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 | $5.7M | 6.8% | 20,031 SH | |
| AMERICAN EXPRESS CO | COM | $1.3M | 1.5% | 4,296 SH | |
| ARES CAPITAL CORP | COM | $531K | 0.6% | 29,458 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $3.1M | 3.7% | 2,350 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 2.2% | 3,876 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.5M | 1.8% | 29,213 SH | |
| BROWN & BROWN INC | COM | $4.6M | 5.5% | 70,885 SH | |
| CBRE GROUP INC | CL A | $319K | 0.4% | 2,352 SH | |
| CDW CORP | COM | $3.1M | 3.6% | 25,384 SH | |
| DANAHER CORP DEL | COM | $4.1M | 4.9% | 21,748 SH | |
| FISERV INC | COM | $2.9M | 3.4% | 52,011 SH | |
| GARTNER INC | COM | $3.7M | 4.4% | 23,602 SH | |
| HEICO CORP NEW | CL A | $2.6M | 3.0% | 12,126 SH | |
| HERCULES CAPITAL INC | COM | $1.5M | 1.8% | 104,563 SH | |
| INTUIT | COM | $2.7M | 3.1% | 6,138 SH | |
| JOHNSON & JOHNSON | COM | $737K | 0.9% | 3,015 SH | |
| LISTED FDS TR | HORIZON KINETICS | $1.0M | 1.2% | 20,050 SH | |
| MACERICH CO | COM | $3.9M | 4.6% | 206,916 SH | |
| MEDIAALPHA INC | CL A | $3.1M | 3.7% | 333,864 SH | |
| MERCK & CO INC | COM | $268K | 0.3% | 2,225 SH | |
| MICROSOFT CORP | COM | $422K | 0.5% | 1,139 SH | |
| NXP SEMICONDUCTORS N V | COM | $2.4M | 2.8% | 12,164 SH | |
| OAKTREE SPECIALTY LENDING | COM | $2.2M | 2.6% | 197,330 SH | |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $705K | 0.8% | 13,347 SH | |
| ROPER TECHNOLOGIES INC | COM | $4.9M | 5.8% | 13,786 SH | |
| S&P GLOBAL INC | COM | $1.5M | 1.8% | 3,632 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $2.6M | 3.0% | 51,829 SH | |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | $302K | 0.4% | 13,104 SH | |
| SIXTH STREET SPECIALTY LENDI | COM | $489K | 0.6% | 26,602 SH | |
| SLR INVESTMENT CORP | COM | $1.8M | 2.1% | 125,814 SH | |
| THOR INDS INC | COM | $3.7M | 4.4% | 46,812 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.9M | 4.6% | 66,562 SH | |
| VISA INC | COM CL A | $4.3M | 5.1% | 14,321 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $330K | 0.4% | 12,009 SH | |
| WATSCO INC | COM | $889K | 1.1% | 2,445 SH | |
| WHITE MTNS INS GROUP LTD | COM | $5.5M | 6.5% | 2,513 SH |
| 13F-HR |
| 0001615717-26-000005 |
| $90.7M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR/A | 0001615717-26-000004 | $84.7M | View |