EagleClaw Capital Managment as of Dec. 31, 2025
Portfolio Holdings for EagleClaw Capital Managment
EagleClaw Capital Managment holds 144 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 6.1 | $42M | 146k | 287.22 | |
| NVIDIA Corporation (NVDA) | 5.5 | $38M | 203k | 186.50 | |
| Nike CL B (NKE) | 3.7 | $26M | 402k | 63.71 | |
| Apple (AAPL) | 3.5 | $24M | 88k | 271.86 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 3.3 | $23M | 333k | 68.36 | |
| Wheaton Precious Metals Corp (WPM) | 2.6 | $18M | 155k | 117.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $17M | 55k | 313.80 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $17M | 53k | 322.22 | |
| Abbvie (ABBV) | 2.4 | $16M | 72k | 228.49 | |
| Home Depot (HD) | 2.2 | $15M | 44k | 344.10 | |
| Palo Alto Networks (PANW) | 2.0 | $14M | 76k | 184.20 | |
| Parker-Hannifin Corporation (PH) | 1.9 | $13M | 15k | 878.96 | |
| Eaton Corp SHS (ETN) | 1.9 | $13M | 42k | 318.51 | |
| Booking Holdings (BKNG) | 1.8 | $13M | 2.4k | 5355.33 | |
| Linde SHS (LIN) | 1.8 | $12M | 29k | 426.39 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.7 | $12M | 301k | 38.73 | |
| Caterpillar (CAT) | 1.7 | $12M | 20k | 572.87 | |
| Amazon (AMZN) | 1.7 | $12M | 50k | 230.82 | |
| Caci Intl Cl A (CACI) | 1.6 | $11M | 21k | 532.81 | |
| Oracle Corporation (ORCL) | 1.6 | $11M | 58k | 194.91 | |
| Intercontinental Exchange (ICE) | 1.6 | $11M | 69k | 161.96 | |
| Cme (CME) | 1.5 | $11M | 39k | 273.08 | |
| Chevron Corporation (CVX) | 1.5 | $10M | 68k | 152.41 | |
| TJX Companies (TJX) | 1.5 | $10M | 68k | 153.61 | |
| Franco-Nevada Corporation (FNV) | 1.4 | $10M | 48k | 207.28 | |
| Air Products & Chemicals (APD) | 1.4 | $9.9M | 40k | 247.02 | |
| Landbridge Company Cl A (LB) | 1.4 | $9.8M | 201k | 48.99 | |
| Lowe's Companies (LOW) | 1.4 | $9.5M | 40k | 241.16 | |
| Microsoft Corporation (MSFT) | 1.3 | $9.0M | 19k | 483.63 | |
| Visa Com Cl A (V) | 1.2 | $8.4M | 24k | 350.71 | |
| Union Pacific Corporation (UNP) | 1.1 | $7.7M | 33k | 231.32 | |
| Freeport-mcmoran CL B (FCX) | 1.1 | $7.5M | 147k | 50.79 | |
| Qualcomm (QCOM) | 1.1 | $7.3M | 43k | 171.05 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $7.0M | 15k | 483.67 | |
| Mesabi Tr Ctf Ben Int (MSB) | 0.9 | $6.4M | 167k | 38.52 | |
| Boeing Company (BA) | 0.9 | $6.4M | 30k | 217.12 | |
| Marriott Intl Cl A (MAR) | 0.9 | $6.0M | 19k | 310.24 | |
| Williams Companies (WMB) | 0.9 | $6.0M | 99k | 60.11 | |
| FedEx Corporation (FDX) | 0.8 | $5.8M | 20k | 288.86 | |
| International Business Machines (IBM) | 0.8 | $5.7M | 19k | 296.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.6M | 18k | 313.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $4.8M | 23k | 206.95 | |
| Hawaiian Electric Industries (HE) | 0.6 | $4.5M | 364k | 12.30 | |
| Becton, Dickinson and (BDX) | 0.6 | $4.4M | 23k | 194.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.3M | 8.6k | 502.65 | |
| Waste Management (WM) | 0.6 | $4.0M | 18k | 219.71 | |
| Cigna Corp (CI) | 0.6 | $3.9M | 14k | 275.23 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 0.6 | $3.9M | 87k | 44.46 | |
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $3.8M | 48k | 80.03 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $3.8M | 28k | 137.87 | |
| Strategy Cl A New (MSTR) | 0.5 | $3.7M | 24k | 151.95 | |
| Emerson Electric (EMR) | 0.5 | $3.7M | 28k | 132.72 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $3.6M | 6.2k | 579.45 | |
| Merck & Co (MRK) | 0.5 | $3.4M | 32k | 105.26 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.3M | 7.4k | 453.36 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $3.3M | 65k | 50.88 | |
| Nortonlifelock (GEN) | 0.5 | $3.3M | 121k | 27.19 | |
| SYSCO Corporation (SYY) | 0.5 | $3.3M | 45k | 73.69 | |
| United Parcel Service CL B (UPS) | 0.5 | $3.3M | 33k | 99.19 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.5 | $3.2M | 12k | 258.65 | |
| Medtronic SHS (MDT) | 0.4 | $3.1M | 32k | 96.06 | |
| Colgate-Palmolive Company (CL) | 0.4 | $2.9M | 37k | 79.02 | |
| Bank of America Corporation (BAC) | 0.4 | $2.9M | 53k | 55.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.8M | 8.4k | 335.27 | |
| Paypal Holdings (PYPL) | 0.4 | $2.7M | 46k | 58.38 | |
| American Intl Group Com New (AIG) | 0.4 | $2.7M | 31k | 85.55 | |
| MGIC Investment (MTG) | 0.4 | $2.6M | 90k | 29.22 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $2.6M | 38k | 68.11 | |
| Hologic (HOLX) | 0.4 | $2.5M | 34k | 74.49 | |
| Aptiv Com Shs (APTV) | 0.4 | $2.5M | 33k | 76.09 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.4 | $2.5M | 51k | 48.46 | |
| Honeywell International (HON) | 0.4 | $2.4M | 13k | 195.09 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.3 | $2.4M | 120k | 20.01 | |
| Bristol Myers Squibb (BMY) | 0.3 | $2.4M | 44k | 53.94 | |
| ConocoPhillips (COP) | 0.3 | $2.3M | 25k | 93.61 | |
| CoStar (CSGP) | 0.3 | $2.3M | 34k | 67.24 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.9M | 10k | 191.56 | |
| AFLAC Incorporated (AFL) | 0.3 | $1.9M | 18k | 110.27 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | 1.8k | 1074.68 | |
| Potlatch Corporation | 0.2 | $1.7M | 43k | 39.78 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | 9.7k | 173.49 | |
| Devon Energy Corporation (DVN) | 0.2 | $1.7M | 46k | 36.63 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 2.6k | 627.13 | |
| Nextera Energy (NEE) | 0.2 | $1.6M | 20k | 80.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.4M | 4.8k | 290.22 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | 2.3k | 566.36 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.9k | 143.31 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $1.3M | 17k | 73.63 | |
| Gilead Sciences (GILD) | 0.2 | $1.2M | 9.4k | 122.74 | |
| Coca-Cola Company (KO) | 0.2 | $1.1M | 16k | 69.91 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 9.5k | 120.34 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.1M | 1.6k | 681.92 | |
| Deere & Company (DE) | 0.2 | $1.1M | 2.3k | 465.57 | |
| Pepsi (PEP) | 0.2 | $1.1M | 7.5k | 143.52 | |
| Geospace Technologies (GEOS) | 0.1 | $1.0M | 61k | 16.91 | |
| Fiserv (FI) | 0.1 | $869k | 13k | 67.17 | |
| SLB Com Stk (SLB) | 0.1 | $851k | 22k | 38.38 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $791k | 12k | 66.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $730k | 2.8k | 258.79 | |
| Listed Fds Tr Horzn Kintcs Bl (BCDF) | 0.1 | $718k | 24k | 30.22 | |
| Pfizer (PFE) | 0.1 | $716k | 29k | 24.90 | |
| Amgen (AMGN) | 0.1 | $696k | 2.1k | 327.31 | |
| General Dynamics Corporation (GD) | 0.1 | $673k | 2.0k | 336.66 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $640k | 8.7k | 73.56 | |
| Boston Properties (BXP) | 0.1 | $594k | 8.8k | 67.48 | |
| Darden Restaurants (DRI) | 0.1 | $589k | 3.2k | 184.02 | |
| Abbott Laboratories (ABT) | 0.1 | $582k | 4.6k | 125.29 | |
| Icici Bank Adr (IBN) | 0.1 | $574k | 19k | 29.80 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $572k | 34k | 16.98 | |
| Danaher Corporation (DHR) | 0.1 | $555k | 2.4k | 228.92 | |
| Cummins (CMI) | 0.1 | $536k | 1.1k | 510.45 | |
| Clean Energy Fuels (CLNE) | 0.1 | $516k | 246k | 2.10 | |
| Oneok (OKE) | 0.1 | $488k | 6.6k | 73.50 | |
| Intel Corporation (INTC) | 0.1 | $487k | 13k | 36.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $452k | 735.00 | 614.31 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $445k | 2.4k | 183.40 | |
| Blackrock (BLK) | 0.1 | $426k | 398.00 | 1070.34 | |
| Essential Utils (WTRG) | 0.1 | $424k | 11k | 38.36 | |
| Cisco Systems (CSCO) | 0.1 | $410k | 5.3k | 77.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $400k | 1.6k | 257.95 | |
| McKesson Corporation (MCK) | 0.1 | $394k | 480.00 | 820.29 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $389k | 37k | 10.52 | |
| Public Service Enterprise (PEG) | 0.1 | $357k | 4.5k | 80.30 | |
| Church & Dwight (CHD) | 0.1 | $349k | 4.2k | 83.85 | |
| Enbridge (ENB) | 0.1 | $348k | 7.3k | 47.83 | |
| Travelers Companies (TRV) | 0.0 | $332k | 1.1k | 290.06 | |
| RPM International (RPM) | 0.0 | $317k | 3.1k | 104.00 | |
| Moody's Corporation (MCO) | 0.0 | $307k | 600.00 | 510.85 | |
| Safety Insurance (SAFT) | 0.0 | $292k | 3.8k | 77.91 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $264k | 9.6k | 27.43 | |
| Barrett Business Services (BBSI) | 0.0 | $261k | 7.2k | 36.21 | |
| Lantronix Com New (LTRX) | 0.0 | $249k | 42k | 5.86 | |
| Metropcs Communications (TMUS) | 0.0 | $244k | 1.2k | 203.04 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $243k | 1.5k | 162.63 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $241k | 4.5k | 53.76 | |
| Bentley Sys Com Cl B (BSY) | 0.0 | $240k | 6.3k | 38.16 | |
| Cardinal Health (CAH) | 0.0 | $236k | 1.2k | 205.50 | |
| Halliburton Company (HAL) | 0.0 | $229k | 8.1k | 28.26 | |
| CVS Caremark Corporation (CVS) | 0.0 | $229k | 2.9k | 79.36 | |
| Tesla Motors (TSLA) | 0.0 | $225k | 500.00 | 449.72 | |
| Illinois Tool Works (ITW) | 0.0 | $203k | 825.00 | 246.30 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $190k | 12k | 16.49 | |
| Winchester Bancorp (WSBK) | 0.0 | $167k | 16k | 10.45 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $99k | 13k | 7.55 |
