EagleClaw Capital Managment as of June 30, 2026
Portfolio Holdings for EagleClaw Capital Managment
EagleClaw Capital Managment holds 145 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 9.0 | $67M | 154k | 437.64 | |
| NVIDIA Corporation (NVDA) | 4.9 | $37M | 183k | 200.09 | |
| Apple (AAPL) | 3.7 | $27M | 94k | 289.36 | |
| Palo Alto Networks (PANW) | 3.6 | $27M | 79k | 341.02 | |
| Caterpillar (CAT) | 2.6 | $19M | 18k | 1064.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $19M | 52k | 353.33 | |
| Abbvie (ABBV) | 2.4 | $18M | 72k | 251.64 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $17M | 53k | 327.33 | |
| Eaton Corp SHS (ETN) | 2.2 | $17M | 39k | 426.12 | |
| Landbridge Company Cl A (LB) | 2.2 | $17M | 211k | 79.24 | |
| Wheaton Precious Metals Corp (WPM) | 2.2 | $17M | 148k | 112.32 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 2.2 | $16M | 358k | 45.52 | |
| Nike CL B (NKE) | 2.1 | $16M | 390k | 41.05 | |
| Home Depot (HD) | 2.1 | $16M | 45k | 352.68 | |
| Linde SHS (LIN) | 2.0 | $15M | 29k | 518.94 | |
| Parker-Hannifin Corporation (PH) | 1.9 | $14M | 15k | 978.12 | |
| Air Products & Chemicals (APD) | 1.6 | $12M | 41k | 293.18 | |
| Microsoft Corporation (MSFT) | 1.6 | $12M | 32k | 373.02 | |
| Amazon (AMZN) | 1.6 | $12M | 49k | 238.34 | |
| Chevron Corporation (CVX) | 1.5 | $11M | 66k | 165.76 | |
| Booking Holdings (BKNG) | 1.4 | $11M | 60k | 178.24 | |
| TJX Companies (TJX) | 1.3 | $10M | 66k | 151.50 | |
| Franco-Nevada Corporation (FNV) | 1.3 | $9.9M | 48k | 208.44 | |
| Caci Intl Cl A (CACI) | 1.3 | $9.9M | 21k | 463.26 | |
| Freeport Mcmoran CL B (FCX) | 1.2 | $9.1M | 145k | 62.89 | |
| Union Pacific Corporation (UNP) | 1.2 | $9.0M | 33k | 272.00 | |
| Lowe's Companies (LOW) | 1.2 | $8.8M | 40k | 220.49 | |
| Cme (CME) | 1.2 | $8.7M | 39k | 220.83 | |
| Intercontinental Exchange (ICE) | 1.2 | $8.6M | 70k | 123.11 | |
| Oracle Corporation (ORCL) | 1.1 | $8.6M | 59k | 146.55 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.1 | $8.3M | 321k | 25.95 | |
| Visa Com Cl A (V) | 1.1 | $8.2M | 24k | 343.09 | |
| Williams Companies (WMB) | 1.0 | $7.5M | 100k | 74.34 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $7.2M | 14k | 509.46 | |
| Arthur J. Gallagher & Co. (AJG) | 1.0 | $7.2M | 31k | 229.57 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.9 | $7.0M | 204k | 34.27 | |
| Marriott Intl Cl A (MAR) | 0.9 | $6.7M | 18k | 370.59 | |
| Qualcomm (QCOM) | 0.9 | $6.5M | 35k | 184.79 | |
| Boeing Company (BA) | 0.9 | $6.4M | 30k | 216.47 | |
| FedEx Corporation (FDX) | 0.8 | $6.2M | 20k | 313.13 | |
| Hawaiian Electric Industries (HE) | 0.8 | $5.9M | 435k | 13.53 | |
| Xylem (XYL) | 0.8 | $5.8M | 50k | 118.21 | |
| Johnson & Johnson (JNJ) | 0.8 | $5.7M | 22k | 253.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.5M | 15k | 357.37 | |
| International Business Machines (IBM) | 0.7 | $5.5M | 20k | 281.21 | |
| Medtronic SHS (MDT) | 0.7 | $5.3M | 68k | 78.23 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $4.9M | 12k | 397.68 | |
| Listed Fds Tr Hori Ki Infl Etf (INFL) | 0.6 | $4.4M | 89k | 49.88 | |
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $4.4M | 47k | 94.93 | |
| Mesabi Tr Ctf Ben Int (MSB) | 0.6 | $4.3M | 171k | 25.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.3M | 8.5k | 500.39 | |
| Waste Management (WM) | 0.5 | $4.1M | 18k | 222.88 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.5 | $4.0M | 10k | 401.84 | |
| Merck & Co (MRK) | 0.5 | $3.9M | 30k | 128.50 | |
| Emerson Electric (EMR) | 0.5 | $3.8M | 27k | 143.15 | |
| SYSCO Corporation (SYY) | 0.5 | $3.8M | 45k | 83.58 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.7M | 7.5k | 496.73 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $3.7M | 24k | 156.72 | |
| Pfizer (PFE) | 0.5 | $3.7M | 153k | 24.08 | |
| Colgate-Palmolive Company (CL) | 0.5 | $3.4M | 37k | 91.68 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $3.3M | 66k | 50.42 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.2M | 8.7k | 370.04 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $3.1M | 64k | 47.94 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $2.7M | 5.5k | 501.36 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $2.6M | 12k | 212.77 | |
| United Parcel Svcs CL B (UPS) | 0.3 | $2.5M | 24k | 107.50 | |
| ConocoPhillips (COP) | 0.3 | $2.5M | 24k | 103.96 | |
| MGIC Investment (MTG) | 0.3 | $2.4M | 85k | 28.20 | |
| Miami Intl Hldgs (MIAX) | 0.3 | $2.1M | 58k | 37.16 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.1M | 1.8k | 1199.43 | |
| Strategy Cl A New (MSTR) | 0.3 | $2.1M | 24k | 86.93 | |
| Bank of America Corporation (BAC) | 0.3 | $2.0M | 36k | 56.98 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $1.9M | 45k | 42.66 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | 6.0k | 298.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | 2.6k | 686.81 | |
| Nextera Energy (NEE) | 0.2 | $1.6M | 18k | 87.77 | |
| Cigna Corp (CI) | 0.2 | $1.5M | 5.6k | 275.68 | |
| AFLAC Incorporated (AFL) | 0.2 | $1.5M | 13k | 117.25 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $1.5M | 17k | 86.65 | |
| Deere & Company (DE) | 0.2 | $1.5M | 2.4k | 634.33 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.5M | 18k | 80.57 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $1.5M | 5.4k | 271.95 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.4M | 25k | 57.62 | |
| Intel Corporation (INTC) | 0.2 | $1.4M | 10k | 139.63 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.4M | 1.8k | 746.77 | |
| Honeywell International (HON) | 0.2 | $1.3M | 6.0k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.2 | $1.3M | 6.0k | 221.08 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.2 | $1.3M | 8.6k | 151.00 | |
| Coca-Cola Company (KO) | 0.2 | $1.3M | 16k | 81.27 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.4k | 146.64 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 8.2k | 136.72 | |
| Pepsi (PEP) | 0.1 | $974k | 7.2k | 135.40 | |
| Rayonier (RYN) | 0.1 | $947k | 45k | 21.28 | |
| Listed Fds Tr Horzn Kintcs Bl (BCDF) | 0.1 | $946k | 32k | 29.80 | |
| SLB Com Stk (SLB) | 0.1 | $931k | 20k | 46.49 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $930k | 17k | 54.54 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $925k | 12k | 77.11 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $917k | 37k | 25.04 | |
| CoStar (CSGP) | 0.1 | $913k | 32k | 28.32 | |
| Gilead Sciences (GILD) | 0.1 | $865k | 6.9k | 126.34 | |
| Amgen (AMGN) | 0.1 | $761k | 2.1k | 362.12 | |
| Select Water Solutions Cl A Com (WTTR) | 0.1 | $739k | 37k | 19.98 | |
| Devon Energy Corporation (DVN) | 0.1 | $738k | 18k | 41.32 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $729k | 8.7k | 83.75 | |
| Cummins (CMI) | 0.1 | $713k | 1.0k | 713.21 | |
| Clean Energy Fuels (CLNE) | 0.1 | $693k | 338k | 2.05 | |
| Cisco Systems (CSCO) | 0.1 | $655k | 5.6k | 117.46 | |
| Becton, Dickinson and (BDX) | 0.1 | $640k | 4.2k | 151.33 | |
| General Dynamics Corporation (GD) | 0.1 | $620k | 1.8k | 354.24 | |
| Oneok (OKE) | 0.1 | $568k | 6.5k | 86.94 | |
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.1 | $567k | 4.6k | 122.01 | |
| Icici Bank Adr (IBN) | 0.1 | $559k | 19k | 29.03 | |
| Boston Properties (BXP) | 0.1 | $534k | 8.1k | 66.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $530k | 720.00 | 736.40 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $509k | 2.7k | 189.73 | |
| Argan (AGX) | 0.1 | $479k | 600.00 | 798.55 | |
| Danaher Corporation (DHR) | 0.1 | $462k | 2.4k | 190.48 | |
| Darden Restaurants (DRI) | 0.1 | $458k | 2.2k | 206.01 | |
| Abbott Laboratories (ABT) | 0.1 | $422k | 4.6k | 90.74 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $409k | 1.4k | 303.12 | |
| Essential Utils (WTRG) | 0.1 | $407k | 11k | 38.31 | |
| Enbridge (ENB) | 0.1 | $394k | 7.3k | 54.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $372k | 12k | 31.71 | |
| Blackrock (BLK) | 0.0 | $368k | 383.00 | 961.56 | |
| Church & Dwight (CHD) | 0.0 | $354k | 3.7k | 96.88 | |
| McKesson Corporation (MCK) | 0.0 | $344k | 455.00 | 755.60 | |
| Geospace Technologies (GEOS) | 0.0 | $339k | 50k | 6.77 | |
| RPM International (RPM) | 0.0 | $334k | 3.0k | 111.15 | |
| Barrett Business Services (BBSI) | 0.0 | $320k | 9.0k | 35.52 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $320k | 1.3k | 255.67 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $304k | 5.1k | 59.69 | |
| Public Service Enterprise (PEG) | 0.0 | $292k | 3.6k | 81.16 | |
| American Intl Group Com New (AIG) | 0.0 | $276k | 3.7k | 74.53 | |
| Moody's Corporation (MCO) | 0.0 | $272k | 600.00 | 452.92 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $271k | 3.4k | 80.82 | |
| Travelers Companies (TRV) | 0.0 | $264k | 800.00 | 330.12 | |
| Lantronix Com New (LTRX) | 0.0 | $249k | 42k | 5.88 | |
| Biogen Idec (BIIB) | 0.0 | $233k | 1.1k | 216.06 | |
| McDonald's Corporation (MCD) | 0.0 | $232k | 857.00 | 270.31 | |
| Halliburton Company (HAL) | 0.0 | $231k | 6.8k | 33.95 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $220k | 12k | 19.12 | |
| Teradyne (TER) | 0.0 | $218k | 450.00 | 483.84 | |
| Winchester Bancorp (WSBK) | 0.0 | $210k | 16k | 13.14 | |
| Replimune Group (REPL) | 0.0 | $111k | 10k | 11.07 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $107k | 15k | 7.21 |
