Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2025) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $669.56 million in total holdings as of June 30, 2025.Eagleclaw Capital Managment, LLC owns shares of 144 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.46% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 144 new stocks and bought additional shares in 21 stocks.Eagleclaw Capital Managment, LLC sold shares of 76 stocks and completely divested from 6 stocks this quarter.Largest Holdings Texas Pacific Land $49,784,492NVIDIA $33,102,855GRAYSCALE BITCOIN TRUST ETF $32,995,562NIKE $28,223,908Apple $18,622,050 Largest New Holdings this Quarter 419870100 - Hawaiian Electric Industries $3,443,057 Holding04041L106 - Aris Water Solutions $2,545,923 Holding19260Q107 - Coinbase Global $259,363 Holding808524797 - Schwab US Dividend Equity ETF $219,950 Holding97269D103 - WINCHESTER BANCORP INC $143,200 Holding Largest Purchases this Quarter Hawaiian Electric Industries 323,900 shares (about $3.44M)Aris Water Solutions 107,650 shares (about $2.55M)Oracle 2,225 shares (about $486.45K)Sanofi 6,760 shares (about $326.58K)GRAYSCALE BITCOIN MINI TR ET 6,084 shares (about $290.51K) Largest Sales this Quarter NVIDIA 8,550 shares (about $1.35M)GRAYSCALE BITCOIN TRUST ETF 10,125 shares (about $858.90K)NIKE 11,637 shares (about $826.69K)Strategy 2,005 shares (about $810.48K)Intel 34,808 shares (about $779.70K) 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$49,784,492$321,143 ▼-0.6%47,1277.4%EnergyNVDANVIDIA$33,102,855$1,350,815 ▼-3.9%209,5254.9%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$32,995,562$858,904 ▼-2.5%388,9614.9%SHS REP COM UTNKENIKE$28,223,908$826,692 ▼-2.8%397,2964.2%Consumer DiscretionaryAAPLApple$18,622,050$174,395 ▼-0.9%90,7642.8%Computer and TechnologyJPMJPMorgan Chase & Co.$15,674,835$253,671 ▼-1.6%54,0682.3%FinanceHDHome Depot$15,382,993$30,431 ▼-0.2%41,9572.3%Retail/WholesaleETNEaton$14,675,145$276,667 ▼-1.9%41,1082.2%IndustrialsPANWPalo Alto Networks$14,642,606$233,290 ▼-1.6%71,5532.2%Computer and TechnologyWPMWheaton Precious Metals$14,593,398$229,619 ▼-1.5%162,5102.2%Basic MaterialsBKNGBooking$13,732,077$474,718 ▼-3.3%2,3722.1%Retail/WholesaleABBVAbbVie$13,719,545$2,784 ▼0.0%73,9122.0%MedicalORCLOracle$13,357,637$486,452 ▲3.8%61,0972.0%Computer and TechnologyLINDE PLC$12,815,652$164,213 ▼-1.3%27,3151.9%SHSICEIntercontinental Exchange$12,714,471$550 ▲0.0%69,3001.9%FinanceAPDAir Products and Chemicals$11,489,714$53,591 ▲0.5%40,7351.7%Basic MaterialsPHParker-Hannifin$11,000,903$34,924 ▼-0.3%15,7501.6%IndustrialsCMECME Group$10,716,106$13,781 ▼-0.1%38,8801.6%FinanceAMZNAmazon.com$10,539,276$94,118 ▼-0.9%48,0391.6%Retail/WholesaleCACICACI International$10,487,400$138,243 ▲1.3%22,0001.6%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$10,296,810$290,511 ▲2.9%215,6401.5%SHS NEWMSTRStrategy$10,142,131$810,481 ▼-7.4%25,0901.5%Computer and TechnologyMSFTMicrosoft$10,113,988$257,165 ▼-2.5%20,3331.5%Computer and TechnologyCVXChevron$9,764,189$53,697 ▼-0.5%68,1901.5%EnergyGOOGAlphabet$9,623,762$17,739 ▼-0.2%54,2521.4%Computer and TechnologyTJXTJX Companies$8,325,696$88,295 ▼-1.0%67,4201.2%Retail/WholesaleLOWLowe's Companies$8,120,886$55,468 ▲0.7%36,6021.2%Retail/WholesaleFNVFranco-Nevada$7,760,137$27,047 ▼-0.3%47,3411.2%Basic MaterialsLANDBRIDGE COMPANY LLC$7,667,965$269,644 ▲3.6%113,4651.1%CL AUNPUnion Pacific$7,550,075$20,247 ▼-0.3%32,8151.1%TransportationVVisa$7,252,606$147,346 ▼-2.0%20,4271.1%Business ServicesCATCaterpillar$7,152,769$48,526 ▼-0.7%18,4251.1%IndustrialsQCOMQUALCOMM$7,036,266$33,285 ▼-0.5%44,1811.1%Computer and TechnologyLMTLockheed Martin$6,550,652$99,575 ▲1.5%14,1441.0%AerospaceFCXFreeport-McMoRan$6,464,569$4,335 ▼-0.1%149,1251.0%Basic MaterialsBABoeing$6,355,045$5,657 ▼-0.1%30,3300.9%AerospaceWMBWilliams Companies$5,748,057$279,504 ▲5.1%91,5150.9%EnergyIBMInternational Business Machines$5,663,019$22,403 ▼-0.4%19,2110.8%Computer and TechnologyMARMarriott International$5,201,918$58,740 ▼-1.1%19,0400.8%Consumer DiscretionaryBDXBecton, Dickinson and Company$5,108,074$71,139 ▲1.4%29,6550.8%MedicalFIFiserv$4,537,831$219,823 ▼-4.6%26,3200.7%Business ServicesNVONovo Nordisk A/S$4,496,6530.0%65,1500.7%MedicalBRK.BBerkshire Hathaway$4,461,312$174,877 ▼-3.8%9,1840.7%FinanceCICigna Group$4,307,788$41,323 ▼-1.0%13,0310.6%MedicalFDXFedEx$4,284,339$11,366 ▼-0.3%18,8480.6%TransportationWMWaste Management$4,243,696$291,746 ▼-6.4%18,5460.6%Business ServicesMSBMesabi Trust$3,968,375$9,584 ▲0.2%165,6250.6%Basic MaterialsGENGenesis Healthcare$3,722,040$14,700 ▼-0.4%126,6000.6%Business ServicesINFLHorizon Kinetics Inflation Beneficiaries ETF$3,692,194$41,453 ▲1.1%87,5550.6%ETFPYPLPayPal$3,585,940$304,712 ▼-7.8%48,2500.5%Business ServicesHEHawaiian Electric Industries$3,443,057$3,443,057 ▲New Holding323,9000.5%UtilitiesVRTXVertex Pharmaceuticals$3,376,842$4,452 ▼-0.1%7,5850.5%MedicalEMREmerson Electric$3,302,771$1,333 ▼0.0%24,7710.5%IndustrialsCLColgate-Palmolive$3,249,554$18,180 ▼-0.6%35,7490.5%Consumer StaplesSYYSysco$3,246,216$218,510 ▲7.2%42,8600.5%Consumer StaplesHONHoneywell International$3,206,920$11,644 ▼-0.4%13,7710.5%Multi-Sector ConglomeratesUPSUnited Parcel Service$3,204,882$634,112 ▼-16.5%31,7500.5%TransportationRIORio Tinto$3,040,743$78,746 ▼-2.5%52,1300.5%Basic MaterialsNVSNovartis$3,014,1170.0%24,9080.5%MedicalJNJJohnson & Johnson$2,965,722$24,745 ▼-0.8%19,4160.4%MedicalMDTMedtronic$2,810,971$177,565 ▲6.7%32,2470.4%MedicalMKCMcCormick & Company, Incorporated$2,780,3190.0%36,6700.4%Consumer StaplesGOOGLAlphabet$2,773,860$79,127 ▼-2.8%15,7400.4%Computer and TechnologyAIGAmerican International Group$2,769,179$48,358 ▼-1.7%32,3540.4%FinanceVTIVanguard Total Stock Market ETF$2,714,703$60,786 ▲2.3%8,9320.4%ETFARISAris Water Solutions$2,545,923$2,545,923 ▲New Holding107,6500.4%Business ServicesSNYSanofi$2,540,381$326,576 ▲14.8%52,5850.4%MedicalDVNDevon Energy$2,537,643$262,433 ▼-9.4%79,7750.4%EnergyTMOThermo Fisher Scientific$2,519,528$2,027 ▼-0.1%6,2140.4%MedicalMRKMerck & Co., Inc.$2,518,7130.0%31,8180.4%MedicalBACBank of America$2,501,524$158,522 ▼-6.0%52,8640.4%FinanceMSGSMadison Square Garden$2,495,908$318,649 ▼-11.3%11,9450.4%Consumer DiscretionaryHOLXHologic$2,342,502$45,612 ▼-1.9%35,9500.3%MedicalAPTIV PLC$2,285,165$220,009 ▼-8.8%33,4970.3%COM SHSTXNTexas Instruments$2,249,355$145,334 ▼-6.1%10,8340.3%Computer and TechnologyPCHPotlatch$2,242,304$137,595 ▼-5.8%58,4390.3%ConstructionBMYBristol Myers Squibb$2,208,866$74,064 ▼-3.2%47,7180.3%MedicalCOPConocoPhillips$2,186,8740.0%24,3690.3%EnergyRSPInvesco S&P 500 Equal Weight ETF$2,031,853$123,583 ▲6.5%11,1800.3%ETFAFLAflac$1,862,740$18,456 ▼-1.0%17,6630.3%FinanceMTGMGIC Investment$1,831,872$32,016 ▼-1.7%65,8000.3%FinanceCPCanadian Pacific Kansas City$1,594,992$53,111 ▲3.4%20,1210.2%TransportationVOOVanguard S&P 500 ETF$1,472,3340.0%2,5920.2%ETFPGProcter & Gamble$1,386,084$9,559 ▼-0.7%8,7000.2%Consumer StaplesNEENextEra Energy$1,378,195$138,840 ▼-9.2%19,8530.2%UtilitiesLLYEli Lilly and Company$1,336,894$5,457 ▲0.4%1,7150.2%MedicalVOVanguard Mid-Cap ETF$1,333,3900.0%4,7650.2%ETFSPYSPDR S&P 500 ETF Trust$1,277,096$150,138 ▼-10.5%2,0670.2%FinanceISRGIntuitive Surgical$1,255,2770.0%2,3100.2%MedicalKOCocaCola$1,157,0460.0%16,3540.2%Consumer StaplesCSGPCoStar Group$1,149,720$12,060 ▼-1.0%14,3000.2%Computer and TechnologyGILDGilead Sciences$952,373$118,631 ▼-11.1%8,5900.1%MedicalDEDeere & Company$902,5700.0%1,7750.1%IndustrialsPEPPepsiCo$876,0850.0%6,6350.1%Consumer StaplesSLBSchlumberger$800,519$405,600 ▼-33.6%23,6840.1%EnergyIJHiShares Core S&P Mid-Cap ETF$743,6200.0%11,9900.1%ETFXOMExxon Mobil$734,118$31,046 ▼-4.1%6,8100.1%EnergyDRIDarden Restaurants$697,504$91,983 ▼-11.7%3,2000.1%Retail/WholesaleBCDFHorizon Kinetics Blockchain Development ETF$642,102$263,948 ▲69.8%20,6000.1%ETFPFEPfizer$640,372$20,919 ▼-3.2%26,4180.1%MedicalShowing largest 100 holdings. 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