Triad Investment Management
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 75,436
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 32 | 75,436 | 13F-HR | Triad Investment Management |
| Q2 2026 | 7/21/2026 | 34 | 90,689 | 13F-HR | Triad Investment Management |
| Q1 2026 | 5/7/2026 | 36 | 84,687 | 13F-HR/A - RESTATEMENT | Triad Investment Management |
| Q1 2026 | 4/23/2026 | 51 | 271,308 | 13F-HR | Triad Investment Management |
| Q4 2025 | 1/16/2026 | 36 | 98,732 | 13F-HR | Triad Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.55 K | 92.2% | 0 | 14.09 K | -14.09 K |
| ETFs | 5.886 K | 7.8% | 0 | 1.167 K | -1.167 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
75,436
Holdings
32
QoQ value change ($000)
-15,253
(-16.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.