Brasada Capital Management, LP Incresed Positions in Q2 2025

Brasada Capital Management, LP

  • $512 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
10.4K
+ 52.69%
$225.65 - $270.95 $2.35M - $2.82M
30.1K $8.12M
TOST
Toast, Inc.

Technology
18.2K
+ 15.6%
$30.03 - $45.23 $548K - $825K
135K $5.99M
NVDA
Nvidia Corp

Technology
27
+ 0.06%
$94.31 - $157.99 $2.55K - $4.27K
41.9K $6.62M
NOW
Service Now, Inc.

Technology
174
+ 2.39%
$721.65 - $1040.18 $126K - $181K
7.46K $7.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.43K
+ 71.02%
$390.26 - $489.06 $2.51M - $3.14M
15.5K $6.28M
ETN
Eaton Corp PLC

Industrials
1.2K
+ 8.02%
$246.52 - $356.99 $295K - $427K
16.1K $5.75M
INTU
Intuit Inc

Technology
92
+ 1.65%
$544.07 - $787.63 $50.1K - $72.5K
5.66K $4.45M
MS
Morgan Stanley

Financial Services
551
+ 1.7%
$99.83 - $140.86 $55K - $77.6K
33K $4.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.6K
+ 94.41%
$51.14 - $57.0 $695K - $774K
28K $1.59M
LYV
Live Nation Entertainment, Inc.

Communication Services
406
+ 1.31%
$118.81 - $151.28 $48.2K - $61.4K
31.5K $4.76M
JPM
Jpmorgan Chase & CO

Financial Services
195
+ 1.36%
$210.28 - $289.91 $41K - $56.5K
14.5K $4.21M
RMD
Resmed Inc

Healthcare
298
+ 1.9%
$204.54 - $258.0 $61K - $76.9K
16K $4.13M
BSX
Boston Scientific Corp

Healthcare
252
+ 0.28%
$89.7 - $107.41 $22.6K - $27.1K
90.1K $9.68M
CARR
Carrier Global Corp

Industrials
1.16K
+ 2.39%
$55.55 - $75.83 $64.2K - $87.7K
49.5K $3.62M
WELL
Welltower Inc.

Real Estate
3.19K
+ 8.41%
$136.49 - $155.22 $435K - $495K
41.1K $6.32M
RTX
Raytheon Technologies Corp

Industrials
486
+ 1.54%
$113.75 - $148.48 $55.3K - $72.2K
32.1K $4.68M
CET
Central Securities Corp

Financial Services
9.22K
+ 53.18%
$40.74 - $47.86 $376K - $441K
26.6K $1.27M
CLBT
Cellebrite Di Ltd.

Technology
67.5K
+ 34.13%
$15.47 - $20.14 $1.04M - $1.36M
265K $4.24M
DE
Deere & CO

Industrials
650
+ 52.0%
$412.99 - $531.48 $268K - $345K
1.9K $966K
FLS
Flowserve Corp

Industrials
5K
+ 35.71%
$39.49 - $53.64 $197K - $268K
19K $994K
LNG
Cheniere Energy, Inc.

Energy
261
+ 1.43%
$197.25 - $244.33 $51.5K - $63.8K
18.5K $4.51M
KMI
Kinder Morgan, Inc.

Energy
6.5K
+ 21.67%
$25.21 - $29.4 $164K - $191K
36.5K $1.07M
DTM
Dt Midstream, Inc.

Energy
294
+ 2.79%
$87.23 - $109.91 $25.6K - $32.3K
10.8K $1.19M
BAC
Bank Of America Corp

Financial Services
1K
+ 5.71%
$34.39 - $47.46 $34.4K - $47.5K
18.5K $875K
V
Visa Inc.

Financial Services
202
+ 1.67%
$308.27 - $373.31 $62.3K - $75.4K
12.3K $4.38M
ADP
Automatic Data Processing Inc

Industrials
100
+ 2.07%
$276.76 - $326.81 $27.7K - $32.7K
4.93K $1.52M
DGRO
Ishares Core Dividend Growth E

ETFs
40
+ 0.3%
$55.22 - $63.94 $2.21K - $2.56K
13.4K $855K
Ferguson Enterprises Inc
162
+ 4.11%
N/A
4.1K $0
CRH.L
Crh PLC

Basic Materials
630
+ 0.41%
N/A
153K $0
Blackrock Inc
29
+ 2.62%
N/A
1.14K $0
Canadian Pacific Kansas City
7.37K
+ 4.18%
N/A
184K $0
Microchip Technology Inc.
66.1K
+ 778.14%
N/A
74.6K $0
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 3.97%
$285.55 - $321.23 $28.8K - $32.4K
2.65K $773K
VTR
Ventas, Inc.

Real Estate
927
+ 5.98%
$62.45 - $70.08 $57.9K - $65K
16.4K $1.04M
PPL
Ppl Corp

Utilities
1.04K
+ 1.85%
$33.45 - $36.5 $34.7K - $37.9K
57.2K $1.94M
AJG
Arthur J. Gallagher & Co.

Financial Services
225
+ 1.81%
$310.86 - $348.77 $69.9K - $78.5K
12.7K $4.05M
CPT
Camden Property Trust

Real Estate
1.24K
+ 2.07%
$106.53 - $122.8 $132K - $152K
61.2K $6.9M
Activity Summary
Buys All Purchases 62 New Holdings 24 Increased Positions 38 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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