EagleClaw Capital Managment, LLC
Net seller this quarter
$745M
132
-$1.02M
35.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TPL | $67.2M | 9.02% | 0.22% | +1.1% | Q3 2016 |
 NVDA | $36.7M | 4.92% | 0.00% | -3.2% | Q3 2017 |
 AAPL | $27.3M | 3.66% | 0.00% | -4.9% | Q1 2014 |
 PANW | $26.9M | 3.61% | 0.01% | -1.5% | Q4 2015 |
 CAT | $19.4M | 2.61% | 0.00% | -2.4% | Q1 2014 |
 GOOG | $18.5M | 2.48% | Not reported | -1.4% | Q4 2015 |
 ABBV | $18.1M | 2.42% | 0.00% | -0.6% | Q1 2014 |
 JPM | $17.3M | 2.32% | 0.00% | +0.5% | Q1 2014 |
 ETN | $16.7M | 2.24% | 0.01% | -0.2% | Q1 2014 |
| LB | $16.7M | 2.24% | 0.91% | +0.9% | Q3 2024 |
 WPM | $16.6M | 2.22% | 0.03% | -0.9% | Q2 2017 |
 GBTC | $16.3M | 2.19% | 0.18% | +0.7% | Q1 2024 |
 NKE | $16M | 2.15% | 0.02% | -0.5% | Q1 2014 |
 HD | $15.8M | 2.12% | 0.00% | +1.6% | Q1 2014 |
 LIN | $14.9M | 1.99% | 0.01% | -0.1% | Q4 2018 |
 PH | $14.3M | 1.91% | 0.01% | +0.6% | Q1 2022 |
 APD | $11.9M | 1.60% | 0.02% | -0.1% | Q1 2014 |
 MSFT | $11.8M | 1.58% | 0.00% | +12.3% | Q1 2014 |
 AMZN | $11.7M | 1.56% | 0.00% | -0.5% | Q1 2014 |
 CVX | $10.9M | 1.46% | 0.00% | -1.6% | Q1 2014 |
 BKNG | $10.7M | 1.44% | 0.01% | +2.8% | Q1 2018 |
 TJX | $10M | 1.34% | 0.01% | +0.3% | Q2 2021 |
 FNV | $9.94M | 1.33% | 0.02% | +1.0% | Q2 2020 |
 CACI | $9.85M | 1.32% | 0.10% | +0.6% | Q2 2021 |
 FCX | $9.12M | 1.22% | 0.01% | -0.5% | Q3 2022 |
 UNP | $8.95M | 1.20% | 0.01% | -1.6% | Q3 2014 |
 LOW | $8.78M | 1.18% | 0.01% | +2.9% | Q1 2014 |
 CME | $8.67M | 1.16% | 0.01% | +0.8% | Q3 2018 |
 ICE | $8.59M | 1.15% | 0.01% | +1.0% | Q1 2019 |
 ORCL | $8.57M | 1.15% | 0.00% | -1.0% | Q1 2021 |
 BTC | $8.33M | 1.12% | 0.27% | +2.3% | Q3 2024 |
 V | $8.22M | 1.10% | 0.00% | +0.4% | Q1 2014 |
 WMB | $7.45M | 1.00% | 0.01% | +1.8% | Q1 2014 |
 LMT | $7.2M | 0.97% | 0.01% | -1.0% | Q4 2018 |
 AJG | $7.18M | 0.96% | 0.01% | +40.3% | Q3 2025 |
 WBI | $6.98M | 0.94% | Not reported | +1.7% | Q3 2025 |
 MAR | $6.7M | 0.90% | 0.01% | -3.4% | Q2 2020 |
 QCOM | $6.5M | 0.87% | 0.00% | -7.2% | Q1 2014 |
 BA | $6.43M | 0.86% | 0.00% | +0.7% | Q1 2014 |
 FDX | $6.21M | 0.83% | 0.01% | +1.1% | Q1 2014 |
 HE | $5.88M | 0.79% | 0.25% | +17.3% | Q2 2025 |
 XYL | $5.85M | 0.78% | 0.02% | +102.9% | Q1 2026 |
 JNJ | $5.66M | 0.76% | 0.00% | -0.3% | Q1 2014 |
| GOOGL | $5.51M | 0.74% | 0.00% | -3.3% | Q4 2015 |
 IBM | $5.49M | 0.74% | 0.00% | +0.2% | Q1 2014 |
 MDT | $5.31M | 0.71% | 0.01% | +107.2% | Q1 2024 |
 ISRG | $4.87M | 0.65% | 0.00% | +446.9% | Q2 2020 |
 RIO | $4.45M | 0.60% | 0.00% | -1.5% | Q3 2021 |
 MSB | $4.32M | 0.58% | 1.30% | +0.5% | Q2 2023 |
 BRK.B | $4.27M | 0.57% | Not reported | -0.5% | Q1 2014 |
| Q1 2026 | |||||
| TPL | $72.1M | 10.09% | 0.22% | +3.8% | Q3 2016 |
| NVDA | $33M | 4.63% | 0.00% | -6.6% | Q3 2017 |
| AAPL | $25.2M | 3.53% | 0.00% | +12.8% | Q1 2014 |
| NKE | $20.7M | 2.90% | 0.02% | -2.5% | Q1 2014 |
| WPM | $19.5M | 2.73% | 0.03% | -4.0% | Q2 2017 |
| GBTC | $18.8M | 2.63% | 0.18% | +6.9% | Q1 2024 |
| ABBV | $15.7M | 2.20% | 0.00% | +1.0% | Q1 2014 |
| JPM | $15.5M | 2.17% | 0.00% | -0.2% | Q1 2014 |
| GOOG | $15.2M | 2.13% | Not reported | -3.7% | Q4 2015 |
| HD | $14.5M | 2.03% | 0.00% | 0.0% | Q1 2014 |
| LB | $14.4M | 2.02% | 0.90% | +4.0% | Q3 2024 |
| LIN | $14.2M | 1.99% | 0.01% | -1.8% | Q4 2018 |
| ETN | $14.1M | 1.97% | 0.01% | -6.0% | Q1 2014 |
| CVX | $13.8M | 1.94% | 0.00% | -2.3% | Q1 2014 |
| CAT | $13.2M | 1.85% | 0.00% | -6.9% | Q1 2014 |
| PH | $13M | 1.82% | 0.01% | -4.4% | Q1 2022 |
| PANW | $12.8M | 1.80% | 0.01% | +5.3% | Q4 2015 |
| APD | $11.8M | 1.66% | 0.02% | +1.3% | Q1 2014 |
| FNV | $11.7M | 1.63% | 0.02% | -1.7% | Q2 2020 |
| CME | $11.5M | 1.61% | 0.01% | -0.3% | Q3 2018 |
| CACI | $11.5M | 1.61% | 0.10% | -1.2% | Q2 2021 |
| ICE | $10.9M | 1.52% | 0.01% | +0.3% | Q1 2019 |
| TJX | $10.5M | 1.47% | 0.01% | -2.5% | Q2 2021 |
| MSFT | $10.4M | 1.46% | 0.00% | +50.6% | Q1 2014 |
| AMZN | $10.2M | 1.43% | 0.00% | -1.0% | Q1 2014 |
| BKNG | $9.86M | 1.38% | 0.01% | -1.3% | Q1 2018 |
| BTC | $9.41M | 1.32% | 0.28% | +4.2% | Q3 2024 |
| LOW | $9.14M | 1.28% | 0.01% | -2.2% | Q1 2014 |
| ORCL | $8.69M | 1.22% | 0.00% | +2.5% | Q1 2021 |
| LMT | $8.62M | 1.21% | 0.01% | -1.7% | Q4 2018 |
| FCX | $8.56M | 1.20% | 0.01% | -1.0% | Q3 2022 |
| UNP | $8.12M | 1.14% | 0.01% | +0.2% | Q3 2014 |
| V | $7.21M | 1.01% | 0.00% | 0.0% | Q1 2014 |
| WMB | $7.17M | 1.00% | 0.01% | -0.9% | Q1 2014 |
| FDX | $6.99M | 0.98% | 0.01% | -1.4% | Q1 2014 |
| MAR | $6.12M | 0.86% | 0.01% | -2.9% | Q2 2020 |
| BA | $5.87M | 0.82% | 0.00% | -0.5% | Q1 2014 |
| HE | $5.5M | 0.77% | 0.21% | +2.0% | Q2 2025 |
| JNJ | $5.47M | 0.77% | 0.00% | -4.0% | Q1 2014 |
| WBI | $5.36M | 0.75% | Not reported | +67.1% | Q3 2025 |
| MSB | $5.35M | 0.75% | 1.29% | +1.5% | Q2 2023 |
| QCOM | $4.88M | 0.68% | 0.00% | -10.7% | Q1 2014 |
| AJG | $4.83M | 0.68% | 0.01% | +690.8% | Q3 2025 |
| IBM | $4.72M | 0.66% | 0.00% | +1.8% | Q1 2014 |
| GOOGL | $4.59M | 0.64% | 0.00% | -10.8% | Q4 2015 |
| RIO | $4.44M | 0.62% | 0.00% | -0.5% | Q3 2021 |
 WM | $4.21M | 0.59% | 0.00% | -0.1% | Q1 2014 |
| BRK.B | $4.11M | 0.58% | Not reported | -0.2% | Q1 2014 |
 NVS | $4.1M | 0.57% | 0.00% | -3.1% | Q1 2014 |
 MSGS | $3.89M | 0.54% | 0.05% | -1.2% | Q2 2016 |
| Q4 2025 | |||||
| TPL | $42M | 6.08% | 0.21% | -0.3% | Q3 2016 |
| NVDA | $37.8M | 5.47% | 0.00% | -2.2% | Q3 2017 |
| NKE | $25.6M | 3.71% | 0.02% | -0.2% | Q1 2014 |
| AAPL | $23.9M | 3.46% | 0.00% | -1.9% | Q1 2014 |
| GBTC | $22.8M | 3.29% | 0.15% | -0.5% | Q1 2024 |
| WPM | $18.2M | 2.64% | 0.03% | -1.1% | Q2 2017 |
| GOOG | $17.3M | 2.50% | Not reported | -0.4% | Q4 2015 |
| JPM | $17M | 2.46% | 0.00% | -0.8% | Q1 2014 |
| ABBV | $16.3M | 2.36% | 0.00% | -0.9% | Q1 2014 |
| HD | $15.2M | 2.19% | 0.00% | -0.2% | Q1 2014 |
| PANW | $14M | 2.03% | 0.01% | -0.5% | Q4 2015 |
| PH | $13.3M | 1.93% | 0.01% | -0.6% | Q1 2022 |
| ETN | $13.3M | 1.93% | 0.01% | +0.5% | Q1 2014 |
| BKNG | $12.7M | 1.84% | 0.01% | +0.2% | Q1 2018 |
| LIN | $12.4M | 1.80% | 0.01% | +0.1% | Q4 2018 |
| BTC | $11.7M | 1.69% | 0.28% | +1.4% | Q3 2024 |
| CAT | $11.5M | 1.67% | 0.00% | -1.2% | Q1 2014 |
| AMZN | $11.5M | 1.66% | 0.00% | -0.4% | Q1 2014 |
| CACI | $11.4M | 1.65% | 0.10% | -0.6% | Q2 2021 |
| ORCL | $11.2M | 1.62% | 0.00% | -0.5% | Q1 2021 |
| ICE | $11.2M | 1.61% | 0.01% | +0.1% | Q1 2019 |
| CME | $10.7M | 1.54% | 0.01% | -0.3% | Q3 2018 |
| CVX | $10.4M | 1.51% | 0.00% | -0.4% | Q1 2014 |
| TJX | $10.4M | 1.50% | 0.01% | -0.7% | Q2 2021 |
| FNV | $9.95M | 1.44% | 0.02% | -0.8% | Q2 2020 |
| APD | $9.95M | 1.44% | 0.02% | -2.9% | Q1 2014 |
| LB | $9.84M | 1.42% | 0.86% | -0.7% | Q3 2024 |
| LOW | $9.54M | 1.38% | 0.01% | -0.3% | Q1 2014 |
| MSFT | $9.03M | 1.31% | 0.00% | -5.7% | Q1 2014 |
| V | $8.37M | 1.21% | 0.00% | +0.3% | Q1 2014 |
| UNP | $7.73M | 1.12% | 0.01% | +0.9% | Q3 2014 |
| FCX | $7.47M | 1.08% | 0.01% | -0.6% | Q3 2022 |
| QCOM | $7.26M | 1.05% | 0.00% | -1.2% | Q1 2014 |
| LMT | $7.01M | 1.01% | 0.01% | -0.5% | Q4 2018 |
| MSB | $6.44M | 0.93% | 1.27% | -0.1% | Q2 2023 |
| BA | $6.44M | 0.93% | 0.00% | -1.4% | Q1 2014 |
| MAR | $5.98M | 0.87% | 0.01% | -1.0% | Q2 2020 |
| WMB | $5.97M | 0.86% | 0.01% | +9.1% | Q1 2014 |
| FDX | $5.75M | 0.83% | 0.01% | -2.1% | Q1 2014 |
| IBM | $5.67M | 0.82% | 0.00% | -1.2% | Q1 2014 |
| GOOGL | $5.6M | 0.81% | 0.00% | -1.2% | Q4 2015 |
| JNJ | $4.82M | 0.70% | 0.00% | +0.3% | Q1 2014 |
| HE | $4.47M | 0.65% | 0.21% | +6.5% | Q2 2025 |
 BDX | $4.4M | 0.64% | 0.01% | -29.4% | Q1 2014 |
| BRK.B | $4.33M | 0.63% | Not reported | Not reported | Q1 2014 |
| WM | $4.03M | 0.58% | 0.00% | +0.6% | Q1 2014 |
 CI | $3.91M | 0.57% | 0.01% | Not reported | Q4 2018 |
| RIO | $3.83M | 0.55% | 0.00% | 0.0% | Q3 2021 |
| NVS | $3.82M | 0.55% | 0.00% | -1.4% | Q1 2014 |
 MSTR | $3.71M | 0.54% | Not reported | -2.3% | Q4 2021 |
| Q3 2025 | |||||
| TPL | $45.7M | 6.39% | 0.21% | +3.9% | Q3 2016 |
| NVDA | $38.7M | 5.41% | 0.00% | -1.0% | Q3 2017 |
| GBTC | $30M | 4.20% | 0.14% | -14.0% | Q1 2024 |
| NKE | $28.1M | 3.93% | 0.02% | +1.5% | Q1 2014 |
| AAPL | $22.8M | 3.19% | 0.00% | -1.3% | Q1 2014 |
| HD | $17.9M | 2.50% | 0.00% | +5.3% | Q1 2014 |
| WPM | $17.5M | 2.45% | 0.03% | -3.5% | Q2 2017 |
| JPM | $16.8M | 2.35% | 0.00% | -1.7% | Q1 2014 |
| ABBV | $16.7M | 2.34% | 0.00% | -2.4% | Q1 2014 |
| ORCL | $16.3M | 2.28% | 0.00% | -5.3% | Q1 2021 |
| PANW | $15.6M | 2.18% | 0.01% | +6.9% | Q4 2015 |
| ETN | $15.6M | 2.18% | 0.01% | +1.2% | Q1 2014 |
| BTC | $15M | 2.10% | 0.29% | +37.8% | Q3 2024 |
| LIN | $13.8M | 1.94% | 0.01% | +6.7% | Q4 2018 |
| GOOG | $13.5M | 1.88% | Not reported | +1.8% | Q4 2015 |
| BKNG | $12.8M | 1.79% | 0.01% | -0.2% | Q1 2018 |
| ICE | $11.6M | 1.62% | 0.01% | -0.7% | Q1 2019 |
| PH | $11.6M | 1.62% | 0.01% | -3.2% | Q1 2022 |
| APD | $11.3M | 1.58% | 0.02% | +1.8% | Q1 2014 |
| AMZN | $11M | 1.53% | 0.00% | +3.9% | Q1 2014 |
| LB | $10.8M | 1.51% | 0.87% | +78.3% | Q3 2024 |
| FNV | $10.8M | 1.51% | 0.03% | +2.2% | Q2 2020 |
| CACI | $10.7M | 1.50% | 0.10% | -2.2% | Q2 2021 |
| CVX | $10.7M | 1.49% | 0.00% | +0.7% | Q1 2014 |
| CME | $10.6M | 1.48% | 0.01% | +0.8% | Q3 2018 |
| MSFT | $10.3M | 1.43% | 0.00% | -2.7% | Q1 2014 |
| LOW | $9.98M | 1.40% | 0.01% | +8.5% | Q1 2014 |
| TJX | $9.84M | 1.38% | 0.01% | +1.0% | Q2 2021 |
| CAT | $9.7M | 1.36% | 0.00% | +10.3% | Q1 2014 |
| V | $8.12M | 1.14% | 0.00% | +16.4% | Q1 2014 |
| MSTR | $8.06M | 1.13% | Not reported | -0.4% | Q4 2021 |
| UNP | $7.83M | 1.09% | 0.01% | +0.9% | Q3 2014 |
| LMT | $7.27M | 1.02% | 0.01% | +3.0% | Q4 2018 |
| QCOM | $7.15M | 1.00% | 0.00% | -2.8% | Q1 2014 |
| BA | $6.49M | 0.91% | 0.00% | -0.8% | Q1 2014 |
| BDX | $6.01M | 0.84% | 0.01% | +8.3% | Q1 2014 |
| FCX | $5.81M | 0.81% | 0.01% | -0.7% | Q3 2022 |
| WMB | $5.77M | 0.81% | 0.01% | -0.4% | Q1 2014 |
| IBM | $5.47M | 0.76% | 0.00% | +0.9% | Q1 2014 |
| MAR | $5.08M | 0.71% | 0.01% | +2.4% | Q2 2020 |
| MSB | $4.9M | 0.69% | 1.28% | +1.1% | Q2 2023 |
| FDX | $4.79M | 0.67% | 0.01% | +7.8% | Q1 2014 |
| GOOGL | $4.4M | 0.62% | 0.00% | +15.0% | Q4 2015 |
| BRK.B | $4.33M | 0.61% | Not reported | -6.3% | Q1 2014 |
| JNJ | $4.31M | 0.60% | 0.00% | +19.6% | Q1 2014 |
| CI | $4.09M | 0.57% | 0.01% | +9.0% | Q4 2018 |
| WM | $4.03M | 0.56% | 0.00% | -1.7% | Q1 2014 |
| HE | $3.77M | 0.53% | 0.20% | +5.4% | Q2 2025 |
 SYY | $3.65M | 0.51% | 0.01% | +3.4% | Q3 2018 |
 EMR | $3.62M | 0.51% | 0.00% | +11.3% | Q1 2014 |