Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2026) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $752.55 million in total holdings as of September 30, 2026.Eagleclaw Capital Managment, LLC owns shares of 149 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 3.95% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 145 new stocks and bought additional shares in 38 stocks.Eagleclaw Capital Managment, LLC sold shares of 85 stocks and completely divested from 10 stocks this quarter.Largest Holdings Texas Pacific Land $50,228,324NVIDIA $39,871,494Apple $30,433,366Palo Alto Networks $29,814,142GRAYSCALE BITCOIN TRUST ETF $22,230,845 Largest New Holdings this Quarter 219350105 - Corning $5,822,122 Holding038222105 - Applied Materials $5,696,773 Holding00162Q452 - Alerian MLP ETF $3,491,888 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,361,078 Holding30609A109 - ONEOK INC NEW $467,621 Holding Largest Purchases this Quarter Corning 37,865 shares (about $5.82M)Applied Materials 11,140 shares (about $5.70M)Alerian MLP ETF 67,320 shares (about $3.49M)Intuitive Surgical 6,277 shares (about $2.55M)MIAMI INTL HLDGS INC 73,385 shares (about $2.46M) Largest Sales this Quarter NVIDIA 8,817 shares (about $2.01M)Palo Alto Networks 3,938 shares (about $1.56M)NIKE 42,465 shares (about $1.50M)Wheaton Precious Metals 8,795 shares (about $1.18M)Sanofi 27,535 shares (about $1.14M) 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$50,228,324$171,387 ▲0.3%154,1556.7%EnergyNVDANVIDIA$39,871,494$2,013,626 ▼-4.8%174,5845.3%TechnologyAAPLApple$30,433,366$1,003,056 ▼-3.2%91,3864.0%TechnologyPANWPalo Alto Networks$29,814,142$1,564,607 ▼-5.0%75,0404.0%TechnologyGRAYSCALE BITCOIN TRUST ETF$22,230,845$906,327 ▼-3.9%344,1843.0%SHS REP COM UTWPMWheaton Precious Metals$18,545,493$1,176,067 ▼-6.0%138,6892.5%MaterialsABBVAbbVie$18,040,554$734,806 ▼-3.9%68,9652.4%HealthcareJPMJPMorgan Chase & Co.$17,459,531$43,339 ▼-0.2%52,7752.3%FinanceGOOGAlphabet$17,250,985$543,140 ▼-3.1%50,6282.3%Communication ServicesLANDBRIDGE COMPANY LLC$17,050,164$60,877 ▼-0.4%210,0552.3%CL AMSFTMicrosoft$16,141,118$52,829 ▼-0.3%31,4702.1%TechnologyETNEaton$16,117,992$740,820 ▼-4.4%37,5092.1%IndustrialsCATCaterpillar$14,583,680$217,292 ▼-1.5%17,9871.9%IndustrialsLINDE PLC$13,539,391$52,211 ▼-0.4%28,5251.8%SHSPHParker-Hannifin$13,471,422$453,825 ▼-3.3%14,1001.8%IndustrialsCVXChevron$13,419,955$13,274 ▼-0.1%65,7161.8%EnergyHDHome Depot$13,034,953$298,712 ▲2.3%45,8191.7%Consumer DiscretionaryCACICACI International$12,706,035$249,735 ▼-1.9%20,8601.7%IndustrialsNKENIKE$12,305,960$1,503,261 ▼-10.9%347,6261.6%Consumer DiscretionaryAMZNAmazon.com$11,880,967$311,438 ▼-2.6%47,6861.6%Consumer DiscretionaryGRAYSCALE BITCOIN MINI TR ET$11,742,193$114,028 ▼-1.0%317,7861.6%SHS NEWFNVFranco-Nevada$11,284,271$68,576 ▼-0.6%47,3911.5%MaterialsAPDAir Products and Chemicals$11,204,879$127,986 ▼-1.1%40,2721.5%MaterialsICEIntercontinental Exchange$10,710,514$107,181 ▲1.0%70,4501.4%FinanceCMECME Group$10,289,265$3,930 ▲0.0%39,2751.4%FinanceFCXFreeport-McMoRan$9,763,250$386,750 ▼-3.8%139,4751.3%MaterialsBKNGBooking$9,705,363$103,448 ▼-1.1%59,5751.3%Consumer DiscretionaryUNPUnion Pacific$8,635,229$321,930 ▼-3.6%31,7321.1%IndustrialsVVisa$8,568,943$36,652 ▼-0.4%23,8471.1%FinanceTJXTJX Companies$8,289,222$461,762 ▼-5.3%62,6501.1%Consumer DiscretionaryORCLOracle$7,743,720$282,426 ▼-3.5%56,4001.0%TechnologyISRGIntuitive Surgical$7,533,634$2,552,417 ▲51.2%18,5271.0%HealthcareLMTLockheed Martin$7,332,182$137,498 ▲1.9%14,3981.0%IndustrialsAJGArthur J. Gallagher & Co.$7,326,893$190,472 ▲2.7%32,1201.0%FinanceLOWLowe's Companies$7,151,373$183,737 ▼-2.5%38,8051.0%Consumer DiscretionaryWMBWilliams Companies$6,956,730$144,776 ▲2.1%102,3500.9%EnergyMARMarriott International$6,392,457$41,613 ▼-0.6%17,9730.8%Consumer DiscretionaryQCOMQualcomm$6,250,551$225,449 ▼-3.5%33,9630.8%TechnologyMDTMedtronic$6,160,243$305,898 ▲5.2%71,3900.8%HealthcareXYLXylem$6,125,822$1,117,514 ▲22.3%60,4900.8%IndustrialsGLWCorning$5,822,122$5,822,122 ▲New Holding37,8650.8%TechnologyJNJJohnson & Johnson$5,812,771$86,303 ▼-1.5%21,9570.8%HealthcareAMATApplied Materials$5,696,773$5,696,773 ▲New Holding11,1400.8%TechnologyWATERBRIDGE INFRASTRUCTURE L$5,692,894$33,744 ▼-0.6%202,4500.8%CL A SHS REPSTGFDXFedEx$5,623,970$32,785 ▼-0.6%19,7270.7%IndustrialsBABoeing$5,352,100$174,515 ▼-3.2%28,7670.7%IndustrialsGOOGLAlphabet$5,219,350$90,493 ▼-1.7%15,1690.7%Communication ServicesPFEPfizer$4,587,499$212,503 ▲4.9%160,8520.6%HealthcareINFLHorizon Kinetics Inflation Beneficiaries ETF$4,484,120$11,532 ▲0.3%89,4320.6%ETFIBMInternational Business Machines$4,476,895$182,542 ▲4.3%20,3560.6%TechnologyRIORio Tinto$4,474,958$62,152 ▲1.4%47,5200.6%MaterialsMIAMI INTL HLDGS INC$4,394,698$2,458,398 ▲127.0%131,1850.6%COMMRKMerck & Co., Inc.$4,305,390$66,697 ▼-1.5%29,6290.6%HealthcareBRK.BBerkshire Hathaway$4,212,657$41,330 ▼-1.0%8,4600.6%FinanceHEHawaiian Electric Industries$4,053,843$167,178 ▲4.3%453,4500.5%UtilitiesEMREmerson Electric$4,046,621$87,012 ▼-2.1%26,0900.5%IndustrialsVRTXVertex Pharmaceuticals$3,892,320$47,053 ▼-1.2%7,4450.5%HealthcareWMWaste Management$3,797,806$71,984 ▲1.9%18,6240.5%IndustrialsMSGSMadison Square Garden$3,792,766$285,673 ▼-7.0%9,3600.5%Communication ServicesAMLPAlerian MLP ETF$3,491,888$3,491,888 ▲New Holding67,3200.5%ETFSYYSysco$3,481,694$40,929 ▼-1.2%44,6600.5%Consumer StaplesTMOThermo Fisher Scientific$3,393,476$305,123 ▼-8.2%5,0270.5%HealthcareMSBMesabi Trust$3,347,441$5,877 ▲0.2%170,8750.4%MaterialsVTIVanguard Total Stock Market ETF$3,267,8640.0%8,7320.4%ETFMKCMcCormick & Company, Incorporated$3,222,248$139,896 ▲4.5%69,4450.4%Consumer StaplesMSTRStrategy$3,182,741$493,715 ▼-13.4%20,7900.4%TechnologyNVSNovartis$3,148,944$231,676 ▼-6.9%22,0870.4%HealthcareCLColgate-Palmolive$3,082,413$51,277 ▼-1.6%36,1280.4%Consumer StaplesCOPConocoPhillips$2,868,188$110,633 ▼-3.7%22,9180.4%EnergyRSPInvesco S&P 500 Equal Weight ETF$2,601,082$45,556 ▲1.8%12,5040.3%ETFNVONovo Nordisk A/S$2,466,993$54,022 ▲2.2%65,0750.3%HealthcareMTGMGIC Investment$2,308,804$113,696 ▲5.2%89,3500.3%FinanceLLYEli Lilly and Company$2,125,556$75,210 ▲3.7%1,8370.3%HealthcareUPSUnited Parcel Service$2,003,108$196,788 ▼-8.9%21,4370.3%IndustrialsVOOVanguard S&P 500 ETF$1,797,0050.0%2,5640.2%ETFCRSPCRISPR Therapeutics$1,671,770$728,564 ▲77.2%30,2200.2%HealthcareDEDeere & Company$1,588,2160.0%2,3650.2%IndustrialsBACBank of America$1,555,337$398,700 ▼-20.4%28,5750.2%FinanceTXNTexas Instruments$1,502,683$182,059 ▼-10.8%5,3650.2%TechnologyBMYBristol Myers Squibb$1,448,678$92,040 ▼-6.0%23,2160.2%HealthcareCPCanadian Pacific Kansas City$1,443,041$41,274 ▼-2.8%16,9570.2%IndustrialsINTCIntel$1,439,273$216,895 ▲17.7%11,9710.2%TechnologyVOVanguard Mid-Cap ETF$1,429,597$2,353 ▼-0.2%18,2300.2%ETFEXXONMOBIL HOLDINGS CORP$1,361,078$1,361,078 ▲New Holding8,3630.2%COM SHSHONEYWELL INTL INC$1,352,547$87,118 ▲6.9%6,4120.2%COMNEENextEra Energy$1,315,755$43,399 ▼-3.2%17,3720.2%UtilitiesKOCoca-Cola$1,285,433$81,432 ▼-6.0%14,9330.2%Consumer StaplesCRDOCredo Technology Group$1,280,744$231,800 ▲22.1%6,5750.2%TechnologyCICigna Group$1,258,301$254,433 ▼-16.8%4,6290.2%HealthcareSPYSPDR S&P 500 ETF Trust$1,228,597$172,354 ▼-12.3%1,6110.2%ETFPGProcter & Gamble$1,212,943$14,237 ▼-1.2%8,3490.2%Consumer StaplesPBTPermian Basin Royalty Trust$1,139,576$12,592 ▼-1.1%36,2000.2%EnergyHONEYWELL AEROSPACE INC$1,047,287$117,622 ▲12.7%6,7580.1%COMBCDFHorizon Kinetics Blockchain Development ETF$1,036,010$19,680 ▲1.9%32,3750.1%ETFAFLAflac$911,007$546,381 ▼-37.5%8,1500.1%FinancePEPPepsiCo$874,368$37,382 ▼-4.1%6,9000.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$854,766$7,915 ▼-0.9%11,8800.1%ETFCSGPCoStar Group$837,070$46,580 ▼-5.3%30,5500.1%Real EstateSLBSLB$827,460$148,596 ▼-15.2%16,9840.1%EnergyQQQEDirexion NASDAQ-100 Equal Weighted Index ETF$808,581$250,670 ▲44.9%6,7320.1%ETFShowing largest 100 holdings. 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