Eagleclaw Capital Managment, Llc Portfolio Stock Holdings
Eagleclaw Capital Managment, Llc disclosed 145 stock positions valued at approximately $714.1 million in its latest SEC 13F filing. The largest holdings include TEXAS PACIFIC LAND CORPORATI, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 145
- Portfolio Value
- $714.1M
Holdings by Sector
Eagleclaw Capital Managment, Llc Portfolio Holdings in Q1 2026
142 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 10.09% | 151,894 | +5,506 | +3.76% | $72,082,817 |
| NVIDIA CORPORATION | NVDA | Technology | 4.63% | 189,451 | -13,450 | -6.63% | $33,040,254 |
| APPLE INC | AAPL | Technology | 3.53% | 99,210 | +11,285 | +12.83% | $25,178,506 |
| NIKE INC | NKE | Consumer Cyclical | 2.90% | 392,130 | -9,984 | -2.48% | $20,712,307 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 2.73% | 148,889 | -6,123 | -3.95% | $19,505,948 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 2.63% | 355,791 | +22,950 | +6.90% | $18,771,533 |
| ABBVIE INC | ABBV | Healthcare | 2.20% | 72,234 | +740 | +1.04% | $15,710,173 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.17% | 52,643 | -113 | -0.21% | $15,485,445 |
| ALPHABET INC | GOOG | Communication Services | 2.13% | 52,987 | -2,025 | -3.68% | $15,199,851 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.03% | 44,063 | -13 | -0.03% | $14,491,771 |
| LANDBRIDGE COMPANY LLC | LB | Energy | 2.02% | 208,955 | +8,075 | +4.02% | $14,428,343 |
| LINDE PLC | LIN | Other | 1.99% | 28,665 | -510 | -1.75% | $14,210,960 |
| EATON CORP PLC | ETN | Other | 1.97% | 39,308 | -2,500 | -5.98% | $14,059,292 |
| CHEVRON CORPORATION | CVX | Energy | 1.94% | 66,822 | -1,568 | -2.29% | $13,825,563 |
| CATERPILLAR INC | CAT | Industrials | 1.85% | 18,695 | -1,395 | -6.94% | $13,244,660 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.82% | 14,495 | -663 | -4.37% | $12,976,504 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.80% | 80,138 | +4,025 | +5.29% | $12,847,724 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 1.66% | 40,772 | +509 | +1.26% | $11,843,858 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.63% | 47,214 | -810 | -1.69% | $11,664,219 |
| CME GROUP INC | CME | Financial Services | 1.61% | 38,955 | -119 | -0.30% | $11,505,359 |
| CACI INTL INC | CACI | Technology | 1.61% | 21,145 | -249 | -1.16% | $11,500,131 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 1.52% | 69,065 | +189 | +0.27% | $10,862,543 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.47% | 65,915 | -1,695 | -2.51% | $10,526,626 |
| MICROSOFT CORP | MSFT | Technology | 1.46% | 28,124 | +9,450 | +50.61% | $10,410,773 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.43% | 49,204 | -500 | -1.01% | $10,247,717 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.38% | 2,342 | -31 | -1.31% | $9,860,569 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 1.32% | 313,677 | +12,487 | +4.15% | $9,407,173 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.28% | 38,692 | -875 | -2.21% | $9,142,146 |
| ORACLE CORP | ORCL | Technology | 1.22% | 59,057 | +1,450 | +2.52% | $8,687,875 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.21% | 14,263 | -239 | -1.65% | $8,620,415 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.20% | 145,650 | -1,450 | -0.99% | $8,561,307 |
| UNION PAC CORP | UNP | Industrials | 1.14% | 33,465 | +50 | +0.15% | $8,119,278 |
| VISA INC | V | Financial Services | 1.01% | 23,849 | -3 | -0.01% | $7,208,122 |
| WILLIAMS COS INC | WMB | Energy | 1.00% | 98,497 | -875 | -0.88% | $7,168,612 |
| FEDEX CORP | FDX | Industrials | 0.98% | 19,632 | -275 | -1.38% | $6,992,526 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.86% | 18,725 | -565 | -2.93% | $6,124,386 |
| BOEING CO | BA | Industrials | 0.82% | 29,505 | -150 | -0.51% | $5,872,380 |
| HAWAIIAN ELEC INDS INC MTN B | HE | Utilities | 0.77% | 370,650 | +7,100 | +1.95% | $5,500,446 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.77% | 22,358 | -938 | -4.03% | $5,465,074 |
| MESABI TR | MSB | Basic Materials | 0.75% | 169,775 | +2,550 | +1.52% | $5,347,913 |
| QUALCOMM INC | QCOM | Technology | 0.68% | 37,900 | -4,550 | -10.72% | $4,880,762 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.68% | 22,300 | +19,480 | +690.78% | $4,829,734 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.66% | 19,486 | +344 | +1.80% | $4,723,212 |
| LISTED FDS TR | INFL | Other | 0.64% | 88,302 | +1,697 | +1.96% | $4,597,002 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 15,957 | -1,930 | -10.79% | $4,588,595 |
| RIO TINTO PLC | RIO | Basic Materials | 0.62% | 47,555 | -250 | -0.52% | $4,436,406 |
| WASTE MGMT INC DEL | WM | Industrials | 0.59% | 18,321 | -10 | -0.05% | $4,209,983 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.58% | 8,586 | -20 | -0.23% | $4,114,411 |
| NOVARTIS AG | NVS | Healthcare | 0.57% | 26,836 | -846 | -3.06% | $4,099,199 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 0.54% | 12,095 | -150 | -1.22% | $3,887,333 |
| MERCK & CO INC | MRK | Healthcare | 0.53% | 31,638 | -325 | -1.02% | $3,805,735 |
| EMERSON ELEC CO | EMR | Industrials | 0.48% | 26,226 | -1,325 | -4.81% | $3,436,183 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.46% | 7,385 | - | - | $3,297,698 |
| CONOCOPHILLIPS | COP | Energy | 0.45% | 24,252 | -288 | -1.17% | $3,201,264 |
| PFIZER INC | PFE | Healthcare | 0.44% | 111,043 | +82,275 | +285.99% | $3,118,087 |
| SYSCO CORP | SYY | Consumer Defensive | 0.44% | 43,685 | -800 | -1.80% | $3,116,051 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.43% | 36,079 | -1,091 | -2.94% | $3,074,985 |
| STRATEGY INC | MSTR | Technology | 0.42% | 24,225 | -200 | -0.82% | $3,023,280 |
| XYLEM INC | XYL | Industrials | 0.41% | 24,375 | +24,375 | +100.00% | $2,912,813 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.40% | 18,195 | -4,476 | -19.74% | $2,860,800 |
| HONEYWELL INTL INC | HON | Industrials | 0.40% | 12,566 | +10 | +0.08% | $2,840,225 |
| MEDTRONIC PLC | MDT | Other | 0.40% | 32,747 | +600 | +1.87% | $2,837,528 |
| VANGUARD INDEX FDS | VTI | Other | 0.39% | 8,732 | +300 | +3.56% | $2,801,313 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.39% | 5,629 | -605 | -9.70% | $2,766,822 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.38% | 27,513 | -5,303 | -16.16% | $2,706,765 |
| BANK AMERICA CORP | BAC | Financial Services | 0.35% | 51,139 | -1,725 | -3.26% | $2,493,026 |
| SANOFI SA | SNY | Healthcare | 0.34% | 50,835 | -550 | -1.07% | $2,449,230 |
| HOLOGIC INC | HOLX | Healthcare | 0.34% | 31,984 | -1,848 | -5.46% | $2,417,671 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.33% | 64,200 | -450 | -0.70% | $2,359,350 |
| MGIC INVT CORP WIS | MTG | Financial Services | 0.33% | 89,550 | -250 | -0.28% | $2,350,688 |
| THE CIGNA GROUP | CI | Healthcare | 0.31% | 8,429 | -5,772 | -40.65% | $2,248,436 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.31% | 44,400 | -1,075 | -2.36% | $2,234,208 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.31% | 36,693 | -7,725 | -17.39% | $2,225,430 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.30% | 42,535 | +4,340 | +11.36% | $2,145,465 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.30% | 11,140 | +985 | +9.70% | $2,137,989 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.25% | 19,395 | -530 | -2.66% | $1,801,408 |
| APTIV PLC | APTV | Other | 0.24% | 25,057 | -7,860 | -23.88% | $1,739,958 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 1,797 | +27 | +1.53% | $1,652,827 |
| AFLAC INC | AFL | Financial Services | 0.23% | 14,813 | -2,800 | -15.90% | $1,625,134 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 2,579 | - | - | $1,541,081 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 8,430 | -1,020 | -10.79% | $1,430,234 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.19% | 17,442 | +200 | +1.16% | $1,371,988 |
| COSTAR GROUP INC | CSGP | Real Estate | 0.19% | 33,750 | -400 | -1.17% | $1,361,475 |
| DEERE & CO | DE | Industrials | 0.19% | 2,370 | +25 | +1.07% | $1,335,021 |
| VANGUARD INDEX FDS | VO | Other | 0.18% | 4,565 | -200 | -4.20% | $1,310,977 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.18% | 9,190 | -200 | -2.13% | $1,280,810 |
| GEN DIGITAL INC | GEN | Technology | 0.18% | 67,950 | -52,650 | -43.66% | $1,279,499 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 16,079 | -250 | -1.53% | $1,222,808 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.17% | 8,447 | -478 | -5.36% | $1,220,085 |
| RAYONIER INC | RYN | Real Estate | 0.17% | 58,397 | +58,397 | +100.00% | $1,204,146 |
| TEXAS INSTRS INC | TXN | Technology | 0.17% | 6,165 | -3,555 | -36.57% | $1,196,873 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 7,510 | +50 | +0.67% | $1,166,228 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.16% | 1,747 | +120 | +7.38% | $1,136,144 |
| SLB LIMITED | SLB | Energy | 0.15% | 20,959 | -1,225 | -5.52% | $1,077,083 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.14% | 2,240 | -70 | -3.03% | $1,032,618 |
| GEOSPACE TECHNOLOGIES CORP | GEOS | Energy | 0.14% | 82,015 | +20,865 | +34.12% | $1,000,583 |
| CLEAN ENERGY FUELS CORP | CLNE | Energy | 0.12% | 350,600 | +104,975 | +42.74% | $869,488 |
| ISHARES TR | IJH | Other | 0.11% | 11,990 | - | - | $809,685 |
| WATERS CORP | WAT | Healthcare | 0.11% | 2,650 | +2,650 | +100.00% | $789,170 |
| PERMIAN BASIN RTY TR | PBT | Energy | 0.11% | 35,450 | +1,750 | +5.19% | $762,884 |