EagleClaw Capital Managment, LLC
13F Reported Value
ⓘ$714.1M
Holdings
145
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
EagleClaw Capital Managment, LLC disclosed 145 positions worth $714.1M in its Form 13F-HR for Q1 2026, led by $TPL (Texas Pacific Land Corp) at 10.1% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 7 new positions and exited 6 — including a new stake in $XYL. The portfolio is most concentrated in Financials (26.5% of disclosed assets). All figures are sourced directly from EagleClaw Capital Managment, LLC’s Form 13F-HR filing with the SEC under CIK 1607636.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 79.1#63
Quality
$72.1M151,894 sh - 90.2#1
Quality
$33.0M189,451 sh - 76.1#112
Quality
$25.2M99,210 sh - 53.4
Quality
$20.7M392,130 sh - —
Quality
$19.5M148,889 sh - —
Quality
$18.8M355,791 sh - 59.3
Quality
$15.7M72,234 sh - 35.6
Quality
$15.5M52,643 sh - 80.2
Quality
$15.2M52,987 sh - 69.2
Quality
$14.5M44,063 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Texas Pacific Land Corp$TPL | 79.1#63 | $72.1M | 151,894 |
 NVIDIA CORP$NVDA | 90.2#1 | $33.0M | 189,451 |
 Apple Inc.$AAPL | 76.1#112 | $25.2M | 99,210 |
 NIKE, Inc.$NKE | 53.4 | $20.7M | 392,130 |
 Wheaton Precious Metals Corp.$WPM | — | $19.5M | 148,889 |
 Grayscale Bitcoin Trust ETF$GBTC | — | $18.8M | 355,791 |
 AbbVie Inc.$ABBV | 59.3 | $15.7M | 72,234 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $15.5M | 52,643 |
 Alphabet Inc.$GOOGL | 80.2 | $15.2M | 52,987 |
 HOME DEPOT, INC.$HD | 69.2 | $14.5M | 44,063 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EagleClaw Capital Managment, LLC's 145 positions.
Showing top 10 of 145 holdings.
Sector Allocation
Financials
$189.3M
Technology
$139.0M
Industrials
$91.5M
Consumer Discretionary
$84.8M
Materials
$70.5M
Healthcare
$58.1M
Energy
$37.0M
Other
$15.4M
Full Holdings — EagleClaw Capital Managment, LLC (Q1 2026)
All 145 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TPL | Texas Pacific Land Corp | $72.1M | 10.1% | +4% | 79.1 |
| 2 | $NVDA | NVIDIA CORP | $33.0M | 4.6% | -7% | 90.2 |
| 3 | $AAPL | Apple Inc. | $25.2M | 3.5% | +13% | 76.1 |
| 4 | $NKE | NIKE, Inc. | $20.7M | 2.9% | -2% | 53.4 |
| 5 | $WPM | Wheaton Precious Metals Corp. | $19.5M | 2.7% | -4% | — |
| 6 | $GBTC | Grayscale Bitcoin Trust ETF | $18.8M | 2.6% | +7% | — |
| 7 | $ABBV | AbbVie Inc. | $15.7M | 2.2% | +1% | 59.3 |
| 8 | $JPM | JPMORGAN CHASE & CO | $15.5M | 2.2% | -0% | 35.6 |
| 9 | $GOOGL | Alphabet Inc. | $15.2M | 2.1% | -4% | 80.2 |
| 10 | $HD | HOME DEPOT, INC. | $14.5M | 2.0% | -0% | 69.2 |
| 11 |  $LB | LandBridge Co LLC | $14.4M | 2.0% | +4% | 62.6 |
| 12 |  $LIN | LINDE PLC | $14.2M | 2.0% | -2% | — |
| 13 |  $ETN | Eaton Corp plc | $14.1M | 2.0% | -6% | — |
| 14 |  $CVX | CHEVRON CORP | $13.8M | 1.9% | -2% | 54.7 |
| 15 |  $CAT | CATERPILLAR INC | $13.2M | 1.9% | -7% | 67.8 |
| 16 |  $PH | Parker-Hannifin Corp | $13.0M | 1.8% | -4% | 73.8 |
| 17 |  $PANW | Palo Alto Networks Inc | $12.8M | 1.8% | +5% | 66.5 |
| 18 |  $APD | Air Products & Chemicals, Inc. | $11.8M | 1.7% | +1% | 41.2 |
| 19 |  $FNV | FRANCO NEVADA Corp | $11.7M | 1.6% | -2% | — |
| 20 |  $CME | CME GROUP INC. | $11.5M | 1.6% | -0% | 74.5 |
| 21 |  $CACI | CACI INTERNATIONAL INC /DE/ | $11.5M | 1.6% | -1% | 66.7 |
| 22 |  $ICE | Intercontinental Exchange, Inc. | $10.9M | 1.5% | +0% | 73.8 |
| 23 |  $TJX | TJX COMPANIES INC /DE/ | $10.5M | 1.5% | -3% | 70.7 |
| 24 |  $MSFT | MICROSOFT CORP | $10.4M | 1.5% | +51% | 83.7 |
| 25 |  $AMZN | AMAZON COM INC | $10.2M | 1.4% | -1% | 74.6 |
| 26 |  $BKNG | Booking Holdings Inc. | $9.9M | 1.4% | -1% | 55.3 |
| 27 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $9.4M | 1.3% | +4% | — |
| 28 |  $LOW | LOWES COMPANIES INC | $9.1M | 1.3% | -2% | 63.5 |
| 29 |  $ORCL | ORACLE CORP | $8.7M | 1.2% | +3% | 67.2 |
| 30 |  $LMT | LOCKHEED MARTIN CORP | $8.6M | 1.2% | -2% | 65 |
| 31 |  $FCX | FREEPORT-MCMORAN INC | $8.6M | 1.2% | -1% | 73.1 |
| 32 |  $UNP | UNION PACIFIC CORP | $8.1M | 1.1% | +0% | 74 |
| 33 |  $V | VISA INC. | $7.2M | 1.0% | -0% | 83.5 |
| 34 |  $WMB | WILLIAMS COMPANIES, INC. | $7.2M | 1.0% | -1% | 72.8 |
| 35 |  $FDX | FEDEX CORP | $7.0M | 1.0% | -1% | 60.3 |
| 36 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $6.1M | 0.9% | -3% | 65.9 |
| 37 |  $BA | BOEING CO | $5.9M | 0.8% | -1% | 51.8 |
| 38 |  $HE | HAWAIIAN ELECTRIC INDUSTRIES INC | $5.5M | 0.8% | +2% | 48 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $5.5M | 0.8% | -4% | 72.8 |
| 40 |  $WBI | WaterBridge Infrastructure LLC | $5.4M | 0.8% | +67% | — |
| 41 |  $MSB | MESABI TRUST | $5.3M | 0.8% | +2% | — |
| 42 |  $QCOM | QUALCOMM INC/DE | $4.9M | 0.7% | -11% | 81.9 |
| 43 |  $AJG | Arthur J. Gallagher & Co. | $4.8M | 0.7% | +691% | 72.1 |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.7M | 0.7% | +2% | 66.7 |
| 45 | — | LISTED FDS TR | $4.6M | 0.6% | +2% | — |
| 46 |  $GOOG | Alphabet Inc. | $4.6M | 0.6% | -11% | 80.2 |
| 47 |  $RIO | RIO TINTO PLC | $4.4M | 0.6% | -1% | — |
| 48 |  $WM | WASTE MANAGEMENT INC | $4.2M | 0.6% | -0% | 70.7 |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 0.6% | -0% | 64.5 |
| 50 |  $NVS | NOVARTIS AG | $4.1M | 0.6% | -3% | — |
| 51 |  $MSGS | Madison Square Garden Sports Corp. | $3.9M | 0.5% | -1% | 46.5 |
| 52 |  $MRK | Merck & Co., Inc. | $3.8M | 0.5% | -1% | 70.9 |
| 53 |  $EMR | EMERSON ELECTRIC CO | $3.4M | 0.5% | -5% | 65.9 |
| 54 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.3M | 0.5% | +0% | 76.6 |
| 55 |  $COP | CONOCOPHILLIPS | $3.2M | 0.5% | -1% | 74.8 |
| 56 |  $PFE | PFIZER INC | $3.1M | 0.4% | +286% | 69 |
| 57 |  $SYY | SYSCO CORP | $3.1M | 0.4% | -2% | 58.4 |
| 58 |  $CL | COLGATE PALMOLIVE CO | $3.1M | 0.4% | -3% | 72.4 |
| 59 |  $MSTR | Strategy Inc | $3.0M | 0.4% | -1% | 25.4 |
| 60 |  $XYL | Xylem Inc. | $2.9M | 0.4% | NEW | 65.6 |
| 61 |  $BDX | BECTON DICKINSON & CO | $2.9M | 0.4% | -20% | 50.7 |
| 62 |  $HON | HONEYWELL INTERNATIONAL INC | $2.8M | 0.4% | +0% | 65.7 |
| 63 |  $MDT | Medtronic plc | $2.8M | 0.4% | +2% | — |
| 64 | — | VANGUARD INDEX FDS | $2.8M | 0.4% | +4% | — |
| 65 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.8M | 0.4% | -10% | 63.7 |
| 66 |  $UPS | UNITED PARCEL SERVICE INC | $2.7M | 0.4% | -16% | 58.2 |
| 67 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.3% | -3% | 68.4 |
| 68 |  $SNY | Sanofi | $2.4M | 0.3% | -1% | — |
| 69 |  $HOLX | HOLOGIC INC | $2.4M | 0.3% | -5% | 62.3 |
| 70 |  $NVO | NOVO NORDISK A S | $2.4M | 0.3% | -1% | — |
| 71 |  $MTG | MGIC INVESTMENT CORP | $2.4M | 0.3% | -0% | 67.1 |
| 72 |  $CI | Cigna Group | $2.2M | 0.3% | -41% | 66.8 |
| 73 |  $DVN | DEVON ENERGY CORP/DE | $2.2M | 0.3% | -2% | 70.2 |
| 74 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.2M | 0.3% | -17% | 70.1 |
| 75 |  $MKC | MCCORMICK & CO INC | $2.1M | 0.3% | +11% | 73.7 |
| 76 |  $IVZ | Invesco Ltd. | $2.1M | 0.3% | +10% | — |
| 77 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.3% | -3% | 71.7 |
| 78 |  $APTV | Aptiv PLC | $1.7M | 0.2% | -24% | — |
| 79 |  $LLY | ELI LILLY & Co | $1.7M | 0.2% | +2% | 89.3 |
| 80 |  $AFL | AFLAC INC | $1.6M | 0.2% | -16% | 60.3 |
| 81 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | +0% | — |
| 82 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.2% | -11% | 61.8 |
| 83 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.4M | 0.2% | +1% | — |
| 84 |  $CSGP | COSTAR GROUP, INC. | $1.4M | 0.2% | -1% | 49.5 |
| 85 |  $DE | DEERE & CO | $1.3M | 0.2% | +1% | 57.4 |
| 86 | — | VANGUARD INDEX FDS | $1.3M | 0.2% | -4% | — |
| 87 |  $GILD | GILEAD SCIENCES, INC. | $1.3M | 0.2% | -2% | 77.8 |
| 88 |  $GEN | Gen Digital Inc. | $1.3M | 0.2% | -44% | 67.7 |
| 89 |  $KO | COCA COLA CO | $1.2M | 0.2% | -2% | 74 |
| 90 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | -5% | 72.9 |
| 91 |  $RYN | RAYONIER INC | $1.2M | 0.2% | NEW | 68.1 |
| 92 |  $TXN | TEXAS INSTRUMENTS INC | $1.2M | 0.2% | -37% | 70.4 |
| 93 |  $PEP | PEPSICO INC | $1.2M | 0.2% | +1% | 62.7 |
| 94 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.2% | +7% | — |
| 95 |  $SLB | SLB LIMITED/NV | $1.1M | 0.1% | -6% | 63.2 |
| 96 |  $ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.1% | -3% | 81.4 |
| 97 |  $GEOS | GEOSPACE TECHNOLOGIES CORP | $1.0M | 0.1% | +34% | 14.3 |
| 98 | — | LISTED FDS TR | $904,897 | 0.1% | +24% | — |
| 99 |  $CLNE | Clean Energy Fuels Corp. | $869,488 | 0.1% | +43% | 32.1 |
| 100 | — | ISHARES TR | $809,685 | 0.1% | +0% | — |
| 101 |  $WAT | WATERS CORP /DE/ | $789,170 | 0.1% | NEW | 69.9 |
| 102 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $762,884 | 0.1% | +5% | — |
| 103 |  $AMGN | AMGEN INC | $738,885 | 0.1% | -1% | 79.5 |
| 104 |  $GD | GENERAL DYNAMICS CORP | $686,440 | 0.1% | +0% | 73 |
| 105 | — | VANGUARD INTL EQUITY INDEX F | $653,370 | 0.1% | +0% | — |
| 106 |  $OKE | ONEOK INC /NEW/ | $599,647 | 0.1% | +0% | 72 |
| 107 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $585,069 | 0.1% | -75% | 59.5 |
| 108 |  $WTTR | Select Water Solutions, Inc. | $566,100 | 0.1% | +0% | 39.1 |
| 109 |  $CMI | CUMMINS INC | $564,921 | 0.1% | +0% | 58.9 |
| 110 |  $DRI | DARDEN RESTAURANTS INC | $539,110 | 0.1% | -14% | 68.6 |
| 111 |  $RTX | RTX Corp | $527,003 | 0.1% | +13% | 70 |
| 112 |  $CRDO | Credo Technology Group Holding Ltd | $505,490 | 0.1% | NEW | — |
| 113 |  $IBN | ICICI BANK LTD | $498,575 | 0.1% | +0% | — |
| 114 |  $ABT | ABBOTT LABORATORIES | $477,210 | 0.1% | +0% | 67 |
| 115 |  $DHR | DANAHER CORP /DE/ | $459,780 | 0.1% | +0% | 63.9 |
| 116 |  $PYPL | PayPal Holdings, Inc. | $457,954 | 0.1% | -78% | 70.5 |
| 117 |  $WTRG | Essential Utilities, Inc. | $445,064 | 0.1% | +0% | 70.9 |
| 118 |  $BBSI | BARRETT BUSINESS SERVICES INC | $443,536 | 0.1% | +111% | 46.8 |
| 119 |  $BXP | BXP, Inc. | $425,580 | 0.1% | -7% | 50.9 |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $424,227 | 0.1% | +0% | — |
| 121 |  $INTC | INTEL CORP | $421,088 | 0.1% | -28% | 41.5 |
| 122 |  $CSCO | CISCO SYSTEMS, INC. | $401,528 | 0.1% | -3% | 72.3 |
| 123 |  $ENB | ENBRIDGE INC | $393,760 | 0.1% | +0% | — |
| 124 |  $MCK | MCKESSON CORP | $393,739 | 0.1% | -5% | 63.7 |
| 125 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $388,009 | 0.1% | +0% | 65.3 |
| 126 |  $BLK | BlackRock, Inc. | $382,761 | 0.1% | +0% | 70.3 |
| 127 |  $AGX | ARGAN INC | $381,255 | 0.1% | NEW | 79.2 |
| 128 | — | SCHWAB STRATEGIC TR | $357,882 | 0.1% | +21% | — |
| 129 | — | VANGUARD INDEX FDS | $353,592 | 0.1% | -13% | — |
| 130 |  $MPC | Marathon Petroleum Corp | $352,596 | 0.1% | -3% | 50.7 |
| 131 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $307,610 | 0.0% | -15% | 74.6 |
| 132 |  $RPM | RPM INTERNATIONAL INC/DE/ | $298,200 | 0.0% | -2% | 57.3 |
| 133 |  $HAL | HALLIBURTON CO | $288,526 | 0.0% | -9% | 50.9 |
| 134 | — | VANGUARD INTL EQUITY INDEX F | $274,790 | 0.0% | +13% | — |
| 135 |  $SAFT | SAFETY INSURANCE GROUP INC | $272,400 | 0.0% | +0% | 61.9 |
| 136 |  $MCO | MOODYS CORP /DE/ | $261,750 | 0.0% | +0% | 81.3 |
| 137 |  $TMUS | T-Mobile US, Inc. | $252,036 | 0.0% | +0% | 72.7 |
| 138 |  $TRV | TRAVELERS COMPANIES, INC. | $233,344 | 0.0% | -30% | 71.5 |
| 139 | — | ARK ETF TR | $226,562 | 0.0% | NEW | — |
| 140 |  $LTRX | LANTRONIX INC | $222,176 | 0.0% | +0% | 29.8 |
| 141 |  $ET | Energy Transfer LP | $221,950 | 0.0% | +0% | 64.5 |
| 142 |  $BSY | BENTLEY SYSTEMS INC | $220,378 | 0.0% | +0% | 70.1 |
| 143 |  $WSBK | Winchester Bancorp, Inc./MD/ | $203,200 | 0.0% | +0% | — |
| 144 |  $KMI | KINDER MORGAN, INC. | $201,180 | 0.0% | NEW | 74.6 |
| 145 |  $IEP | ICAHN ENTERPRISES L.P. | $98,639 | 0.0% | +0% | 37.8 |
New Positions (7)
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