Stock Taper 
NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 39.88K | $11.56M |
| CI CHART INDS INC | GTLS | 39.92K | $6.57M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 40.12K | $4.33M |
 McDonald's Corporation | MCD | 42.05K | $12.29M |
 Palo Alto Networks, Inc. | PANW | 42.78K | $8.75M |
 O'Reilly Automotive, Inc. | ORLY | 48.77K | $4.4M |
 PulteGroup, Inc. | PHM | 49.62K | $5.23M |
 HealthEquity, Inc. | HQY | 53.51K | $5.61M |
 Boston Scientific Corporation | BSX | 53.9K | $5.79M |
 The Descartes Systems Group Inc. | DSGX | 54.9K | $5.58M |
 Apple Inc. | AAPL | 68.19K | $13.99M |
 Palomar Holdings, Inc. | PLMR | 68.66K | $10.59M |
 Cheniere Energy, Inc. | LNG | 72.86K | $17.74M |
 ATI Inc. | ATI | 73.56K | $6.35M |
 Sunoco LP | SUN | 76.01K | $4.07M |
 Wells Fargo & Company | WFC | 79.33K | $6.36M |
 Global Partners LP | GLP | 79.79K | $4.21M |
 Patrick Industries, Inc. | PATK | 82.17K | $7.58M |
 DraftKings Inc. | DKNG | 91.32K | $3.92M |
 Marvell Technology, Inc. | MRVL | 92.29K | $7.14M |