Triad-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENTG",
  "RIG",
  "AXP",
  "BRO",
  "KMX",
  "KFY",
  "SLRC",
  null,
  "CLAR",
  "INTU",
  "MSFT",
  "FIS",
  "VGSH",
  "HTGC",
  "MRK",
  "SPGI",
  "SLB",
  "ROP",
  "SSNC",
  null,
  "IT",
  "PR",
  "THO",
  "FI",
  "WSO",
  "GNRC",
  null,
  "V",
  "WBD",
  "WFC",
  "WTM",
  "MHK",
  "VAC",
  "BRK-B",
  "CNNE",
  "CBRE",
  "CDW",
  "CMCSA",
  "DHR",
  "GOOG",
  "JNJ",
  "MAX"
]

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-04-12
Total Holdings: 42
Total Value: 82418047
Accession Number: 0001085146-24-001758
Form Type: 13F-HR
CIK: triad-investment-management
Manager Name: Triad-Investment-Management

Data Enrichment

93% identified

39 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $82.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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Clarus Corp

CLAR|18270P109

Shares:17.9K

Value:$120.8K

% of Portfolio:0.1% ($120.8K/$82.4M)

74915M100

Shares:10.0K

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$82.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Clarus Corp(CLARcusip18270P109)	17.9K	QoQ- YoY-	All Managers (Combined)	$120.8K	0.1% ($120.8K/$82.4M)	QoQ- YoY-
(cusip74915M100)✕	10.0K	QoQ- YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$82.4M)	QoQ- YoY-