EagleClaw Capital Managment, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), EagleClaw Capital Managment, LLC reported 145 stock positions worth $745.4 million. Its top holding was Texas Pacific Land (TPL) at 9.0% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Apple (AAPL, 3.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 9, added to 42 and reduced 73. The biggest buy was Intuitive Surgical (ISRG, shares +447%) and the biggest sale Nike Class B (NKE, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$745.4M (Q2 2026)
SEC Filing
0001607636-26-000006 ↗ filed Aug 10, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $552.1M Q1 2024 Q2 2024: $555.8M Q2 2024 Q3 2024: $597.8M Q3 2024 Q4 2024: $630.8M Q4 2024 Q1 2025: $635.9M Q1 2025 Q2 2025: $669.6M Q2 2025 Q3 2025: $714.9M Q3 2025 Q4 2025: $691.2M Q4 2025 Q1 2026: $714.1M Q1 2026 Q2 2026: $745.4M $745.4M Q2 2026

Holdings 145 stocks · $745.4M
TPL Texas Pacific Land Corp. 9.02% 153,629 $67.2M Add +1.1%
NVDA Nvidia Corp. 4.92% 183,401 $36.7M Reduce -3.2%
AAPL Apple Inc. 3.66% 94,398 $27.3M Reduce -4.8%
PANW Palo Alto Networks Inc. 3.61% 78,978 $26.9M Reduce -1.4%
CAT Caterpillar Inc. 2.61% 18,255 $19.4M Reduce -2.4%
GOOG Alphabet Inc. Class C 2.48% 52,222 $18.5M Reduce -1.4%
ABBV Abbvie Inc. 2.42% 71,774 $18.1M Reduce -0.6%
JPM JPMorgan Chase & Co. 2.32% 52,906 $17.3M Add +0.5%
ETN Eaton Corp. PLC 2.24% 39,233 $16.7M Reduce -0.2%
LB Landbridge Co. LLC-A 2.24% 210,805 $16.7M Add +0.9%
WPM Wheaton Precious Metals Corp. 2.22% 147,484 $16.6M Reduce -0.9%
GBTC Grayscale Bitcoin Trust ETF 2.19% 358,216 $16.3M Add +0.7%
NKE Nike Inc. Class B 2.15% 390,091 $16.0M Reduce -0.5%
HD Home Depot Inc. 2.12% 44,769 $15.8M Add +1.6%
LIN Linde PLC 1.99% 28,635 $14.9M Reduce -0.1%
PH Parker Hannifin Corp. 1.91% 14,575 $14.3M Add +0.6%
APD Air Products & Chemicals Inc. 1.60% 40,732 $11.9M Reduce -0.1%
MSFT Microsoft Corp. 1.58% 31,573 $11.8M Add +12.3%
AMZN Amazon.com Inc. 1.56% 48,936 $11.7M Reduce -0.5%
CVX Chevron Corp. 1.46% 65,781 $10.9M Reduce -1.6%
BKNG Booking Holdings Inc. 1.44% 60,210 $10.7M Add +2.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.34% 66,140 $10.0M Add +0.3%
FNV Franco-Nevada Corp. 1.33% 47,679 $9.9M Add +1.0%
CACI Caci International Inc. Class A 1.32% 21,270 $9.9M Add +0.6%
FCX Freeport-McMoran Inc. 1.22% 145,000 $9.1M Reduce -0.5%
UNP Union Pacific Corp. 1.20% 32,915 $9.0M Reduce -1.6%
LOW Lowe's Cos Inc. 1.18% 39,802 $8.8M Add +2.9%
CME Cme Group Inc. 1.16% 39,260 $8.7M Add +0.8%
ICE Intercontinental Exchange Inc. 1.15% 69,745 $8.6M Add +1.0%
ORCL Oracle Corp. 1.15% 58,457 $8.6M Reduce -1.0%
BTC Grayscale Bitcoin Mini ETF 1.12% 320,872 $8.3M Add +2.3%
V Visa Inc. Class A 1.10% 23,949 $8.2M Add +0.4%
WMB Williams Cos Inc. 1.00% 100,220 $7.5M Add +1.8%
LMT Lockheed Martin Corp. 0.97% 14,128 $7.2M Reduce -0.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.96% 31,285 $7.2M Add +40.3%
WBI Waterbridge Infrastruc Class A 0.94% 203,650 $7.0M Add +1.7%
MAR Marriott International Class A 0.90% 18,090 $6.7M Reduce -3.4%
QCOM Qualcomm Inc. 0.87% 35,188 $6.5M Reduce -7.2%
BA The Boeing Co. 0.86% 29,705 $6.4M Add +0.7%
FDX FedEx Corp. 0.83% 19,842 $6.2M Add +1.1%
HE Hawaiian Electric Inds 0.79% 434,750 $5.9M Add +17.3%
XYL Xylem Inc. 0.78% 49,455 $5.8M Add +102.9%
JNJ Johnson & Johnson 0.76% 22,283 $5.7M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.74% 15,432 $5.5M Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.74% 19,526 $5.5M Add +0.2%
MDT Medtronic PLC 0.71% 67,845 $5.3M Add +107.2%
ISRG Intuitive Surgical Inc. 0.65% 12,250 $4.9M Add +446.9%
INFL Horizon Kinetics Infl Benef 0.60% 89,202 $4.4M Add +1.0%
RIO Rio Tinto PLC-Spon ADR 0.60% 46,860 $4.4M Reduce -1.5%
MSB Mesabi Trust 0.58% 170,575 $4.3M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.57% 8,543 $4.3M Reduce -0.5%
WM Waste Management Inc. 0.55% 18,271 $4.1M Reduce -0.3%
MSGS Madison Square Garden Sports 0.54% 10,065 $4.0M Reduce -16.8%
MRK Merck & Co. Inc. 0.52% 30,088 $3.9M Reduce -4.9%
EMR Emerson Electric Co. 0.51% 26,651 $3.8M Add +1.6%
SYY Sysco Corp. 0.51% 45,185 $3.8M Add +3.4%
VRTX Vertex Pharmaceuticals Inc. 0.50% 7,535 $3.7M Add +2.0%
NVS Novartis AG-Sponsored ADR 0.50% 23,712 $3.7M Reduce -11.6%
PFE Pfizer Inc. 0.50% 153,401 $3.7M Add +38.1%
CL Colgate-Palmolive Co. 0.45% 36,729 $3.4M Add +1.8%
MKC McCormick & Co.-Non VTG SHRS 0.45% 66,430 $3.3M Add +56.2%
VTI VG Morningstar TS MKT ETF-US 0.43% 8,732 $3.2M No change
NVO Novo-Nordisk A/S-Spons ADR 0.41% 63,650 $3.1M Reduce -0.9%
TMO Thermo Fisher Scientific Inc. 0.37% 5,479 $2.7M Reduce -2.7%
RSP Invesco S&P 500 Equal Weight 0.35% 12,285 $2.6M Add +10.3%
UPS United Parcel Service Class B 0.34% 23,543 $2.5M Reduce -14.4%
COP Conocophillips 0.33% 23,802 $2.5M Reduce -1.9%
MTG Mgic Investment Corp. 0.32% 84,950 $2.4M Reduce -5.1%
MIAX Miami International Holdings 0.29% 57,800 $2.1M New
LLY Eli Lilly & Co. 0.29% 1,772 $2.1M Reduce -1.4%
MSTR Strategy Inc. 0.28% 24,015 $2.1M Reduce -0.9%
BAC Bank of America Corp. 0.27% 35,900 $2.0M Reduce -29.8%
SNY Sanofi-ADR 0.26% 45,410 $1.9M Reduce -10.7%
TXN Texas Instruments Inc. 0.24% 6,015 $1.8M Reduce -2.4%
VOO Vanguard S&P 500 ETF 0.24% 2,564 $1.8M Reduce -0.6%
NEE Nextera Energy Inc. 0.21% 17,945 $1.6M Reduce -7.5%
CI The Cigna Group 0.21% 5,565 $1.5M Reduce -34.0%
AFL Aflac Inc. 0.21% 13,038 $1.5M Reduce -12.0%
CP Canadian Pacific Kansas City 0.20% 17,442 $1.5M No change
DE Deere & Co. 0.20% 2,365 $1.5M Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 18,260 $1.5M No change
CRDO Credo Technology Group Holdi 0.20% 5,385 $1.5M No change
BMY Bristol-Myers Squibb Co. 0.19% 24,691 $1.4M Reduce -32.7%
INTC Intel Corp. 0.19% 10,167 $1.4M Add +6.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 1,837 $1.4M Add +5.2%
HON Honeywell International Inc. 0.18% 5,999 $1.3M Reduce -4.5%
HONA Honeywell Aerospace Inc. 0.18% 5,999 $1.3M Reduce -4.5%
FDXF FedEx Freight Holding Co. 0.17% 8,594 $1.3M Reduce -12.4%
KO The Coca-Cola Co. 0.17% 15,879 $1.3M Reduce -1.2%
PG The Procter & Gamble Co. 0.17% 8,447 $1.2M No change
XOM Exxon Mobil Corp. 0.15% 8,230 $1.1M Reduce -2.4%
PEP Pepsico Inc. 0.13% 7,195 $974K Reduce -4.2%
RYN Rayonier Inc. 0.13% 44,492 $947K Reduce -23.8%
BCDF Horizon Kin Blockchain Dev 0.13% 31,760 $946K Add +7.9%
SLB SLB Ltd. filed as SLB LIMITED 0.12% 20,034 $931K Reduce -4.4%
CRSP Crispr Therapeutics AG 0.12% 17,050 $930K New
IJH iShares Core S&P Midcap ETF 0.12% 11,990 $925K No change
PBT Permian Basin Royalty Trust 0.12% 36,600 $916K Add +3.2%
CSGP Costar Group Inc. 0.12% 32,250 $913K Reduce -4.4%
GILD Gilead Sciences Inc. 0.12% 6,850 $865K Reduce -25.5%
AMGN Amgen Inc. 0.10% 2,100 $760K No change
WTTR Select Water Solutions Inc. 0.10% 37,000 $739K No change
DVN Devon Energy Corp. 0.10% 17,850 $738K Reduce -59.8%
VEU Vanguard Ftse All-World Ex-U 0.10% 8,700 $729K No change
CMI Cummins Inc. 0.10% 1,000 $713K Reduce -4.8%
CLNE Clean Energy Fuels Corp. 0.09% 337,850 $693K Reduce -3.6%
CSCO Cisco Systems Inc. 0.09% 5,575 $655K Add +7.7%
BDX Becton Dickinson and Co. 0.09% 4,232 $640K Reduce -76.7%
GD General Dynamics Corp. 0.08% 1,750 $620K Reduce -12.5%
OKE Oneok Inc. 0.08% 6,534 $568K Reduce -1.5%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.08% 4,645 $567K New
IBN Icici Bank Ltd.-Spon ADR 0.07% 19,250 $559K No change
BXP BXP Inc. 0.07% 8,050 $534K Reduce -1.8%
QQQ Invesco QQQ Trust Series 1 0.07% 720 $530K Reduce -2.0%
RTX RTX Corp. 0.07% 2,682 $509K Reduce -1.8%
AGX Argan Inc. 0.06% 600 $479K Reduce -14.3%
DHR Danaher Corp. 0.06% 2,425 $462K No change
DRI Darden Restaurants Inc. 0.06% 2,225 $458K Reduce -19.1%
ABT Abbott Laboratories 0.06% 4,648 $422K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,350 $409K No change
WTRG Essential Utilities Inc. 0.05% 10,627 $407K Reduce -3.9%
ENB Enbridge Inc. 0.05% 7,273 $394K No change
SCHD Schwab US DVD Equity ETF 0.05% 11,740 $372K Add +0.6%
BLK BlackRock Inc. 0.05% 383 $368K Reduce -3.8%
CHD Church & Dwight Co. Inc. 0.05% 3,658 $354K Reduce -12.0%
MCK McKesson Corp. 0.05% 455 $344K No change
GEOS Geospace Technologies Corp. 0.05% 50,015 $339K Reduce -39.0%
RPM RPM International Inc. 0.04% 3,000 $333K No change
BBSI Barrett Business SVCS Inc. 0.04% 9,000 $320K Reduce -40.8%
MPC Marathon Petroleum Corp. 0.04% 1,250 $320K Reduce -13.4%
VWO Vanguard Ftse Emerging Marke 0.04% 5,084 $303K No change
PEG Public Service Enterprise GP 0.04% 3,600 $292K Reduce -5.3%
AIG American International Group 0.04% 3,700 $276K Reduce -52.4%
MCO Moody's Corp. 0.04% 600 $272K No change
ARKK ARK Innovation ETF 0.04% 3,352 $271K No change
TRV The Travelers Cos Inc. 0.04% 800 $264K No change
LTRX Lantronix Inc. 0.03% 42,400 $249K No change
BIIB Biogen Inc. 0.03% 1,079 $233K New
MCD McDonald's Corp. 0.03% 857 $232K New
HAL Halliburton Co. 0.03% 6,800 $231K Reduce -8.1%
ET Energy Transfer LP 0.03% 11,500 $220K No change
TER Teradyne Inc. 0.03% 450 $218K New
WSBK Winchester Bancorp Inc. 0.03% 16,000 $210K No change
REPL Replimune Group Inc. 0.01% 10,000 $111K New
IEP Icahn Enterprises LP 0.01% 14,870 $107K Add +13.8%

Portfolio Sells Q1 2026 → Q2 2026
NKE Nike Inc. Class B Reduce -0.5% 2.15% −0.75
WPM Wheaton Precious Metals Corp. Reduce -0.9% 2.22% −0.51
CVX Chevron Corp. Reduce -1.6% 1.46% −0.47
HOLX Hologic Inc. Sold out 0.00% −0.34
BDX Becton Dickinson and Co. Reduce -76.7% 0.09% −0.31
APTV Aptiv PLC Sold out 0.00% −0.24
LMT Lockheed Martin Corp. Reduce -0.9% 0.97% −0.24
HON Honeywell International Inc. Reduce -4.5% 0.18% −0.22
DVN Devon Energy Corp. Reduce -59.8% 0.10% −0.21
GEN Gen Digital Inc. Sold out 0.00% −0.18
MSTR Strategy Inc. Reduce -0.9% 0.28% −0.14
BMY Bristol-Myers Squibb Co. Reduce -32.7% 0.19% −0.12
COP Conocophillips Reduce -1.9% 0.33% −0.12
WAT Waters Corp. Sold out 0.00% −0.11
CI The Cigna Group Reduce -34.0% 0.21% −0.11
GEOS Geospace Technologies Corp. Reduce -39.0% 0.05% −0.09
SNY Sanofi-ADR Reduce -10.7% 0.26% −0.08
NVS Novartis AG-Sponsored ADR Reduce -11.6% 0.50% −0.08
BAC Bank of America Corp. Reduce -29.8% 0.27% −0.07
CSGP Costar Group Inc. Reduce -4.4% 0.12% −0.07
ORCL Oracle Corp. Reduce -1.0% 1.15% −0.07
PYPL PayPal Holdings Inc. Sold out 0.00% −0.06
GILD Gilead Sciences Inc. Reduce -25.5% 0.12% −0.06
APD Air Products & Chemicals Inc. Reduce -0.1% 1.60% −0.06
XOM Exxon Mobil Corp. Reduce -2.4% 0.15% −0.05
AIG American International Group Reduce -52.4% 0.04% −0.04
WM Waste Management Inc. Reduce -0.3% 0.55% −0.04
RYN Rayonier Inc. Reduce -23.8% 0.13% −0.04
NEE Nextera Energy Inc. Reduce -7.5% 0.21% −0.04
UPS United Parcel Service Class B Reduce -14.4% 0.34% −0.04
SAFT Safety Insurance Group Inc. Sold out 0.00% −0.04
TMUS T-Mobile US Inc. Sold out 0.00% −0.04
FDXF FedEx Freight Holding Co. Reduce -12.4% 0.17% −0.03
PEP Pepsico Inc. Reduce -4.2% 0.13% −0.03
BSY Bentley Systems Inc. Class B Sold out 0.00% −0.03
CLNE Clean Energy Fuels Corp. Reduce -3.6% 0.09% −0.03
KMI Kinder Morgan Inc. Sold out 0.00% −0.03
SLB SLB Ltd. Reduce -4.4% 0.12% −0.03
RIO Rio Tinto PLC-Spon ADR Reduce -1.5% 0.60% −0.02
AFL Aflac Inc. Reduce -12.0% 0.21% −0.02
BBSI Barrett Business SVCS Inc. Reduce -40.8% 0.04% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -2.7% 0.37% −0.02
HONA Honeywell Aerospace Inc. Reduce -4.5% 0.18% −0.02
MRK Merck & Co. Inc. Reduce -4.9% 0.52% −0.01
DRI Darden Restaurants Inc. Reduce -19.1% 0.06% −0.01
GD General Dynamics Corp. Reduce -12.5% 0.08% −0.01
HAL Halliburton Co. Reduce -8.1% 0.03% −0.01
MTG Mgic Investment Corp. Reduce -5.1% 0.32% −0.01
OKE Oneok Inc. Reduce -1.5% 0.08% −0.01
WTRG Essential Utilities Inc. Reduce -3.9% 0.05% −0.01

Portfolio Buys Q1 2026 → Q2 2026
ISRG Intuitive Surgical Inc. Add +446.9% 0.65% +0.51
XYL Xylem Inc. Add +102.9% 0.78% +0.38
MDT Medtronic PLC Add +107.2% 0.71% +0.31
MIAX Miami International Holdings New 0.29% +0.29
AJG Arthur J Gallagher & Co. Add +40.3% 0.96% +0.29
LB Landbridge Co. LLC-A Add +0.9% 2.24% +0.22
WBI Waterbridge Infrastruc Class A Add +1.7% 0.94% +0.19
JPM JPMorgan Chase & Co. Add +0.5% 2.32% +0.15
MKC McCormick & Co.-Non VTG SHRS Add +56.2% 0.45% +0.15
INTC Intel Corp. Add +6.5% 0.19% +0.13
CRSP Crispr Therapeutics AG New 0.12% +0.12
MSFT Microsoft Corp. Add +12.3% 1.58% +0.12
PH Parker Hannifin Corp. Add +0.6% 1.91% +0.10
V Visa Inc. Class A Add +0.4% 1.10% +0.09
HD Home Depot Inc. Add +1.6% 2.12% +0.09
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd New 0.08% +0.08
IBM Intl Business Machines Corp. Add +0.2% 0.74% +0.08
SYY Sysco Corp. Add +3.4% 0.51% +0.07
BKNG Booking Holdings Inc. Add +2.8% 1.44% +0.06
PFE Pfizer Inc. Add +38.1% 0.50% +0.06
RSP Invesco S&P 500 Equal Weight Add +10.3% 0.35% +0.05
BA The Boeing Co. Add +0.7% 0.86% +0.04
VRTX Vertex Pharmaceuticals Inc. Add +2.0% 0.50% +0.04
CSCO Cisco Systems Inc. Add +7.7% 0.09% +0.03
BIIB Biogen Inc. New 0.03% +0.03
MCD McDonald's Corp. New 0.03% +0.03
EMR Emerson Electric Co. Add +1.6% 0.51% +0.03
TER Teradyne Inc. New 0.03% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +5.2% 0.18% +0.02
CL Colgate-Palmolive Co. Add +1.8% 0.45% +0.02
HE Hawaiian Electric Inds Add +17.3% 0.79% +0.02
PBT Permian Basin Royalty Trust Add +3.2% 0.12% +0.02
REPL Replimune Group Inc. New 0.01% +0.01
IEP Icahn Enterprises LP Add +13.8% 0.01% +0.00
BCDF Horizon Kin Blockchain Dev Add +7.9% 0.13% +0.00
SCHD Schwab US DVD Equity ETF Add +0.6% 0.05% −0.00
WMB Williams Cos Inc. Add +1.8% 1.00% −0.00
INFL Horizon Kinetics Infl Benef Add +1.0% 0.60% −0.05
LOW Lowe's Cos Inc. Add +2.9% 1.18% −0.10
TJX TJX Companies Inc. Add +0.3% 1.34% −0.13
FDX FedEx Corp. Add +1.1% 0.83% −0.15
MSB Mesabi Trust Add +0.5% 0.58% −0.17
BTC Grayscale Bitcoin Mini ETF Add +2.3% 1.12% −0.20
CACI Caci International Inc. Class A Add +0.6% 1.32% −0.29
FNV Franco-Nevada Corp. Add +1.0% 1.33% −0.30
ICE Intercontinental Exchange Inc. Add +1.0% 1.15% −0.37
GBTC Grayscale Bitcoin Trust ETF Add +0.7% 2.19% −0.44
CME Cme Group Inc. Add +0.8% 1.16% −0.45
TPL Texas Pacific Land Corp. Add +1.1% 9.02% −1.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$745.4MTPL, NVDA, AAPL, PANW, CAT
Q1 2026 145$714.1MTPL, NVDA, AAPL, NKE, WPM
Q4 2025 144$691.2MTPL, NVDA, NKE, AAPL, GBTC
Q3 2025 146$714.9MTPL, NVDA, GBTC, NKE, AAPL
Q2 2025 144$669.6MTPL, NVDA, GBTC, NKE, AAPL
Q1 2025 144$635.9MTPL, GBTC, NKE, NVDA, AAPL
Q4 2024 139$630.8MTPL, NVDA, GBTC, NKE, AAPL
Q3 2024 138$597.8MTPL, NKE, NVDA, AAPL, GBTC
Q2 2024 134$555.8MTPL, NVDA, GBTC, NKE, AAPL
Q1 2024 135$552.1MNKE, GBTC, TPL, NVDA, AAPL