Stock Taper

BRASADA CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Talen Energy CorporationTLN0$288.19M
Targa Resources Corp.TRGP0$6.85B
TE Connectivity plcTEL0$4.92B
Tesla, Inc.TSLA0$258.67M
Uber Technologies, Inc.UBER0$1.69B
USA Rare Earth IncUSAR0$279.48M
Ventas, Inc.VTR0$1.5B
Vertiv Holdings CoVRT0$2.47B
Visa Inc.V0$5.26B
Waste Connections, Inc.WCN0$14.43B
Waste Management, Inc.WM0$727.03M
Welltower Inc.WELL0$7.74B