StockDriftsStockDriftsTop 50 Brasada Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 8.99% | 535.4K | $49.0M | +69.01%(+218.61K) | $91.54(-0.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.87% | 88.4K | $26.5M | -9.62%(-9.41K) | $107.81(+268.03%) | 2026-03-31 | |
| CRH | CRH PLC | 3.01% | 154.3K | $16.4M | -6.02%(-9.88K) | $64.31(+60.48%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 2.9% | 95.4K | $15.8M | -13.52%(-14.92K) | $67.48(+132.08%) | 2026-03-31 | |
| IDXX | IDEXX LABS INC | 2.87% | 27.0K | $15.6M | -6.37%(-1.84K) | $319.44(+65.54%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.48% | 13.2K | $13.5M | -27.41%(-5.00K) | $251.29(+317.43%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 2.47% | 185.3K | $13.5M | -5.04%(-9.84K) | $35.41(+119.47%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.12% | 54.3K | $11.5M | -31.78%(-25.30K) | $151.37(+74.50%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2% | 34.6K | $10.9M | +163.40%(+21.46K) | $321.29(+32.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 29.0K | $10.8M | -53.33%(-33.12K) | $147.27(+186.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.01% | +22.55% |
| Top 20 Holdings Unweighted | +8.15% | +26.49% |
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