EagleClaw Capital Managment, LLC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$190.7M

Holdings

114

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
62,800$9.9M5.19%
2
NKENIKE INC
119,603$8.9M4.65%
3
HDHOME DEPOT INC
44,402$7.6M4.00%
4
BABOEING CO
22,120$7.1M3.74%
5
AMZNAMAZON COM INC
4,591$6.9M3.62%
6
PYPLPAYPAL HLDGS INC
71,781$6.0M3.16%
7
TPLUSDTEXAS PAC LD TR
11,125$6.0M3.16%
8
ABBVABBVIE INC
51,884$4.8M2.51%
9
LINLINDE PLC
29,885$4.7M2.44%
10
JPMJPMORGAN CHASE & CO
47,627$4.7M2.44%
11
INTCINTEL CORP
94,352$4.4M2.32%
12
LOWLOWES COS INC
40,712$3.8M1.97%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
17,741$3.6M1.90%
14
MSGSMADISON SQUARE GARDEN CO NEW
12,790$3.4M1.79%
15
VVISA INC
25,515$3.4M1.76%
16
ETNEATON CORP PLC
47,235$3.2M1.70%
17
MSFTMICROSOFT CORP
31,834$3.2M1.70%
18
APDAIR PRODS & CHEMS INC
20,216$3.2M1.70%
19
GOOGALPHABET INC
3,084$3.2M1.68%
20
COFCAPITAL ONE FINL CORP
36,350$2.8M1.44%
21
UPSUNITED PARCEL SERVICE INC
28,081$2.7M1.44%
22
BACBANK AMER CORP
95,600$2.4M1.23%
23
FDXFEDEX CORP
14,210$2.3M1.20%
24
CVSCVS HEALTH CORP
33,613$2.2M1.16%
25
CVXCHEVRON CORP NEW
20,106$2.2M1.15%
26
MRKMERCK & CO INC
28,625$2.2M1.15%
27
CMECME GROUP INC
11,475$2.2M1.13%
28
WPMWHEATON PRECIOUS METALS CORP
104,875$2.1M1.08%
29
FMCF M C CORP
26,070$1.9M1.01%
30
TMOTHERMO FISHER SCIENTIFIC INC
8,400$1.9M0.99%
31
NVONOVO-NORDISK A S
40,274$1.9M0.97%
32
NVSNNOVARTIS A G
21,215$1.8M0.95%
33
CLCOLGATE PALMOLIVE CO
29,702$1.8M0.93%
34
JNJJOHNSON & JOHNSON
13,490$1.7M0.91%
35
GOOGLALPHABET INC
1,637$1.7M0.89%
36
CATCATERPILLAR INC DEL
13,385$1.7M0.89%
37
BKNGBOOKING HLDGS INC
976$1.7M0.88%
38
HONHONEYWELL INTL INC
12,594$1.7M0.87%
39
GILDGILEAD SCIENCES INC
26,302$1.7M0.87%
40
CICIGNA CORP NEW
8,701$1.7M0.87%
41
WBAWALGREENS BOOTS ALLIANCE INC
23,598$1.6M0.84%
42
HOLXHOLOGIC INC
38,850$1.6M0.84%
43
WMWASTE MGMT INC DEL
17,476$1.6M0.81%
44
EMREMERSON ELEC CO
25,663$1.5M0.81%
45
MCXMCCORMICK & CO INC
10,351$1.4M0.76%
46
WMBWILLIAMS COS INC DEL
64,062$1.4M0.74%
47
QCOMQUALCOMM INC
24,928$1.4M0.74%
48
PANWPALO ALTO NETWORKS INC
7,445$1.4M0.74%
49
CERNCHFCERNER CORP
26,275$1.4M0.72%
50
IBMINTERNATIONAL BUSINESS MACHS
11,545$1.3M0.69%
51
DXCDXC TECHNOLOGY CO
24,474$1.3M0.68%
52
UTXZUNITED TECHNOLOGIES CORP
11,161$1.2M0.62%
53
LMTLOCKHEED MARTIN CORP
4,506$1.2M0.62%
54
AFLAFLAC INC
25,600$1.2M0.61%
55
9990302DAPACHE CORP
43,773$1.2M0.60%
56
CELGCELGENE CORP
17,349$1.1M0.58%
57
HDSUSDHD SUPPLY HLDGS INC
29,225$1.1M0.58%
58
BDXBECTON DICKINSON & CO
4,837$1.1M0.57%
59
KOCOCA COLA CO
21,279$1.0M0.53%
60
WRKUSDWESTROCK CO
24,350$921K0.48%
61
SLBSCHLUMBERGER LTD
25,390$913K0.48%
62
TXNTEXAS INSTRS INC
9,034$856K0.45%
63
AIGAMERICAN INTL GROUP INC
21,107$837K0.44%
64
PEPPEPSICO INC
7,333$811K0.43%
65
SPYSPDR S&P 500 ETF TR
3,210$803K0.42%
66
HALHALLIBURTON CO
29,426$785K0.41%
67
VOVANGUARD INDEX FDS
5,450$754K0.40%
68
CSGPCOSTAR GROUP INC
2,175$732K0.38%
69
MMM3M CO
3,829$732K0.38%
70
FHIFEDERATED INVS INC PA
27,275$725K0.38%
71
PFEPFIZER INC
15,341$670K0.35%
72
NEENEXTERA ENERGY INC
3,830$664K0.35%
73
INGRINGREDION INC
7,225$659K0.35%
74
CHDCHURCH & DWIGHT INC
9,921$653K0.34%
75
APCANADARKO PETE CORP
14,825$650K0.34%
76
BBSIBARRETT BUSINESS SERVICES IN
10,975$628K0.33%
77
WTTRSELECT ENERGY SVCS INC
89,325$565K0.30%
78
BMYBRISTOL MYERS SQUIBB CO
10,622$550K0.29%
79
VOOVANGUARD INDEX FDS
2,364$544K0.29%
80
MTGMGIC INVT CORP WIS
49,350$519K0.27%
81
CSCOCISCO SYS INC
11,561$501K0.26%
82
NVDANVIDIA CORP
3,678$492K0.26%
83
VEUVANGUARD INTL EQUITY INDEX F
10,696$488K0.26%
84
ALSNALLISON TRANSMISSION HLDGS I
10,787$474K0.25%
85
PGPROCTER AND GAMBLE CO
5,145$473K0.25%
86
SRCLSTERICYCLE INC
12,850$472K0.25%
87
BACVERIZON COMMUNICATIONS INC
8,197$458K0.24%
88
ABTABBOTT LABS
6,284$454K0.24%
89
PAAPLAINS ALL AMERN PIPELINE L
19,050$381K0.20%
90
JCIJOHNSON CTLS INTL PLC
12,551$373K0.20%
91
VBVANGUARD INDEX FDS
2,820$373K0.20%
92
IJHISHARES TR
2,236$372K0.20%
93
DHRDANAHER CORP DEL
3,200$329K0.17%
94
ADPAUTOMATIC DATA PROCESSING IN
2,382$312K0.16%
95
USBUS BANCORP DEL
6,683$305K0.16%
96
DEDEERE & CO
2,035$303K0.16%
97
XOMEXXON MOBIL CORP
4,429$302K0.16%
98
IBNICICI BK LTD
28,600$295K0.15%
99
SEICSEI INVESTMENTS CO
6,350$294K0.15%
100
OXYOCCIDENTAL PETE CORP DEL
4,757$293K0.15%
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