Stock Taper 
BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 0 | $1.24B |
 Tyler Technologies, Inc. | TYL | 0 | $578.19M |
 Union Pacific Corporation | UNP | 0 | $202.91M |
 United Parcel Service, Inc. | UPS | 0 | $4.61B |
 Vulcan Materials Company | VMC | 0 | $5.41B |
 The Williams Companies, Inc. | WMB | 0 | $13.43B |
 Advanced Micro Devices, Inc. | AMD | 0 | $2.33B |
 Alliant Energy Corporation | LNT | 0 | $6.53B |
 Alphabet Inc. | GOOG | 0 | $2.52B |
 Alphabet Inc. | GOOGL | 0 | $31.47B |
 Amazon.com, Inc. | AMZN | 0 | $15.3B |
 American Tower Corporation | AMT | 0 | $501.18M |
 Amgen Inc. | AMGN | 0 | $558.39M |
 Amphenol Corporation | APH | 0 | $6.51B |
 Analog Devices, Inc. | ADI | 0 | $7.24B |
 Apple Inc. | AAPL | 0 | $5.32B |
 Applied Materials, Inc. | AMAT | 0 | $8.91B |
 Archrock, Inc. | AROC | 0 | $407.1M |
 Automatic Data Processing, Inc. | ADP | 0 | $484.4M |
 Baker Hughes Company | BKR | 0 | $4.97B |