Triad Investment Management
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 90,689
- 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 |
|---|---|---|---|---|---|
| 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 | 83.63 K | 92.2% | 7.63 K | 0 | 7.63 K |
| ETFs | 7.053 K | 7.8% | 0 | 1.629 K | -1.629 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
90,689
Holdings
34
QoQ value change ($000)
6,002
(7.1%)
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.