Stock Taper 
BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lincoln Electric Holdings, Inc. | LECO | 0 | $796.53M |
 Lindblad Expeditions Holdings, Inc. | LIND | 0 | $1.07B |
 Live Nation Entertainment, Inc. | LYV | 0 | $6.78B |
 Microsoft Corporation | MSFT | 0 | $6.64B |
 Microchip Technology Incorporated | MCHP | 0 | $1.3B |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 0 | $5.79B |
 Monarch Casino & Resort, Inc. | MCRI | 0 | $921.27M |
 Monolithic Power Systems, Inc. | MPWR | 0 | $8.94B |
 Morgan Stanley | MS | 0 | $7.49B |
 Motorola Solutions, Inc. | MSI | 0 | $4.38B |
 Neogen Corporation | NEOG | 0 | $3.06B |
 Old Dominion Freight Line, Inc. | ODFL | 0 | $4.22B |
 Ormat Technologies, Inc. | ORA | 0 | $544.5M |
 Rio Tinto Group | RIO | 0 | $4.98B |
 Sempra | SRE | 0 | $813.81M |
 Sony Group Corporation | SONY | 0 | $616.83M |
 Stryker Corporation | SYK | 0 | $733.58M |
 Sun Communities, Inc. | SUI | 0 | $341.74M |
 The Timken Company | TKR | 0 | $712.07M |
 Toast, Inc. | TOST | 0 | $987.61M |