account_balance
Investment manager · 13F filer · SEC CIK 1643833
Brasada Capital Management, LP
Reported value$554Mas of Jun 30, 2026
Positions151 32 new, 24 sold out
Top 10 weight31.9%BIL alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
6.1%Trimmed −100%
GOOGLAlphabet Inc
5.7%Trimmed −100%
CRHCRH PLC
3.0%Trimmed −100%
AMZNAmazon Com Inc
2.8%Trimmed −100%
WCNWaste Connections Inc
2.6%Trimmed −100%
IDXXIdexx Labs Inc
2.5%Trimmed −100%
WMBWilliams Cos Inc
2.4%Trimmed −100%
IXUSiShares Tr
2.4%Trimmed −100%
AVGOBroadcom Inc
2.3%Trimmed −100%
COSTCostco Wholesale Corporation
2.3%Trimmed −100%
HEIAHeico Corp New
2.2%Trimmed −100%
ECLEcolab Inc
1.7%Trimmed −100%
BILSPDR Series Trust
6.1%Trimmed −100%
GOOGLAlphabet Inc
5.7%Trimmed −100%
CRH3.0%AMZN2.8%WCN2.6%IDXX2.5%WMB2.4%IXUS2.4%AVGO2.3%COST2.3%HEIA2.2%ECL1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Series Trust 6.1% Trimmed −100%GOOGL Alphabet Inc 5.7% Trimmed −100%CRH CRH PLC 3.0% Trimmed −100%AMZN Amazon Com Inc 2.8% Trimmed −100%WCN Waste Connections Inc 2.6% Trimmed −100%IDXX Idexx Labs Inc 2.5% Trimmed −100%WMB Williams Cos Inc 2.4% Trimmed −100%IXUS iShares Tr 2.4% Trimmed −100%AVGO Broadcom Inc 2.3% Trimmed −100%COST Costco Wholesale Corporation 2.3% Trimmed −100%HEIA Heico Corp New 2.2% Trimmed −100%ECL Ecolab Inc 1.7% Trimmed −100%
What changed