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| Name: |
Triad Investment Management |
| City: |
NEWPORT BEACH |
| State: |
CA |
| Zip: |
92660 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AXP |
American Express Co |
21 |
- |
$238.65 |
$1,853,000 |
8,138 |
2.25% |
328,000 |
0 |
0.001 |
Credit Services |
|
|
JNJ |
Johnson & Johnson |
27 |
- |
$151.22 |
$801,000 |
5,064 |
0.97% |
7,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
MSFT |
Microsoft Corp |
29 |
- |
$413.72 |
$685,000 |
1,628 |
0.83% |
73,000 |
0 |
0 |
Application Software |
|
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INTU |
Intuit Inc |
30 |
- |
$627.19 |
$426,000 |
656 |
0.52% |
16,000 |
0 |
0 |
Application Software |
|
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MRK |
Merck & Co Inc |
32 |
- |
$131.20 |
$353,000 |
2,675 |
0.43% |
61,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
GOOG |
Alphabet Inc |
34 |
- |
$170.90 |
$308,000 |
2,020 |
0.37% |
23,000 |
0 |
0 |
Search Engines & Info... |
|
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CMCSA |
Comcast Corp |
35 |
- |
$39.70 |
$302,000 |
6,966 |
0.37% |
-3,000 |
0 |
0 |
CATV Systems |
|
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WFC |
Wells Fargo & Co |
36 |
- |
$61.26 |
$290,000 |
5,000 |
0.35% |
44,000 |
0 |
0 |
Domestic Money Center... |
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RIG |
Transocean Inc |
39 |
- |
$5.81 |
$194,000 |
30,888 |
0.24% |
-2,000 |
0 |
0.005 |
Oil & Gas Drilling & ... |
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CLAR |
Clarus Corp |
41 |
- |
$6.79 |
$121,000 |
17,891 |
0.15% |
-2,000 |
0 |
0.048 |
Asset Management |
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