Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2025) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $635.93 million in total holdings as of March 31, 2025.Eagleclaw Capital Managment, LLC owns shares of 144 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 139 new stocks and bought additional shares in 59 stocks.Eagleclaw Capital Managment, LLC sold shares of 53 stocks and completely divested from 2 stocks this quarter.Largest Holdings Texas Pacific Land $62,845,601GRAYSCALE BITCOIN TRUST ETF $26,008,435NIKE $25,959,067NVIDIA $23,634,969Apple $20,350,218 Largest New Holdings this Quarter 369550108 - General Dynamics $545,160 Holding29250N105 - Enbridge $322,267 Holding75513E101 - RTX $321,216 Holding03027X100 - American Tower $228,480 Holding56585A102 - Marathon Petroleum $224,945 Holding Largest Purchases this Quarter Sysco 37,225 shares (about $2.79M)NIKE 28,567 shares (about $1.81M)Williams Companies 18,875 shares (about $1.13M)Home Depot 2,654 shares (about $972.66K)AbbVie 4,102 shares (about $859.45K) Largest Sales this Quarter NVIDIA 17,921 shares (about $1.94M)Apple 4,519 shares (about $1.00M)Palo Alto Networks 3,625 shares (about $618.57K)Devon Energy 15,675 shares (about $586.25K)Amazon.com 2,877 shares (about $547.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEagleclaw Capital Managment, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$62,845,601$153,699 ▲0.2%47,4319.9%EnergyGRAYSCALE BITCOIN TRUST ETF$26,008,435$278,146 ▼-1.1%399,0864.1%SHS REP COM UTNKENIKE$25,959,067$1,813,433 ▲7.5%408,9334.1%Consumer DiscretionaryNVDANVIDIA$23,634,969$1,942,278 ▼-7.6%218,0753.7%Computer and TechnologyAAPLApple$20,350,218$1,003,805 ▼-4.7%91,6143.2%Computer and TechnologyABBVAbbVie$15,489,185$859,451 ▲5.9%73,9272.4%MedicalHDHome Depot$15,407,118$972,657 ▲6.7%42,0402.4%Retail/WholesaleJPMJPMorgan Chase & Co.$13,477,502$247,262 ▼-1.8%54,9432.1%FinanceLINDE PLC$12,881,931$363,199 ▲2.9%27,6652.0%SHSWPMWheaton Precious Metals$12,814,151$322,164 ▲2.6%165,0672.0%Basic MaterialsPANWPalo Alto Networks$12,404,334$618,570 ▼-4.7%72,6932.0%Computer and TechnologyAPDAir Products and Chemicals$11,957,531$684,214 ▲6.1%40,5451.9%Basic MaterialsICEIntercontinental Exchange$11,953,733$268,583 ▲2.3%69,2971.9%FinanceCVXChevron$11,470,313$179,838 ▲1.6%68,5651.8%EnergyETNEaton$11,385,056$33,979 ▼-0.3%41,8831.8%IndustrialsBKNGBooking$11,305,357$304,056 ▼-2.6%2,4541.8%Retail/WholesaleCMECME Group$10,327,740$145,910 ▲1.4%38,9301.6%FinancePHParker-Hannifin$9,604,030$21,275 ▼-0.2%15,8001.5%IndustrialsAMZNAmazon.com$9,221,522$547,378 ▼-5.6%48,4681.5%Retail/WholesaleGOOGAlphabet$8,491,413$160,136 ▼-1.9%54,3521.3%Computer and TechnologyLOWLowe's Companies$8,478,377$344,014 ▲4.2%36,3521.3%Retail/WholesaleTJXTJX Companies$8,298,843$64,554 ▲0.8%68,1351.3%Retail/WholesaleORCLOracle$8,230,894$747,983 ▲10.0%58,8721.3%Computer and TechnologyCACICACI International$7,965,833$163,279 ▲2.1%21,7101.3%Computer and TechnologyLANDBRIDGE COMPANY LLC$7,875,632$737,385 ▲10.3%109,4751.2%CL AMSFTMicrosoft$7,826,995$85,966 ▼-1.1%20,8501.2%Computer and TechnologyMSTRStrategy$7,810,676$190,258 ▲2.5%27,0951.2%Computer and TechnologyUNPUnion Pacific$7,773,005$189,464 ▲2.5%32,9031.2%TransportationGRAYSCALE BITCOIN MINI TR ET$7,646,698$187,923 ▲2.5%209,5561.2%SHS NEWFNVFranco-Nevada$7,485,045$177,255 ▲2.4%47,5061.2%Basic MaterialsVVisa$7,304,287$87,615 ▼-1.2%20,8421.1%Business ServicesQCOMQUALCOMM$6,818,748$46,083 ▼-0.7%44,3901.1%Computer and TechnologyBDXBecton, Dickinson and Company$6,698,173$333,740 ▲5.2%29,2421.1%MedicalLMTLockheed Martin$6,222,224$583,403 ▲10.3%13,9291.0%AerospaceCATCaterpillar$6,117,790$461,720 ▲8.2%18,5501.0%IndustrialsFIFiserv$6,093,804$41,958 ▼-0.7%27,5951.0%Business ServicesFCXFreeport-McMoRan$5,649,659$185,514 ▲3.4%149,2250.9%Basic MaterialsWMBWilliams Companies$5,203,004$1,127,970 ▲27.7%87,0650.8%EnergyBABoeing$5,177,386$19,443 ▼-0.4%30,3570.8%AerospaceBRK.BBerkshire Hathaway$5,082,944$309,429 ▼-5.7%9,5440.8%FinanceIBMInternational Business Machines$4,795,905$395,369 ▲9.0%19,2870.8%Computer and TechnologyFDXFedEx$4,606,954$18,283 ▲0.4%18,8980.7%TransportationWMWaste Management$4,588,760$40,514 ▲0.9%19,8210.7%Business ServicesMARMarriott International$4,586,541$125,055 ▼-2.7%19,2550.7%Consumer DiscretionaryNVONovo Nordisk A/S$4,524,016$48,608 ▼-1.1%65,1500.7%MedicalMSBMesabi Trust$4,494,120$530,400 ▲13.4%165,2250.7%Basic MaterialsCIThe Cigna Group$4,328,324$255,633 ▲6.3%13,1560.7%MedicalUPSUnited Parcel Service$4,183,180$13,969 ▲0.3%38,0320.7%TransportationVRTXVertex Pharmaceuticals$3,682,208$16,969 ▼-0.5%7,5950.6%MedicalINFLHorizon Kinetics Inflation Beneficiaries ETF$3,519,152$18,780 ▲0.5%86,5720.6%ETFPYPLPayPal$3,415,838$1,631 ▲0.0%52,3500.5%Computer and TechnologyGENGenesis Healthcare$3,373,234$15,924 ▼-0.5%127,1000.5%Business ServicesCLColgate-Palmolive$3,368,390$96,979 ▲3.0%35,9490.5%Consumer StaplesDVNDevon Energy$3,292,135$586,245 ▼-15.1%88,0250.5%EnergyJNJJohnson & Johnson$3,246,737$52,736 ▼-1.6%19,5780.5%MedicalRIORio Tinto Group$3,213,078$22,530 ▼-0.7%53,4800.5%Basic MaterialsTMOThermo Fisher Scientific$3,094,574$32,344 ▼-1.0%6,2190.5%MedicalMKCMcCormick & Company, Incorporated$3,018,308$11,112 ▲0.4%36,6700.5%Consumer StaplesBMYBristol-Myers Squibb$3,007,905$164,673 ▼-5.2%49,3180.5%MedicalSYYSysco$2,999,724$2,793,364 ▲1,353.6%39,9750.5%Consumer StaplesHONHoneywell International$2,926,5330.0%13,8210.5%Multi-Sector ConglomeratesAIGAmerican International Group$2,861,978$155,623 ▲5.8%32,9190.5%FinanceMRKMerck & Co., Inc.$2,855,984$89,760 ▲3.2%31,8180.4%MedicalPCHPotlatchDeltic$2,798,568$9,024 ▼-0.3%62,0250.4%ConstructionNVSNovartis$2,776,744$25,194 ▼-0.9%24,9080.4%MedicalEMREmerson Electric$2,717,033$8,223 ▼-0.3%24,7810.4%IndustrialsMDTMedtronic$2,714,671$142,698 ▲5.5%30,2100.4%MedicalMSGSMadison Square Garden Sports$2,622,878$24,340 ▼-0.9%13,4700.4%Consumer DiscretionaryCOPConocoPhillips$2,559,232$218,652 ▲9.3%24,3690.4%EnergySNYSanofi$2,541,455$120,626 ▲5.0%45,8250.4%MedicalGOOGLAlphabet$2,503,467$234,434 ▼-8.6%16,1890.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,399,903$164,904 ▲7.4%8,7320.4%ETFBACBank of America$2,345,810$142,383 ▲6.5%56,2140.4%FinanceHOLXHologic$2,263,8710.0%36,6500.4%MedicalAPTIV PLC$2,184,959$3,094 ▲0.1%36,7220.3%COM SHSTXNTexas Instruments$2,072,660$69,364 ▼-3.2%11,5340.3%Computer and TechnologyAFLAflac$1,983,407$63,934 ▼-3.1%17,8380.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,818,915$13,858 ▼-0.8%10,5000.3%ETFMTGMGIC Investment$1,659,021$226,737 ▲15.8%66,9500.3%FinanceNEENextEra Energy$1,549,159$742,785 ▲92.1%21,8530.2%UtilitiesPGProcter & Gamble$1,492,879$249,154 ▲20.0%8,7600.2%Consumer StaplesSLBSchlumberger$1,491,591$45,980 ▲3.2%35,6840.2%EnergyLLYEli Lilly and Company$1,410,654$8,259 ▼-0.6%1,7080.2%MedicalCPCanadian Pacific Kansas City$1,365,655$385,453 ▲39.3%19,4510.2%TransportationVOOVanguard S&P 500 ETF$1,332,0550.0%2,5920.2%ETFSPYSPDR S&P 500 ETF Trust$1,292,191$49,226 ▼-3.7%2,3100.2%FinanceVOVanguard Mid-Cap ETF$1,232,3240.0%4,7650.2%ETFKOCoca-Cola$1,171,2730.0%16,3540.2%Consumer StaplesCSGPCoStar Group$1,144,874$91,115 ▼-7.4%14,4500.2%Computer and TechnologyISRGIntuitive Surgical$1,144,074$34,669 ▼-2.9%2,3100.2%MedicalINTCIntel$1,119,599$413,321 ▼-27.0%49,3000.2%Computer and TechnologyGILDGilead Sciences$1,082,403$67,230 ▲6.6%9,6600.2%MedicalPEPPepsiCo$994,852$15,744 ▼-1.6%6,6350.2%Consumer StaplesXOMExxon Mobil$844,165$156,155 ▲22.7%7,0980.1%EnergyDEDeere & Company$833,0960.0%1,7750.1%IndustrialsDRIDarden Restaurants$752,5070.0%3,6220.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$699,6170.0%11,9900.1%ETFPFEPfizer$691,301$2,534 ▲0.4%27,2810.1%MedicalAMGNAmgen$662,044$249,240 ▲60.4%2,1250.1%MedicalOKEONEOK$658,225$397,078 ▲152.1%6,6340.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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