NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 31K | $8.48M |
 | ABBV | 31K | $5.68M |
 | EA | 28K | $4.52M |
 | ITW | 28K | $6.85M |
 | RJF | 27K | $4.11M |
 | FOXF | 26K | $679.99K |
 | AMT | 26K | $5.68M |
 | PGR | 24K | $6.29M |
 | STE | 23K | $5.59M |
 | RGEN | 20K | $2.52M |
 | SYRE | 19K | $290.87K |
 | DHR | 19K | $3.82M |
 | WM | 17K | $3.80M |
 | VRTX | 16K | $7.10M |
 | ROP | 13K | $7.22M |
 | TYL | 13K | $7.43M |
 | CDNS | 13K | $3.86M |
 | V | 12K | $4.14M |
 | CYBR | 11K | $4.67M |
 | KMI | 8K | $236.23K |
Broadcom Inc.
AVGO
Shares Held
31K
Value
$8.48M
AbbVie Inc.
ABBV
Shares Held
31K
Value
$5.68M
Electronic Arts Inc.
EA
Shares Held
28K
Value
$4.52M
Illinois Tool Works Inc.
ITW
Shares Held
28K
Value
$6.85M
Raymond James Financial, Inc.
RJF
Shares Held
27K
Value
$4.11M
Fox Factory Holding Corp.
FOXF
Shares Held
26K
Value
$679.99K
American Tower Corporation
AMT
Shares Held
26K
Value
$5.68M
The Progressive Corporation
PGR
Shares Held
24K
Value
$6.29M
STERIS plc
STE
Shares Held
23K
Value
$5.59M
Repligen Corporation
RGEN
Shares Held
20K
Value
$2.52M
Spyre Therapeutics, Inc.
SYRE
Shares Held
19K
Value
$290.87K
Danaher Corporation
DHR
Shares Held
19K
Value
$3.82M
Waste Management, Inc.
WM
Shares Held
17K
Value
$3.80M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
16K
Value
$7.10M
Roper Technologies, Inc.
ROP
Shares Held
13K
Value
$7.22M
Tyler Technologies, Inc.
TYL
Shares Held
13K
Value
$7.43M
Cadence Design Systems, Inc.
CDNS
Shares Held
13K
Value
$3.86M
Visa Inc.
V
Shares Held
12K
Value
$4.14M
CyberArk Software Ltd.
CYBR
Shares Held
11K
Value
$4.67M
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$236.23K