Triad Investment Management expanded its holdings across several public companies in the first quarter, adding to positions in Allstate, MediaAlpha, Visa, and Amgen. In Allstate, Triad opened a new stake of 2,001 shares valued around $414,000. The fund also boosted its MediaAlpha exposure by about 21.2%, reaching 333,864 shares worth roughly $3.1 million, making MediaAlpha a meaningful but not top 10 holding. Triad increased its Visa stake by 12.7%, holding 14,321 shares valued at about $4.33 million, as Visa remained a mid-to-large allocation in its portfolio. For Amgen, Triad purchased 1,503 shares worth approximately $542,000 in the quarter. Overall, these moves highlight Triad’s strategy of moderately expanding positions in diversified, large-cap names with incremental capital deployment across several sectors.