Stock Taper 
NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Roper Technologies, Inc. | ROP | 12.74K | $7.22M |
 Vertex Pharmaceuticals Incorporated | VRTX | 15.94K | $7.1M |
 Waste Management, Inc. | WM | 16.62K | $3.8M |
 Danaher Corporation | DHR | 19.32K | $3.82M |
 Spyre Therapeutics, Inc. | SYRE | 19.43K | $290.87K |
 Repligen Corporation | RGEN | 20.22K | $2.52M |
 STERIS plc | STE | 23.25K | $5.59M |
 The Progressive Corporation | PGR | 23.57K | $6.29M |
 American Tower Corporation | AMT | 25.72K | $5.68M |
 Fox Factory Holding Corp. | FOXF | 26.21K | $679.99K |
 Raymond James Financial, Inc. | RJF | 26.8K | $4.11M |
 Illinois Tool Works Inc. | ITW | 27.69K | $6.85M |
| EA ELECTRONIC ARTS INC | EA | 28.29K | $4.52M |
 AbbVie Inc. | ABBV | 30.61K | $5.68M |
 Broadcom Inc. | AVGO | 30.78K | $8.48M |
 NIKE, Inc. | NKE | 34.61K | $2.46M |
 Veralto Corporation | VLTO | 34.63K | $3.5M |
 Analog Devices, Inc. | ADI | 36.05K | $8.58M |
 Microsoft Corporation | MSFT | 36.73K | $18.27M |
 Bank of America Corporation | BAC | 38.7K | $1.83M |