EagleClaw Capital Managment, LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$314.4M

Holdings

127

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
158,905$21.1M6.71%
2
NKENIKE INC
120,617$17.1M5.43%
3
PYPLPAYPAL HLDGS INC
60,841$14.3M4.53%
4
AMZNAMAZON COM INC
3,715$12.1M3.85%
5
TPLUSDTEXAS PAC LD TR
16,064$11.7M3.72%
6
HDHOME DEPOT INC
40,143$10.7M3.39%
7
LINLINDE PLC
26,350$6.9M2.21%
8
NVDANVIDIA CORPORATION
12,645$6.6M2.10%
9
ABBVABBVIE INC
59,324$6.4M2.02%
10
LOWLOWES COS INC
37,801$6.1M1.93%
11
QCOMQUALCOMM INC
39,870$6.1M1.93%
12
JPMJPMORGAN CHASE & CO
45,043$5.7M1.82%
13
ICEINTERCONTINENTAL EXCHANGE IN
47,785$5.5M1.75%
14
GOOGALPHABET INC
3,080$5.4M1.72%
15
MSFTMICROSOFT CORP
24,036$5.3M1.70%
16
ETNEATON CORP PLC
44,425$5.3M1.70%
17
UPSUNITED PARCEL SERVICE INC
31,514$5.3M1.69%
18
VVISA INC
23,993$5.2M1.67%
19
BABOEING CO
24,316$5.2M1.65%
20
APDAIR PRODS & CHEMS INC
18,741$5.1M1.63%
21
WPMWHEATON PRECIOUS METALS CORP
122,400$5.1M1.63%
22
PANWPALO ALTO NETWORKS INC
14,205$5.1M1.61%
23
CMECME GROUP INC
27,430$5.0M1.59%
24
INTCINTEL CORP
93,929$4.7M1.49%
25
BKNGBOOKING HOLDINGS INC
1,963$4.4M1.39%
26
FDXFEDEX CORP
16,070$4.2M1.33%
27
SBUXSTARBUCKS CORP
33,035$3.5M1.12%
28
TMOTHERMO FISHER SCIENTIFIC INC
7,350$3.4M1.09%
29
BMYBRISTOL-MYERS SQUIBB CO
51,637$3.2M1.02%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
13,622$3.2M1.01%
31
FNVFRANCO NEV CORP
22,840$2.9M0.91%
32
HOLXHOLOGIC INC
38,575$2.8M0.89%
33
FMCFMC CORP
24,445$2.8M0.89%
34
HONHONEYWELL INTL INC
13,016$2.8M0.88%
35
LMTLOCKHEED MARTIN CORP
7,725$2.7M0.87%
36
BACBK OF AMERICA CORP
84,734$2.6M0.82%
37
CLCOLGATE PALMOLIVE CO
29,453$2.5M0.80%
38
GOOGLALPHABET INC
1,420$2.5M0.79%
39
MSGSMADISON SQUARE GRDN SPRT COR
13,530$2.5M0.79%
40
NVONOVO-NORDISK A S
35,450$2.5M0.79%
41
CICIGNA CORP NEW
11,545$2.4M0.76%
42
JNJJOHNSON & JOHNSON
15,119$2.4M0.76%
43
MRKMERCK & CO. INC
28,857$2.4M0.75%
44
PCHPOTLATCHDELTIC CORPORATION
46,825$2.3M0.75%
45
CATCATERPILLAR INC
12,725$2.3M0.74%
46
GILDGILEAD SCIENCES INC
39,113$2.3M0.72%
47
CVXCHEVRON CORP NEW
26,761$2.3M0.72%
48
IBMINTERNATIONAL BUSINESS MACHS
17,420$2.2M0.70%
49
NVSNNOVARTIS AG
21,985$2.1M0.66%
50
DISDISNEY WALT CO
11,349$2.1M0.65%
51
MCXMCCORMICK & CO INC
20,730$2.0M0.63%
52
TXNTEXAS INSTRS INC
11,810$1.9M0.62%
53
MARMARRIOTT INTL INC NEW
14,435$1.9M0.61%
54
CVSCVS HEALTH CORP
27,603$1.9M0.60%
55
EMREMERSON ELEC CO
23,313$1.9M0.59%
56
RTXRAYTHEON TECHNOLOGIES CORP
24,926$1.8M0.57%
57
WRKUSDWESTROCK CO
40,760$1.8M0.57%
58
WMWASTE MGMT INC DEL
14,401$1.7M0.54%
59
CERNCHFCERNER CORP
20,975$1.7M0.53%
60
AIGAMERICAN INTL GROUP INC
43,350$1.6M0.52%
61
SIVBEURSVB FINANCIAL GROUP
3,793$1.5M0.47%
62
CSGPCOSTAR GROUP INC
1,586$1.5M0.47%
63
ARMKARAMARK
36,850$1.4M0.45%
64
BDXBECTON DICKINSON & CO
5,437$1.4M0.43%
65
INGRINGREDION INC
15,875$1.3M0.40%
66
PEGPUBLIC SVC ENTERPRISE GRP IN
19,304$1.1M0.36%
67
VOVANGUARD INDEX FDS
5,350$1.1M0.35%
68
PFEPFIZER INC
28,384$1.0M0.33%
69
NEENEXTERA ENERGY INC
12,750$982K0.31%
70
AFLAFLAC INC
21,475$954K0.30%
71
WMBWILLIAMS COS INC
47,050$942K0.30%
72
CLNECLEAN ENERGY FUELS CORP
117,850$927K0.29%
73
BBSIBARRETT BUSINESS SVCS INC
13,475$914K0.29%
74
VOOVANGUARD INDEX FDS
2,564$882K0.28%
75
PEPPEPSICO INC
5,921$877K0.28%
76
SRCLSTERICYCLE INC
11,750$815K0.26%
77
KOCOCA COLA CO
14,454$792K0.25%
78
VEUVANGUARD INTL EQUITY INDEX F
13,100$764K0.24%
79
PGPROCTER AND GAMBLE CO
5,470$761K0.24%
80
ARKKARK ETF TR
5,975$742K0.24%
81
MTGMGIC INVT CORP WIS
58,450$734K0.23%
82
ABTABBOTT LABS
6,690$733K0.23%
83
ECOLUS ECOLOGY INC
19,875$717K0.23%
84
SEICSEI INVTS CO
10,450$601K0.19%
85
DHRDANAHER CORPORATION
2,700$599K0.19%
86
IJHISHARES TR
2,393$550K0.17%
87
CHDCHURCH & DWIGHT INC
6,208$542K0.17%
88
CSCOCISCO SYS INC
11,928$535K0.17%
89
WTRGESSENTIAL UTILS INC
11,039$520K0.17%
90
SPYSPDR S&P 500 ETF TR
1,345$503K0.16%
91
VTIVANGUARD INDEX FDS
2,432$474K0.15%
92
INMDINMODE LTD
10,000$473K0.15%
93
DEDEERE & CO
1,735$467K0.15%
94
VBVANGUARD INDEX FDS
2,250$438K0.14%
95
SLBSCHLUMBERGER LTD
20,084$437K0.14%
96
CARRCARRIER GLOBAL CORPORATION
11,200$424K0.13%
97
MMM3M CO
2,394$420K0.13%
98
ISRGINTUITIVE SURGICAL INC
495$406K0.13%
99
UNPUNION PAC CORP
1,900$395K0.13%
100
TSLATESLA INC
530$374K0.12%
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