BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMO | 8K | $4.11M |
 | TYL | 8K | $3.84M |
 | OKE | 8K | $557.58K |
 | TDG | 8K | $9.68M |
 | GOOG | 7K | $1.82M |
 | FERG | 7K | $1.66M |
 | MCRI | 7K | $738.99K |
 | META | 7K | $5.01M |
 | CPT | 6K | $657.85K |
 | TRGP | 6K | $1.02M |
 | HHH | 6K | $505.86K |
 | MDT | 6K | $571.44K |
 | INTU | 6K | $4.04M |
 | ZTS | 6K | $849.64K |
 | ORA | 5K | $499.65K |
 | LEN | 5K | $630.20K |
 | SNPS | 5K | $2.33M |
 | ADP | 5K | $1.43M |
 | BLDR | 5K | $575.94K |
 | SUI | 4K | $561.09K |
Thermo Fisher Scientific Inc.
TMO
Shares Held
8K
Value
$4.11M
Tyler Technologies, Inc.
TYL
Shares Held
8K
Value
$3.84M
ONEOK, Inc.
OKE
Shares Held
8K
Value
$557.58K
TransDigm Group Incorporated
TDG
Shares Held
8K
Value
$9.68M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.82M
Ferguson plc
FERG
Shares Held
7K
Value
$1.66M
Monarch Casino & Resort, Inc.
MCRI
Shares Held
7K
Value
$738.99K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$5.01M
Camden Property Trust
CPT
Shares Held
6K
Value
$657.85K
Targa Resources Corp.
TRGP
Shares Held
6K
Value
$1.02M
Howard Hughes Holdings Inc.
HHH
Shares Held
6K
Value
$505.86K
Medtronic plc
MDT
Shares Held
6K
Value
$571.44K
Intuit Inc.
INTU
Shares Held
6K
Value
$4.04M
Zoetis Inc.
ZTS
Shares Held
6K
Value
$849.64K
Ormat Technologies, Inc.
ORA
Shares Held
5K
Value
$499.65K
Lennar Corporation
LEN
Shares Held
5K
Value
$630.20K
Synopsys, Inc.
SNPS
Shares Held
5K
Value
$2.33M
Automatic Data Processing, Inc.
ADP
Shares Held
5K
Value
$1.43M
Builders FirstSource, Inc.
BLDR
Shares Held
5K
Value
$575.94K
Sun Communities, Inc.
SUI
Shares Held
4K
Value
$561.09K