EagleClaw Capital Managment, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$714.9M
Holdings
146
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLTEXAS PACIFIC LAND CORPORATI | 48,948 | $45.7M | 6.39% | |
| 2 | NVDANVIDIA CORPORATION | 207,453 | $38.7M | 5.41% | |
| 3 | GBTCGRAYSCALE BITCOIN TRUST ETF | 334,466 | $30.0M | 4.20% | |
| 4 | NKENIKE INC | 403,051 | $28.1M | 3.93% | |
| 5 | AAPLAPPLE INC | 89,589 | $22.8M | 3.19% | |
| 6 | HDHOME DEPOT INC | 44,176 | $17.9M | 2.50% | |
| 7 | WPMWHEATON PRECIOUS METALS CORP | 156,767 | $17.5M | 2.45% | |
| 8 | JPMJPMORGAN CHASE & CO. | 53,156 | $16.8M | 2.35% | |
| 9 | ABBVABBVIE INC | 72,124 | $16.7M | 2.34% | |
| 10 | ORCLORACLE CORP | 57,867 | $16.3M | 2.28% | |
| 11 | PANWPALO ALTO NETWORKS INC | 76,478 | $15.6M | 2.18% | |
| 12 | ETNEATON CORP PLC | 41,608 | $15.6M | 2.18% | |
| 13 | BTCGRAYSCALE BITCOIN MINI TR ET | 297,110 | $15.0M | 2.10% | |
| 14 | LINLINDE PLC | 29,155 | $13.8M | 1.94% | |
| 15 | GOOGALPHABET INC | 55,252 | $13.5M | 1.88% | |
| 16 | BKNGBOOKING HOLDINGS INC | 2,368 | $12.8M | 1.79% | |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | 68,811 | $11.6M | 1.62% | |
| 18 | PHPARKER-HANNIFIN CORP | 15,253 | $11.6M | 1.62% | |
| 19 | APDAIR PRODS & CHEMS INC | 41,453 | $11.3M | 1.58% | |
| 20 | AMZNAMAZON COM INC | 49,914 | $11.0M | 1.53% | |
| 21 | LBLANDBRIDGE COMPANY LLC | 202,340 | $10.8M | 1.51% | |
| 22 | FNVFRANCO NEV CORP | 48,399 | $10.8M | 1.51% | |
| 23 | CA8ACACI INTL INC | 21,514 | $10.7M | 1.50% | |
| 24 | CVXCHEVRON CORP NEW | 68,690 | $10.7M | 1.49% | |
| 25 | CMECME GROUP INC | 39,174 | $10.6M | 1.48% | |
| 26 | MSFTMICROSOFT CORP | 19,792 | $10.3M | 1.43% | |
| 27 | LOWLOWES COS INC | 39,702 | $10.0M | 1.40% | |
| 28 | TJXTJX COS INC NEW | 68,105 | $9.8M | 1.38% | |
| 29 | CATCATERPILLAR INC | 20,325 | $9.7M | 1.36% | |
| 30 | VVISA INC | 23,777 | $8.1M | 1.14% | |
| 31 | MIGASTRATEGY INC | 25,000 | $8.1M | 1.13% | |
| 32 | UNPUNION PAC CORP | 33,115 | $7.8M | 1.09% | |
| 33 | LMTLOCKHEED MARTIN CORP | 14,567 | $7.3M | 1.02% | |
| 34 | QCOMQUALCOMM INC | 42,950 | $7.1M | 1.00% | |
| 35 | BABOEING CO | 30,080 | $6.5M | 0.91% | |
| 36 | BDXBECTON DICKINSON & CO | 32,116 | $6.0M | 0.84% | |
| 37 | FCXFREEPORT-MCMORAN INC | 148,025 | $5.8M | 0.81% | |
| 38 | WMBWILLIAMS COS INC | 91,122 | $5.8M | 0.81% | |
| 39 | IBMINTERNATIONAL BUSINESS MACHS | 19,377 | $5.5M | 0.76% | |
| 40 | MARMARRIOTT INTL INC NEW | 19,490 | $5.1M | 0.71% | |
| 41 | MSBMESABI TR | 167,425 | $4.9M | 0.69% | |
| 42 | FDXFEDEX CORP | 20,323 | $4.8M | 0.67% | |
| 43 | GOOGLALPHABET INC | 18,097 | $4.4M | 0.62% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,606 | $4.3M | 0.61% | |
| 45 | JNJJOHNSON & JOHNSON | 23,221 | $4.3M | 0.60% | |
| 46 | CITHE CIGNA GROUP | 14,201 | $4.1M | 0.57% | |
| 47 | WMWASTE MGMT INC DEL | 18,231 | $4.0M | 0.56% | |
| 48 | INFLLISTED FDS TR | 87,130 | $3.9M | 0.54% | |
| 49 | HEHAWAIIAN ELEC INDUSTRIES | 341,300 | $3.8M | 0.53% | |
| 50 | SYYSYSCO CORP | 44,335 | $3.6M | 0.51% | |
| 51 | EMREMERSON ELEC CO | 27,571 | $3.6M | 0.51% | |
| 52 | NVSNNOVARTIS AG | 28,082 | $3.6M | 0.50% | |
| 53 | NVONOVO-NORDISK A S | 64,150 | $3.6M | 0.50% | |
| 54 | GENGEN DIGITAL INC | 120,900 | $3.4M | 0.48% | |
| 55 | FISVFISERV INC | 25,770 | $3.3M | 0.46% | |
| 56 | RIORIO TINTO PLC | 47,825 | $3.2M | 0.44% | |
| 57 | PYPLPAYPAL HLDGS INC | 46,275 | $3.1M | 0.43% | |
| 58 | MDTMEDTRONIC PLC | 32,347 | $3.1M | 0.43% | |
| 59 | TMOTHERMO FISHER SCIENTIFIC INC | 6,259 | $3.0M | 0.42% | |
| 60 | CLCOLGATE PALMOLIVE CO | 37,170 | $3.0M | 0.42% | |
| 61 | VTIVANGUARD INDEX FDS | 8,932 | $2.9M | 0.41% | |
| 62 | VRTXVERTEX PHARMACEUTICALS INC | 7,385 | $2.9M | 0.40% | |
| 63 | UPSUNITED PARCEL SERVICE INC | 34,266 | $2.9M | 0.40% | |
| 64 | MSGSMADISON SQUARE GRDN SPRT COR | 12,595 | $2.9M | 0.40% | |
| 65 | CSGPCOSTAR GROUP INC | 33,850 | $2.9M | 0.40% | |
| 66 | APTVAPTIV PLC | 32,997 | $2.8M | 0.40% | |
| 67 | BACBANK AMERICA CORP | 52,864 | $2.7M | 0.38% | |
| 68 | HONHONEYWELL INTL INC | 12,771 | $2.7M | 0.38% | |
| 69 | MRKMERCK & CO INC | 31,843 | $2.7M | 0.37% | |
| 70 | MTGMGIC INVT CORP WIS | 89,800 | $2.5M | 0.36% | |
| 71 | AIGAMERICAN INTL GROUP INC | 31,404 | $2.5M | 0.34% | |
| 72 | SNYSANOFI SA | 51,685 | $2.4M | 0.34% | |
| 73 | MCXMCCORMICK & CO INC | 36,270 | $2.4M | 0.34% | |
| 74 | DVNDEVON ENERGY CORP NEW | 68,275 | $2.4M | 0.33% | |
| 75 | COPCONOCOPHILLIPS | 24,690 | $2.3M | 0.33% | |
| 76 | HOLXHOLOGIC INC | 34,300 | $2.3M | 0.32% | |
| 77 | PCHPOTLATCHDELTIC CORPORATION | 55,600 | $2.3M | 0.32% | |
| 78 | BMYBRISTOL-MYERS SQUIBB CO | 46,168 | $2.1M | 0.29% | |
| 79 | RSPINVESCO EXCHANGE TRADED FD T | 10,830 | $2.1M | 0.29% | |
| 80 | AFLAFLAC INC | 17,613 | $2.0M | 0.28% | |
| 81 | TXNTEXAS INSTRS INC | 9,795 | $1.8M | 0.25% | |
| 82 | VOOVANGUARD INDEX FDS | 2,564 | $1.6M | 0.22% | |
| 83 | CPCANADIAN PACIFIC KANSAS CITY | 20,771 | $1.5M | 0.22% | |
| 84 | NEENEXTERA ENERGY INC | 20,075 | $1.5M | 0.21% | |
| 85 | VOVANGUARD INDEX FDS | 4,765 | $1.4M | 0.20% | |
| 86 | LLYELI LILLY & CO | 1,820 | $1.4M | 0.19% | |
| 87 | PGPROCTER AND GAMBLE CO | 8,775 | $1.3M | 0.19% | |
| 88 | SPYSPDR S&P 500 ETF TR | 1,767 | $1.2M | 0.16% | |
| 89 | GEOSGEOSPACE TECHNOLOGIES CORP | 61,150 | $1.2M | 0.16% | |
| 90 | KOCOCA COLA CO | 16,329 | $1.1M | 0.15% | |
| 91 | DEDEERE & CO | 2,350 | $1.1M | 0.15% | |
| 92 | XOMEXXON MOBIL CORP | 9,450 | $1.1M | 0.15% | |
| 93 | PEPPEPSICO INC | 7,460 | $1.0M | 0.15% | |
| 94 | ISRGINTUITIVE SURGICAL INC | 2,310 | $1.0M | 0.14% | |
| 95 | GILDGILEAD SCIENCES INC | 8,590 | $953K | 0.13% | |
| 96 | WBIWATERBRIDGE INFRASTRUCTURE L | 35,050 | $883K | 0.12% | |
| 97 | IJHISHARES TR | 11,990 | $782K | 0.11% | |
| 98 | SLBSCHLUMBERGER LTD | 22,684 | $779K | 0.11% | |
| 99 | CLNECLEAN ENERGY FUELS CORP | 287,625 | $742K | 0.10% | |
| 100 | BCDFLISTED FDS TR | 21,900 | $690K | 0.10% |
Page 1 of 2Next