Stock Taper 
TRIAD INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 871 | $5.93M |
 CBRE Group, Inc. | CBRE | 1.85K | $249.45K |
 ASML Holding N.V. | ASML | 2.22K | $4.41M |
 Johnson & Johnson | JNJ | 2.42K | $613.34K |
 Watsco, Inc. | WSO | 2.44K | $1.02M |
 White Mountains Insurance Group, Ltd. | WTM | 2.47K | $5.12M |
 American Express Company | AXP | 4.3K | $1.45M |
 S&P Global Inc. | SPGI | 5.86K | $2.39M |
 Berkshire Hathaway Inc. | BRK-B | 6.33K | $3.17M |
 NXP Semiconductors N.V. | NXPI | 6.55K | $1.84M |
 Microsoft Corporation | MSFT | 6.63K | $2.47M |
 Intuit Inc. | INTU | 8.56K | $2.23M |
 HEICO Corporation | HEI-A | 11.7K | $3.02M |
 Roper Technologies, Inc. | ROP | 12.36K | $4.18M |
 Sirius XM Holdings Inc. | SIRI | 12.6K | $372.25K |
 Sixth Street Specialty Lending, Inc. | TSLX | 14.08K | $241.75K |
 Alphabet Inc. | GOOG | 14.88K | $5.26M |
 Visa Inc. | V | 15.19K | $5.21M |
 Ares Capital Corporation | ARCC | 19.47K | $360.85K |
 Arch Capital Group Ltd. | ACGL | 20.91K | $2.03M |