EagleClaw Capital Managment, LLC Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$597.8B

Holdings

138

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
TPLTEXAS PACIFIC LAND CORPORATI
47,591$42.1B7.04%
2
NKENIKE INC
324,624$28.7B4.80%
3
NVDANVIDIA CORPORATION
233,100$28.3B4.74%
4
AAPLAPPLE INC
95,493$22.2B3.72%
5
GBTCGRAYSCALE BITCOIN TR BTC
404,550$20.4B3.42%
6
HDHOME DEPOT INC
38,436$15.6B2.61%
7
ETNEATON CORP PLC
41,440$13.7B2.30%
8
ABBVABBVIE INC
67,877$13.4B2.24%
9
PANWPALO ALTO NETWORKS INC
37,799$12.9B2.16%
10
LINLINDE PLC
25,710$12.3B2.05%
11
JPMJPMORGAN CHASE & CO.
54,060$11.4B1.91%
12
APDAIR PRODS & CHEMS INC
37,395$11.1B1.86%
13
ICEINTERCONTINENTAL EXCHANGE IN
66,540$10.7B1.79%
14
CA8ACACI INTL INC
20,815$10.5B1.76%
15
BKNGBOOKING HOLDINGS INC
2,484$10.5B1.75%
16
CVXCHEVRON CORP NEW
67,255$9.9B1.66%
17
PHPARKER-HANNIFIN CORP
15,610$9.9B1.65%
18
AMZNAMAZON COM INC
51,455$9.6B1.60%
19
WPMWHEATON PRECIOUS METALS CORP
156,217$9.5B1.60%
20
GOOGALPHABET INC
55,577$9.3B1.55%
21
LOWLOWES COS INC
34,172$9.3B1.55%
22
ORCLORACLE CORP
52,947$9.0B1.51%
23
MSFTMICROSOFT CORP
19,154$8.2B1.38%
24
CMECME GROUP INC
37,330$8.2B1.38%
25
TJXTJX COS INC NEW
67,155$7.9B1.32%
26
NVONOVO-NORDISK A S
65,850$7.8B1.31%
27
UNPUNION PAC CORP
31,671$7.8B1.31%
28
QCOMQUALCOMM INC
43,540$7.4B1.24%
29
FCXFREEPORT-MCMORAN INC
143,275$7.2B1.20%
30
LMTLOCKHEED MARTIN CORP
12,103$7.1B1.18%
31
CATCATERPILLAR INC
16,900$6.6B1.11%
32
BDXBECTON DICKINSON & CO
25,795$6.2B1.04%
33
BTCGBPGRAYSCALE BITCOIN MINI TR BT
1,015,825$5.7B0.96%
34
FNVFRANCO NEV CORP
45,906$5.7B0.95%
35
VVISA INC
20,692$5.7B0.95%
36
FDXFEDEX CORP
18,823$5.2B0.86%
37
FISVFISERV INC
28,085$5.0B0.84%
38
UPSUNITED PARCEL SERVICE INC
35,895$4.9B0.82%
39
MARMARRIOTT INTL INC NEW
19,480$4.8B0.81%
40
BABOEING CO
30,486$4.6B0.78%
41
MIGAMICROSTRATEGY INC
27,440$4.6B0.77%
42
FLNCFLUENCE ENERGY INC
195,175$4.4B0.74%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
9,435$4.3B0.73%
44
CITHE CIGNA GROUP
12,384$4.3B0.72%
45
WMWASTE MGMT INC DEL
19,671$4.1B0.68%
46
PYPLPAYPAL HLDGS INC
52,275$4.1B0.68%
47
DVNDEVON ENERGY CORP NEW
102,190$4.0B0.67%
48
TMOTHERMO FISHER SCIENTIFIC INC
6,284$3.9B0.65%
49
IBMINTERNATIONAL BUSINESS MACHS
17,127$3.8B0.63%
50
RIORIO TINTO PLC
51,885$3.7B0.62%
51
VRTXVERTEX PHARMACEUTICALS INC
7,625$3.5B0.59%
52
CLCOLGATE PALMOLIVE CO
32,879$3.4B0.57%
53
GENGEN DIGITAL INC
123,800$3.4B0.57%
54
MRKMERCK & CO INC
29,368$3.3B0.56%
55
MSBMESABI TR
146,400$3.3B0.55%
56
INFLLISTED FD TR
85,810$3.2B0.54%
57
WMBWILLIAMS COS INC
65,790$3.0B0.50%
58
HOLXHOLOGIC INC
36,650$3.0B0.50%
59
JNJJOHNSON & JOHNSON
18,366$3.0B0.50%
60
GOOGLALPHABET INC
17,805$3.0B0.49%
61
BMYBRISTOL-MYERS SQUIBB CO
56,618$2.9B0.49%
62
MCXMCCORMICK & CO INC
35,475$2.9B0.49%
63
MSGSMADISON SQUARE GRDN SPRT COR
13,695$2.9B0.48%
64
PCHPOTLATCHDELTIC CORPORATION
61,925$2.8B0.47%
65
EMREMERSON ELEC CO
24,956$2.7B0.46%
66
HONHONEYWELL INTL INC
12,821$2.7B0.44%
67
NVSNNOVARTIS AG
22,434$2.6B0.43%
68
MDTMEDTRONIC PLC
28,522$2.6B0.43%
69
SNYSANOFI
43,275$2.5B0.42%
70
VTIVANGUARD INDEX FDS
8,132$2.3B0.39%
71
TXNTEXAS INSTRS INC
10,920$2.3B0.38%
72
AIGAMERICAN INTL GROUP INC
30,379$2.2B0.37%
73
COPCONOCOPHILLIPS
20,785$2.2B0.37%
74
BACBANK AMERICA CORP
52,102$2.1B0.35%
75
AFLAFLAC INC
18,413$2.1B0.34%
76
APTVAPTIV PLC
26,335$1.9B0.32%
77
RSPINVESCO EXCHANGE TRADED FD T
10,430$1.9B0.31%
78
INTCINTEL CORP
77,435$1.8B0.30%
79
LLYELI LILLY & CO
1,718$1.5B0.25%
80
SLBSCHLUMBERGER LTD
35,784$1.5B0.25%
81
MTGMGIC INVT CORP WIS
56,300$1.4B0.24%
82
SPYSPDR S&P 500 ETF TR
2,398$1.4B0.23%
83
VOOVANGUARD INDEX FDS
2,592$1.4B0.23%
84
PGPROCTER AND GAMBLE CO
7,298$1.3B0.21%
85
VOVANGUARD INDEX FDS
4,765$1.3B0.21%
86
CSGPCOSTAR GROUP INC
15,600$1.2B0.20%
87
KOCOCA COLA CO
16,354$1.2B0.20%
88
ISRGINTUITIVE SURGICAL INC
2,200$1.1B0.18%
89
PEPPEPSICO INC
6,200$1.1B0.18%
90
CPCANADIAN PACIFIC KANSAS CITY
12,051$1.0B0.17%
91
NEENEXTERA ENERGY INC
11,375$961.5M0.16%
92
LBLANDBRIDGE COMPANY LLC
23,525$920.3M0.15%
93
PFEPFIZER INC
27,644$800.0M0.13%
94
GILDGILEAD SCIENCES INC
9,060$759.6M0.13%
95
IJHISHARES TR
11,990$747.2M0.13%
96
DEDEERE & CO
1,725$719.9M0.12%
97
XOMEXXON MOBIL CORP
5,910$692.8M0.12%
98
DHRDANAHER CORPORATION
2,400$667.2M0.11%
99
DRIDARDEN RESTAURANTS INC
3,622$594.5M0.10%
100
VEUVANGUARD INTL EQUITY INDEX F
8,700$548.1M0.09%
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