Triad Investment Management - Portfolio overview

Triad Investment Management has 36 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 6.79%
2. WTM - WHITE MTNS INS GROUP LTD, 6.52%
3. ROP - ROPER TECHNOLOGIES INC, 5.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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