Eagleclaw Capital Managment, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Eagleclaw Capital Managment, Llc disclosed 142 stock positions valued at approximately $745.40M as of quarter-end June 30, 2026. The largest holdings include TEXAS PACIFIC LAND CORPORATI, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 142
- Portfolio Value
- $745.40M
Holdings by Sector
Eagleclaw Capital Managment, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 9.02% | 153,629 | +1,735 | +1.14% | $67,234,196 |
| NVIDIA CORPORATION | NVDA | Technology | 4.92% | 183,401 | -6,050 | -3.19% | $36,696,706 |
| APPLE INC | AAPL | Technology | 3.66% | 94,398 | -4,812 | -4.85% | $27,315,005 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.61% | 78,978 | -1,160 | -1.45% | $26,933,078 |
| CATERPILLAR INC | CAT | Industrials | 2.61% | 18,255 | -440 | -2.35% | $19,439,750 |
| ALPHABET INC | GOOG | Communication Services | 2.48% | 52,222 | -765 | -1.44% | $18,451,599 |
| ABBVIE INC | ABBV | Healthcare | 2.42% | 71,774 | -460 | -0.64% | $18,061,209 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.32% | 52,906 | +263 | +0.50% | $17,317,699 |
| EATON CORP PLC | ETN | Other | 2.24% | 39,233 | -75 | -0.19% | $16,717,966 |
| LANDBRIDGE COMPANY LLC | LB | Energy | 2.24% | 210,805 | +1,850 | +0.89% | $16,704,188 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 2.22% | 147,484 | -1,405 | -0.94% | $16,565,403 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 2.19% | 358,216 | +2,425 | +0.68% | $16,305,992 |
| NIKE INC | NKE | Consumer Cyclical | 2.15% | 390,091 | -2,039 | -0.52% | $16,013,236 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.12% | 44,769 | +706 | +1.60% | $15,789,014 |
| LINDE PLC | LIN | Other | 1.99% | 28,635 | -30 | -0.10% | $14,859,847 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.91% | 14,575 | +80 | +0.55% | $14,256,099 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 1.60% | 40,732 | -40 | -0.10% | $11,941,808 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 31,573 | +3,449 | +12.26% | $11,777,473 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.56% | 48,936 | -268 | -0.54% | $11,663,406 |
| CHEVRON CORPORATION | CVX | Energy | 1.46% | 65,781 | -1,041 | -1.56% | $10,903,932 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.44% | 60,210 | +57,868 | +2470.88% | $10,731,830 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.34% | 66,140 | +225 | +0.34% | $10,020,210 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.33% | 47,679 | +465 | +0.98% | $9,938,211 |
| CACI INTL INC | CACI | Technology | 1.32% | 21,270 | +125 | +0.59% | $9,853,540 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.22% | 145,000 | -650 | -0.45% | $9,119,050 |
| UNION PAC CORP | UNP | Industrials | 1.20% | 32,915 | -550 | -1.64% | $8,952,880 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.18% | 39,802 | +1,110 | +2.87% | $8,775,943 |
| CME GROUP INC | CME | Financial Services | 1.16% | 39,260 | +305 | +0.78% | $8,669,786 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 1.15% | 69,745 | +680 | +0.98% | $8,586,307 |
| ORACLE CORP | ORCL | Technology | 1.15% | 58,457 | -600 | -1.02% | $8,566,873 |
Showing 30 of 142 holdings in the latest reporting period.