Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2026) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $714.13 million in total holdings as of March 31, 2026.Eagleclaw Capital Managment, LLC owns shares of 145 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 144 new stocks and bought additional shares in 37 stocks.Eagleclaw Capital Managment, LLC sold shares of 77 stocks and completely divested from 6 stocks this quarter.Largest Holdings Texas Pacific Land $72,082,817NVIDIA $33,040,254Apple $25,178,506NIKE $20,712,307Wheaton Precious Metals $19,505,948 Largest New Holdings this Quarter 98419M100 - Xylem $2,912,813 Holding754907103 - Rayonier $1,204,146 Holding941848103 - Waters $789,170 HoldingG25457105 - Credo Technology Group $505,490 Holding04010E109 - Argan $381,255 Holding Largest Purchases this Quarter Arthur J. Gallagher & Co. 19,480 shares (about $4.22M)Microsoft 9,450 shares (about $3.50M)Xylem 24,375 shares (about $2.91M)Apple 11,285 shares (about $2.86M)Texas Pacific Land 5,506 shares (about $2.61M) Largest Sales this Quarter NVIDIA 13,450 shares (about $2.35M)American International Group 23,404 shares (about $1.76M)PayPal 35,950 shares (about $1.63M)Cigna Group 5,772 shares (about $1.54M)GEN DIGITAL INC 52,650 shares (about $991.40K) 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$72,082,817$2,612,927 ▲3.8%151,89410.1%EnergyNVDANVIDIA$33,040,254$2,345,680 ▼-6.6%189,4514.6%Computer and TechnologyAAPLApple$25,178,506$2,864,020 ▲12.8%99,2103.5%Computer and TechnologyNKENIKE$20,712,307$527,355 ▼-2.5%392,1302.9%Consumer DiscretionaryWPMWheaton Precious Metals$19,505,948$802,174 ▼-4.0%148,8892.7%Basic MaterialsGRAYSCALE BITCOIN TRUST ETF$18,771,533$1,210,842 ▲6.9%355,7912.6%SHS REP COM UTABBVAbbVie$15,710,173$160,943 ▲1.0%72,2342.2%MedicalJPMJPMorgan Chase & Co.$15,485,445$33,240 ▼-0.2%52,6432.2%FinanceGOOGAlphabet$15,199,851$580,892 ▼-3.7%52,9872.1%Computer and TechnologyHDHome Depot$14,491,771$4,276 ▼0.0%44,0632.0%Retail/WholesaleLANDBRIDGE COMPANY LLC$14,428,343$557,579 ▲4.0%208,9552.0%CL ALINDE PLC$14,210,960$252,838 ▼-1.7%28,6652.0%SHSETNEaton$14,059,292$894,175 ▼-6.0%39,3082.0%IndustrialsCVXChevron$13,825,563$324,421 ▼-2.3%66,8221.9%EnergyCATCaterpillar$13,244,660$988,302 ▼-6.9%18,6951.9%IndustrialsPHParker-Hannifin$12,976,504$593,544 ▼-4.4%14,4951.8%IndustrialsPANWPalo Alto Networks$12,847,724$645,288 ▲5.3%80,1381.8%Computer and TechnologyAPDAir Products and Chemicals$11,843,858$147,859 ▲1.3%40,7721.7%Basic MaterialsFNVFranco-Nevada$11,664,219$200,111 ▼-1.7%47,2141.6%Basic MaterialsCMECME Group$11,505,359$35,147 ▼-0.3%38,9551.6%FinanceCACICACI International$11,500,131$135,424 ▼-1.2%21,1451.6%Computer and TechnologyICEIntercontinental Exchange$10,862,543$29,726 ▲0.3%69,0651.5%FinanceTJXTJX Companies$10,526,626$270,692 ▼-2.5%65,9151.5%Retail/WholesaleMSFTMicrosoft$10,410,773$3,498,144 ▲50.6%28,1241.5%Computer and TechnologyAMZNAmazon.com$10,247,717$104,135 ▼-1.0%49,2041.4%Retail/WholesaleBKNGBooking$9,860,569$130,520 ▼-1.3%2,3421.4%Retail/WholesaleGRAYSCALE BITCOIN MINI TR ET$9,407,173$374,485 ▲4.1%313,6771.3%SHS NEWLOWLowe's Companies$9,142,146$206,745 ▼-2.2%38,6921.3%Retail/WholesaleORCLOracle$8,687,875$213,309 ▲2.5%59,0571.2%Computer and TechnologyLMTLockheed Martin$8,620,415$144,449 ▼-1.6%14,2631.2%AerospaceFCXFreeport-McMoRan$8,561,307$85,231 ▼-1.0%145,6501.2%Basic MaterialsUNPUnion Pacific$8,119,278$12,131 ▲0.1%33,4651.1%TransportationVVisa$7,208,122$907 ▼0.0%23,8491.0%Business ServicesWMBWilliams Companies$7,168,612$63,683 ▼-0.9%98,4971.0%EnergyFDXFedEx$6,992,526$97,950 ▼-1.4%19,6321.0%TransportationMARMarriott International$6,124,386$184,795 ▼-2.9%18,7250.9%Consumer DiscretionaryBABoeing$5,872,380$29,854 ▼-0.5%29,5050.8%AerospaceHEHawaiian Electric Industries$5,500,446$105,364 ▲2.0%370,6500.8%UtilitiesJNJJohnson & Johnson$5,465,074$229,280 ▼-4.0%22,3580.8%MedicalWATERBRIDGE INFRASTRUCTURE L$5,363,358$2,153,246 ▲67.1%200,2000.8%CL A SHS REPSTGMSBMesabi Trust$5,347,913$80,325 ▲1.5%169,7750.7%Basic MaterialsQCOMQualcomm$4,880,762$585,949 ▼-10.7%37,9000.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$4,829,734$4,218,978 ▲690.8%22,3000.7%FinanceIBMInternational Business Machines$4,723,212$83,382 ▲1.8%19,4860.7%Computer and TechnologyINFLHorizon Kinetics Inflation Beneficiaries ETF$4,597,002$88,346 ▲2.0%88,3020.6%ETFGOOGLAlphabet$4,588,595$554,991 ▼-10.8%15,9570.6%Computer and TechnologyRIORio Tinto$4,436,406$23,323 ▼-0.5%47,5550.6%Basic MaterialsWMWaste Management$4,209,983$2,298 ▼-0.1%18,3210.6%Business ServicesBRK.BBerkshire Hathaway$4,114,411$9,584 ▼-0.2%8,5860.6%FinanceNVSNovartis$4,099,199$129,227 ▼-3.1%26,8360.6%MedicalMSGSMadison Square Garden$3,887,333$48,210 ▼-1.2%12,0950.5%Consumer DiscretionaryMRKMerck & Co., Inc.$3,805,735$39,094 ▼-1.0%31,6380.5%MedicalEMREmerson Electric$3,436,183$173,604 ▼-4.8%26,2260.5%IndustrialsVRTXVertex Pharmaceuticals$3,297,6980.0%7,3850.5%MedicalCOPConocoPhillips$3,201,264$38,016 ▼-1.2%24,2520.4%EnergyPFEPfizer$3,118,087$2,310,282 ▲286.0%111,0430.4%MedicalSYYSysco$3,116,051$57,064 ▼-1.8%43,6850.4%Consumer StaplesCLColgate-Palmolive$3,074,985$92,985 ▼-2.9%36,0790.4%Consumer StaplesMSTRStrategy$3,023,280$24,960 ▼-0.8%24,2250.4%Computer and TechnologyXYLXylem$2,912,813$2,912,813 ▲New Holding24,3750.4%Business ServicesBDXBecton, Dickinson and Company$2,860,800$703,762 ▼-19.7%18,1950.4%MedicalHONHoneywell International$2,840,225$2,260 ▲0.1%12,5660.4%Multi-Sector ConglomeratesMDTMedtronic$2,837,528$51,990 ▲1.9%32,7470.4%MedicalVTIVanguard Total Stock Market ETF$2,801,313$96,243 ▲3.6%8,7320.4%ETFTMOThermo Fisher Scientific$2,766,822$297,376 ▼-9.7%5,6290.4%MedicalUPSUnited Parcel Service$2,706,765$521,716 ▼-16.2%27,5130.4%TransportationBACBank of America$2,493,026$84,094 ▼-3.3%51,1390.3%FinanceSNYSanofi$2,449,230$26,499 ▼-1.1%50,8350.3%MedicalHOLXHologic$2,417,671$139,690 ▼-5.5%31,9840.3%MedicalNVONovo Nordisk A/S$2,359,350$16,538 ▼-0.7%64,2000.3%MedicalMTGMGIC Investment$2,350,688$6,563 ▼-0.3%89,5500.3%FinanceCICigna Group$2,248,436$1,539,681 ▼-40.6%8,4290.3%MedicalDVNDevon Energy$2,234,208$54,094 ▼-2.4%44,4000.3%EnergyBMYBristol Myers Squibb$2,225,430$468,521 ▼-17.4%36,6930.3%MedicalMKCMcCormick & Company, Incorporated$2,145,465$218,910 ▲11.4%42,5350.3%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$2,137,989$189,041 ▲9.7%11,1400.3%ETFNEENextEra Energy$1,801,408$49,226 ▼-2.7%19,3950.3%UtilitiesAPTIV PLC$1,739,958$545,798 ▼-23.9%25,0570.2%COM SHSLLYEli Lilly and Company$1,652,827$24,834 ▲1.5%1,7970.2%MedicalAFLAflac$1,625,134$307,188 ▼-15.9%14,8130.2%FinanceVOOVanguard S&P 500 ETF$1,541,0810.0%2,5790.2%ETFXOMExxonMobil$1,430,234$173,053 ▼-10.8%8,4300.2%EnergyCPCanadian Pacific Kansas City$1,371,988$15,732 ▲1.2%17,4420.2%TransportationCSGPCoStar Group$1,361,475$16,136 ▼-1.2%33,7500.2%Computer and TechnologyDEDeere & Company$1,335,021$14,083 ▲1.1%2,3700.2%IndustrialsVOVanguard Mid-Cap ETF$1,310,977$57,436 ▼-4.2%4,5650.2%ETFGILDGilead Sciences$1,280,810$27,874 ▼-2.1%9,1900.2%MedicalGEN DIGITAL INC$1,279,499$991,400 ▼-43.7%67,9500.2%COMKOCocaCola$1,222,808$19,013 ▼-1.5%16,0790.2%Consumer StaplesPGProcter & Gamble$1,220,085$69,042 ▼-5.4%8,4470.2%Consumer StaplesRYNRayonier$1,204,146$1,204,146 ▲New Holding58,3970.2%ConstructionTXNTexas Instruments$1,196,873$690,168 ▼-36.6%6,1650.2%Computer and TechnologyPEPPepsiCo$1,166,228$7,765 ▲0.7%7,5100.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,136,144$78,041 ▲7.4%1,7470.2%FinanceSLBSLB$1,077,083$62,953 ▼-5.5%20,9590.2%EnergyISRGIntuitive Surgical$1,032,618$32,269 ▼-3.0%2,2400.1%MedicalGEOSGeospace Technologies$1,000,583$254,553 ▲34.1%82,0150.1%Computer and TechnologyBCDFHorizon Kinetics Blockchain Development ETF$904,897$174,893 ▲24.0%29,4400.1%ETFCLNEClean Energy Fuels$869,488$260,338 ▲42.7%350,6000.1%UtilitiesIJHiShares Core S&P Mid-Cap ETF$809,6850.0%11,9900.1%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
