EagleClaw Capital Managment, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$635.9M
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLTEXAS PACIFIC LAND CORPORATI | 47,431 | $62.8M | 9.88% | |
| 2 | GBTCGRAYSCALE BITCOIN TRUST ETF | 399,086 | $26.0M | 4.09% | |
| 3 | NKENIKE INC | 408,933 | $26.0M | 4.08% | |
| 4 | NVDANVIDIA CORPORATION | 218,075 | $23.6M | 3.72% | |
| 5 | AAPLAPPLE INC | 91,614 | $20.4M | 3.20% | |
| 6 | ABBVABBVIE INC | 73,927 | $15.5M | 2.44% | |
| 7 | HDHOME DEPOT INC | 42,040 | $15.4M | 2.42% | |
| 8 | JPMJPMORGAN CHASE & CO. | 54,943 | $13.5M | 2.12% | |
| 9 | LINLINDE PLC | 27,665 | $12.9M | 2.03% | |
| 10 | WPMWHEATON PRECIOUS METALS CORP | 165,067 | $12.8M | 2.02% | |
| 11 | PANWPALO ALTO NETWORKS INC | 72,693 | $12.4M | 1.95% | |
| 12 | APDAIR PRODS & CHEMS INC | 40,545 | $12.0M | 1.88% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 69,297 | $12.0M | 1.88% | |
| 14 | CVXCHEVRON CORP NEW | 68,565 | $11.5M | 1.80% | |
| 15 | ETNEATON CORP PLC | 41,883 | $11.4M | 1.79% | |
| 16 | BKNGBOOKING HOLDINGS INC | 2,454 | $11.3M | 1.78% | |
| 17 | CMECME GROUP INC | 38,930 | $10.3M | 1.62% | |
| 18 | PHPARKER-HANNIFIN CORP | 15,800 | $9.6M | 1.51% | |
| 19 | AMZNAMAZON COM INC | 48,468 | $9.2M | 1.45% | |
| 20 | GOOGALPHABET INC | 54,352 | $8.5M | 1.34% | |
| 21 | LOWLOWES COS INC | 36,352 | $8.5M | 1.33% | |
| 22 | TJXTJX COS INC NEW | 68,135 | $8.3M | 1.30% | |
| 23 | ORCLORACLE CORP | 58,872 | $8.2M | 1.29% | |
| 24 | CA8ACACI INTL INC | 21,710 | $8.0M | 1.25% | |
| 25 | LBLANDBRIDGE COMPANY LLC | 109,475 | $7.9M | 1.24% | |
| 26 | MSFTMICROSOFT CORP | 20,850 | $7.8M | 1.23% | |
| 27 | MIGAMICROSTRATEGY INC | 27,095 | $7.8M | 1.23% | |
| 28 | UNPUNION PAC CORP | 32,903 | $7.8M | 1.22% | |
| 29 | BTCGRAYSCALE BITCOIN MINI TR ET | 209,556 | $7.6M | 1.20% | |
| 30 | FNVFRANCO NEV CORP | 47,506 | $7.5M | 1.18% | |
| 31 | VVISA INC | 20,842 | $7.3M | 1.15% | |
| 32 | QCOMQUALCOMM INC | 44,390 | $6.8M | 1.07% | |
| 33 | BDXBECTON DICKINSON & CO | 29,242 | $6.7M | 1.05% | |
| 34 | LMTLOCKHEED MARTIN CORP | 13,929 | $6.2M | 0.98% | |
| 35 | CATCATERPILLAR INC | 18,550 | $6.1M | 0.96% | |
| 36 | FISVFISERV INC | 27,595 | $6.1M | 0.96% | |
| 37 | FCXFREEPORT-MCMORAN INC | 149,225 | $5.6M | 0.89% | |
| 38 | WMBWILLIAMS COS INC | 87,065 | $5.2M | 0.82% | |
| 39 | BABOEING CO | 30,357 | $5.2M | 0.81% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,544 | $5.1M | 0.80% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 19,287 | $4.8M | 0.75% | |
| 42 | FDXFEDEX CORP | 18,898 | $4.6M | 0.72% | |
| 43 | WMWASTE MGMT INC DEL | 19,821 | $4.6M | 0.72% | |
| 44 | MARMARRIOTT INTL INC NEW | 19,255 | $4.6M | 0.72% | |
| 45 | NVONOVO-NORDISK A S | 65,150 | $4.5M | 0.71% | |
| 46 | MSBMESABI TR | 165,225 | $4.5M | 0.71% | |
| 47 | CITHE CIGNA GROUP | 13,156 | $4.3M | 0.68% | |
| 48 | UPSUNITED PARCEL SERVICE INC | 38,032 | $4.2M | 0.66% | |
| 49 | VRTXVERTEX PHARMACEUTICALS INC | 7,595 | $3.7M | 0.58% | |
| 50 | INFLLISTED FD TR | 86,572 | $3.5M | 0.55% | |
| 51 | PYPLPAYPAL HLDGS INC | 52,350 | $3.4M | 0.54% | |
| 52 | GENGEN DIGITAL INC | 127,100 | $3.4M | 0.53% | |
| 53 | CLCOLGATE PALMOLIVE CO | 35,949 | $3.4M | 0.53% | |
| 54 | DVNDEVON ENERGY CORP NEW | 88,025 | $3.3M | 0.52% | |
| 55 | JNJJOHNSON & JOHNSON | 19,578 | $3.2M | 0.51% | |
| 56 | RIORIO TINTO PLC | 53,480 | $3.2M | 0.51% | |
| 57 | TMOTHERMO FISHER SCIENTIFIC INC | 6,219 | $3.1M | 0.49% | |
| 58 | MCXMCCORMICK & CO INC | 36,670 | $3.0M | 0.47% | |
| 59 | BMYBRISTOL-MYERS SQUIBB CO | 49,318 | $3.0M | 0.47% | |
| 60 | SYYSYSCO CORP | 39,975 | $3.0M | 0.47% | |
| 61 | HONHONEYWELL INTL INC | 13,821 | $2.9M | 0.46% | |
| 62 | AIGAMERICAN INTL GROUP INC | 32,919 | $2.9M | 0.45% | |
| 63 | MRKMERCK & CO INC | 31,818 | $2.9M | 0.45% | |
| 64 | PCHPOTLATCHDELTIC CORPORATION | 62,025 | $2.8M | 0.44% | |
| 65 | NVSNNOVARTIS AG | 24,908 | $2.8M | 0.44% | |
| 66 | EMREMERSON ELEC CO | 24,781 | $2.7M | 0.43% | |
| 67 | MDTMEDTRONIC PLC | 30,210 | $2.7M | 0.43% | |
| 68 | MSGSMADISON SQUARE GRDN SPRT COR | 13,470 | $2.6M | 0.41% | |
| 69 | COPCONOCOPHILLIPS | 24,369 | $2.6M | 0.40% | |
| 70 | SNYSANOFI | 45,825 | $2.5M | 0.40% | |
| 71 | GOOGLALPHABET INC | 16,189 | $2.5M | 0.39% | |
| 72 | VTIVANGUARD INDEX FDS | 8,732 | $2.4M | 0.38% | |
| 73 | BACBANK AMERICA CORP | 56,214 | $2.3M | 0.37% | |
| 74 | HOLXHOLOGIC INC | 36,650 | $2.3M | 0.36% | |
| 75 | APTVAPTIV PLC | 36,722 | $2.2M | 0.34% | |
| 76 | TXNTEXAS INSTRS INC | 11,534 | $2.1M | 0.33% | |
| 77 | AFLAFLAC INC | 17,838 | $2.0M | 0.31% | |
| 78 | RSPINVESCO EXCHANGE TRADED FD T | 10,500 | $1.8M | 0.29% | |
| 79 | MTGMGIC INVT CORP WIS | 66,950 | $1.7M | 0.26% | |
| 80 | NEENEXTERA ENERGY INC | 21,853 | $1.5M | 0.24% | |
| 81 | PGPROCTER AND GAMBLE CO | 8,760 | $1.5M | 0.23% | |
| 82 | SLBSCHLUMBERGER LTD | 35,684 | $1.5M | 0.23% | |
| 83 | LLYELI LILLY & CO | 1,708 | $1.4M | 0.22% | |
| 84 | CPCANADIAN PACIFIC KANSAS CITY | 19,451 | $1.4M | 0.21% | |
| 85 | VOOVANGUARD INDEX FDS | 2,592 | $1.3M | 0.21% | |
| 86 | SPYSPDR S&P 500 ETF TR | 2,310 | $1.3M | 0.20% | |
| 87 | VOVANGUARD INDEX FDS | 4,765 | $1.2M | 0.19% | |
| 88 | KOCOCA COLA CO | 16,354 | $1.2M | 0.18% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 2,310 | $1.1M | 0.18% | |
| 90 | CSGPCOSTAR GROUP INC | 14,450 | $1.1M | 0.18% | |
| 91 | INTCINTEL CORP | 49,300 | $1.1M | 0.18% | |
| 92 | GILDGILEAD SCIENCES INC | 9,660 | $1.1M | 0.17% | |
| 93 | PEPPEPSICO INC | 6,635 | $994K | 0.16% | |
| 94 | XOMEXXON MOBIL CORP | 7,098 | $844K | 0.13% | |
| 95 | DEDEERE & CO | 1,775 | $833K | 0.13% | |
| 96 | DRIDARDEN RESTAURANTS INC | 3,622 | $752K | 0.12% | |
| 97 | IJHISHARES TR | 11,990 | $699K | 0.11% | |
| 98 | PFEPFIZER INC | 27,281 | $691K | 0.11% | |
| 99 | AMGNAMGEN INC | 2,125 | $662K | 0.10% | |
| 100 | OKEONEOK INC NEW | 6,634 | $658K | 0.10% |
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