BRASADA CAPITAL MANAGEMENT, LP 13F Holdings
CIK 0001643833 · HOUSTON, TX
As of Sep 30, 2025, BRASADA CAPITAL MANAGEMENT, LP reported 143 positions worth $593.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 63,244 | $32.6M | 5.50% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 339,682 | $31.1M | 5.24% |
| ALPHABET INC | GOOGL | Equity | 102,691 | $25.2M | 4.25% |
| WASTE CONNECTIONS INC | WCN | Industrials | 111,177 |