Institutional
EagleClaw Capital Managment, LLC
CIK 0001607636
$714.1M
Reported AUM
145
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · EagleClaw Capital Managment, LLC · Q1 2026
AI · grounded in 13F
EagleClaw Capital Managment, LLC significantly increased its position in AJG by 690.78%. The fund also established a new position in XYL valued at $2,912,813 and grew its stake in WBI by 67.077%. Conversely, the fund reduced its holdings in QCOM by 10.7185% and NVDA by 6.6288%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $394.25 | 1.24% | 24.77% | 171.55% | $72.1M | 10.09% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 12.42% | 774.16% | $33.0M | 4.63% | — | HELD |
| 3 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $25.2M | 3.53% | — | HELD |
| 4 | NKE | NIKE INC | $42.29 | -2.15% | -42.87% | -72.69% | $20.7M | 2.90% | — | HELD |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $113.38 | 3.58% | 22.88% | 163.37% | $19.5M | 2.73% | — | HELD |
| 6 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $50.16 | 1.95% | -43.57% | 47.01% | $18.8M | 2.63% | — | HELD |
| 7 | ABBV | ABBVIE INC | $257.41 | -2.24% | 36.96% | 157.96% | $15.7M | 2.20% | — | HELD |
| 8 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 23.57% | 148.58% | $15.5M | 2.17% | — | HELD |
| 9 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $15.2M | 2.13% | — | HELD |
| 10 | HD | HOME DEPOT INC | $333.35 | -1.45% | -8.42% | 15.74% | $14.5M | 2.03% | — | HELD |
| 11 | LB | LANDBRIDGE COMPANY LLC | $76.50 | 2.12% | 36.02% | 129.50% | $14.4M | 2.02% | — | HELD |
| 12 | LIN | LINDE PLC | $508.64 | -0.49% | 11.29% | 71.60% | $14.2M | 1.99% | — | HELD |
| 13 | ETN | EATON CORP PLC | $386.89 | 6.91% | 2.65% | 147.72% | $14.1M | 1.97% | — | HELD |
| 14 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | 31.24% | 138.73% | $13.8M | 1.94% | — | HELD |
| 15 | CAT | CATERPILLAR INC | $809.14 | 3.38% | 90.45% | 318.17% | $13.2M | 1.85% | — | HELD |
| 16 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | 35.58% | 243.13% | $13.0M | 1.82% | — | HELD |
| 17 | PANW | PALO ALTO NETWORKS INC | $325.68 | 3.67% | 88.38% | 323.84% | $12.8M | 1.80% | — | HELD |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | $300.20 | 2.02% | 7.23% | 23.83% | $11.8M | 1.66% | — | HELD |
| 19 | FNV | FRANCO NEV CORP | $221.36 | 3.26% | 37.43% | 58.73% | $11.7M | 1.63% | — | HELD |
| 20 | CME | CME GROUP INC | $267.22 | 0.67% | -1.12% | 63.43% | $11.5M | 1.61% | — | HELD |
| 21 | CACI | CACI INTL INC | $477.35 | -2.14% | 4.23% | 86.54% | $11.5M | 1.61% | — | HELD |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | $156.27 | 1.29% | -16.85% | 35.32% | $10.9M | 1.52% | — | HELD |
| 23 | TJX | TJX COS INC NEW | $159.26 | -1.47% | 27.39% | 133.67% | $10.5M | 1.47% | — | HELD |
| 24 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $10.4M | 1.46% | — | HELD |
| 25 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $10.2M | 1.43% | — | HELD |
| 26 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | -9.55% | 114.54% | $9.9M | 1.38% | — | HELD |
| 27 | BTC | GRAYSCALE BITCOIN MINI TR ET | $28.63 | 1.96% | -42.80% | 10.12% | $9.4M | 1.32% | — | HELD |
| 28 | LOW | LOWES COS INC | $210.08 | -2.60% | -5.30% | 13.51% | $9.1M | 1.28% | — | HELD |
| 29 | ORCL | ORACLE CORP | $127.56 | 8.34% | -47.22% | 53.10% | $8.7M | 1.22% | — | HELD |
| 30 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | 40.04% | 81.28% | $8.6M | 1.21% | — | HELD |
| 31 | FCX | FREEPORT MCMORAN INC | $63.44 | 5.75% | — | — | $8.6M | 1.20% | — | HELD |
| 32 | UNP | UNION PAC CORP | $289.46 | -0.93% | — | — | $8.1M | 1.14% | — | HELD |
| 33 | V | VISA INC | $366.27 | -0.67% | — | — | $7.2M | 1.01% | — | HELD |
| 34 | WMB | WILLIAMS COS INC | $70.91 | 1.11% | — | — | $7.2M | 1.00% | — | HELD |
| 35 | FDX | FEDEX CORP | $308.55 | -0.02% | — | — | $7.0M | 0.98% | — | HELD |
| 36 | MAR | MARRIOTT INTL INC NEW | $375.48 | -1.48% | — | — | $6.1M | 0.86% | — | HELD |
| 37 | BA | BOEING CO | $220.90 | 3.22% | — | — | $5.9M | 0.82% | — | HELD |
| 38 | HE | HAWAIIAN ELEC INDS INC MTN B | $13.19 | 0.84% | — | — | $5.5M | 0.77% | — | HELD |
| 39 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $5.5M | 0.77% | — | HELD |
| 40 | WBI | WATERBRIDGE INFRASTRUCTURE L | $32.92 | 1.45% | — | — | $5.4M | 0.75% | — | HELD |
| 41 | MSB | MESABI TR | $22.98 | 2.00% | — | — | $5.3M | 0.75% | — | HELD |
| 42 | QCOM | QUALCOMM INC | $151.60 | -2.62% | — | — | $4.9M | 0.68% | — | HELD |
| 43 | AJG | GALLAGHER ARTHUR J & CO | $256.46 | -4.63% | — | — | $4.8M | 0.68% | — | HELD |
| 44 | IBM | INTERNATIONAL BUSINESS MACHS | $221.74 | -2.08% | — | — | $4.7M | 0.66% | — | HELD |
| 45 | INFL | LISTED FDS TR | $51.33 | 1.02% | — | — | $4.6M | 0.64% | — | HELD |
| 46 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $4.6M | 0.64% | — | HELD |
| 47 | RIO | RIO TINTO PLC | $97.18 | 3.76% | — | — | $4.4M | 0.62% | — | HELD |
| 48 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | — | — | $4.2M | 0.59% | — | HELD |
| 49 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.1M | 0.58% | — | HELD |
| 50 | NVS | NOVARTIS AG | $158.44 | -0.25% | — | — | $4.1M | 0.57% | — | HELD |
| 51 | MSGS | MADISON SQUARE GRDN SPRT COR | $405.05 | 1.64% | — | — | $3.9M | 0.54% | — | HELD |
| 52 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $3.8M | 0.53% | — | HELD |
| 53 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | — | — | $3.4M | 0.48% | — | HELD |
| 54 | VRTX | VERTEX PHARMACEUTICALS INC | $481.70 | -0.34% | — | — | $3.3M | 0.46% | — | HELD |
| 55 | COP | CONOCOPHILLIPS | $119.03 | 0.82% | — | — | $3.2M | 0.45% | — | HELD |
| 56 | PFE | PFIZER INC | $24.91 | -0.95% | — | — | $3.1M | 0.44% | — | HELD |
| 57 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $3.1M | 0.44% | — | HELD |
| 58 | CL | COLGATE PALMOLIVE CO | $91.60 | -2.02% | — | — | $3.1M | 0.43% | — | HELD |
| 59 | MSTR | STRATEGY INC | $97.74 | 4.73% | — | — | $3.0M | 0.42% | — | HELD |
| 60 | XYL | XYLEM INC | $116.82 | -4.35% | — | — | $2.9M | 0.41% | — | HELD |
| 61 | BDX | BECTON DICKINSON & CO | $165.45 | -1.75% | — | — | $2.9M | 0.40% | — | HELD |
| 62 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | — | — | $2.8M | 0.40% | — | HELD |
| 63 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $2.8M | 0.40% | — | HELD |
| 64 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | — | — | $2.8M | 0.39% | — | HELD |
| 65 | TMO | THERMO FISHER SCIENTIFIC INC | $576.77 | 0.05% | — | — | $2.8M | 0.39% | — | HELD |
| 66 | UPS | UNITED PARCEL SVCS INC | $105.27 | 0.68% | — | — | $2.7M | 0.38% | — | HELD |
| 67 | BAC | BANK AMERICA CORP | $61.73 | 1.08% | — | — | $2.5M | 0.35% | — | HELD |
| 68 | SNY | SANOFI SA | $42.89 | -4.37% | — | — | $2.4M | 0.34% | — | HELD |
| 69 | HO1 | HOLOGIC INC | — | — | — | — | $2.4M | 0.34% | — | HELD |
| 70 | NVO | NOVO-NORDISK A S | $51.61 | 0.06% | — | — | $2.4M | 0.33% | — | HELD |
| 71 | MTG | MGIC INVT CORP WIS | $30.45 | -0.43% | — | — | $2.4M | 0.33% | — | HELD |
| 72 | CI | THE CIGNA GROUP | $287.66 | -2.97% | — | — | $2.2M | 0.31% | — | HELD |
| 73 | DVN | DEVON ENERGY CORP NEW | $44.17 | -0.65% | — | — | $2.2M | 0.31% | — | HELD |
| 74 | BMY | BRISTOL-MYERS SQUIBB CO | $64.86 | 2.79% | — | — | $2.2M | 0.31% | — | HELD |
| 75 | MKC | MCCORMICK & CO INC | $50.96 | -1.98% | — | — | $2.1M | 0.30% | — | HELD |
| 76 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | — | — | $2.1M | 0.30% | — | HELD |
| 77 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | — | — | $1.8M | 0.25% | — | HELD |
| 78 | APTV | APTIV PLC | $58.09 | 0.21% | — | — | $1.7M | 0.24% | — | HELD |
| 79 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $1.7M | 0.23% | — | HELD |
| 80 | AFL | AFLAC INC | $127.36 | -1.02% | — | — | $1.6M | 0.23% | — | HELD |
| 81 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $1.5M | 0.22% | — | HELD |
| 82 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $1.4M | 0.20% | — | HELD |
| 83 | CP | CANADIAN PACIFIC KANSAS CITY | $88.16 | -3.43% | — | — | $1.4M | 0.19% | — | HELD |
| 84 | CSGP | COSTAR GROUP INC | $29.46 | -1.24% | — | — | $1.4M | 0.19% | — | HELD |
| 85 | DE | DEERE & CO | $599.47 | -1.88% | — | — | $1.3M | 0.19% | — | HELD |
| 86 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | — | — | $1.3M | 0.18% | — | HELD |
| 87 | GILD | GILEAD SCIENCES INC | $131.28 | -1.09% | — | — | $1.3M | 0.18% | — | HELD |
| 88 | GEN | GEN DIGITAL INC | $27.29 | -1.23% | — | — | $1.3M | 0.18% | — | HELD |
| 89 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $1.2M | 0.17% | — | HELD |
| 90 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | — | — | $1.2M | 0.17% | — | HELD |
| 91 | RYN | RAYONIER INC | $21.39 | -3.56% | — | — | $1.2M | 0.17% | — | HELD |
| 92 | TXN | TEXAS INSTRS INC | $278.76 | 2.75% | — | — | $1.2M | 0.17% | — | HELD |
| 93 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $1.2M | 0.16% | — | HELD |
| 94 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $1.1M | 0.16% | — | HELD |
| 95 | SLB | SLB LIMITED | $48.91 | -0.10% | — | — | $1.1M | 0.15% | — | HELD |
| 96 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $1.0M | 0.14% | — | HELD |
| 97 | GEOS | GEOSPACE TECHNOLOGIES CORP | $7.20 | 10.94% | — | — | $1.0M | 0.14% | — | HELD |
| 98 | BCDF | LISTED FDS TR | $32.02 | -0.17% | — | — | $905K | 0.13% | — | HELD |
| 99 | CLNE | CLEAN ENERGY FUELS CORP | $1.93 | 2.12% | — | — | $869K | 0.12% | — | HELD |
| 100 | IJH | ISHARES TR | $75.35 | 0.83% | — | — | $810K | 0.11% | — | HELD |
| 101 | WAT | WATERS CORP | — | — | — | — | $789K | 0.11% | — | HELD |
| 102 | PBT | PERMIAN BASIN RTY TR | — | — | — | — | $763K | 0.11% | — | HELD |
| 103 | AMGN | AMGEN INC | — | — | — | — | $739K | 0.10% | — | HELD |
| 104 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $686K | 0.10% | — | HELD |
| 105 | VEU | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $653K | 0.09% | — | HELD |
| 106 | OKE | ONEOK INC NEW | — | — | — | — | $600K | 0.08% | — | HELD |
| 107 | AIG | AMERICAN INTL GROUP INC | — | — | — | — | $585K | 0.08% | — | HELD |
| 108 | WTTR | SELECT WATER SOLUTIONS INC | — | — | — | — | $566K | 0.08% | — | HELD |
| 109 | CMI | CUMMINS INC | — | — | — | — | $565K | 0.08% | — | HELD |
| 110 | DRI | DARDEN RESTAURANTS INC | — | — | — | — | $539K | 0.08% | — | HELD |
| 111 | RTX | RTX CORPORATION | — | — | — | — | $527K | 0.07% | — | HELD |
| 112 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | — | — | — | — | $505K | 0.07% | — | HELD |
| 113 | IBN | ICICI BANK LIMITED | — | — | — | — | $499K | 0.07% | — | HELD |
| 114 | ABT | ABBOTT LABORATORIES | — | — | — | — | $477K | 0.07% | — | HELD |
| 115 | DHR | DANAHER CORP DEL | — | — | — | — | $460K | 0.06% | — | HELD |
| 116 | PYPL | PAYPAL HLDGS INC | — | — | — | — | $458K | 0.06% | — | HELD |
| 117 | WTRG | ESSENTIAL UTILS INC | — | — | — | — | $445K | 0.06% | — | HELD |
| 118 | BBSI | BARRETT BUSINESS SVCS INC | — | — | — | — | $444K | 0.06% | — | HELD |
| 119 | BXP | BXP INC | — | — | — | — | $426K | 0.06% | — | HELD |
| 120 | QQQ | INVESCO QQQ TR | — | — | — | — | $424K | 0.06% | — | HELD |
| 121 | INTC | INTEL CORP | — | — | — | — | $421K | 0.06% | — | HELD |
| 122 | CSCO | CISCO SYS INC | — | — | — | — | $402K | 0.06% | — | HELD |
| 123 | ENB | ENBRIDGE INC | — | — | — | — | $394K | 0.06% | — | HELD |
| 124 | MCK | MCKESSON CORP | — | — | — | — | $394K | 0.06% | — | HELD |
| 125 | CHD | CHURCH & DWIGHT CO INC | — | — | — | — | $388K | 0.05% | — | HELD |
| 126 | BLK | BLACKROCK INC | — | — | — | — | $383K | 0.05% | — | HELD |
| 127 | AGX | ARGAN INC | — | — | — | — | $381K | 0.05% | — | HELD |
| 128 | SCHD | SCHWAB STRATEGIC TR | — | — | — | — | $358K | 0.05% | — | HELD |
| 129 | VB | VANGUARD INDEX FDS | — | — | — | — | $354K | 0.05% | — | HELD |
| 130 | MPC | MARATHON PETE CORP | — | — | — | — | $353K | 0.05% | — | HELD |
| 131 | PEG | PUBLIC SVC ENTERPRISE GROUP | — | — | — | — | $308K | 0.04% | — | HELD |
| 132 | RPM | RPM INTL INC | — | — | — | — | $298K | 0.04% | — | HELD |
| 133 | HAL | HALLIBURTON CO | — | — | — | — | $289K | 0.04% | — | HELD |
| 134 | VWO | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $275K | 0.04% | — | HELD |
| 135 | SAFT | SAFETY INS GROUP INC | — | — | — | — | $272K | 0.04% | — | HELD |
| 136 | MCO | MOODYS CORP | — | — | — | — | $262K | 0.04% | — | HELD |
| 137 | TMUS | T-MOBILE US INC | — | — | — | — | $252K | 0.04% | — | HELD |
| 138 | TRV | TRAVELERS COMPANIES INC | — | — | — | — | $233K | 0.03% | — | HELD |
| 139 | ARKK | ARK ETF TR | — | — | — | — | $227K | 0.03% | — | HELD |
| 140 | LTRX | LANTRONIX INC | — | — | — | — | $222K | 0.03% | — | HELD |
| 141 | ET | ENERGY TRANSFER L P | — | — | — | — | $222K | 0.03% | — | HELD |
| 142 | BSY | BENTLEY SYS INC | — | — | — | — | $220K | 0.03% | — | HELD |
| 143 | WSBK | WINCHESTER BANCORP INC | — | — | — | — | $203K | 0.03% | — | HELD |
| 144 | KMI | KINDER MORGAN INC DEL | — | — | — | — | $201K | 0.03% | — | HELD |
| 145 | IEP | ICAHN ENTERPRISES LP | — | — | — | — | $99K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001607636-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.