EagleClaw Capital Managment, LLC Q2 2017 Filing

Filed August 15, 2017

Portfolio Value

$170.5M

Holdings

107

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
65,923$9.5M5.57%
2
HDHOME DEPOT INC
47,457$7.3M4.27%
3
NKENIKE INC
116,772$6.9M4.04%
4
AMZNAMAZON COM INC
6,322$6.1M3.59%
5
BABOEING CO
24,670$4.9M2.86%
6
PXGBXPRAXAIR INC
31,926$4.2M2.49%
7
JPMJPMORGAN CHASE & CO
45,944$4.2M2.46%
8
PYPLPAYPAL HLDGS INC
74,650$4.0M2.35%
9
ABBVABBVIE INC
53,866$3.9M2.29%
10
ETNEATON CORP PLC
47,400$3.7M2.16%
11
FDXFEDEX CORP
14,870$3.2M1.89%
12
LOWLOWES COS INC
39,152$3.0M1.78%
13
COFCAPITAL ONE FINL CORP
36,350$3.0M1.76%
14
UPSUNITED PARCEL SERVICE INC
26,792$3.0M1.74%
15
VVISA INC
29,475$2.8M1.62%
16
EXPRESS SCRIPTS HLDG CO
43,219$2.8M1.62%
17
APDAIR PRODS & CHEMS INC
19,125$2.7M1.61%
18
INTCINTEL CORP
79,841$2.7M1.58%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
15,825$2.7M1.57%
20
CVSCVS HEALTH CORP
32,441$2.6M1.53%
21
MSGSMADISON SQUARE GARDEN CO NEW
13,060$2.6M1.51%
22
GOOGALPHABET INC
2,677$2.4M1.42%
23
WMBWILLIAMS COS INC DEL
76,969$2.3M1.37%
24
CLCOLGATE PALMOLIVE CO
31,327$2.3M1.36%
25
JCIJOHNSON CTLS INTL PLC
48,664$2.1M1.24%
26
MSFTMICROSOFT CORP
30,517$2.1M1.23%
27
9990302DAPACHE CORP
42,233$2.0M1.19%
28
DXCDXC TECHNOLOGY CO
26,130$2.0M1.18%
29
FHIFEDERATED INVS INC PA
69,325$2.0M1.15%
30
HOLXHOLOGIC INC
40,350$1.8M1.07%
31
SRCLSTERICYCLE INC
23,880$1.8M1.07%
32
NVONOVO-NORDISK A S
41,475$1.8M1.04%
33
WBAWALGREENS BOOTS ALLIANCE INC
22,350$1.8M1.03%
34
CERNCHFCERNER CORP
26,050$1.7M1.02%
35
WPMWHEATON PRECIOUS METALS CORP
85,775$1.7M1.01%
36
HONHONEYWELL INTL INC
12,776$1.7M1.00%
37
AIGAMERICAN INTL GROUP INC
26,900$1.7M0.99%
38
MRKMERCK & CO INC
26,175$1.7M0.98%
39
BACBANK AMER CORP
67,550$1.6M0.96%
40
TPLUSDTEXAS PAC LD TR
5,565$1.6M0.96%
41
TMOTHERMO FISHER SCIENTIFIC INC
9,200$1.6M0.94%
42
GOOGLALPHABET INC
1,690$1.6M0.92%
43
SLBSCHLUMBERGER LTD
23,475$1.5M0.91%
44
EMREMERSON ELEC CO
25,563$1.5M0.90%
45
NVSNNOVARTIS A G
18,246$1.5M0.89%
46
BKNGPRICELINE GRP INC
807$1.5M0.88%
47
QCOMQUALCOMM INC
26,702$1.5M0.87%
48
CELGCELGENE CORP
11,385$1.5M0.87%
49
JNJJOHNSON & JOHNSON
10,694$1.4M0.83%
50
HALHALLIBURTON CO
31,101$1.3M0.78%
51
GILDGILEAD SCIENCES INC
18,825$1.3M0.78%
52
CATCATERPILLAR INC DEL
11,958$1.3M0.75%
53
CVXCHEVRON CORP NEW
12,080$1.3M0.74%
54
WMWASTE MGMT INC DEL
16,775$1.2M0.72%
55
UTXZUNITED TECHNOLOGIES CORP
9,986$1.2M0.71%
56
BDXBECTON DICKINSON & CO
5,276$1.0M0.61%
57
AFLAFLAC INC
13,200$1.0M0.60%
58
KOCOCA COLA CO
22,814$1.0M0.60%
59
SPYSPDR S&P 500 ETF TR
4,190$1.0M0.59%
60
CHICAGO BRIDGE & IRON CO N V
50,976$1.0M0.59%
61
MCXMCCORMICK & CO INC
10,155$994K0.58%
62
HDSUSDHD SUPPLY HLDGS INC
29,575$903K0.53%
63
PANWPALO ALTO NETWORKS INC
6,715$897K0.53%
64
PEPPEPSICO INC
6,575$760K0.45%
65
BACVERIZON COMMUNICATIONS INC
16,364$729K0.43%
66
XOMEXXON MOBIL CORP
8,909$719K0.42%
67
BKRBAKER HUGHES INC
13,000$709K0.42%
68
GEGENERAL ELECTRIC CO
25,950$704K0.41%
69
TXNTEXAS INSTRS INC
8,854$681K0.40%
70
VOVANGUARD INDEX FDS
4,650$665K0.39%
71
APCANADARKO PETE CORP
14,150$643K0.38%
72
BMYBRISTOL MYERS SQUIBB CO
10,222$570K0.33%
73
CHDCHURCH & DWIGHT INC
10,701$556K0.33%
74
SANBANCO SANTANDER SA
82,920$554K0.32%
75
TEVATEVA PHARMACEUTICAL INDS LTD
16,475$545K0.32%
76
NEENEXTERA ENERGY INC
3,825$536K0.31%
77
VOOVANGUARD INDEX FDS
2,394$531K0.31%
78
CSGPCOSTAR GROUP INC
2,000$527K0.31%
79
GOVERNMENT PPTYS INCOME TR
28,700$522K0.31%
80
IBMINTERNATIONAL BUSINESS MACHS
3,300$508K0.30%
81
MTGMGIC INVT CORP WIS
44,800$499K0.29%
82
VEUVANGUARD INTL EQUITY INDEX F
9,696$485K0.28%
83
BBSIBARRETT BUSINESS SERVICES IN
8,350$477K0.28%
84
PGPROCTER AND GAMBLE CO
5,220$457K0.27%
85
HAINHAIN CELESTIAL GROUP INC
11,175$434K0.25%
86
MMM3M CO
2,000$416K0.24%
87
CSCOCISCO SYS INC
13,050$409K0.24%
88
ALSNALLISON TRANSMISSION HLDGS I
10,400$390K0.23%
89
COPCONOCOPHILLIPS
8,545$376K0.22%
90
IJHISHARES TR
2,116$368K0.22%
91
CONNECTICUT WTR SVC INC
6,341$353K0.21%
92
SEICSEI INVESTMENTS CO
6,350$341K0.20%
93
TAT&T INC
8,783$331K0.19%
94
ETENERGY TRANSFER EQUITY L P
18,350$330K0.19%
95
VBVANGUARD INDEX FDS
2,320$314K0.18%
96
OXYOCCIDENTAL PETE CORP DEL
4,984$299K0.18%
97
ABTABBOTT LABS
6,018$294K0.17%
98
IBNICICI BK LTD
32,000$287K0.17%
99
DHRDANAHER CORP DEL
3,300$279K0.16%
100
VTIVANGUARD INDEX FDS
2,232$278K0.16%
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