Triad Investment Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TI Triad Investment Management | Institutional Filer | ▲ 174.79% | $271.3M | 51 |
Current Portfolio Holdings
Showing all 51 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | Technology | 61K | $19.0M | 7.01% |
| 2 | WTM | White Mountains Insurance Group, Ltd. | Financial Services | 8K | $16.4M | 6.05% |
| 3 | BRO | Brown & Brown, Inc. | Financial Services | 214K | $14.9M | 5.49% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | — | 242K | $14.2M | 5.25% |
| 5 | ROP | Roper Technologies, Inc. | Industrials | 39K | $14.0M | 5.17% |
| 6 | V | Visa Inc. | Financial Services | 43K | $13.6M | 5.01% |
| 7 | DHR | Danaher Corporation | Healthcare | 65K | $13.4M | 4.96% |
| 8 | THO | Thor Industries, Inc. | Consumer Cyclical | 132K | $12.6M | 4.64% |
| 9 | MAC | The Macerich Company | Real Estate | 621K | $12.1M | 4.45% |
| 10 | ASML | ASML Holding N.V. | Technology | 8K | $10.8M | 3.98% |
| 11 | IT | Gartner, Inc. | Technology | 62K | $10.5M | 3.87% |
| 12 | CDW | CDW Corporation | Technology | 76K | $9.4M | 3.46% |
| 13 | MAX | MediaAlpha, Inc. | Communication Services | 945K | $9.3M | 3.41% |
| 14 | HEIA | HEICO CORP NEW | — | 37K | $8.7M | 3.20% |
| 15 | NXPI | NXP Semiconductors N.V. | Technology | 37K | $8.0M | 2.96% |
Showing 1 to 15 of 51 holdings