EagleClaw Capital Managment as of March 31, 2026
Portfolio Holdings for EagleClaw Capital Managment
EagleClaw Capital Managment holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 10.1 | $72M | 152k | 474.56 | |
| NVIDIA Corporation (NVDA) | 4.6 | $33M | 190k | 174.40 | |
| Apple (AAPL) | 3.5 | $25M | 99k | 253.79 | |
| Nike CL B (NKE) | 2.9 | $21M | 392k | 52.82 | |
| Wheaton Precious Metals Corp (WPM) | 2.7 | $20M | 149k | 131.01 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 2.6 | $19M | 356k | 52.76 | |
| Abbvie (ABBV) | 2.2 | $16M | 72k | 217.49 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $16M | 53k | 294.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $15M | 53k | 286.86 | |
| Home Depot (HD) | 2.0 | $15M | 44k | 328.89 | |
| Landbridge Company Cl A (LB) | 2.0 | $14M | 209k | 69.05 | |
| Linde SHS (LIN) | 2.0 | $14M | 29k | 495.76 | |
| Eaton Corp SHS (ETN) | 2.0 | $14M | 39k | 357.67 | |
| Chevron Corporation (CVX) | 1.9 | $14M | 67k | 206.90 | |
| Caterpillar (CAT) | 1.9 | $13M | 19k | 708.46 | |
| Parker-Hannifin Corporation (PH) | 1.8 | $13M | 15k | 895.24 | |
| Palo Alto Networks (PANW) | 1.8 | $13M | 80k | 160.32 | |
| Air Products & Chemicals (APD) | 1.7 | $12M | 41k | 290.49 | |
| Franco-Nevada Corporation (FNV) | 1.6 | $12M | 47k | 247.05 | |
| Cme (CME) | 1.6 | $12M | 39k | 295.35 | |
| Caci Intl Cl A (CACI) | 1.6 | $12M | 21k | 543.87 | |
| Intercontinental Exchange (ICE) | 1.5 | $11M | 69k | 157.28 | |
| TJX Companies (TJX) | 1.5 | $11M | 66k | 159.70 | |
| Microsoft Corporation (MSFT) | 1.5 | $10M | 28k | 370.17 | |
| Amazon (AMZN) | 1.4 | $10M | 49k | 208.27 | |
| Booking Holdings (BKNG) | 1.4 | $9.9M | 2.3k | 4210.32 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.3 | $9.4M | 314k | 29.99 | |
| Lowe's Companies (LOW) | 1.3 | $9.1M | 39k | 236.28 | |
| Oracle Corporation (ORCL) | 1.2 | $8.7M | 59k | 147.11 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $8.6M | 14k | 604.39 | |
| Freeport Mcmoran CL B (FCX) | 1.2 | $8.6M | 146k | 58.78 | |
| Union Pacific Corporation (UNP) | 1.1 | $8.1M | 34k | 242.62 | |
| Visa Com Cl A (V) | 1.0 | $7.2M | 24k | 302.24 | |
| Williams Companies (WMB) | 1.0 | $7.2M | 99k | 72.78 | |
| FedEx Corporation (FDX) | 1.0 | $7.0M | 20k | 356.18 | |
| Marriott Intl Cl A (MAR) | 0.9 | $6.1M | 19k | 327.07 | |
| Boeing Company (BA) | 0.8 | $5.9M | 30k | 199.03 | |
| Hawaiian Electric Industries (HE) | 0.8 | $5.5M | 371k | 14.84 | |
| Johnson & Johnson (JNJ) | 0.8 | $5.5M | 22k | 244.43 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.8 | $5.4M | 200k | 26.79 | |
| Mesabi Tr Ctf Ben Int (MSB) | 0.7 | $5.3M | 170k | 31.50 | |
| Qualcomm (QCOM) | 0.7 | $4.9M | 38k | 128.78 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $4.8M | 22k | 216.58 | |
| International Business Machines (IBM) | 0.7 | $4.7M | 20k | 242.39 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 0.6 | $4.6M | 88k | 52.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.6M | 16k | 287.56 | |
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $4.4M | 48k | 93.29 | |
| Waste Management (WM) | 0.6 | $4.2M | 18k | 229.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.1M | 8.6k | 479.20 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $4.1M | 27k | 152.75 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.5 | $3.9M | 12k | 321.40 | |
| Merck & Co (MRK) | 0.5 | $3.8M | 32k | 120.29 | |
| Emerson Electric (EMR) | 0.5 | $3.4M | 26k | 131.02 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.3M | 7.4k | 446.54 | |
| ConocoPhillips (COP) | 0.4 | $3.2M | 24k | 132.00 | |
| Pfizer (PFE) | 0.4 | $3.1M | 111k | 28.08 | |
| SYSCO Corporation (SYY) | 0.4 | $3.1M | 44k | 71.33 | |
| Colgate-Palmolive Company (CL) | 0.4 | $3.1M | 36k | 85.23 | |
| Strategy Cl A New (MSTR) | 0.4 | $3.0M | 24k | 124.80 | |
| Xylem (XYL) | 0.4 | $2.9M | 24k | 119.50 | |
| Becton, Dickinson and (BDX) | 0.4 | $2.9M | 18k | 157.23 | |
| Honeywell International (HON) | 0.4 | $2.8M | 13k | 226.02 | |
| Medtronic SHS (MDT) | 0.4 | $2.8M | 33k | 86.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.8M | 8.7k | 320.81 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $2.8M | 5.6k | 491.53 | |
| United Parcel Svcs CL B (UPS) | 0.4 | $2.7M | 28k | 98.38 | |
| Bank of America Corporation (BAC) | 0.3 | $2.5M | 51k | 48.75 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $2.4M | 51k | 48.18 | |
| Hologic | 0.3 | $2.4M | 32k | 75.59 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $2.4M | 64k | 36.75 | |
| MGIC Investment (MTG) | 0.3 | $2.4M | 90k | 26.25 | |
| Cigna Corp (CI) | 0.3 | $2.2M | 8.4k | 266.75 | |
| Devon Energy Corporation (DVN) | 0.3 | $2.2M | 44k | 50.32 | |
| Bristol Myers Squibb (BMY) | 0.3 | $2.2M | 37k | 60.65 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $2.1M | 43k | 50.44 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.1M | 11k | 191.92 | |
| Nextera Energy (NEE) | 0.3 | $1.8M | 19k | 92.88 | |
| Aptiv Com Shs (APTV) | 0.2 | $1.7M | 25k | 69.44 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | 1.8k | 919.77 | |
| AFLAC Incorporated (AFL) | 0.2 | $1.6M | 15k | 109.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | 2.6k | 597.55 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 8.4k | 169.66 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $1.4M | 17k | 78.66 | |
| CoStar (CSGP) | 0.2 | $1.4M | 34k | 40.34 | |
| Deere & Company (DE) | 0.2 | $1.3M | 2.4k | 563.30 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.3M | 4.6k | 287.18 | |
| Gilead Sciences (GILD) | 0.2 | $1.3M | 9.2k | 139.37 | |
| Nortonlifelock (GEN) | 0.2 | $1.3M | 68k | 18.83 | |
| Coca-Cola Company (KO) | 0.2 | $1.2M | 16k | 76.05 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.4k | 144.44 | |
| Rayonier (RYN) | 0.2 | $1.2M | 58k | 20.62 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 6.2k | 194.14 | |
| Pepsi (PEP) | 0.2 | $1.2M | 7.5k | 155.29 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.1M | 1.7k | 650.34 | |
| SLB Com Stk (SLB) | 0.2 | $1.1M | 21k | 51.39 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | 2.2k | 460.99 | |
| Geospace Technologies (GEOS) | 0.1 | $1.0M | 82k | 12.20 | |
| Listed Fds Tr Horzn Kintcs Bl (BCDF) | 0.1 | $905k | 29k | 30.74 | |
| Clean Energy Fuels (CLNE) | 0.1 | $870k | 351k | 2.48 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $810k | 12k | 67.53 | |
| Waters Corporation (WAT) | 0.1 | $789k | 2.7k | 297.80 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $763k | 36k | 21.52 | |
| Amgen (AMGN) | 0.1 | $739k | 2.1k | 351.85 | |
| General Dynamics Corporation (GD) | 0.1 | $686k | 2.0k | 343.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $653k | 8.7k | 75.10 | |
| Oneok (OKE) | 0.1 | $600k | 6.6k | 90.39 | |
| American Intl Group Com New (AIG) | 0.1 | $585k | 7.8k | 75.25 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $566k | 37k | 15.30 | |
| Cummins (CMI) | 0.1 | $565k | 1.1k | 538.02 | |
| Darden Restaurants (DRI) | 0.1 | $539k | 2.8k | 196.04 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $527k | 2.7k | 192.90 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $506k | 5.4k | 93.87 | |
| Icici Bank Adr (IBN) | 0.1 | $499k | 19k | 25.90 | |
| Abbott Laboratories (ABT) | 0.1 | $477k | 4.6k | 102.67 | |
| Danaher Corporation (DHR) | 0.1 | $460k | 2.4k | 189.60 | |
| Paypal Holdings (PYPL) | 0.1 | $458k | 10k | 45.23 | |
| Essential Utils (WTRG) | 0.1 | $445k | 11k | 40.27 | |
| Barrett Business Services (BBSI) | 0.1 | $444k | 15k | 29.18 | |
| Boston Properties (BXP) | 0.1 | $426k | 8.2k | 51.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $424k | 735.00 | 577.18 | |
| Intel Corporation (INTC) | 0.1 | $421k | 9.5k | 44.13 | |
| Cisco Systems (CSCO) | 0.1 | $402k | 5.2k | 77.59 | |
| Enbridge (ENB) | 0.1 | $394k | 7.3k | 54.14 | |
| McKesson Corporation (MCK) | 0.1 | $394k | 455.00 | 865.36 | |
| Church & Dwight (CHD) | 0.1 | $388k | 4.2k | 93.32 | |
| Blackrock (BLK) | 0.1 | $383k | 398.00 | 961.71 | |
| Argan (AGX) | 0.1 | $381k | 700.00 | 544.65 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $358k | 12k | 30.68 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $354k | 1.4k | 261.92 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $353k | 1.4k | 244.18 | |
| Public Service Enterprise (PEG) | 0.0 | $308k | 3.8k | 80.95 | |
| RPM International (RPM) | 0.0 | $298k | 3.0k | 99.40 | |
| Halliburton Company (HAL) | 0.0 | $289k | 7.4k | 38.99 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $275k | 5.1k | 54.05 | |
| Safety Insurance (SAFT) | 0.0 | $272k | 3.8k | 72.64 | |
| Moody's Corporation (MCO) | 0.0 | $262k | 600.00 | 436.25 | |
| Metropcs Communications (TMUS) | 0.0 | $252k | 1.2k | 210.03 | |
| Travelers Companies (TRV) | 0.0 | $233k | 800.00 | 291.68 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $227k | 3.4k | 67.59 | |
| Lantronix Com New (LTRX) | 0.0 | $222k | 42k | 5.24 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $222k | 12k | 19.30 | |
| Bentley Sys Com Cl B (BSY) | 0.0 | $220k | 6.3k | 35.12 | |
| Winchester Bancorp (WSBK) | 0.0 | $203k | 16k | 12.70 | |
| Kinder Morgan (KMI) | 0.0 | $201k | 6.0k | 33.53 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $99k | 13k | 7.55 |
