Holders — by stockHoldings — by fund
EagleClaw Capital Managment, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001607636
$745.4M
disclosed book value
145
positions
9%
largest position share
Positions, as of 2026-06-30
top 100 of 145 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TPLTEXAS PACIFIC LAND CORPORATI | 153,629 | $67.2M | 9% |
| 2 | NVDANVIDIA CORPORATION | 183,401 | $36.7M | 4.9% |
| 3 | AAPLAPPLE INC | 94,398 | $27.3M | 3.7% |
| 4 | PANWPALO ALTO NETWORKS INC | 78,978 | $26.9M | 3.6% |
| 5 | CATCATERPILLAR INC | 18,255 | $19.4M | 2.6% |
| 6 | GOOGALPHABET INC | 52,222 | $18.5M | 2.5% |
| 7 | ABBVABBVIE INC | 71,774 | $18.1M | 2.4% |
| 8 | JPMJPMORGAN CHASE & CO | 52,906 | $17.3M | 2.3% |
| 9 | EATON CORP PLC | 39,233 | $16.7M | 2.2% |
| 10 | LBLANDBRIDGE COMPANY LLC | 210,805 | $16.7M | 2.2% |
| 11 | WPMWHEATON PRECIOUS METALS CORP | 147,484 | $16.6M | 2.2% |
| 12 | GBTCGRAYSCALE BITCOIN TRUST ETF | 358,216 | $16.3M | 2.2% |
| 13 | NKENIKE INC | 390,091 | $16.0M | 2.1% |
| 14 | HDHOME DEPOT INC | 44,769 | $15.8M | 2.1% |
| 15 | LINDE PLC | 28,635 | $14.9M | 2% |
| 16 | PHPARKER-HANNIFIN CORP | 14,575 | $14.3M | 1.9% |
| 17 | APDAIR PRODUCTS AND CHEMICALS I | 40,732 | $11.9M | 1.6% |
| 18 | MSFTMICROSOFT CORP | 31,573 | $11.8M | 1.6% |
| 19 | AMZNAMAZON COM INC | 48,936 | $11.7M | 1.6% |
| 20 | CVXCHEVRON CORPORATION | 65,781 | $10.9M | 1.5% |
| 21 | BKNGBOOKING HOLDINGS INC | 60,210 | $10.7M | 1.4% |
| 22 | TJXTJX COS INC NEW | 66,140 | $10.0M | 1.3% |
| 23 | FNVFRANCO NEV CORP | 47,679 | $9.9M | 1.3% |
| 24 | CACICACI INTL INC | 21,270 | $9.9M | 1.3% |
| 25 | FCXFREEPORT MCMORAN INC | 145,000 | $9.1M | 1.2% |
| 26 | UNPUNION PAC CORP | 32,915 | $9.0M | 1.2% |
| 27 | LOWLOWES COS INC | 39,802 | $8.8M | 1.2% |
| 28 | CMECME GROUP INC | 39,260 | $8.7M | 1.2% |
| 29 | ICEINTERCONTINENTAL EXCHANGE IN | 69,745 | $8.6M | 1.2% |
| 30 | ORCLORACLE CORP | 58,457 | $8.6M | 1.1% |
| 31 | BTCGRAYSCALE BITCOIN MINI TR ET | 320,872 | $8.3M | 1.1% |
| 32 | VVISA INC | 23,949 | $8.2M | 1.1% |
| 33 | WMBWILLIAMS COS INC | 100,220 | $7.5M | 1% |
| 34 | LMTLOCKHEED MARTIN CORP | 14,128 | $7.2M | 1% |
| 35 | AJGGALLAGHER ARTHUR J & CO | 31,285 | $7.2M | 1% |
| 36 | WBIWATERBRIDGE INFRASTRUCTURE L | 203,650 | $7.0M | 0.9% |
| 37 | MARMARRIOTT INTL INC NEW | 18,090 | $6.7M | 0.9% |
| 38 | QCOMQUALCOMM INC | 35,188 | $6.5M | 0.9% |
| 39 | BABOEING CO | 29,705 | $6.4M | 0.9% |
| 40 | FDXFEDEX CORP | 19,842 | $6.2M | 0.8% |
| 41 | HEHAWAIIAN ELEC INDS INC MTN B | 434,750 | $5.9M | 0.8% |
| 42 | XYLXYLEM INC | 49,455 | $5.8M | 0.8% |
| 43 | JNJJOHNSON & JOHNSON | 22,283 | $5.7M | 0.8% |
| 44 | GOOGLALPHABET INC | 15,432 | $5.5M | 0.7% |
| 45 | IBMINTERNATIONAL BUSINESS MACHS | 19,526 | $5.5M | 0.7% |
| 46 | MEDTRONIC PLC | 67,845 | $5.3M | 0.7% |
| 47 | ISRGINTUITIVE SURGICAL INC | 12,250 | $4.9M | 0.7% |
| 48 | INFLLISTED FDS TR | 89,202 | $4.4M | 0.6% |
| 49 | RIORIO TINTO PLC | 46,860 | $4.4M | 0.6% |
| 50 | MSBMESABI TR | 170,575 | $4.3M | 0.6% |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,543 | $4.3M | 0.6% |
| 52 | WMWASTE MGMT INC DEL | 18,271 | $4.1M | 0.5% |
| 53 | MSGSMADISON SQUARE GRDN SPRT COR | 10,065 | $4.0M | 0.5% |
| 54 | MRKMERCK & CO INC | 30,088 | $3.9M | 0.5% |
| 55 | EMREMERSON ELEC CO | 26,651 | $3.8M | 0.5% |
| 56 | SYYSYSCO CORP | 45,185 | $3.8M | 0.5% |
| 57 | VRTXVERTEX PHARMACEUTICALS INC | 7,535 | $3.7M | 0.5% |
| 58 | NVSNOVARTIS AG | 23,712 | $3.7M | 0.5% |
| 59 | PFEPFIZER INC | 153,401 | $3.7M | 0.5% |
| 60 | CLCOLGATE PALMOLIVE CO | 36,729 | $3.4M | 0.5% |
| 61 | MKCMCCORMICK & CO INC | 66,430 | $3.3M | 0.4% |
| 62 | VTIVANGUARD INDEX FDS | 8,732 | $3.2M | 0.4% |
| 63 | NVONOVO-NORDISK A S | 63,650 | $3.1M | 0.4% |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC | 5,479 | $2.7M | 0.4% |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 12,285 | $2.6M | 0.4% |
| 66 | UPSUNITED PARCEL SVCS INC | 23,543 | $2.5M | 0.3% |
| 67 | COPCONOCOPHILLIPS | 23,802 | $2.5M | 0.3% |
| 68 | MTGMGIC INVT CORP WIS | 84,950 | $2.4M | 0.3% |
| 69 | MIAXMIAMI INTL HLDGS INC | 57,800 | $2.1M | 0.3% |
| 70 | LLYELI LILLY & CO | 1,772 | $2.1M | 0.3% |
| 71 | MSTRSTRATEGY INC | 24,015 | $2.1M | 0.3% |
| 72 | BACBANK OF AMER CORP | 35,900 | $2.0M | 0.3% |
| 73 | SNYSANOFI SA | 45,410 | $1.9M | 0.3% |
| 74 | TXNTEXAS INSTRS INC | 6,015 | $1.8M | 0.2% |
| 75 | VOOVANGUARD INDEX FDS | 2,564 | $1.8M | 0.2% |
| 76 | NEENEXTERA ENERGY INC | 17,945 | $1.6M | 0.2% |
| 77 | CITHE CIGNA GROUP | 5,565 | $1.5M | 0.2% |
| 78 | AFLAFLAC INC | 13,038 | $1.5M | 0.2% |
| 79 | CPCANADIAN PACIFIC KANSAS CITY | 17,442 | $1.5M | 0.2% |
| 80 | DEDEERE & CO | 2,365 | $1.5M | 0.2% |
| 81 | VOVANGUARD INDEX FDS | 18,260 | $1.5M | 0.2% |
| 82 | CREDO TECHNOLOGY GROUP HOLDI | 5,385 | $1.5M | 0.2% |
| 83 | BMYBRISTOL-MYERS SQUIBB CO | 24,691 | $1.4M | 0.2% |
| 84 | INTCINTEL CORP | 10,167 | $1.4M | 0.2% |
| 85 | SPYSTATE STR SPDR S&P 500 ETF T | 1,837 | $1.4M | 0.2% |
| 86 | HONHONEYWELL INTL INC | 5,999 | $1.3M | 0.2% |
| 87 | HONAHONEYWELL AEROSPACE INC | 5,999 | $1.3M | 0.2% |
| 88 | FDXFFEDEX FGHT HLDG CO INC | 8,594 | $1.3M | 0.2% |
| 89 | KOCOCA COLA CO | 15,879 | $1.3M | 0.2% |
| 90 | PGPROCTER & GAMBLE CO | 8,447 | $1.2M | 0.2% |
| 91 | EXMOCEXXON MOBIL CORP | 8,230 | $1.1M | 0.2% |
| 92 | PEPPEPSICO INC | 7,195 | $974,203 | 0.1% |
| 93 | RYNRAYONIER INC | 44,492 | $946,790 | 0.1% |
| 94 | BCDFLISTED FDS TR | 31,760 | $946,432 | 0.1% |
| 95 | SLBSLB LIMITED | 20,034 | $931,381 | 0.1% |
| 96 | CRISPR THERAPEUTICS AG | 17,050 | $929,907 | 0.1% |
| 97 | IJHISHARES TR | 11,990 | $924,549 | 0.1% |
| 98 | PBTPERMIAN BASIN RTY TR | 36,600 | $916,464 | 0.1% |
| 99 | CSGPCOSTAR GROUP INC | 32,250 | $913,320 | 0.1% |
| 100 | GILDGILEAD SCIENCES INC | 6,850 | $865,429 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.