Taylor Investment Counselors
Latest statistics and disclosures from Nbw Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ENLC, SPY, AAPL, PAGP, ET, and represent 15.74% of Nbw Capital's stock portfolio.
- Added to shares of these 10 stocks: IWN (+$6.6M), ASB, VRTX, GLD, INDA, SONO, EWW, ATI, ONEW, MSFT.
- Started 21 new stock positions in ASB, AVGO, APD, MRK, AMGN, LMT, MDLZ, SO, T, IBM. GILD, VRTX, MO, DUK, IWN, UPS, KO, CAT, PM, BMY, CVX.
- Reduced shares in these 10 stocks: KEY, IWM, , WFC, GOOGL, AORT, GTLS, NVST, AMT, HASI.
- Sold out of its positions in AORT, ENTG, HD, IWM, KEY, SIVB, MMM, ETN.
- Nbw Capital was a net seller of stock by $-1.0M.
- Nbw Capital has $391M in assets under management (AUM), dropping by 4.92%.
- Central Index Key (CIK): 0001512901
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Portfolio Holdings for Nbw Capital
Nbw Capital holds 101 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Enlink Midstream (ENLC) | 3.5 | $14M | -2% | 1.1M | 12.30 | |
SPDR S & P 500 ETF Trust Tr Unit (SPY) | 3.3 | $13M | 33k | 382.43 | ||
Apple (AAPL) | 3.2 | $13M | 97k | 129.93 | ||
Plains Gp Holdings Lp-cl A (PAGP) | 3.0 | $12M | -2% | 935k | 12.44 | |
Energy Transfer LTD (ET) | 2.7 | $11M | -2% | 900k | 11.87 | |
Cheniere Energy (LNG) | 2.6 | $10M | 68k | 149.96 | ||
Microsoft Corporation (MSFT) | 2.6 | $10M | +6% | 42k | 239.82 | |
Western Midstream Partners LTD (WES) | 2.5 | $9.6M | -2% | 359k | 26.85 | |
Illinois Tool Works (ITW) | 2.4 | $9.3M | 42k | 220.30 | ||
Alphabet Inc Class A cs (GOOGL) | 2.3 | $9.0M | -17% | 102k | 88.23 | |
Williams Companies (WMB) | 2.3 | $8.9M | 270k | 32.90 | ||
Crestwood Equity Partners LTD (CEQP) | 2.2 | $8.5M | -2% | 324k | 26.19 | |
Analog Devices (ADI) | 2.1 | $8.4M | 51k | 164.03 | ||
Bj's Wholesale Club Holdings (BJ) | 2.0 | $7.7M | 116k | 66.16 | ||
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Onewater Marine Inc cl a (ONEW) | 1.9 | $7.6M | +13% | 265k | 28.60 | |
Enterprise Products Partners, LTD (EPD) | 1.8 | $7.1M | 293k | 24.12 | ||
Russell 2000 Value Index Fund Tr Unit (IWN) | 1.7 | $6.6M | NEW | 48k | 138.67 | |
Boston Scientific Corporation (BSX) | 1.7 | $6.5M | 141k | 46.27 | ||
Antero Midstream Corp antero midstream (AM) | 1.6 | $6.3M | -2% | 580k | 10.79 | |
McDonald's Corporation (MCD) | 1.5 | $6.0M | 23k | 263.53 | ||
UnitedHealth (UNH) | 1.5 | $5.7M | 11k | 530.18 | ||
Descartes Sys Grp (DSGX) | 1.4 | $5.7M | 81k | 69.72 | ||
American Tower Reit (AMT) | 1.4 | $5.7M | -19% | 27k | 211.86 | |
Hess Midstream Lp cl a (HESM) | 1.4 | $5.6M | 186k | 29.92 | ||
Danaher Corporation (DHR) | 1.4 | $5.5M | 21k | 265.42 | ||
Patrick Industries (PATK) | 1.4 | $5.5M | 90k | 60.60 | ||
Healthequity (HQY) | 1.4 | $5.4M | 88k | 61.64 | ||
Fortive (FTV) | 1.4 | $5.3M | 83k | 64.25 | ||
Focus Finl Partners (FOCS) | 1.4 | $5.3M | +2% | 142k | 37.27 | |
Pulte (PHM) | 1.3 | $5.2M | 114k | 45.53 | ||
Roper Industries (ROP) | 1.3 | $5.2M | 12k | 432.09 | ||
4068594 Enphase Energy (ENPH) | 1.3 | $5.1M | +5% | 19k | 264.96 | |
Fox Factory Hldg (FOXF) | 1.3 | $5.1M | 56k | 91.23 | ||
Steris Plc Ord equities (STE) | 1.3 | $5.1M | +11% | 27k | 184.69 | |
Malibu Boats (MBUU) | 1.3 | $5.1M | 95k | 53.30 | ||
Palo Alto Networks (PANW) | 1.2 | $4.7M | 34k | 139.54 | ||
UBS ETracs Alerian MLP / MLPB Tr Unit (MLPB) | 1.2 | $4.7M | -10% | 253k | 18.76 | |
Secure Energy Services (SECYF) | 1.2 | $4.7M | 909k | 5.19 | ||
Hannon Armstrong (HASI) | 1.2 | $4.6M | -19% | 160k | 28.98 | |
Associated Banc- (ASB) | 1.2 | $4.6M | NEW | 199k | 23.09 | |
Nike (NKE) | 1.2 | $4.5M | -15% | 39k | 117.01 | |
Civitas Resources (CIVI) | 1.1 | $4.2M | 73k | 57.93 | ||
MSCI Indonesia Investable Market Ind (EIDO) | 1.1 | $4.2M | 186k | 22.39 | ||
SPDR Gold Trust (GLD) | 1.0 | $4.0M | +132% | 24k | 169.64 | |
Northrop Grumman Corporation (NOC) | 1.0 | $4.0M | -11% | 7.3k | 545.61 | |
MasterCard Incorporated (MA) | 1.0 | $3.9M | 11k | 347.73 | ||
Raytheon Technologies Corp (RTX) | 1.0 | $3.9M | 38k | 100.92 | ||
Electronic Arts (EA) | 1.0 | $3.9M | +3% | 32k | 122.18 | |
Visa (V) | 0.9 | $3.7M | 18k | 207.76 | ||
Pfizer (PFE) | 0.9 | $3.6M | 70k | 51.24 | ||
Raymond James Financial (RJF) | 0.9 | $3.6M | 34k | 106.85 | ||
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.9 | $3.6M | +71% | 72k | 49.45 | |
Masco Corporation (MAS) | 0.9 | $3.5M | -17% | 74k | 46.67 | |
Waste Management (WM) | 0.9 | $3.4M | 22k | 156.88 | ||
Allegheny Technologies Incorporated (ATI) | 0.9 | $3.4M | +56% | 114k | 29.86 | |
Ishares Inc msci india index (INDA) | 0.9 | $3.4M | +92% | 82k | 41.74 | |
Repligen Corporation (RGEN) | 0.9 | $3.3M | -19% | 20k | 169.31 | |
Cnx Resources Corporation (CNX) | 0.8 | $3.3M | 198k | 16.84 | ||
Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $3.2M | NEW | 11k | 288.78 | |
Independent Bank (INDB) | 0.8 | $3.0M | 36k | 84.43 | ||
MPLX LTD (MPLX) | 0.8 | $3.0M | -2% | 92k | 32.84 | |
Sonos (SONO) | 0.7 | $2.8M | +124% | 167k | 16.90 | |
Kinder Morgan (KMI) | 0.7 | $2.8M | -2% | 155k | 18.08 | |
Palomar Hldgs (PLMR) | 0.7 | $2.8M | -26% | 61k | 45.16 | |
Chart Industries (GTLS) | 0.6 | $2.4M | -39% | 21k | 115.23 | |
Wells Fargo & Company (WFC) | 0.6 | $2.2M | -47% | 54k | 41.29 | |
Envista Hldgs Corp (NVST) | 0.4 | $1.5M | -49% | 44k | 33.67 | |
stock (SPLK) | 0.4 | $1.5M | 17k | 86.09 | ||
Westlake Chemical Partners LTD (WLKP) | 0.3 | $1.0M | 43k | 23.50 | ||
Innovative Industria A (IIPR) | 0.2 | $965k | 9.5k | 101.35 | ||
Blueprint Medicines (BPMC) | 0.2 | $902k | -41% | 21k | 43.81 | |
Energy Select Sector SPDR Tr Unit (XLE) | 0.2 | $893k | 10k | 87.47 | ||
Bank of America Corporation (BAC) | 0.2 | $612k | 19k | 33.12 | ||
Eli Lilly & Co. (LLY) | 0.1 | $509k | 1.4k | 365.77 | ||
Abbvie (ABBV) | 0.1 | $477k | +8% | 3.0k | 161.61 | |
Spirit AeroSystems Holdings (SPR) | 0.1 | $473k | 16k | 29.60 | ||
Pepsi (PEP) | 0.1 | $355k | +4% | 2.0k | 180.66 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $352k | 2.6k | 134.10 | ||
NGL Energy Partners LTD (NGL) | 0.1 | $331k | -4% | 273k | 1.21 | |
Procter & Gamble Company (PG) | 0.1 | $327k | +13% | 2.2k | 151.56 | |
Caterpillar (CAT) | 0.1 | $288k | NEW | 1.2k | 239.56 | |
Gilead Sciences (GILD) | 0.1 | $268k | NEW | 3.1k | 85.85 | |
Cisco Systems (CSCO) | 0.1 | $259k | +8% | 5.4k | 47.64 | |
Air Products & Chemicals (APD) | 0.1 | $256k | NEW | 831.00 | 308.26 | |
Merck & Co (MRK) | 0.1 | $254k | NEW | 2.3k | 110.95 | |
Coca-Cola Company (KO) | 0.1 | $249k | NEW | 3.9k | 63.61 | |
Broadcom (AVGO) | 0.1 | $245k | NEW | 438.00 | 559.13 | |
U.S. Bancorp (USB) | 0.1 | $242k | +3% | 5.5k | 43.61 | |
Lockheed Martin Corporation (LMT) | 0.1 | $241k | NEW | 496.00 | 486.49 | |
Mondelez Int (MDLZ) | 0.1 | $231k | NEW | 3.5k | 66.65 | |
International Business Machines (IBM) | 0.1 | $229k | NEW | 1.6k | 140.89 | |
Bristol Myers Squibb (BMY) | 0.1 | $225k | NEW | 3.1k | 71.95 | |
Amgen (AMGN) | 0.1 | $224k | NEW | 852.00 | 262.64 | |
At&t (T) | 0.1 | $222k | NEW | 12k | 18.41 | |
Philip Morris International (PM) | 0.1 | $220k | NEW | 2.2k | 101.21 | |
Southern Company (SO) | 0.1 | $215k | NEW | 3.0k | 71.41 | |
Duke Energy (DUK) | 0.1 | $209k | NEW | 2.0k | 102.99 | |
United Parcel Service (UPS) | 0.1 | $206k | NEW | 1.2k | 173.84 | |
Chevron Corporation (CVX) | 0.1 | $204k | NEW | 1.1k | 179.49 | |
Altria (MO) | 0.1 | $201k | NEW | 4.4k | 45.71 | |
Marimed (MRMD) | 0.0 | $8.1k | 23k | 0.36 |
Past Filings by Nbw Capital
SEC 13F filings are viewable for Nbw Capital going back to 2010
- Nbw Capital 2022 Q4 filed Feb. 14, 2023
- Nbw Capital 2022 Q3 filed Nov. 3, 2022
- Nbw Capital 2022 Q2 filed Aug. 1, 2022
- Nbw Capital 2022 Q1 filed May 4, 2022
- Nbw Capital 2021 Q4 filed Feb. 3, 2022
- Nbw Capital 2021 Q3 filed Nov. 3, 2021
- Nbw Capital 2021 Q2 filed Aug. 16, 2021
- Nbw Capital 2021 Q1 filed May 5, 2021
- Nbw Capital 2020 Q4 filed Feb. 9, 2021
- Nbw Capital 2020 Q3 filed Nov. 5, 2020
- Nbw Capital 2020 Q2 filed Aug. 7, 2020
- Nbw Capital 2020 Q1 filed May 11, 2020
- Nbw Capital 2019 Q4 filed Feb. 18, 2020
- Nbw Capital 2019 Q3 filed Nov. 4, 2019
- Nbw Capital 2019 Q2 filed Aug. 5, 2019
- Nbw Capital 2019 Q1 filed May 13, 2019