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  Name: Triad Investment Management
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $82,418,000
  Total Value Change : $6,233,000
  Securities Held Change : -2
   
All Securities Held : 42
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 10
  Decreased Positions : 13

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