EagleClaw Capital Managment, LLC
Q2 2026 13F filing
Updated 31 days ago145 disclosed positions worth $745.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TPL TEXAS PACIFIC LAND CORPORATI | $67.2M | 153.6K | 9.02% | — |
| 2 | N NVDA NVIDIA CORPORATION | $36.7M | 183.4K | 4.92% | — |
| 3 | A AAPL APPLE INC | $27.3M | 94.4K | 3.66% | — |
| 4 | P PANW PALO ALTO NETWORKS INC | $26.9M | 79.0K | 3.61% | — |
| 5 | C CAT CATERPILLAR INC | $19.4M | 18.3K | 2.61% | — |
| 6 | G GOOGN ALPHABET INC | $18.5M | 52.2K | 2.48% | — |
| 7 | A ABBV ABBVIE INC | $18.1M | 71.8K | 2.42% | — |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $17.3M | 52.9K | 2.32% | — |
| 9 | E ETN EATON CORP PLC | $16.7M | 39.2K | 2.24% | — |
| 10 | L LB LANDBRIDGE COMPANY LLC | $16.7M | 210.8K | 2.24% | — |
| 11 | W WPM WHEATON PRECIOUS METALS CORP | $16.6M | 147.5K | 2.22% | — |
| 12 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $16.3M | 358.2K | 2.19% | — |
| 13 | N NKE NIKE INC | $16M | 390.1K | 2.15% | — |
| 14 | H HD HOME DEPOT INC | $15.8M | 44.8K | 2.12% | — |
| 15 | L LIN LINDE PLC | $14.9M | 28.6K | 1.99% | — |
| 16 | P PH PARKER-HANNIFIN CORP | $14.3M | 14.6K | 1.91% | — |
| 17 | A APD AIR PRODUCTS AND CHEMICALS I | $11.9M | 40.7K | 1.60% | — |
| 18 | M MSFT MICROSOFT CORP | $11.8M | 31.6K | 1.58% | — |
| 19 | A AMZN AMAZON COM INC | $11.7M | 48.9K | 1.56% | — |
| 20 | C CVX CHEVRON CORPORATION | $10.9M | 65.8K | 1.46% | — |
| 21 | B BKNG BOOKING HOLDINGS INC | $10.7M | 60.2K | 1.44% | — |
| 22 | T TJX TJX COS INC NEW | $10M | 66.1K | 1.34% | — |
| 23 | F FNV FRANCO NEV CORP | $9.9M | 47.7K | 1.33% | — |
| 24 | C CACI CACI INTL INC | $9.9M | 21.3K | 1.32% | — |
| 25 | F FCX FREEPORT MCMORAN INC | $9.1M | 145.0K | 1.22% | — |
| 26 | U UNP UNION PAC CORP | $9M | 32.9K | 1.20% | — |
| 27 | L LOW LOWES COS INC | $8.8M | 39.8K | 1.18% | — |
| 28 | C CME CME GROUP INC | $8.7M | 39.3K | 1.16% | — |
| 29 | I ICE INTERCONTINENTAL EXCHANGE IN | $8.6M | 69.7K | 1.15% | — |
| 30 | O ORCL-PD ORACLE CORP | $8.6M | 58.5K | 1.15% | — |
| 31 | B BTC GRAYSCALE BITCOIN MINI TR ET | $8.3M | 320.9K | 1.12% | — |
| 32 | V V VISA INC | $8.2M | 23.9K | 1.10% | — |
| 33 | F FBTC WILLIAMS COS INC | $7.5M | 100.2K | 1.00% | — |
| 34 | L LMT LOCKHEED MARTIN CORP | $7.2M | 14.1K | 0.97% | — |
| 35 | A AJG GALLAGHER ARTHUR J & CO | $7.2M | 31.3K | 0.96% | — |
| 36 | W WBI WATERBRIDGE INFRASTRUCTURE L | $7M | 203.7K | 0.94% | — |
| 37 | M MAR MARRIOTT INTL INC NEW | $6.7M | 18.1K | 0.90% | — |
| 38 | Q QCOM QUALCOMM INC | $6.5M | 35.2K | 0.87% | — |
| 39 | B BA-PA BOEING CO | $6.4M | 29.7K | 0.86% | — |
| 40 | F FDX FEDEX CORP | $6.2M | 19.8K | 0.83% | — |
| 41 | H HE HAWAIIAN ELEC INDS INC MTN B | $5.9M | 434.8K | 0.79% | — |
| 42 | X XYL XYLEM INC | $5.8M | 49.5K | 0.78% | — |
| 43 | J JNJ JOHNSON & JOHNSON | $5.7M | 22.3K | 0.76% | — |
| 44 | G GOOGN ALPHABET INC | $5.5M | 15.4K | 0.74% | — |
| 45 | I IBM INTERNATIONAL BUSINESS MACHS | $5.5M | 19.5K | 0.74% | — |
| 46 | M MDT MEDTRONIC PLC | $5.3M | 67.8K | 0.71% | — |
| 47 | I ISRG INTUITIVE SURGICAL INC | $4.9M | 12.3K | 0.65% | — |
| 48 | H HKHC LISTED FDS TR | $4.4M | 89.2K | 0.60% | — |
| 49 | R RTPPF RIO TINTO PLC | $4.4M | 46.9K | 0.60% | — |
| 50 | M MSB MESABI TR | $4.3M | 170.6K | 0.58% | — |