Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2026)

About Eagleclaw Capital Managment, LLC

Investment Activity

Eagleclaw Capital Managment, LLC has $745.40 million in total holdings as of June 30, 2026.
Eagleclaw Capital Managment, LLC owns shares of 145 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 5.30% of the portfolio was purchased this quarter.
About 3.59% of the portfolio was sold this quarter.
This quarter, Eagleclaw Capital Managment, LLC has purchased 145 new stocks and bought additional shares in 43 stocks.
Eagleclaw Capital Managment, LLC sold shares of 70 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Texas Pacific Land: $67,234,196
NVIDIA: $36,696,706
Apple: $27,315,005
Palo Alto Networks: $26,933,078
Caterpillar: $19,439,750

Largest New Holdings this Quarter

59356Q108 - MIAMI INTL HLDGS INC: $2,147,848 Holding
438516205 - HONEYWELL INTL INC: $1,343,176 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,326,259 Holding
314352105 - FEDEX FGHT HLDG CO INC: $1,297,694 Holding
H17182108 - CRISPR Therapeutics: $929,907 Holding

Largest Purchases this Quarter

Booking: 57,868 shares (about $10.31M)
Intuitive Surgical: 10,010 shares (about $3.98M)
Xylem: 25,080 shares (about $2.96M)
Medtronic: 35,098 shares (about $2.75M)
MIAMI INTL HLDGS INC: 57,800 shares (about $2.15M)

Largest Sales this Quarter

Becton, Dickinson and Company: 13,963 shares (about $2.11M)
Apple: 4,812 shares (about $1.39M)
NVIDIA: 6,050 shares (about $1.21M)
Devon Energy: 26,550 shares (about $1.10M)
Bank of America: 15,239 shares (about $868.32K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TPL Texas Pacific Land	$67,234,196	$759,305 â–²	1.1%	153,629	9.0%	Energy
NVDA NVIDIA	$36,696,706	$1,210,544 â–¼	-3.2%	183,401	4.9%	Technology
AAPL Apple	$27,315,005	$1,392,400 â–¼	-4.9%	94,398	3.7%	Technology
PANW Palo Alto Networks	$26,933,078	$395,583 â–¼	-1.4%	78,978	3.6%	Technology
CAT Caterpillar	$19,439,750	$468,556 â–¼	-2.4%	18,255	2.6%	Industrials
GOOG Alphabet	$18,451,599	$270,297 â–¼	-1.4%	52,222	2.5%	Communication Services
ABBV AbbVie	$18,061,209	$115,754 â–¼	-0.6%	71,774	2.4%	Healthcare
JPM JPMorgan Chase & Co.	$17,317,699	$86,088 â–²	0.5%	52,906	2.3%	Finance
ETN Eaton	$16,717,966	$31,959 â–¼	-0.2%	39,233	2.2%	Industrials
LANDBRIDGE COMPANY LLC	$16,704,188	$146,594 â–²	0.9%	210,805	2.2%	CL A
WPM Wheaton Precious Metals	$16,565,403	$157,810 â–¼	-0.9%	147,484	2.2%	Materials
GRAYSCALE BITCOIN TRUST ETF	$16,305,992	$110,386 â–²	0.7%	358,216	2.2%	SHS REP COM UT
NKE NIKE	$16,013,236	$83,701 â–¼	-0.5%	390,091	2.1%	Consumer Discretionary
HD Home Depot	$15,789,014	$248,990 â–²	1.6%	44,769	2.1%	Consumer Discretionary
LINDE PLC	$14,859,847	$15,568 â–¼	-0.1%	28,635	2.0%	SHS
PH Parker-Hannifin	$14,256,099	$78,250 â–²	0.6%	14,575	1.9%	Industrials
APD Air Products and Chemicals	$11,941,808	$11,727 â–¼	-0.1%	40,732	1.6%	Materials
MSFT Microsoft	$11,777,473	$1,286,558 â–²	12.3%	31,573	1.6%	Technology
AMZN Amazon.com	$11,663,406	$63,875 â–¼	-0.5%	48,936	1.6%	Consumer Discretionary
CVX Chevron	$10,903,932	$172,557 â–¼	-1.6%	65,781	1.5%	Energy
BKNG Booking	$10,731,830	$10,314,392 â–²	2,470.9%	60,210	1.4%	Consumer Discretionary
TJX TJX Companies	$10,020,210	$34,088 â–²	0.3%	66,140	1.3%	Consumer Discretionary
FNV Franco-Nevada	$9,938,211	$96,925 â–²	1.0%	47,679	1.3%	Materials
CACI CACI International	$9,853,540	$57,907 â–²	0.6%	21,270	1.3%	Industrials
FCX Freeport-McMoRan	$9,119,050	$40,879 â–¼	-0.4%	145,000	1.2%	Materials
UNP Union Pacific	$8,952,880	$149,600 â–¼	-1.6%	32,915	1.2%	Industrials
LOW Lowe's Companies	$8,775,943	$244,744 â–²	2.9%	39,802	1.2%	Consumer Discretionary
CME CME Group	$8,669,786	$67,353 â–²	0.8%	39,260	1.2%	Finance
ICE Intercontinental Exchange	$8,586,307	$83,715 â–²	1.0%	69,745	1.2%	Finance
ORCL Oracle	$8,566,873	$87,930 â–¼	-1.0%	58,457	1.1%	Technology
GRAYSCALE BITCOIN MINI TR ET	$8,326,628	$186,710 â–²	2.3%	320,872	1.1%	SHS NEW
V Visa	$8,216,662	$34,309 â–²	0.4%	23,949	1.1%	Finance
WMB Williams Companies	$7,450,355	$128,088 â–²	1.7%	100,220	1.0%	Energy
LMT Lockheed Martin	$7,197,651	$68,777 â–¼	-0.9%	14,128	1.0%	Industrials
AJG Arthur J. Gallagher & Co.	$7,182,097	$2,062,686 â–²	40.3%	31,285	1.0%	Finance
WATERBRIDGE INFRASTRUCTURE L	$6,979,086	$118,232 â–²	1.7%	203,650	0.9%	CL A SHS REPSTG
MAR Marriott International	$6,703,973	$235,325 â–¼	-3.4%	18,090	0.9%	Consumer Discretionary
QCOM Qualcomm	$6,502,391	$501,151 â–¼	-7.2%	35,188	0.9%	Technology
BA Boeing	$6,430,241	$43,294 â–²	0.7%	29,705	0.9%	Industrials
FDX FedEx	$6,213,125	$65,757 â–²	1.1%	19,842	0.8%	Industrials
HE Hawaiian Electric Industries	$5,882,168	$867,273 â–²	17.3%	434,750	0.8%	Utilities
XYL Xylem	$5,846,076	$2,964,707 â–²	102.9%	49,455	0.8%	Industrials
JNJ Johnson & Johnson	$5,659,094	$19,047 â–¼	-0.3%	22,283	0.8%	Healthcare
GOOGL Alphabet	$5,514,934	$187,619 â–¼	-3.3%	15,432	0.7%	Communication Services
IBM International Business Machines	$5,490,906	$11,248 â–²	0.2%	19,526	0.7%	Technology
MDT Medtronic	$5,307,514	$2,745,716 â–²	107.2%	67,845	0.7%	Healthcare
ISRG Intuitive Surgical	$4,871,580	$3,980,777 â–²	446.9%	12,250	0.7%	Healthcare
INFL Horizon Kinetics Inflation Beneficiaries ETF	$4,449,396	$44,892 â–²	1.0%	89,202	0.6%	ETF
RIO Rio Tinto	$4,448,420	$65,976 â–¼	-1.5%	46,860	0.6%	Materials
MSB Mesabi Trust	$4,315,548	$20,240 â–²	0.5%	170,575	0.6%	Materials
BRK.B Berkshire Hathaway	$4,274,832	$21,517 â–¼	-0.5%	8,543	0.6%	Finance
WM Waste Management	$4,072,240	$11,144 â–¼	-0.3%	18,271	0.5%	Industrials
MSGS Madison Square Garden	$4,044,520	$815,735 â–¼	-16.8%	10,065	0.5%	Communication Services
MRK Merck & Co., Inc.	$3,866,308	$199,175 â–¼	-4.9%	30,088	0.5%	Healthcare
EMR Emerson Electric	$3,815,148	$60,840 â–²	1.6%	26,651	0.5%	Industrials
SYY Sysco	$3,776,562	$125,370 â–²	3.4%	45,185	0.5%	Consumer Staples
VRTX Vertex Pharmaceuticals	$3,742,861	$74,510 â–²	2.0%	7,535	0.5%	Healthcare
NVS Novartis	$3,716,145	$489,593 â–¼	-11.6%	23,712	0.5%	Healthcare
PFE Pfizer	$3,693,896	$1,019,981 â–²	38.1%	153,401	0.5%	Healthcare
CL Colgate-Palmolive	$3,367,284	$59,591 â–²	1.8%	36,729	0.5%	Consumer Staples
MKC McCormick & Company, Incorporated	$3,349,401	$1,204,786 â–²	56.2%	66,430	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,231,189		0.0%	8,732	0.4%	ETF
NVO Novo Nordisk A/S	$3,051,381	$26,367 â–¼	-0.9%	63,650	0.4%	Healthcare
TMO Thermo Fisher Scientific	$2,746,951	$75,204 â–¼	-2.7%	5,479	0.4%	Healthcare
RSP Invesco S&P 500 Equal Weight ETF	$2,613,879	$243,622 â–²	10.3%	12,285	0.4%	ETF
UPS United Parcel Service	$2,530,912	$426,782 â–¼	-14.4%	23,543	0.3%	Industrials
COP ConocoPhillips	$2,474,456	$46,782 â–¼	-1.9%	23,802	0.3%	Energy
MTG MGIC Investment	$2,395,590	$129,720 â–¼	-5.1%	84,950	0.3%	Finance
MIAMI INTL HLDGS INC	$2,147,848	$2,147,848 â–²	New Holding	57,800	0.3%	COM
LLY Eli Lilly and Company	$2,125,390	$29,986 â–¼	-1.4%	1,772	0.3%	Healthcare
MSTR Strategy	$2,087,624	$18,255 â–¼	-0.9%	24,015	0.3%	Technology
BAC Bank of America	$2,045,582	$868,318 â–¼	-29.8%	35,900	0.3%	Finance
SNY Sanofi	$1,937,191	$231,431 â–¼	-10.7%	45,410	0.3%	Healthcare
TXN Texas Instruments	$1,792,891	$44,710 â–¼	-2.4%	6,015	0.2%	Technology
VOO Vanguard S&P 500 ETF	$1,760,981	$10,302 â–¼	-0.6%	2,564	0.2%	ETF
NEE NextEra Energy	$1,575,033	$127,267 â–¼	-7.5%	17,945	0.2%	Utilities
CI Cigna Group	$1,534,159	$789,547 â–¼	-34.0%	5,565	0.2%	Healthcare
AFL Aflac	$1,528,706	$208,119 â–¼	-12.0%	13,038	0.2%	Finance
CP Canadian Pacific Kansas City	$1,511,349		0.0%	17,442	0.2%	Industrials
DE Deere & Company	$1,500,190	$3,172 â–¼	-0.2%	2,365	0.2%	Industrials
VO Vanguard Mid-Cap ETF	$1,471,208	$1,103,406 â–²	300.0%	18,260	0.2%	ETF
CRDO Credo Technology Group	$1,464,451		0.0%	5,385	0.2%	Technology
BMY Bristol Myers Squibb	$1,422,695	$691,555 â–¼	-32.7%	24,691	0.2%	Healthcare
INTC Intel	$1,419,618	$87,269 â–²	6.5%	10,167	0.2%	Technology
SPY SPDR S&P 500 ETF Trust	$1,371,816	$67,209 â–²	5.2%	1,837	0.2%	ETF
HONEYWELL INTL INC	$1,343,176	$1,343,176 â–²	New Holding	5,999	0.2%	COM
HONEYWELL AEROSPACE INC	$1,326,259	$1,326,259 â–²	New Holding	5,999	0.2%	COM
FEDEX FGHT HLDG CO INC	$1,297,694	$1,297,694 â–²	New Holding	8,594	0.2%	COMMON STOCK
KO CocaCola	$1,290,486	$16,254 â–¼	-1.2%	15,879	0.2%	Consumer Staples
PG Procter & Gamble	$1,238,668		0.0%	8,447	0.2%	Consumer Staples
XOM ExxonMobil	$1,125,206	$27,344 â–¼	-2.4%	8,230	0.2%	Energy
PEP PepsiCo	$974,203	$42,651 â–¼	-4.2%	7,195	0.1%	Consumer Staples
RYN Rayonier	$946,790	$295,898 â–¼	-23.8%	44,492	0.1%	Real Estate
BCDF Horizon Kinetics Blockchain Development ETF	$946,432	$69,135 â–²	7.9%	31,760	0.1%	ETF
SLB SLB	$931,381	$43,003 â–¼	-4.4%	20,034	0.1%	Energy
CRSP CRISPR Therapeutics	$929,907	$929,907 â–²	New Holding	17,050	0.1%	Healthcare
IJH iShares Core S&P Mid-Cap ETF	$924,549		0.0%	11,990	0.1%	ETF
PBT Permian Basin Royalty Trust	$916,464	$28,796 â–²	3.2%	36,600	0.1%	Energy
CSGP CoStar Group	$913,320	$42,480 â–¼	-4.4%	32,250	0.1%	Real Estate
GILD Gilead Sciences	$865,429	$295,636 â–¼	-25.5%	6,850	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

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Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2026)

About Eagleclaw Capital Managment, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2026)

About Eagleclaw Capital Managment, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEagleclaw Capital Managment, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools