Stock Taper 
NBW CAPITAL LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| EA ELECTRONIC ARTS INC | EA | 28.29K | $4.52M |
 Illinois Tool Works Inc. | ITW | 27.69K | $6.85M |
 Raymond James Financial, Inc. | RJF | 26.8K | $4.11M |
 Fox Factory Holding Corp. | FOXF | 26.21K | $679.99K |
 American Tower Corporation | AMT | 25.72K | $5.68M |
 The Progressive Corporation | PGR | 23.57K | $6.29M |
 STERIS plc | STE | 23.25K | $5.59M |
 Repligen Corporation | RGEN | 20.22K | $2.52M |
 Spyre Therapeutics, Inc. | SYRE | 19.43K | $290.87K |
 Danaher Corporation | DHR | 19.32K | $3.82M |
 Waste Management, Inc. | WM | 16.62K | $3.8M |
 Vertex Pharmaceuticals Incorporated | VRTX | 15.94K | $7.1M |
 Roper Technologies, Inc. | ROP | 12.74K | $7.22M |
 Tyler Technologies, Inc. | TYL | 12.54K | $7.43M |
 Cadence Design Systems, Inc. | CDNS | 12.52K | $3.86M |
 Visa Inc. | V | 11.66K | $4.14M |
 Kinder Morgan, Inc. | KMI | 8.04K | $236.23K |
 Northrop Grumman Corporation | NOC | 7.2K | $3.6M |
 Mastercard Incorporated | MA | 6.87K | $3.86M |
 UnitedHealth Group Incorporated | UNH | 6.76K | $2.11M |