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Home > Institutional Investor > Triad Investment Management > Profile

Instuitional Investor - Triad Investment Management

Fund Profile
Filing Period:
Fund Name: Triad Investment Management
Portfolio Value $76,183,968
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Gartner Inc
 IT 11,714 $5,284,303 6.93%
2.
Schlumberger Limited
 SLB 87,279 $4,541,999 5.96%
3.
Vanguard Scottsdale Funds
 74,887 $4,368,159 5.73%
4.
Fiserv Inc
 FI 28,012 $3,721,114 4.88%
5.
Thor Industries Inc
 THO 30,570 $3,614,920 4.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)