$57.6 Million is the total value of Triad Investment Management's 48 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $750,000 | -31.4% | 8,810 | 0.0% | 1.30% | +23.0% | |
| JNJ | JOHNSON & JOHNSON | $677,000 | -10.1% | 5,164 | 0.0% | 1.18% | +61.1% | |
| WFC | WELLS FARGO CO NEW | $608,000 | -46.6% | 21,174 | 0.0% | 1.06% | -4.3% | |
| MSFT | MICROSOFT CORP | $347,000 | 0.0% | 2,200 | 0.0% | 0.60% | +79.5% | |
| CMCSA | COMCAST CORP NEWcl a | $237,000 | -23.5% | 6,884 | 0.0% | 0.41% | +37.3% | |
| MRK | MERCK & CO. INC | $206,000 | -15.2% | 2,675 | 0.0% | 0.36% | +52.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHLUMBERGER LTD | 17 | Q3 2023 | 7.5% |
| CANNAE HLDGS INC | 17 | Q3 2023 | 6.0% |
| THOR INDS INC | 17 | Q3 2023 | 4.4% |
| MOHAWK INDS INC | 17 | Q3 2023 | 3.8% |
| AMERICAN EXPRESS CO | 17 | Q3 2023 | 2.0% |
| WELLS FARGO CO NEW | 17 | Q3 2023 | 1.5% |
| JOHNSON & JOHNSON | 17 | Q3 2023 | 1.4% |
| MICROSOFT CORP | 17 | Q3 2023 | 0.7% |
| COMCAST CORP NEW | 17 | Q3 2023 | 0.5% |
| MERCK & CO. INC | 17 | Q3 2023 | 0.5% |
View Triad Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| SC 13G | 2024-02-16 |
| SC 13D/A | 2024-02-12 |
| SC 13D | 2024-01-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-18 |
View Triad Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.