Stock Taper 
NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cheniere Energy, Inc. | LNG | 72.86K | $17.74M |
 Palomar Holdings, Inc. | PLMR | 68.66K | $10.59M |
 Apple Inc. | AAPL | 68.19K | $13.99M |
 The Descartes Systems Group Inc. | DSGX | 54.9K | $5.58M |
 Boston Scientific Corporation | BSX | 53.9K | $5.79M |
 HealthEquity, Inc. | HQY | 53.51K | $5.61M |
 PulteGroup, Inc. | PHM | 49.62K | $5.23M |
 O'Reilly Automotive, Inc. | ORLY | 48.77K | $4.4M |
 Palo Alto Networks, Inc. | PANW | 42.78K | $8.75M |
 McDonald's Corporation | MCD | 42.05K | $12.29M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 40.12K | $4.33M |
| CI CHART INDS INC | GTLS | 39.92K | $6.57M |
 JPMorgan Chase & Co. | JPM | 39.88K | $11.56M |
 Bank of America Corporation | BAC | 38.7K | $1.83M |
 Microsoft Corporation | MSFT | 36.73K | $18.27M |
 Analog Devices, Inc. | ADI | 36.05K | $8.58M |
 Veralto Corporation | VLTO | 34.63K | $3.5M |
 NIKE, Inc. | NKE | 34.61K | $2.46M |
 Broadcom Inc. | AVGO | 30.78K | $8.48M |
 AbbVie Inc. | ABBV | 30.61K | $5.68M |