Triad Investment Management
SEC Form 13F institutional filer · CIK 0001615717
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
74.4%
Triad Investment Management — $51.7M AUM allocation strategy
Triad Investment Management files SEC Form 13F and reports $51.7M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Financials 34.9%, followed by Information Technology 33.2% and Communication Services 12.4%.
The top 10 holdings account for 74% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Triad Investment Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$51.7M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
74% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FISV +42.5K sh · +$2.26M+$BRO +16.8K sh · +$309K+$CMCSA +13.8K sh · +$410K
Biggest trims (shares)
−$WBD −314K sh · −$9.05M−$CBRE −7.87K sh · −$1.33M−$AXP −3.84K sh · −$1.71M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Transaction & Payment Processing Services14.0%—
- Interactive Media & Services11.1%—
- Electronic Equipment & Instruments9.5%—
- Insurance Brokers8.9%—
- Life Sciences Tools & Services8.0%—
- IT Consulting & Other Services7.2%—
- Technology Distributors5.9%—
- Application Software5.1%—
- Other holdings30.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 20K | $5.75M | -617 | 11.1% |
| $ROP | Roper Technologies Inc | 13.8K | $4.88M | +1.64K | 9.4% |
| $BRO | Brown & Brown Inc | 70.9K | $4.62M | +16.8K | 8.9% |
| $V | Visa Inc | 14.3K | $4.33M | +1.62K | 8.4% |
| $DHR | Danaher Corporation | 21.7K | $4.12M | +208 | 8.0% |
| $IT | Gartner Inc | 23.6K | $3.74M | +12.7K | 7.2% |
| $CDW | CDW Corporation | 25.4K | $3.07M | +3.8K | 5.9% |
| $FISV | Fiserv Inc | 52K | $2.9M | +42.5K | 5.6% |
| $INTU | Intuit Inc | 6.14K | $2.65M | +2.35K | 5.1% |
| $NXPI | NXP Semiconductors N.V | 12.2K | $2.39M | -422 | 4.6% |
…and 22 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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