EagleClaw Capital Managment, LLC
146 holdingsFiling period: 2026-06-30Current AUM: $765.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corporati | 153.6K | $67.2M | $51.2M | 6.70% | +1.7K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 183.4K | $36.7M | $39.6M | 5.18% | -6,050 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 94.4K | $27.3M | $32.5M | 4.24% | -4,812 | 2026-06-30 |
| 4 | PANW | Palo Alto Networks Inc | 79.0K | $26.9M | $30.8M | 4.03% | -1,160 | 2026-06-30 |
| 5 | CAT | Caterpillar Inc | 18.3K | $19.4M | $12.6M | 1.65% | -440 | 2026-06-30 |
| 6 | GOOG | Alphabet Inc | 52.2K | $18.5M | $16.4M | 2.14% | -765 | 2026-06-30 |
| 7 | ABBV | Abbvie Inc | 71.8K | $18.1M | $20.6M | 2.69% | -460 | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 52.9K | $17.3M | $17.7M | 2.31% | +263 | 2026-06-30 |
| 9 | — | Eaton Corp PLC | 39.2K | $16.7M | $16.7M | 2.18% | -75 | 2026-06-30 |
| 10 | LB | Landbridge Company LLC | 210.8K | $16.7M | $16.8M | 2.19% | +1.9K | 2026-06-30 |
| 11 | WPM | Wheaton Precious Metals Corp | 147.5K | $16.6M | $18.0M | 2.36% | -1,405 | 2026-06-30 |
| 12 | GBTC | Grayscale Bitcoin Trust ETF | 358.2K | $16.3M | $22.1M | 2.89% | +2.4K | 2026-06-30 |
| 13 | NKE | Nike Inc | 390.1K | $16.0M | $14.8M | 1.93% | -2,039 | 2026-06-30 |
| 14 | HD | Home Depot Inc | 44.8K | $15.8M | $14.3M | 1.87% | +706 | 2026-06-30 |
| 15 | — | Linde PLC | 28.6K | $14.9M | $14.9M | 1.94% | -30 | 2026-06-30 |
| 16 | PH | Parker-Hannifin Corp | 14.6K | $14.3M | $13.2M | 1.72% | +80 | 2026-06-30 |
| 17 | APD | Air Products and Chemicals I | 40.7K | $11.9M | $12.5M | 1.63% | -40 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 31.6K | $11.8M | $16.8M | 2.20% | +3.4K | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 48.9K | $11.7M | $12.2M | 1.59% | -268 | 2026-06-30 |
| 20 | CVX | Chevron Corporation | 65.8K | $10.9M | $15.3M | 1.99% | -1,041 | 2026-06-30 |
| 21 | BKNG | Booking Holdings Inc | 60.2K | $10.7M | $9.2M | 1.21% | +57.9K | 2026-06-30 |
| 22 | TJX | Tjx Cos Inc New | 66.1K | $10.0M | $9.5M | 1.24% | +225 | 2026-06-30 |
| 23 | FNV | Franco Nev Corp | 47.7K | $9.9M | $11.0M | 1.44% | +465 | 2026-06-30 |
| 24 | CACI | Caci Intl Inc | 21.3K | $9.9M | $14.1M | 1.85% | +125 | 2026-06-30 |
| 25 | FCX | Freeport McMoRan Inc | 145.0K | $9.1M | $9.4M | 1.23% | -650 | 2026-06-30 |
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