Triad Investment Management

Q1 2026 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$271,308
Net value change ($000)
+172,576 (174.8%)
New positions
16
Sold out positions
1
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 12,531 193.4%
WTM 11,133 210.3%
BRO 10,591 245.5%
V 9,142 205.2%
VGSH 9,091 176.2%
ROP 8,622 159.5%
DHR 8,519 172.8%
THO 8,316 194.5%
MAC 8,243 215.8%
IT 7,750 281.7%
Top Reduces (Value $000, Stocks/ETFs)
WBD -8,289 -88.3%
MHK -1,869 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type