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Name: |
Triad Investment Management |
City: |
NEWPORT BEACH |
State: |
CA |
Zip: |
92660 |
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Holdings
Found :
13 |
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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 |
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IT |
Gartner Inc |
2 |
- |
$440.09 |
$4,774,000 |
10,015 |
5.79% |
-510,000 |
-1,699 |
0.011 |
Management Services |
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VGSH |
Vanguard Scottsdale Funds |
4 |
- |
$57.74 |
$4,346,000 |
74,838 |
5.27% |
-22,000 |
-49 |
0.008 |
Closed - End Fund - Debt |
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SLB |
Schlumberger Ltd |
5 |
- |
$48.75 |
$4,113,000 |
75,037 |
4.99% |
-429,000 |
-12,242 |
0.005 |
Oil & Gas Equipment &... |
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FISV |
Fiserv Inc |
6 |
- |
$153.22 |
$4,010,000 |
25,093 |
4.87% |
289,000 |
-2,919 |
0.004 |
Business Software & S... |
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BRO |
Brown & Brown Inc |
13 |
- |
$87.47 |
$3,191,000 |
36,453 |
3.87% |
467,000 |
-1,859 |
0.013 |
Insurance Brokers |
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CDW |
Cdw Corp |
14 |
- |
$222.05 |
$3,042,000 |
11,894 |
3.69% |
105,000 |
-1,025 |
0.008 |
Catalog & Mail Order ... |
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V |
Visa Inc |
16 |
- |
$279.39 |
$2,352,000 |
8,428 |
2.85% |
-158,000 |
-1,213 |
0 |
Business Services |
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VAC |
Marriott Vacations Worldwid... |
17 |
- |
$100.25 |
$2,282,000 |
21,179 |
2.77% |
453,000 |
-361 |
0.052 |
Gambling/Resorts |
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ROP |
Roper Industries Inc |
18 |
- |
$521.76 |
$2,212,000 |
3,943 |
2.68% |
-382,000 |
-814 |
0.004 |
Diversified Machinery |
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CBG |
CBRE Group Inc |
23 |
- |
$88.13 |
$1,581,000 |
16,263 |
1.92% |
-402,000 |
-5,034 |
0.005 |
Property Management |
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ENTG |
Entegris Inc |
24 |
- |
$128.79 |
$1,572,000 |
11,184 |
1.91% |
-54,000 |
-2,383 |
0.007 |
Semiconductor Equipme... |
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BRK.B |
Berkshire Hathaway B |
26 |
- |
$411.22 |
$1,117,000 |
2,656 |
1.36% |
109,000 |
-171 |
0 |
Property & Casualty I... |
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PR |
Permian Resources Corp |
40 |
- |
$16.76 |
$182,000 |
10,294 |
0.22% |
-9,000 |
-3,763 |
0.002 |
N/A |
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