Stock Taper 
BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Boston Scientific Corporation | BSX | 0 | $2.63B |
 CMS Energy Corporation | CMS | 0 | $8.21B |
 CSX Corporation | CSX | 0 | $998.13M |
 Cavco Industries, Inc. | CVCO | 0 | $5.46B |
 Central Securities Corp. | CET | 0 | $6.14B |
 The Chemours Company | CC | 0 | $3.76B |
 Danaher Corporation | DHR | 0 | $1.63B |
 Digital Realty Trust, Inc. | DLR | 0 | $820.14M |
 Ecolab Inc. | ECL | 0 | $9.54B |
 Fastenal Company | FAST | 0 | $5.68B |
 FedEx Freight Holding Company, Inc. | FDXF | 0 | $5.21B |
 Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. | OMAB | 0 | $553.46M |
 HEICO Corporation | HEI-A | 0 | $12.17B |
 Honeywell International Inc. | HON | 0 | $2.99B |
 Howmet Aerospace Inc. | HWM | 0 | $8.48B |
 Hubbell Incorporated | HUBB | 0 | $784.8M |
 Intel Corp. | INTC | 0 | $2.31B |
 JetBlue Airways Corporation | JBLU | 0 | $80.22M |
 Lamar Advertising Company | LAMR | 0 | $1.15B |
 Eli Lilly and Company | LLY | 0 | $899.57M |