27.3
Others20.2
Technology19.1
Communication Services12.1
Healthcare6.5
Real Estate5.3
Consumer Cyclical5
Industrials4.2

Market Cap. Distribution

Triad Investment Management has about 54.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP36.8
UNALLOCATED20.2
MEGA-CAP17.3
MID-CAP17.2
SMALL-CAP8.6

Stocks belong to which Index?

About 58% of the stocks held by Triad Investment Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50050.1
Others42.1
RUSSELL 20007.9
Top 5 Winners (%)%
ASML
asml hldg nv
19.7 %
JNJ
johnson & johnson
10.4 %
WSO
watsco inc
9.8 %
MRK
merck & co inc
7.8 %
siriusxm holdings inc
5.8 %
Top 5 Winners ($)$
ASML
asml hldg nv
1.8 M
MAC
macerich co
0.4 M
WTM
white mtns ins group ltd
0.4 M
WSO
watsco inc
0.3 M
JNJ
johnson & johnson
0.2 M
Top 5 Losers (%)%
INTU
intuit
-23.0 %
IT
gartner inc
-22.1 %
MAX
mediaalpha inc
-17.2 %
ROP
roper technologies inc
-13.8 %
MSFT
microsoft corp
-12.6 %
Top 5 Losers ($)$
IT
gartner inc
-3.0 M
INTU
intuit
-2.3 M
ROP
roper technologies inc
-2.2 M
MAX
mediaalpha inc
-1.9 M
BRO
brown & brown inc
-1.3 M

Triad Investment Management Holdings Map

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

Current Stock Holdings of Triad Investment Management

Triad Investment Management has 51 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. IT proved to be the most loss making stock for the portfolio. ASML was the most profitable stock for Triad Investment Management last quarter.

Last Reported on: 24 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions