Loading…
CIK 0001615717 • 4 13F filings • Jan 16, 2026 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("triad-investment-management-0001615717-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $6.5M | 6.6%Prev: 5.8% | 20,648 SH | Increased+5,769 SH |
| AMERICAN EXPRESS CO | COM | $3.0M | 3.0%Prev: 1.6% | 8,138 SH | Increased+3,842 SH |
| ARES CAPITAL CORP | COM | $596K | 0.6%Prev: 0.4% | 29,458 SH | Increased+9,984 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.3M | 3.3% | 3,040 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 2.0%Prev: 3.5% | 3,876 SH | Decreased-2,456 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.5M | 1.6% | 29,193 SH | New |
| BROWN & BROWN INC | COM | $4.3M | 4.4%Prev: 4.6% | 54,122 SH | Increased-10,489 SH |
| CBRE GROUP INC | CL A | $1.6M | 1.7%Prev: 0.3% | 10,226 SH | Increased+8,374 SH |
| CDW CORP | COM | $2.9M | 3.0%Prev: 4.7% | 21,585 SH | Decreased-8,955 SH |
| COMCAST CORP NEW | CL A | $206K | 0.2% | 6,882 SH | New |
| DANAHER CORPORATION | COM | $4.9M | 5.0% | 21,540 SH | New |
| FISERV INC | COM | $637K | 0.6%Prev: 3.9% | 9,490 SH | Decreased-62,216 SH |
| GARTNER INC | COM | $2.8M | 2.8%Prev: 4.4% | 10,906 SH | Decreased-19,624 SH |
| HEICO CORP NEW | CL A | $3.2M | 3.2%Prev: 3.3% | 12,522 SH | Increased+820 SH |
| HERCULES CAPITAL INC | COM | $2.0M | 2.0%Prev: 2.2% | 104,063 SH | Decreased-20,946 SH |
| INTUIT | COM | $2.5M | 2.5%Prev: 2.5% | 3,793 SH | Increased-4,766 SH |
| JOHNSON & JOHNSON | COM | $1.0M | 1.1%Prev: 0.7% | 5,064 SH | Increased+2,649 SH |
| MACERICH CO | COM | $3.8M | 3.9%Prev: 3.0% | 206,916 SH | Increased+100,000 SH |
| MEDIAALPHA INC | CL A | $3.6M | 3.6%Prev: 5.1% | 275,437 SH | Decreased-93,294 SH |
| MERCK & CO INC | COM | $234K | 0.2% | 2,225 SH | New |
| MICROSOFT CORP | COM | $551K | 0.6%Prev: 2.7% | 1,139 SH | Decreased-5,496 SH |
| MOHAWK INDS INC | COM | $1.9M | 1.9% | 17,102 SH | New |
| NXP SEMICONDUCTORS N V | COM | $2.7M | 2.8%Prev: 2.0% | 12,586 SH | Increased+6,034 SH |
| OAKTREE SPECIALTY LENDING CO | COM | $2.6M | 2.6% | 200,853 SH | New |
| ROPER TECHNOLOGIES INC | COM | $5.4M | 5.5%Prev: 4.6% | 12,144 SH | Increased-214 SH |
| S&P GLOBAL INC | COM | $291K | 0.3%Prev: 2.6% | 557 SH | Decreased-5,300 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $2.6M | 2.6% | 51,809 SH | New |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | $262K | 0.3%Prev: 0.4% | 13,104 SH | Decreased+502 SH |
| SIXTH STREET SPECIALTY LENDI | COM | $578K | 0.6%Prev: 0.3% | 26,602 SH | Increased+12,522 SH |
| SLR INVESTMENT CORP | COM | $1.9M | 2.0%Prev: 2.1% | 124,814 SH | Increased-27,239 SH |
| THOR INDS INC | COM | $4.3M | 4.3%Prev: 4.3% | 41,652 SH | Increased-10,248 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $5.2M | 5.2%Prev: 2.3% | 87,845 SH | Increased+52,329 SH |
| VISA INC | COM CL A | $4.5M | 4.5%Prev: 5.7% | 12,705 SH | Decreased-2,484 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $9.4M | 9.5% | 325,574 SH | New |
| WATSCO INC | COM | $824K | 0.8%Prev: 1.1% | 2,445 SH | Decreased |
| WHITE MTNS INS GROUP LTD | COM | $5.3M | 5.4%Prev: 5.6% | 2,548 SH | Increased+77 SH |
| 13F-HR |
| 0001615717-26-000005 |
| $90.7M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR/A | 0001615717-26-000004 | $84.7M | View |