Triad Investment Management Portfolio Holdings

Triad Investment Management

  • $84.3 Million
  • Q4 2025

Triad Investment Management has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $84.3 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Warner Bros. Discovery, Inc. with a value of $7.5M, Alphabet Inc. with a value of $5.9M, Roper Technologies Inc with a value of $5.46M, Vanguard with a value of $5.16M, and White Mountains Insurance Group LTD with a value of $4.9M.

Examining the 13F form we can see an increase of $6.38M in the current position value, from $77.9M to 84.3M.

Below you can find more details about Triad Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $84.3 Million
Financial Services: $23.3 Million
Communication Services: $17 Million
Technology: $15.4 Million
Industrials: $6.3 Million
Healthcare: $5.96 Million
Consumer Cyclical: $5.94 Million
ETFs: $5.16 Million
Real Estate: $5.13 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.9B
$7.5 Million 8.9% of portfolio
325,574
Q4 2025 Added 39.81%
$1.74T
$5.9 Million 7.0% of portfolio
20,648
Q4 2025 Added 922.18%
$47.7B
$5.46 Million 6.48% of portfolio
12,144
Q4 2025 Added 207.99%
$0
$5.16 Million 6.12% of portfolio
87,845
Q4 2025 Added 17.38%
$4.96B
$4.9 Million 5.82% of portfolio
2,548
Q4 2025 Added 42.91%
$160B
$4.75 Million 5.63% of portfolio
21,540
Q4 2025 Added 668.46%
$22.8B
$4.37 Million 5.18% of portfolio
54,122
Q4 2025 Added 48.47%
$533B
$4.14 Million 4.91% of portfolio
12,705
Q4 2025 Added 50.75%
$5.3B
$4.11 Million 4.88% of portfolio
41,652
Q4 2025 Added 29.66%
$3.7B
$3.56 Million 4.23% of portfolio
206,916
Q4 2025 New
$487M
$3.42 Million 4.06% of portfolio
275,437
Q4 2025 Added 10.66%
$19.6B
$3.13 Million 3.72% of portfolio
21,585
Q4 2025 Added 81.48%
$405B
$3.1 Million 3.68% of portfolio
3,040
Q4 2025 New
$255B
$2.78 Million 3.3% of portfolio
8,138
Q2 2020 Reduced 7.63%
$18.3B
$2.52 Million 2.99% of portfolio
10,906
Q4 2025 Added 8.9%
$51.8B
$2.48 Million 2.94% of portfolio
12,586
Q4 2025 New
$662B
$1.97 Million 2.34% of portfolio
3,876
Q4 2025 Added 45.93%
$839M
$1.91 Million 2.27% of portfolio
124,814
Q4 2025 Added 32.88%
$6.8B
$1.83 Million 2.17% of portfolio
17,102
Q4 2025 Added 33.23%
$2.24B
$1.83 Million 2.17% of portfolio
104,063
Q4 2025 Reduced 4.71%
$49.4B
$1.57 Million 1.86% of portfolio
10,226
Q4 2025 Reduced 37.12%
$79.5B
$1.19 Million 1.41% of portfolio
9,490
Q4 2025 Reduced 62.18%
$522B
$1.01 Million 1.2% of portfolio
5,064
Q2 2020 Reduced 1.94%
$11.4B
$838,000 0.99% of portfolio
2,445
Q4 2025 Added 215.08%
$0
$595,000 0.71% of portfolio
29,458
Q4 2025 New
$3.78T
$578,000 0.69% of portfolio
1,139
Q4 2025 Reduced 30.04%
$0
$564,000 0.67% of portfolio
26,602
Q4 2025 New
$159B
$272,000 0.32% of portfolio
557
Q4 2025 Reduced 35.31%
$235B
$206,000 0.24% of portfolio
2,225
Q4 2025 Reduced 16.82%
$120B
$187,000 0.22% of portfolio
6,882
Q4 2025 Reduced 1.21%
-
$0 0.0% of portfolio
-
Q4 2025 New
Simplify Exchange Traded Fun
-
$0 0.0% of portfolio
-
Q4 2025 New
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q4 2025 Added 8.39%
Siriusxm Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2025 New
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $84.3 Million
  • Prior Value $77.9 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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