EagleClaw Capital Managment, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$669.6M
Holdings
144
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLTEXAS PACIFIC LAND CORPORATI | 47,127 | $49.8M | 7.44% | |
| 2 | NVDANVIDIA CORPORATION | 209,525 | $33.1M | 4.94% | |
| 3 | GBTCGRAYSCALE BITCOIN TRUST ETF | 388,961 | $33.0M | 4.93% | |
| 4 | NKENIKE INC | 397,296 | $28.2M | 4.22% | |
| 5 | AAPLAPPLE INC | 90,764 | $18.6M | 2.78% | |
| 6 | JPMJPMORGAN CHASE & CO. | 54,068 | $15.7M | 2.34% | |
| 7 | HDHOME DEPOT INC | 41,957 | $15.4M | 2.30% | |
| 8 | ETNEATON CORP PLC | 41,108 | $14.7M | 2.19% | |
| 9 | PANWPALO ALTO NETWORKS INC | 71,553 | $14.6M | 2.19% | |
| 10 | WPMWHEATON PRECIOUS METALS CORP | 162,510 | $14.6M | 2.18% | |
| 11 | BKNGBOOKING HOLDINGS INC | 2,372 | $13.7M | 2.05% | |
| 12 | ABBVABBVIE INC | 73,912 | $13.7M | 2.05% | |
| 13 | ORCLORACLE CORP | 61,097 | $13.4M | 1.99% | |
| 14 | LINLINDE PLC | 27,315 | $12.8M | 1.91% | |
| 15 | ICEINTERCONTINENTAL EXCHANGE IN | 69,300 | $12.7M | 1.90% | |
| 16 | APDAIR PRODS & CHEMS INC | 40,735 | $11.5M | 1.72% | |
| 17 | PHPARKER-HANNIFIN CORP | 15,750 | $11.0M | 1.64% | |
| 18 | CMECME GROUP INC | 38,880 | $10.7M | 1.60% | |
| 19 | AMZNAMAZON COM INC | 48,039 | $10.5M | 1.57% | |
| 20 | CA8ACACI INTL INC | 22,000 | $10.5M | 1.57% | |
| 21 | BTCGRAYSCALE BITCOIN MINI TR ET | 215,640 | $10.3M | 1.54% | |
| 22 | MIGAMICROSTRATEGY INC | 25,090 | $10.1M | 1.51% | |
| 23 | MSFTMICROSOFT CORP | 20,333 | $10.1M | 1.51% | |
| 24 | CVXCHEVRON CORP NEW | 68,190 | $9.8M | 1.46% | |
| 25 | GOOGALPHABET INC | 54,252 | $9.6M | 1.44% | |
| 26 | TJXTJX COS INC NEW | 67,420 | $8.3M | 1.24% | |
| 27 | LOWLOWES COS INC | 36,602 | $8.1M | 1.21% | |
| 28 | FNVFRANCO NEV CORP | 47,341 | $7.8M | 1.16% | |
| 29 | LBLANDBRIDGE COMPANY LLC | 113,465 | $7.7M | 1.15% | |
| 30 | UNPUNION PAC CORP | 32,815 | $7.5M | 1.13% | |
| 31 | VVISA INC | 20,427 | $7.3M | 1.08% | |
| 32 | CATCATERPILLAR INC | 18,425 | $7.2M | 1.07% | |
| 33 | QCOMQUALCOMM INC | 44,181 | $7.0M | 1.05% | |
| 34 | LMTLOCKHEED MARTIN CORP | 14,144 | $6.5M | 0.98% | |
| 35 | FCXFREEPORT-MCMORAN INC | 149,125 | $6.5M | 0.97% | |
| 36 | BABOEING CO | 30,330 | $6.4M | 0.95% | |
| 37 | WMBWILLIAMS COS INC | 91,515 | $5.7M | 0.86% | |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 19,211 | $5.7M | 0.85% | |
| 39 | MARMARRIOTT INTL INC NEW | 19,040 | $5.2M | 0.78% | |
| 40 | BDXBECTON DICKINSON & CO | 29,655 | $5.1M | 0.76% | |
| 41 | FISVFISERV INC | 26,320 | $4.5M | 0.68% | |
| 42 | NVONOVO-NORDISK A S | 65,150 | $4.5M | 0.67% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,184 | $4.5M | 0.67% | |
| 44 | CITHE CIGNA GROUP | 13,031 | $4.3M | 0.64% | |
| 45 | FDXFEDEX CORP | 18,848 | $4.3M | 0.64% | |
| 46 | WMWASTE MGMT INC DEL | 18,546 | $4.2M | 0.63% | |
| 47 | MSBMESABI TR | 165,625 | $4.0M | 0.59% | |
| 48 | GENGEN DIGITAL INC | 126,600 | $3.7M | 0.56% | |
| 49 | INFLLISTED FDS TR | 87,555 | $3.7M | 0.55% | |
| 50 | PYPLPAYPAL HLDGS INC | 48,250 | $3.6M | 0.54% | |
| 51 | HEHAWAIIAN ELEC INDUSTRIES | 323,900 | $3.4M | 0.51% | |
| 52 | VRTXVERTEX PHARMACEUTICALS INC | 7,585 | $3.4M | 0.50% | |
| 53 | EMREMERSON ELEC CO | 24,771 | $3.3M | 0.49% | |
| 54 | CLCOLGATE PALMOLIVE CO | 35,749 | $3.2M | 0.49% | |
| 55 | SYYSYSCO CORP | 42,860 | $3.2M | 0.48% | |
| 56 | HONHONEYWELL INTL INC | 13,771 | $3.2M | 0.48% | |
| 57 | UPSUNITED PARCEL SERVICE INC | 31,750 | $3.2M | 0.48% | |
| 58 | RIORIO TINTO PLC | 52,130 | $3.0M | 0.45% | |
| 59 | NVSNNOVARTIS AG | 24,908 | $3.0M | 0.45% | |
| 60 | JNJJOHNSON & JOHNSON | 19,416 | $3.0M | 0.44% | |
| 61 | MDTMEDTRONIC PLC | 32,247 | $2.8M | 0.42% | |
| 62 | MCXMCCORMICK & CO INC | 36,670 | $2.8M | 0.42% | |
| 63 | GOOGLALPHABET INC | 15,740 | $2.8M | 0.41% | |
| 64 | AIGAMERICAN INTL GROUP INC | 32,354 | $2.8M | 0.41% | |
| 65 | VTIVANGUARD INDEX FDS | 8,932 | $2.7M | 0.41% | |
| 66 | ARISUSDARIS WATER SOLUTIONS INC | 107,650 | $2.5M | 0.38% | |
| 67 | SNYSANOFI | 52,585 | $2.5M | 0.38% | |
| 68 | DVNDEVON ENERGY CORP NEW | 79,775 | $2.5M | 0.38% | |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 6,214 | $2.5M | 0.38% | |
| 70 | MRKMERCK & CO INC | 31,818 | $2.5M | 0.38% | |
| 71 | BACBANK AMERICA CORP | 52,864 | $2.5M | 0.37% | |
| 72 | MSGSMADISON SQUARE GRDN SPRT COR | 11,945 | $2.5M | 0.37% | |
| 73 | HOLXHOLOGIC INC | 35,950 | $2.3M | 0.35% | |
| 74 | APTVAPTIV PLC | 33,497 | $2.3M | 0.34% | |
| 75 | TXNTEXAS INSTRS INC | 10,834 | $2.2M | 0.34% | |
| 76 | PCHPOTLATCHDELTIC CORPORATION | 58,439 | $2.2M | 0.33% | |
| 77 | BMYBRISTOL-MYERS SQUIBB CO | 47,718 | $2.2M | 0.33% | |
| 78 | COPCONOCOPHILLIPS | 24,369 | $2.2M | 0.33% | |
| 79 | RSPINVESCO EXCHANGE TRADED FD T | 11,180 | $2.0M | 0.30% | |
| 80 | AFLAFLAC INC | 17,663 | $1.9M | 0.28% | |
| 81 | MTGMGIC INVT CORP WIS | 65,800 | $1.8M | 0.27% | |
| 82 | CPCANADIAN PACIFIC KANSAS CITY | 20,121 | $1.6M | 0.24% | |
| 83 | VOOVANGUARD INDEX FDS | 2,592 | $1.5M | 0.22% | |
| 84 | PGPROCTER AND GAMBLE CO | 8,700 | $1.4M | 0.21% | |
| 85 | NEENEXTERA ENERGY INC | 19,853 | $1.4M | 0.21% | |
| 86 | LLYELI LILLY & CO | 1,715 | $1.3M | 0.20% | |
| 87 | VOVANGUARD INDEX FDS | 4,765 | $1.3M | 0.20% | |
| 88 | SPYSPDR S&P 500 ETF TR | 2,067 | $1.3M | 0.19% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 2,310 | $1.3M | 0.19% | |
| 90 | KOCOCA COLA CO | 16,354 | $1.2M | 0.17% | |
| 91 | CSGPCOSTAR GROUP INC | 14,300 | $1.1M | 0.17% | |
| 92 | GILDGILEAD SCIENCES INC | 8,590 | $952K | 0.14% | |
| 93 | DEDEERE & CO | 1,775 | $902K | 0.13% | |
| 94 | PEPPEPSICO INC | 6,635 | $876K | 0.13% | |
| 95 | SLBSCHLUMBERGER LTD | 23,684 | $800K | 0.12% | |
| 96 | IJHISHARES TR | 11,990 | $743K | 0.11% | |
| 97 | XOMEXXON MOBIL CORP | 6,810 | $734K | 0.11% | |
| 98 | DRIDARDEN RESTAURANTS INC | 3,200 | $697K | 0.10% | |
| 99 | BCDFLISTED FDS TR | 20,600 | $642K | 0.10% | |
| 100 | PFEPFIZER INC | 26,418 | $640K | 0.10% |
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