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David Hutchison

Triad Investment Management

Assets Managed
$84.687M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-14.22%(2Q avg: 2.79%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triad Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Triad Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 84.687M in assets, with a quarterly growth rate of -14.22% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by David Hutchison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.98%
6.79%
$5.746M
20,031 shares@ $286.87 avg price
WTM
White Mountains Insurance Gp
Recent Activity
Decreased -1.37%
6.52%
$5.521M
2,513 shares@ $2196.79 avg price
ROP
Roper Technologies Inc
Recent Activity
Increased 13.53%
5.77%
$4.878M
13,786 shares@ $353.87 avg price
BRO
Brown & Brown Inc
Recent Activity
Increased 30.98%
5.46%
$4.622M
70,885 shares@ $65.22 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 12.72%
5.12%
$4.328M
14,321 shares@ $302.24 avg price
DHR
Danaher Corp
Recent Activity
Increased 0.97%
4.87%
$4.123M
21,748 shares@ $189.61 avg price
MAC
Macerich Co The
Recent Activity
4.62%
$3.911M
206,916 shares@ $18.9 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -24.22%
4.61%
$3.897M
66,562 shares@ $58.55 avg price
THO
Thor Industries Inc
Recent Activity
Increased 12.39%
4.42%
$3.74M
46,812 shares@ $79.9 avg price
IT
Gartner Inc
Recent Activity
Increased 116.42%
4.42%
$3.737M
23,602 shares@ $158.35 avg price

1-10 of 36