EagleClaw Capital Managment, LLC
13F Reported Value
ⓘ$745.4M
Holdings
145
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EagleClaw Capital Managment, LLC disclosed 145 positions worth $745.4M in its Form 13F-HR for Q2 2026, led by $TPL (Texas Pacific Land Corp) at 9.0% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $MIAX and a full exit from $HOLX. The portfolio is most concentrated in Financials (24.5% 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
Stable
$TPL
$NVDA
$AAPL
$PANW
$CAT
$BTC$TPL
$HESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.0#141
Quality
$67.2M153,629 sh - 85.9#5
Quality
$36.7M183,401 sh - 76.4#84
Quality
$27.3M94,398 sh - 65.5
Quality
$26.9M78,978 sh - 66.5
Quality
$19.4M18,255 sh - 78.2
Quality
$18.5M52,222 sh - 72.6
Quality
$18.1M71,774 sh - 70.7
Quality
$17.3M52,906 sh - —
Quality
$16.7M39,233 sh - 63.1
Quality
$16.7M210,805 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Texas Pacific Land Corp$TPL | 73.0#141 | $67.2M | 153,629 |
| NVIDIA CORP$NVDA | 85.9#5 | $36.7M | 183,401 |
| Apple Inc.$AAPL | 76.4#84 | $27.3M | 94,398 |
| Palo Alto Networks Inc$PANW | 65.5 | $26.9M | 78,978 |
| CATERPILLAR INC$CAT | 66.5 | $19.4M | 18,255 |
 Alphabet Inc.$GOOGL | 78.2 | $18.5M | 52,222 |
 AbbVie Inc.$ABBV | 72.6 | $18.1M | 71,774 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $17.3M | 52,906 |
 Eaton Corp plc$ETN | — | $16.7M | 39,233 |
 LandBridge Co LLC$LB | 63.1 | $16.7M | 210,805 |
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
$182.8M
Technology
$164.8M
Industrials
$103.6M
Consumer Discretionary
$84.2M
Materials
$67.2M
Healthcare
$63.0M
Energy
$33.2M
Other
$17.3M
Full Holdings — EagleClaw Capital Managment, LLC (Q2 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 | $67.2M | 9.0% | +1% | 73 |
| 2 | $NVDA | NVIDIA CORP | $36.7M | 4.9% | -3% | 85.9 |
| 3 | $AAPL | Apple Inc. | $27.3M | 3.7% | -5% | 76.4 |
| 4 | $PANW | Palo Alto Networks Inc | $26.9M | 3.6% | -1% | 65.5 |
| 5 | $CAT | CATERPILLAR INC | $19.4M | 2.6% | -2% | 66.5 |
| 6 | $GOOGL | Alphabet Inc. | $18.5M | 2.5% | -1% | 78.2 |
| 7 | $ABBV | AbbVie Inc. | $18.1M | 2.4% | -1% | 72.6 |
| 8 | $JPM | JPMORGAN CHASE & CO | $17.3M | 2.3% | +0% | 70.7 |
| 9 | $ETN | Eaton Corp plc | $16.7M | 2.2% | -0% | — |
| 10 | $LB | LandBridge Co LLC | $16.7M | 2.2% | +1% | 63.1 |
| 11 |  $WPM | Wheaton Precious Metals Corp. | $16.6M | 2.2% | -1% | — |
| 12 |  $GBTC | Grayscale Bitcoin Trust ETF | $16.3M | 2.2% | +1% | — |
| 13 |  $NKE | NIKE, Inc. | $16.0M | 2.1% | -1% | 49.3 |
| 14 |  $HD | HOME DEPOT, INC. | $15.8M | 2.1% | +2% | 60.3 |
| 15 |  $LIN | LINDE PLC | $14.9M | 2.0% | -0% | — |
| 16 |  $PH | Parker-Hannifin Corp | $14.3M | 1.9% | +1% | 65.8 |
| 17 |  $APD | Air Products & Chemicals, Inc. | $11.9M | 1.6% | -0% | 46.4 |
| 18 |  $MSFT | MICROSOFT CORP | $11.8M | 1.6% | +12% | 79.8 |
| 19 |  $AMZN | AMAZON COM INC | $11.7M | 1.6% | -1% | 68.7 |
| 20 |  $CVX | CHEVRON CORP | $10.9M | 1.5% | -2% | 62.8 |
| 21 |  $BKNG | Booking Holdings Inc. | $10.7M | 1.4% | +2471% | 58.5 |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $10.0M | 1.3% | +0% | 68.7 |
| 23 |  $FNV | FRANCO NEVADA Corp | $9.9M | 1.3% | +1% | — |
| 24 |  $CACI | CACI INTERNATIONAL INC /DE/ | $9.9M | 1.3% | +1% | 65 |
| 25 |  $FCX | FREEPORT-MCMORAN INC | $9.1M | 1.2% | -0% | 62 |
| 26 |  $UNP | UNION PACIFIC CORP | $9.0M | 1.2% | -2% | 69.7 |
| 27 |  $LOW | LOWES COMPANIES INC | $8.8M | 1.2% | +3% | 60.8 |
| 28 |  $CME | CME GROUP INC. | $8.7M | 1.2% | +1% | 69.5 |
| 29 |  $ICE | Intercontinental Exchange, Inc. | $8.6M | 1.1% | +1% | 73.7 |
| 30 |  $ORCL | ORACLE CORP | $8.6M | 1.1% | -1% | 66.2 |
| 31 | $BTC | Grayscale Bitcoin Mini Trust ETF | $8.3M | 1.1% | +2% | — |
| 32 |  $V | VISA INC. | $8.2M | 1.1% | +0% | 82.9 |
| 33 |  $WMB | WILLIAMS COMPANIES, INC. | $7.5M | 1.0% | +2% | 64.3 |
| 34 |  $LMT | LOCKHEED MARTIN CORP | $7.2M | 1.0% | -1% | 65.6 |
| 35 |  $AJG | Arthur J. Gallagher & Co. | $7.2M | 1.0% | +40% | 71.2 |
| 36 |  $WBI | WaterBridge Infrastructure LLC | $7.0M | 0.9% | +2% | 54.6 |
| 37 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $6.7M | 0.9% | -3% | 61.7 |
| 38 |  $QCOM | QUALCOMM INC/DE | $6.5M | 0.9% | -7% | 70.5 |
| 39 |  $BA | BOEING CO | $6.4M | 0.9% | +1% | 61.6 |
| 40 |  $FDX | FEDEX CORP | $6.2M | 0.8% | +1% | 60.3 |
| 41 | $HE | HAWAIIAN ELECTRIC INDUSTRIES INC | $5.9M | 0.8% | +17% | 42.5 |
| 42 |  $XYL | Xylem Inc. | $5.8M | 0.8% | +103% | 65.8 |
| 43 |  $JNJ | JOHNSON & JOHNSON | $5.7M | 0.8% | -0% | 69 |
| 44 |  $GOOG | Alphabet Inc. | $5.5M | 0.7% | -3% | 78.2 |
| 45 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.5M | 0.7% | +0% | 70 |
| 46 |  $MDT | Medtronic plc | $5.3M | 0.7% | +107% | 68.7 |
| 47 |  $ISRG | INTUITIVE SURGICAL INC | $4.9M | 0.7% | +447% | 79.9 |
| 48 | — | LISTED FDS TR - HORI KI INFL ETF | $4.4M | 0.6% | +1% | — |
| 49 |  $RIO | RIO TINTO PLC | $4.4M | 0.6% | -1% | — |
| 50 |  $MSB | MESABI TRUST | $4.3M | 0.6% | +0% | 50.2 |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.3M | 0.6% | -1% | 73.8 |
| 52 |  $WM | WASTE MANAGEMENT INC | $4.1M | 0.6% | -0% | 67.6 |
| 53 |  $MSGS | Madison Square Garden Sports Corp. | $4.0M | 0.5% | -17% | 50.3 |
| 54 |  $MRK | Merck & Co., Inc. | $3.9M | 0.5% | -5% | 59.9 |
| 55 |  $EMR | EMERSON ELECTRIC CO | $3.8M | 0.5% | +2% | 65.3 |
| 56 |  $SYY | SYSCO CORP | $3.8M | 0.5% | +3% | 54.7 |
| 57 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.7M | 0.5% | +2% | 75.4 |
| 58 |  $NVS | NOVARTIS AG | $3.7M | 0.5% | -12% | — |
| 59 |  $PFE | PFIZER INC | $3.7M | 0.5% | +38% | 62 |
| 60 |  $CL | COLGATE PALMOLIVE CO | $3.4M | 0.5% | +2% | 61.3 |
| 61 |  $MKC | MCCORMICK & CO INC | $3.3M | 0.5% | +56% | 67.6 |
| 62 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.2M | 0.4% | +0% | — |
| 63 |  $NVO | NOVO NORDISK A S | $3.1M | 0.4% | -1% | — |
| 64 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.7M | 0.4% | -3% | 65.1 |
| 65 |  $IVZ | Invesco Ltd. | $2.6M | 0.3% | +10% | — |
| 66 |  $UPS | UNITED PARCEL SERVICE INC | $2.5M | 0.3% | -14% | 58.6 |
| 67 |  $COP | CONOCOPHILLIPS | $2.5M | 0.3% | -2% | 70.2 |
| 68 |  $MTG | MGIC INVESTMENT CORP | $2.4M | 0.3% | -5% | 56.6 |
| 69 |  $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $2.1M | 0.3% | NEW | 66.3 |
| 70 |  $LLY | ELI LILLY & Co | $2.1M | 0.3% | -1% | 87.5 |
| 71 |  $MSTR | Strategy Inc | $2.1M | 0.3% | -1% | 17.9 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.0M | 0.3% | -30% | 67.6 |
| 73 |  $SNY | Sanofi | $1.9M | 0.3% | -11% | — |
| 74 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.2% | -2% | 73.4 |
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.8M | 0.2% | -1% | — |
| 76 |  $NEE | NEXTERA ENERGY INC | $1.6M | 0.2% | -7% | 64.6 |
| 77 |  $CI | Cigna Group | $1.5M | 0.2% | -34% | 66.2 |
| 78 |  $AFL | AFLAC INC | $1.5M | 0.2% | -12% | 61.3 |
| 79 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.5M | 0.2% | +0% | 69.7 |
| 80 |  $DE | DEERE & CO | $1.5M | 0.2% | -0% | 55.4 |
| 81 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.5M | 0.2% | +300% | — |
| 82 |  $CRDO | Credo Technology Group Holding Ltd | $1.5M | 0.2% | +0% | 55.1 |
| 83 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.2% | -33% | 70.4 |
| 84 |  $INTC | INTEL CORP | $1.4M | 0.2% | +7% | 45.6 |
| 85 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.2% | +5% | — |
| 86 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.2% | -52% | 65 |
| 87 |  $HONA | Honeywell Aerospace Inc. | $1.3M | 0.2% | NEW | — |
| 88 |  $FDXF | FedEx Freight Holding Company, Inc. | $1.3M | 0.2% | NEW | — |
| 89 |  $KO | COCA COLA CO | $1.3M | 0.2% | -1% | 69.5 |
| 90 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | +0% | 64.6 |
| 91 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | -2% | 57.9 |
| 92 |  $PEP | PEPSICO INC | $974,203 | 0.1% | -4% | 63.4 |
| 93 |  $RYN | RAYONIER INC | $946,790 | 0.1% | -24% | 58.2 |
| 94 | — | LISTED FDS TR - HORZN KINTCS BL | $946,432 | 0.1% | +8% | — |
| 95 |  $SLB | SLB LIMITED/NV | $931,381 | 0.1% | -4% | 57.9 |
| 96 |  $CRSP | CRISPR Therapeutics AG | $929,907 | 0.1% | NEW | 9.7 |
| 97 | — | ISHARES TR - CORE S&P MCP ETF | $924,549 | 0.1% | +0% | — |
| 98 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $916,464 | 0.1% | +3% | — |
| 99 |  $CSGP | COSTAR GROUP, INC. | $913,320 | 0.1% | -4% | 57.8 |
| 100 |  $GILD | GILEAD SCIENCES, INC. | $865,429 | 0.1% | -25% | 57.4 |
| 101 |  $AMGN | AMGEN INC | $760,452 | 0.1% | +0% | 79.2 |
| 102 |  $WTTR | Select Water Solutions, Inc. | $739,260 | 0.1% | +0% | 42.9 |
| 103 |  $DVN | DEVON ENERGY CORP/DE | $737,562 | 0.1% | -60% | 74.8 |
| 104 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $728,625 | 0.1% | +0% | — |
| 105 |  $CMI | CUMMINS INC | $713,210 | 0.1% | -5% | 58.1 |
| 106 |  $CLNE | Clean Energy Fuels Corp. | $692,593 | 0.1% | -4% | 34.2 |
| 107 |  $CSCO | CISCO SYSTEMS, INC. | $654,840 | 0.1% | +8% | 70.3 |
| 108 |  $BDX | BECTON DICKINSON & CO | $640,429 | 0.1% | -77% | 59 |
| 109 |  $GD | GENERAL DYNAMICS CORP | $619,920 | 0.1% | -13% | 68.7 |
| 110 |  $OKE | ONEOK INC /NEW/ | $568,066 | 0.1% | -2% | 71.7 |
| 111 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $566,736 | 0.1% | NEW | — |
| 112 |  $IBN | ICICI BANK LTD | $558,828 | 0.1% | +0% | — |
| 113 |  $BXP | BXP, Inc. | $533,796 | 0.1% | -2% | 59.2 |
| 114 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $530,208 | 0.1% | -2% | — |
| 115 |  $RTX | RTX Corp | $508,856 | 0.1% | -2% | 73.2 |
| 116 |  $AGX | ARGAN INC | $479,130 | 0.1% | -14% | 81.4 |
| 117 |  $DHR | DANAHER CORP /DE/ | $461,914 | 0.1% | +0% | 64.8 |
| 118 |  $DRI | DARDEN RESTAURANTS INC | $458,372 | 0.1% | -19% | 64.1 |
| 119 |  $ABT | ABBOTT LABORATORIES | $421,760 | 0.1% | +0% | 65.5 |
| 120 | — | VANGUARD INDEX FDS - SMALL CP ETF | $409,212 | 0.1% | +0% | — |
| 121 |  $WTRG | Essential Utilities, Inc. | $407,120 | 0.1% | -4% | 68.1 |
| 122 |  $ENB | ENBRIDGE INC | $394,269 | 0.1% | +0% | 66.7 |
| 123 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $372,275 | 0.1% | +1% | — |
| 124 |  $BLK | BlackRock, Inc. | $368,277 | 0.1% | -4% | 70 |
| 125 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $354,370 | 0.1% | -12% | 58.1 |
| 126 |  $MCK | MCKESSON CORP | $343,798 | 0.1% | +0% | 63.4 |
| 127 |  $GEOS | GEOSPACE TECHNOLOGIES CORP | $338,602 | 0.1% | -39% | 11.2 |
| 128 |  $RPM | RPM INTERNATIONAL INC/DE/ | $333,450 | 0.0% | +0% | 59.6 |
| 129 |  $BBSI | BARRETT BUSINESS SERVICES INC | $319,680 | 0.0% | -41% | 46.5 |
| 130 |  $MPC | Marathon Petroleum Corp | $319,588 | 0.0% | -13% | 61 |
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $303,464 | 0.0% | +0% | — |
| 132 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $292,176 | 0.0% | -5% | 60.9 |
| 133 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $275,761 | 0.0% | -52% | 54.9 |
| 134 |  $MCO | MOODYS CORP /DE/ | $271,752 | 0.0% | +0% | 79.1 |
| 135 | — | ARK ETF TR - INNOVATION ETF | $270,909 | 0.0% | +0% | — |
| 136 |  $TRV | TRAVELERS COMPANIES, INC. | $264,096 | 0.0% | +0% | 75.9 |
| 137 |  $LTRX | LANTRONIX INC | $249,312 | 0.0% | +0% | 35.7 |
| 138 |  $BIIB | BIOGEN INC. | $233,129 | 0.0% | NEW | 64.7 |
| 139 |  $MCD | MCDONALDS CORP | $231,656 | 0.0% | NEW | 69 |
| 140 |  $HAL | HALLIBURTON CO | $230,860 | 0.0% | -8% | 53.2 |
| 141 |  $ET | Energy Transfer LP | $219,880 | 0.0% | +0% | 64.4 |
| 142 |  $TER | TERADYNE, INC | $217,728 | 0.0% | NEW | 77.3 |
| 143 |  $WSBK | Winchester Bancorp, Inc./MD/ | $210,240 | 0.0% | +0% | 39.4 |
| 144 |  $REPL | Replimune Group, Inc. | $110,700 | 0.0% | NEW | — |
| 145 |  $IEP | ICAHN ENTERPRISES L.P. | $107,210 | 0.0% | +14% | 38.8 |
New Positions (9)
$MIAX MIAMI INTERNATIONAL HOLDINGS, INC.$2.1M$HONA Honeywell Aerospace Inc.$1.3M$FDXF FedEx Freight Holding Company, Inc.$1.3M$CRSP CRISPR Therapeutics AG$929,907$BIIB BIOGEN INC.$233,129$MCD MCDONALDS CORP$231,656$TER TERADYNE, INC$217,728$REPL Replimune Group, Inc.$110,700
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