NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATI | 74K | $6.35M |
 | LNG | 73K | $17.74M |
 | PLMR | 69K | $10.59M |
 | AAPL | 68K | $13.99M |
 | EXAS | 66K | $3.53M |
 | DSGX | 55K | $5.58M |
 | BSX | 54K | $5.79M |
 | HQY | 54K | $5.61M |
 | PHM | 50K | $5.23M |
 | ORLY | 49K | $4.40M |
 | PANW | 43K | $8.75M |
 | MCD | 42K | $12.29M |
 | BJ | 40K | $4.33M |
 | GTLS | 40K | $6.57M |
 | JPM | 40K | $11.56M |
 | BAC | 39K | $1.83M |
 | MSFT | 37K | $18.27M |
 | ADI | 36K | $8.58M |
 | VLTO | 35K | $3.50M |
 | NKE | 35K | $2.46M |
ATI Inc.
ATI
Shares Held
74K
Value
$6.35M
Cheniere Energy, Inc.
LNG
Shares Held
73K
Value
$17.74M
Palomar Holdings, Inc.
PLMR
Shares Held
69K
Value
$10.59M
Apple Inc.
AAPL
Shares Held
68K
Value
$13.99M
Exact Sciences Corporation
EXAS
Shares Held
66K
Value
$3.53M
The Descartes Systems Group Inc.
DSGX
Shares Held
55K
Value
$5.58M
Boston Scientific Corporation
BSX
Shares Held
54K
Value
$5.79M
HealthEquity, Inc.
HQY
Shares Held
54K
Value
$5.61M
PulteGroup, Inc.
PHM
Shares Held
50K
Value
$5.23M
O'Reilly Automotive, Inc.
ORLY
Shares Held
49K
Value
$4.40M
Palo Alto Networks, Inc.
PANW
Shares Held
43K
Value
$8.75M
McDonald's Corporation
MCD
Shares Held
42K
Value
$12.29M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
40K
Value
$4.33M
Chart Industries, Inc.
GTLS
Shares Held
40K
Value
$6.57M
JPMorgan Chase & Co.
JPM
Shares Held
40K
Value
$11.56M
Bank of America Corporation
BAC
Shares Held
39K
Value
$1.83M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$18.27M
Analog Devices, Inc.
ADI
Shares Held
36K
Value
$8.58M
Veralto Corporation
VLTO
Shares Held
35K
Value
$3.50M
NIKE, Inc.
NKE
Shares Held
35K
Value
$2.46M