EagleClaw Capital Managment, LLC Q3 2019 Filing

Filed October 22, 2019

Portfolio Value

$245.4M

Holdings

128

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
60,060$13.5M5.48%
2
NKENIKE INC
116,664$11.0M4.47%
3
BABOEING CO
27,640$10.5M4.29%
4
HDHOME DEPOT INC
44,296$10.3M4.19%
5
TPLUSDTEXAS PAC LD TR
13,767$8.9M3.64%
6
AMZNAMAZON COM INC
4,396$7.6M3.11%
7
PYPLPAYPAL HLDGS INC
68,831$7.1M2.91%
8
JPMJPMORGAN CHASE & CO
49,243$5.8M2.36%
9
LINLINDE PLC
29,485$5.7M2.33%
10
INTCINTEL CORP
97,677$5.0M2.05%
11
APDAIR PRODS & CHEMS INC
20,116$4.5M1.82%
12
LOWLOWES COS INC
39,687$4.4M1.78%
13
VVISA INC
24,874$4.3M1.74%
14
MSFTMICROSOFT CORP
29,859$4.2M1.69%
15
GOOGALPHABET INC
3,291$4.0M1.63%
16
ABBVABBVIE INC
51,966$3.9M1.60%
17
ETNEATON CORP PLC
47,100$3.9M1.60%
18
CMECME GROUP INC
17,675$3.7M1.52%
19
BKNGBOOKING HLDGS INC
1,869$3.7M1.50%
20
UPSUNITED PARCEL SERVICE INC
30,331$3.6M1.48%
21
AIGAMERICAN INTL GROUP INC
62,625$3.5M1.42%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
15,016$3.1M1.27%
23
WPMWHEATON PRECIOUS METALS CORP
109,575$2.9M1.17%
24
IBMINTERNATIONAL BUSINESS MACHS
19,519$2.8M1.16%
25
BACBANK AMER CORP
97,334$2.8M1.16%
26
MRKMERCK & CO INC
33,403$2.8M1.15%
27
PANWPALO ALTO NETWORKS INC
13,100$2.7M1.08%
28
MSGSMADISON SQUARE GARDEN CO NEW
9,890$2.6M1.06%
29
CVXCHEVRON CORP NEW
21,647$2.6M1.05%
30
GILDGILEAD SCIENCES INC
39,827$2.5M1.03%
31
NVDANVIDIA CORP
13,495$2.3M0.96%
32
HONHONEYWELL INTL INC
13,569$2.3M0.94%
33
TMOTHERMO FISHER SCIENTIFIC INC
7,800$2.3M0.93%
34
CLCOLGATE PALMOLIVE CO
30,702$2.3M0.92%
35
FMCF M C CORP
25,395$2.2M0.91%
36
JNJJOHNSON & JOHNSON
16,874$2.2M0.89%
37
FDXFEDEX CORP
14,385$2.1M0.85%
38
NVONOVO-NORDISK A S
40,449$2.1M0.85%
39
CVSCVS HEALTH CORP
31,181$2.0M0.80%
40
QCOMQUALCOMM INC
25,315$1.9M0.78%
41
NVSNNOVARTIS A G
22,115$1.9M0.78%
42
GOOGLALPHABET INC
1,556$1.9M0.77%
43
WMWASTE MGMT INC DEL
16,201$1.9M0.76%
44
HOLXHOLOGIC INC
36,650$1.8M0.75%
45
CICIGNA CORP NEW
12,135$1.8M0.75%
46
LMTLOCKHEED MARTIN CORP
4,636$1.8M0.74%
47
WRKUSDWESTROCK CO
47,600$1.7M0.71%
48
ICEINTERCONTINENTAL EXCHANGE IN
18,750$1.7M0.70%
49
BMYBRISTOL MYERS SQUIBB CO
33,682$1.7M0.69%
50
MCXMCCORMICK & CO INC
10,468$1.6M0.67%
51
CERNCHFCERNER CORP
23,575$1.6M0.66%
52
EMREMERSON ELEC CO
23,863$1.6M0.65%
53
CATCATERPILLAR INC DEL
12,585$1.6M0.65%
54
UTXZUNITED TECHNOLOGIES CORP
11,136$1.5M0.62%
55
ARMKARAMARK
33,800$1.5M0.60%
56
WMBWILLIAMS COS INC DEL
58,319$1.4M0.57%
57
WBAWALGREENS BOOTS ALLIANCE INC
24,740$1.4M0.56%
58
INGRINGREDION INC
16,800$1.4M0.56%
59
US ECOLOGY INC
20,975$1.3M0.55%
60
AFLAFLAC INC
25,075$1.3M0.53%
61
BBSIBARRETT BUSINESS SERVICES IN
13,475$1.2M0.49%
62
9990302DAPACHE CORP
46,727$1.2M0.49%
63
CSGPCOSTAR GROUP INC
1,975$1.2M0.48%
64
BDXBECTON DICKINSON & CO
4,637$1.2M0.48%
65
TXNTEXAS INSTRS INC
8,730$1.1M0.46%
66
SIVBEURSVB FINL GROUP
4,932$1.0M0.42%
67
PFEPFIZER INC
28,080$1.0M0.41%
68
WTTRSELECT ENERGY SVCS INC
116,325$1.0M0.41%
69
SLBSCHLUMBERGER LTD
27,703$948K0.39%
70
SNASNAP ON INC
5,994$938K0.38%
71
SPYSPDR S&P 500 ETF TR
3,095$919K0.37%
72
VOVANGUARD INDEX FDS
5,350$898K0.37%
73
KOCOCA COLA CO
16,204$883K0.36%
74
NEENEXTERA ENERGY INC
3,530$822K0.34%
75
COFCAPITAL ONE FINL CORP
9,050$822K0.34%
76
BF/BBROWN FORMAN CORP
12,748$800K0.33%
77
DXCDXC TECHNOLOGY CO
25,955$768K0.31%
78
PEPPEPSICO INC
5,483$753K0.31%
79
VOOVANGUARD INDEX FDS
2,564$698K0.28%
80
CHDCHURCH & DWIGHT INC
9,008$677K0.28%
81
PGPROCTER & GAMBLE CO
5,420$675K0.28%
82
CSCOCISCO SYS INC
13,633$673K0.27%
83
XOMEXXON MOBIL CORP
9,428$667K0.27%
84
VEUVANGUARD INTL EQUITY INDEX F
13,100$655K0.27%
85
CELGCELGENE CORP
6,574$655K0.27%
86
MTGMGIC INVT CORP WIS
50,350$633K0.26%
87
AQUA AMERICA INC
13,602$610K0.25%
88
SRCLSTERICYCLE INC
11,550$587K0.24%
89
ABTABBOTT LABS
6,584$551K0.22%
90
ALSNALLISON TRANSMISSION HLDGS I
11,500$541K0.22%
91
BACVERIZON COMMUNICATIONS INC
8,914$536K0.22%
92
HALHALLIBURTON CO
27,976$531K0.22%
93
IJHISHARES TR
2,436$471K0.19%
94
TAT&T INC
11,687$443K0.18%
95
DHRDANAHER CORPORATION
3,000$434K0.18%
96
WEPMAGELLAN MIDSTREAM PRTNRS LP
6,550$434K0.18%
97
VBVANGUARD INDEX FDS
2,720$418K0.17%
98
FHIFEDERATED INVS INC PA
12,800$415K0.17%
99
MMM3M CO
2,480$408K0.17%
100
PAAPLAINS ALL AMERN PIPELINE L
19,050$396K0.16%
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