Stock Taper 
TRIAD INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MediaAlpha, Inc. | MAX | 368.73K | $4.63M |
 SLR Investment Corp. | SLRC | 152.05K | $1.88M |
 Hercules Capital, Inc. | HTGC | 125.01K | $1.97M |
 The Macerich Company | MAC | 106.92K | $2.69M |
 Oaktree Specialty Lending Corporation | OCSL | 88.56K | $1.06M |
 Brown & Brown, Inc. | BRO | 64.61K | $4.14M |
 Thor Industries, Inc. | THO | 51.9K | $3.9M |
 CDW Corporation | CDW | 30.54K | $4.3M |
 Gartner, Inc. | IT | 30.53K | $3.96M |
 Arch Capital Group Ltd. | ACGL | 20.91K | $2.03M |
 Ares Capital Corporation | ARCC | 19.47K | $360.85K |
 Visa Inc. | V | 15.19K | $5.21M |
 Alphabet Inc. | GOOG | 14.88K | $5.26M |
 Sixth Street Specialty Lending, Inc. | TSLX | 14.08K | $241.75K |
 Sirius XM Holdings Inc. | SIRI | 12.6K | $372.25K |
 Roper Technologies, Inc. | ROP | 12.36K | $4.18M |
 HEICO Corporation | HEI-A | 11.7K | $3.02M |
 Intuit Inc. | INTU | 8.56K | $2.23M |
 Microsoft Corporation | MSFT | 6.63K | $2.47M |
 NXP Semiconductors N.V. | NXPI | 6.55K | $1.84M |