Stock Taper 
BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bank of America Corporation | BAC | 0 | $1.08B |
 Berkshire Hathaway Inc. | BRK-B | 0 | $5.93B |
 BlackRock, Inc. | BLK | 0 | $212.5M |
 The Boeing Company | BA | 0 | $906.36M |
 Broadcom Inc. | AVGO | 0 | $12.56B |
 Cameco Corporation | CCJ | 0 | $4.48B |
 Carnival Corporation & plc | CCL | 0 | $357.13M |
 Cisco Systems, Inc. | CSCO | 0 | $4.35B |
 Costco Wholesale Corporation | COST | 0 | $12.52B |
 CRH plc | CRH | 0 | $16.47B |
 Devon Energy Corporation | DVN | 0 | $517.74M |
 DT Midstream, Inc. | DTM | 0 | $1.48B |
 Eaton Corporation plc | ETN | 0 | $7.81B |
 Entegris, Inc. | ENTG | 0 | $539.58M |
 EQT Corporation | EQT | 0 | $4.54B |
 Eversource Energy | ES | 0 | $483.34M |
 Exxon Mobil Corporation | XOM | 0 | $3.86B |
 Ferguson plc | FERG | 0 | $823.53M |
 Freeport-McMoRan Inc. | FCX | 0 | $561.11M |
 FTAI Aviation Ltd. | FTAI | 0 | $5.85B |