EagleClaw Capital Managment, LLC Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$228.4M

Holdings

121

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (121 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
63,130$14.3M6.24%
2
NKENIKE INC
120,020$10.2M4.45%
3
AMZNAMAZON COM INC
4,682$9.4M4.10%
4
HDHOME DEPOT INC
44,257$9.2M4.02%
5
TPLUSDTEXAS PAC LD TR
9,675$8.4M3.66%
6
BABOEING CO
21,943$8.2M3.57%
7
PYPLPAYPAL HLDGS INC
71,675$6.3M2.76%
8
JPMJPMORGAN CHASE & CO
47,376$5.3M2.34%
9
ABBVABBVIE INC
51,591$4.9M2.14%
10
PXGBXPRAXAIR INC
30,086$4.8M2.11%
11
LOWLOWES COS INC
39,534$4.5M1.99%
12
INTCINTEL CORP
94,296$4.5M1.95%
13
ETNEATON CORP PLC
47,350$4.1M1.80%
14
MSGSMADISON SQUARE GARDEN CO NEW
12,740$4.0M1.76%
15
VVISA INC
25,684$3.9M1.69%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
17,966$3.8M1.68%
17
MSFTMICROSOFT CORP
32,018$3.7M1.60%
18
GOOGALPHABET INC
3,044$3.6M1.60%
19
COFCAPITAL ONE FINL CORP
36,350$3.4M1.51%
20
EXPRESS SCRIPTS HLDG CO
35,926$3.4M1.50%
21
FDXFEDEX CORP
14,210$3.4M1.50%
22
APDAIR PRODS & CHEMS INC
19,878$3.3M1.45%
23
UPSUNITED PARCEL SERVICE INC
27,931$3.3M1.43%
24
BACBANK AMER CORP
95,000$2.8M1.23%
25
CVSCVS HEALTH CORP
32,009$2.5M1.11%
26
CVXCHEVRON CORP NEW
19,841$2.4M1.06%
27
DXCDXC TECHNOLOGY CO
25,766$2.4M1.05%
28
FMCF M C CORP
25,795$2.2M0.98%
29
9990302DAPACHE CORP
46,156$2.2M0.97%
30
WMBWILLIAMS COS INC DEL
79,019$2.1M0.94%
31
GILDGILEAD SCIENCES INC
27,655$2.1M0.94%
32
HONHONEYWELL INTL INC
12,541$2.1M0.91%
33
TMOTHERMO FISHER SCIENTIFIC INC
8,500$2.1M0.91%
34
CATCATERPILLAR INC DEL
13,385$2.0M0.89%
35
MRKMERCK & CO INC
28,575$2.0M0.89%
36
CLCOLGATE PALMOLIVE CO
29,502$2.0M0.86%
37
EMREMERSON ELEC CO
25,663$2.0M0.86%
38
NVONOVO-NORDISK A S
41,649$2.0M0.86%
39
GOOGLALPHABET INC
1,602$1.9M0.84%
40
BKNGBOOKING HLDGS INC
944$1.9M0.82%
41
JNJJOHNSON & JOHNSON
13,413$1.9M0.81%
42
NVSNNOVARTIS A G
21,215$1.8M0.80%
43
SLBSCHLUMBERGER LTD
29,555$1.8M0.79%
44
WPMWHEATON PRECIOUS METALS CORP
101,075$1.8M0.78%
45
WBAWALGREENS BOOTS ALLIANCE INC
23,900$1.7M0.76%
46
QCOMQUALCOMM INC
24,089$1.7M0.76%
47
CERNCHFCERNER CORP
26,300$1.7M0.74%
48
PANWPALO ALTO NETWORKS INC
7,425$1.7M0.74%
49
AIGAMERICAN INTL GROUP INC
30,757$1.6M0.72%
50
HOLXHOLOGIC INC
39,350$1.6M0.70%
51
JCIJOHNSON CTLS INTL PLC
45,973$1.6M0.70%
52
WMWASTE MGMT INC DEL
17,434$1.6M0.69%
53
UTXZUNITED TECHNOLOGIES CORP
11,261$1.6M0.69%
54
IBMINTERNATIONAL BUSINESS MACHS
9,570$1.4M0.63%
55
MCXMCCORMICK & CO INC
10,363$1.4M0.60%
56
WRKUSDWESTROCK CO
25,100$1.3M0.59%
57
SRCLSTERICYCLE INC
21,995$1.3M0.57%
58
CELGCELGENE CORP
14,310$1.3M0.56%
59
BDXBECTON DICKINSON & CO
4,837$1.3M0.55%
60
HDSUSDHD SUPPLY HLDGS INC
29,275$1.3M0.55%
61
HALHALLIBURTON CO
30,901$1.3M0.55%
62
AFLAFLAC INC
25,600$1.2M0.53%
63
FHIFEDERATED INVS INC PA
41,700$1.0M0.44%
64
APCANADARKO PETE CORP
14,825$996K0.44%
65
KOCOCA COLA CO
21,384$986K0.43%
66
CSGPCOSTAR GROUP INC
2,325$979K0.43%
67
TXNTEXAS INSTRS INC
8,934$959K0.42%
68
SPYSPDR S&P 500 ETF TR
3,210$933K0.41%
69
VOVANGUARD INDEX FDS
5,450$894K0.39%
70
PEPPEPSICO INC
7,225$810K0.35%
71
MMM3M CO
3,800$802K0.35%
72
WTTRSELECT ENERGY SVCS INC
64,125$762K0.33%
73
INGRINGREDION INC
6,975$728K0.32%
74
CMECME GROUP INC
4,260$727K0.32%
75
PFEPFIZER INC
15,041$662K0.29%
76
MTGMGIC INVT CORP WIS
49,350$659K0.29%
77
BMYBRISTOL MYERS SQUIBB CO
10,622$658K0.29%
78
NEENEXTERA ENERGY INC
3,775$634K0.28%
79
VOOVANGUARD INDEX FDS
2,364$632K0.28%
80
BBSIBARRETT BUSINESS SERVICES IN
8,850$593K0.26%
81
CHDCHURCH & DWIGHT INC
9,901$587K0.26%
82
ALSNALLISON TRANSMISSION HLDGS I
10,750$560K0.25%
83
VEUVANGUARD INTL EQUITY INDEX F
10,696$557K0.24%
84
CSCOCISCO SYS INC
11,074$539K0.24%
85
VBVANGUARD INDEX FDS
2,820$458K0.20%
86
ABTABBOTT LABS
6,155$453K0.20%
87
IJHISHARES TR
2,156$434K0.19%
88
BACVERIZON COMMUNICATIONS INC
8,080$429K0.19%
89
PGPROCTER AND GAMBLE CO
5,145$428K0.19%
90
OXYOCCIDENTAL PETE CORP DEL
4,813$392K0.17%
91
SEICSEI INVESTMENTS CO
6,350$387K0.17%
92
AETNA INC NEW
1,900$385K0.17%
93
NVDANVIDIA CORP
1,350$380K0.17%
94
XOMEXXON MOBIL CORP
4,429$377K0.17%
95
METAFACEBOOK INC
2,273$373K0.16%
96
SANBANCO SANTANDER SA
72,896$366K0.16%
97
USBUS BANCORP DEL
6,661$352K0.15%
98
DHRDANAHER CORP DEL
3,200$348K0.15%
99
ETENERGY TRANSFER EQUITY L P
19,200$335K0.15%
100
VTIVANGUARD INDEX FDS
2,232$334K0.15%
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