StockDriftsStockDriftsTop 50 Nbw Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.94% | 36.7K | $18.3M | -0.80%(-295) | — | 2025-06-30 | |
| LNG | CHENIERE ENERGY INC | 3.83% | 72.9K | $17.7M | -5.57%(-4.29K) | — | 2025-06-30 | |
| GOOGL | ALPHABET INC | 3.62% | 95.3K | $16.8M | +4.96%(+4.50K) | — | 2025-06-30 | |
| AMJB | JPMORGAN CHASE FINL CO LLC | 3.42% | 524.2K | $15.9M | -2.09%(-11.16K) | — | 2025-06-30 | |
| ET | ENERGY TRANSFER L P | 3.36% | 860.1K | $15.6M | +0.62%(+5.32K) | — | 2025-06-30 | |
| AAPL | APPLE INC | 3.02% | 68.2K | $14.0M | -0.29%(-196) | — | 2025-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.89% | 432.1K | $13.4M | +2.67%(+11.22K) | — | 2025-06-30 | |
| MPLX | MPLX LP | 2.78% | 249.8K | $12.9M | -3.33%(-8.60K) | — | 2025-06-30 | |
| MCD | MCDONALDS CORP | 2.65% | 42.1K | $12.3M | -0.83%(-353) | — | 2025-06-30 | |
| WES | WESTERN MIDSTREAM PARTNERS L | 2.6% | 311.1K | $12.0M | -0.35%(-1.08K) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.34% | +44.57% |
| Top 20 Holdings Unweighted | +14.03% | +43.49% |
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