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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 $82,418,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mediaalpha Inc.
 MAX 248,895 $5,069,991 6.15%
2.
Gartner Inc
 IT 10,015 $4,773,850 5.79%
3.
Cannae Holdings Inc.
 CNNE 200,870 $4,467,349 5.42%
4.
Vanguard Scottsdale Funds
 74,838 $4,345,843 5.27%
5.
Schlumberger Limited
 SLB 75,037 $4,112,778 4.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)