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Portfolio (Quarterly) Guide ↗

Triad Investment Management

· CIK 0001615717
13F Portfolio $84.7B AUM 36 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 12 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INFL LISTED FDS TR 20,050.0 $1.0M 1.23% NEW $52.06 +2.0%
2 AKRE PROFESIONALLY MANAGED PORTFO 13,347.0 $705K 0.83% NEW $52.85 +3.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.7%
Technology 26.8%
Communication Services 13.9%
Industrials 8.4%
Healthcare 7.5%
Real Estate 6.2%
Consumer Cyclical 5.5%