EagleClaw Capital Managment, LLC Q1 2019 Filing

Filed May 1, 2019

Portfolio Value

$219.1M

Holdings

120

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
62,300$11.8M5.40%
2
NKENIKE INC
117,303$9.9M4.51%
3
TPLUSDTEXAS PAC LD TR
11,292$8.7M3.99%
4
HDHOME DEPOT INC
44,302$8.5M3.88%
5
BABOEING CO
21,695$8.3M3.78%
6
AMZNAMAZON COM INC
4,526$8.1M3.68%
7
PYPLPAYPAL HLDGS INC
70,431$7.3M3.34%
8
LINLINDE PLC
29,510$5.2M2.37%
9
INTCINTEL CORP
93,452$5.0M2.29%
10
JPMJPMORGAN CHASE & CO
47,177$4.8M2.18%
11
LOWLOWES COS INC
40,112$4.4M2.00%
12
ABBVABBVIE INC
51,334$4.1M1.88%
13
VVISA INC
26,215$4.1M1.87%
14
APDAIR PRODS & CHEMS INC
19,816$3.8M1.73%
15
ETNEATON CORP PLC
47,035$3.8M1.73%
16
MSGSMADISON SQUARE GARDEN CO NEW
12,615$3.7M1.69%
17
GOOGALPHABET INC
3,119$3.7M1.67%
18
MSFTMICROSOFT CORP
30,109$3.5M1.62%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
16,016$3.2M1.47%
20
UPSUNITED PARCEL SERVICE INC
27,931$3.1M1.43%
21
COFCAPITAL ONE FINL CORP
36,150$3.0M1.35%
22
BACBANK AMER CORP
95,050$2.6M1.20%
23
FDXFEDEX CORP
14,185$2.6M1.17%
24
CMECME GROUP INC
15,100$2.5M1.13%
25
WPMWHEATON PRECIOUS METALS CORP
103,275$2.5M1.13%
26
CVXCHEVRON CORP NEW
19,756$2.4M1.11%
27
MRKMERCK & CO INC
28,275$2.4M1.07%
28
BKNGBOOKING HLDGS INC
1,306$2.3M1.04%
29
TMOTHERMO FISHER SCIENTIFIC INC
8,150$2.2M1.02%
30
HONHONEYWELL INTL INC
13,494$2.1M0.98%
31
NVONOVO-NORDISK A S
40,499$2.1M0.97%
32
NVSNNOVARTIS A G
21,715$2.1M0.95%
33
CLCOLGATE PALMOLIVE CO
29,702$2.0M0.93%
34
JNJJOHNSON & JOHNSON
14,274$2.0M0.91%
35
FMCF M C CORP
25,395$2.0M0.89%
36
PANWPALO ALTO NETWORKS INC
7,950$1.9M0.88%
37
GOOGLALPHABET INC
1,612$1.9M0.87%
38
CVSCVS HEALTH CORP
34,438$1.9M0.85%
39
CATCATERPILLAR INC DEL
13,385$1.8M0.83%
40
HOLXHOLOGIC INC
36,900$1.8M0.82%
41
WMBWILLIAMS COS INC DEL
60,812$1.7M0.80%
42
WMWASTE MGMT INC DEL
16,776$1.7M0.80%
43
GILDGILEAD SCIENCES INC
26,577$1.7M0.79%
44
EMREMERSON ELEC CO
24,863$1.7M0.78%
45
IBMINTERNATIONAL BUSINESS MACHS
11,720$1.6M0.75%
46
CELGCELGENE CORP
17,349$1.6M0.75%
47
MCXMCCORMICK & CO INC
10,476$1.6M0.72%
48
WBAWALGREENS BOOTS ALLIANCE INC
24,098$1.5M0.70%
49
9990302DAPACHE CORP
43,481$1.5M0.69%
50
DXCDXC TECHNOLOGY CO
23,299$1.5M0.68%
51
UTXZUNITED TECHNOLOGIES CORP
11,161$1.4M0.66%
52
CICIGNA CORP NEW
8,742$1.4M0.64%
53
CERNCHFCERNER CORP
24,575$1.4M0.64%
54
QCOMQUALCOMM INC
24,539$1.4M0.64%
55
LMTLOCKHEED MARTIN CORP
4,561$1.4M0.63%
56
AFLAFLAC INC
25,475$1.3M0.58%
57
HDSUSDHD SUPPLY HLDGS INC
29,225$1.3M0.58%
58
BDXBECTON DICKINSON & CO
4,837$1.2M0.55%
59
NVDANVIDIA CORP
6,678$1.2M0.55%
60
WTTRSELECT ENERGY SVCS INC
98,025$1.2M0.54%
61
SLBSCHLUMBERGER LTD
25,340$1.1M0.51%
62
WRKUSDWESTROCK CO
26,225$1.0M0.46%
63
KOCOCA COLA CO
21,279$995K0.45%
64
CSGPCOSTAR GROUP INC
2,050$955K0.44%
65
BBSIBARRETT BUSINESS SERVICES IN
12,075$934K0.43%
66
AIGAMERICAN INTL GROUP INC
20,982$907K0.41%
67
SPYSPDR S&P 500 ETF TR
3,210$906K0.41%
68
TXNTEXAS INSTRS INC
8,534$905K0.41%
69
VOVANGUARD INDEX FDS
5,450$876K0.40%
70
PEPPEPSICO INC
6,983$856K0.39%
71
HALHALLIBURTON CO
28,926$849K0.39%
72
INGRINGREDION INC
7,900$748K0.34%
73
MMM3M CO
3,579$745K0.34%
74
NEENEXTERA ENERGY INC
3,830$741K0.34%
75
SRCLSTERICYCLE INC
13,150$716K0.33%
76
FHIFEDERATED INVS INC PA
24,125$709K0.32%
77
CHDCHURCH & DWIGHT INC
9,921$706K0.32%
78
APCANADARKO PETE CORP
14,825$674K0.31%
79
US ECOLOGY INC
11,800$661K0.30%
80
MTGMGIC INVT CORP WIS
49,350$651K0.30%
81
PFEPFIZER INC
15,341$649K0.30%
82
CSCOCISCO SYS INC
11,561$624K0.28%
83
ARMKARAMARK
20,700$614K0.28%
84
VOOVANGUARD INDEX FDS
2,364$614K0.28%
85
VEUVANGUARD INTL EQUITY INDEX F
10,696$535K0.24%
86
PGPROCTER AND GAMBLE CO
5,145$534K0.24%
87
BMYBRISTOL MYERS SQUIBB CO
10,622$508K0.23%
88
ABTABBOTT LABS
6,284$502K0.23%
89
ALSNALLISON TRANSMISSION HLDGS I
10,787$484K0.22%
90
PAAPLAINS ALL AMERN PIPELINE L
19,050$468K0.21%
91
BACVERIZON COMMUNICATIONS INC
7,797$461K0.21%
92
VBVANGUARD INDEX FDS
2,820$431K0.20%
93
IJHISHARES TR
2,236$423K0.19%
94
JCIJOHNSON CTLS INTL PLC
11,174$414K0.19%
95
DHRDANAHER CORPORATION
3,100$410K0.19%
96
ADPAUTOMATIC DATA PROCESSING IN
2,382$382K0.17%
97
METAFACEBOOK INC
2,210$369K0.17%
98
SEICSEI INVESTMENTS CO
6,950$364K0.17%
99
XOMEXXON MOBIL CORP
4,429$359K0.16%
100
USBUS BANCORP DEL
6,883$332K0.15%
Page 1 of 2Next