BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COF | 4K | $860.95K |
 | AMD | 4K | $678.92K |
 | CPK | 4K | $497.21K |
 | UNP | 4K | $847.09K |
 | AVGO | 4K | $1.21M |
 | BA | 4K | $769.05K |
 | MCD | 3K | $839.96K |
 | PWR | 3K | $1.08M |
 | LAMR | 3K | $313.62K |
 | LFUS | 3K | $647.52K |
 | DE | 2K | $960.25K |
 | EPAM | 2K | $229.16K |
 | GS | 1K | $1.04M |
 | PH | 1K | $947.69K |
 | BR | 1K | $264.07K |
 | BLK | 1K | $1.29M |
 | TSLA | 641 | $279.48K |
 | BKNG | 355 | $1.93M |
Capital One Financial Corporation
COF
Shares Held
4K
Value
$860.95K
Advanced Micro Devices, Inc.
AMD
Shares Held
4K
Value
$678.92K
Chesapeake Utilities Corporation
CPK
Shares Held
4K
Value
$497.21K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$847.09K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.21M
The Boeing Company
BA
Shares Held
4K
Value
$769.05K
McDonald's Corporation
MCD
Shares Held
3K
Value
$839.96K
Quanta Services, Inc.
PWR
Shares Held
3K
Value
$1.08M
Lamar Advertising Company
LAMR
Shares Held
3K
Value
$313.62K
Littelfuse, Inc.
LFUS
Shares Held
3K
Value
$647.52K
Deere & Company
DE
Shares Held
2K
Value
$960.25K
EPAM Systems, Inc.
EPAM
Shares Held
2K
Value
$229.16K
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$1.04M
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$947.69K
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$264.07K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.29M
Tesla, Inc.
TSLA
Shares Held
641
Value
$279.48K
Booking Holdings Inc.
BKNG
Shares Held
355
Value
$1.93M