BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEOG | 373K | $3.57M |
 | MUFG | 282K | $4.97M |
 | WMB | 185K | $13.46M |
 | CRH | 154K | $16.40M |
 | CET | 126K | $6.32M |
 | RPRX | 121K | $5.75M |
 | FAST | 119K | $5.47M |
 | CMS | 113K | $8.85M |
 | WCN | 95K | $15.79M |
 | GOOGL | 88K | $26.50M |
 | BKR | 84K | $5.11M |
 | LNT | 84K | $6.06M |
 | UBER | 84K | $6.03M |
 | SOLV | 80K | $5.07M |
 | MCHP | 79K | $5.29M |
 | BSX | 76K | $4.78M |
 | MDT | 74K | $6.40M |
 | TWFG | 72K | $1.34M |
 | GFL | 65K | $2.91M |
 | UPS | 63K | $6.18M |
Neogen Corporation
NEOG
Shares Held
373K
Value
$3.57M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
282K
Value
$4.97M
The Williams Companies, Inc.
WMB
Shares Held
185K
Value
$13.46M
CRH plc
CRH
Shares Held
154K
Value
$16.40M
Central Securities Corp.
CET
Shares Held
126K
Value
$6.32M
Royalty Pharma plc
RPRX
Shares Held
121K
Value
$5.75M
Fastenal Company
FAST
Shares Held
119K
Value
$5.47M
CMS Energy Corporation
CMS
Shares Held
113K
Value
$8.85M
Waste Connections, Inc.
WCN
Shares Held
95K
Value
$15.79M
Alphabet Inc.
GOOGL
Shares Held
88K
Value
$26.50M
Baker Hughes Company
BKR
Shares Held
84K
Value
$5.11M
Alliant Energy Corporation
LNT
Shares Held
84K
Value
$6.06M
Uber Technologies, Inc.
UBER
Shares Held
84K
Value
$6.03M
Solventum Corporation
SOLV
Shares Held
80K
Value
$5.07M
Microchip Technology Incorporated
MCHP
Shares Held
79K
Value
$5.29M
Boston Scientific Corporation
BSX
Shares Held
76K
Value
$4.78M
Medtronic plc
MDT
Shares Held
74K
Value
$6.40M
TWFG, Inc. Common Stock
TWFG
Shares Held
72K
Value
$1.34M
GFL Environmental Inc.
GFL
Shares Held
65K
Value
$2.91M
United Parcel Service, Inc.
UPS
Shares Held
63K
Value
$6.18M