EagleClaw Capital Managment, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$691.0M
Holdings
144
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLTEXAS PACIFIC LAND CORPORATI | 146,388 | $42.0M | 6.08% | |
| 2 | NVDANVIDIA CORPORATION | 202,901 | $37.0M | 5.35% | |
| 3 | NKENIKE INC | 402,114 | $25.0M | 3.62% | |
| 4 | AAPLAPPLE INC | 87,925 | $23.0M | 3.33% | |
| 5 | GBTCGRAYSCALE BITCOIN TRUST ETF | 332,841 | $22.0M | 3.18% | |
| 6 | WPMWHEATON PRECIOUS METALS CORP | 155,012 | $18.0M | 2.60% | |
| 7 | GOOGALPHABET INC | 55,012 | $17.0M | 2.46% | |
| 8 | JPMJPMORGAN CHASE & CO. | 52,756 | $16.0M | 2.32% | |
| 9 | ABBVABBVIE INC | 71,494 | $16.0M | 2.32% | |
| 10 | HDHOME DEPOT INC | 44,076 | $15.0M | 2.17% | |
| 11 | PANWPALO ALTO NETWORKS INC | 76,113 | $14.0M | 2.03% | |
| 12 | ETNEATON CORP PLC | 41,808 | $13.0M | 1.88% | |
| 13 | PHPARKER-HANNIFIN CORP | 15,158 | $13.0M | 1.88% | |
| 14 | LINLINDE PLC | 29,175 | $12.0M | 1.74% | |
| 15 | BKNGBOOKING HOLDINGS INC | 2,373 | $12.0M | 1.74% | |
| 16 | ORCLORACLE CORP | 57,607 | $11.0M | 1.59% | |
| 17 | BTCGRAYSCALE BITCOIN MINI TR ET | 301,190 | $11.0M | 1.59% | |
| 18 | AMZNAMAZON COM INC | 49,704 | $11.0M | 1.59% | |
| 19 | CA8ACACI INTL INC | 21,394 | $11.0M | 1.59% | |
| 20 | ICEINTERCONTINENTAL EXCHANGE IN | 68,876 | $11.0M | 1.59% | |
| 21 | CATCATERPILLAR INC | 20,090 | $11.0M | 1.59% | |
| 22 | TJXTJX COS INC NEW | 67,610 | $10.0M | 1.45% | |
| 23 | CMECME GROUP INC | 39,074 | $10.0M | 1.45% | |
| 24 | CVXCHEVRON CORP NEW | 68,390 | $10.0M | 1.45% | |
| 25 | LBLANDBRIDGE COMPANY LLC | 200,880 | $9.0M | 1.30% | |
| 26 | LOWLOWES COS INC | 39,567 | $9.0M | 1.30% | |
| 27 | MSFTMICROSOFT CORP | 18,674 | $9.0M | 1.30% | |
| 28 | FNVFRANCO NEV CORP | 48,024 | $9.0M | 1.30% | |
| 29 | APDAIR PRODS & CHEMS INC | 40,263 | $9.0M | 1.30% | |
| 30 | VVISA INC | 23,852 | $8.0M | 1.16% | |
| 31 | QCOMQUALCOMM INC | 42,450 | $7.0M | 1.01% | |
| 32 | FCXFREEPORT-MCMORAN INC | 147,100 | $7.0M | 1.01% | |
| 33 | UNPUNION PAC CORP | 33,415 | $7.0M | 1.01% | |
| 34 | LMTLOCKHEED MARTIN CORP | 14,502 | $7.0M | 1.01% | |
| 35 | BABOEING CO | 29,655 | $6.0M | 0.87% | |
| 36 | MSBMESABI TR | 167,225 | $6.0M | 0.87% | |
| 37 | GOOGLALPHABET INC | 17,887 | $5.0M | 0.72% | |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 19,142 | $5.0M | 0.72% | |
| 39 | FDXFEDEX CORP | 19,907 | $5.0M | 0.72% | |
| 40 | WMBWILLIAMS COS INC | 99,372 | $5.0M | 0.72% | |
| 41 | MARMARRIOTT INTL INC NEW | 19,290 | $5.0M | 0.72% | |
| 42 | WMWASTE MGMT INC DEL | 18,331 | $4.0M | 0.58% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,606 | $4.0M | 0.58% | |
| 44 | HEHAWAIIAN ELEC INDUSTRIES | 363,550 | $4.0M | 0.58% | |
| 45 | BDXBECTON DICKINSON & CO | 22,671 | $4.0M | 0.58% | |
| 46 | JNJJOHNSON & JOHNSON | 23,296 | $4.0M | 0.58% | |
| 47 | NVONOVO-NORDISK A S | 64,650 | $3.0M | 0.43% | |
| 48 | SYYSYSCO CORP | 44,485 | $3.0M | 0.43% | |
| 49 | NVSNNOVARTIS AG | 27,682 | $3.0M | 0.43% | |
| 50 | MIGASTRATEGY INC | 24,425 | $3.0M | 0.43% | |
| 51 | MDTMEDTRONIC PLC | 32,147 | $3.0M | 0.43% | |
| 52 | TMOTHERMO FISHER SCIENTIFIC INC | 6,234 | $3.0M | 0.43% | |
| 53 | INFLLISTED FDS TR | 86,605 | $3.0M | 0.43% | |
| 54 | MSGSMADISON SQUARE GRDN SPRT COR | 12,245 | $3.0M | 0.43% | |
| 55 | EMREMERSON ELEC CO | 27,551 | $3.0M | 0.43% | |
| 56 | MRKMERCK & CO INC | 31,963 | $3.0M | 0.43% | |
| 57 | UPSUNITED PARCEL SERVICE INC | 32,816 | $3.0M | 0.43% | |
| 58 | CITHE CIGNA GROUP | 14,201 | $3.0M | 0.43% | |
| 59 | VRTXVERTEX PHARMACEUTICALS INC | 7,385 | $3.0M | 0.43% | |
| 60 | RIORIO TINTO PLC | 47,805 | $3.0M | 0.43% | |
| 61 | GENGEN DIGITAL INC | 120,600 | $3.0M | 0.43% | |
| 62 | PYPLPAYPAL HLDGS INC | 46,075 | $2.0M | 0.29% | |
| 63 | CLCOLGATE PALMOLIVE CO | 37,170 | $2.0M | 0.29% | |
| 64 | AIGAMERICAN INTL GROUP INC | 31,179 | $2.0M | 0.29% | |
| 65 | WBIWATERBRIDGE INFRASTRUCTURE L | 119,825 | $2.0M | 0.29% | |
| 66 | VTIVANGUARD INDEX FDS | 8,432 | $2.0M | 0.29% | |
| 67 | SNYSANOFI SA | 51,385 | $2.0M | 0.29% | |
| 68 | MTGMGIC INVT CORP WIS | 89,800 | $2.0M | 0.29% | |
| 69 | BMYBRISTOL-MYERS SQUIBB CO | 44,418 | $2.0M | 0.29% | |
| 70 | MCXMCCORMICK & CO INC | 38,195 | $2.0M | 0.29% | |
| 71 | APTVAPTIV PLC | 32,917 | $2.0M | 0.29% | |
| 72 | COPCONOCOPHILLIPS | 24,540 | $2.0M | 0.29% | |
| 73 | HOLXHOLOGIC INC | 33,832 | $2.0M | 0.29% | |
| 74 | HONHONEYWELL INTL INC | 12,556 | $2.0M | 0.29% | |
| 75 | BACBANK AMERICA CORP | 52,864 | $2.0M | 0.29% | |
| 76 | CSGPCOSTAR GROUP INC | 34,150 | $2.0M | 0.29% | |
| 77 | GEOSGEOSPACE TECHNOLOGIES CORP | 61,150 | $1.0M | 0.14% | |
| 78 | XOMEXXON MOBIL CORP | 9,450 | $1.0M | 0.14% | |
| 79 | PCHPOTLATCHDELTIC CORPORATION | 43,225 | $1.0M | 0.14% | |
| 80 | GILDGILEAD SCIENCES INC | 9,390 | $1.0M | 0.14% | |
| 81 | DEDEERE & CO | 2,345 | $1.0M | 0.14% | |
| 82 | SPYSPDR S&P 500 ETF TR | 1,627 | $1.0M | 0.14% | |
| 83 | VOOVANGUARD INDEX FDS | 2,579 | $1.0M | 0.14% | |
| 84 | VOVANGUARD INDEX FDS | 4,765 | $1.0M | 0.14% | |
| 85 | AFLAFLAC INC | 17,613 | $1.0M | 0.14% | |
| 86 | NEENEXTERA ENERGY INC | 19,925 | $1.0M | 0.14% | |
| 87 | RSPINVESCO EXCHANGE TRADED FD T | 10,155 | $1.0M | 0.14% | |
| 88 | CPCANADIAN PACIFIC KANSAS CITY | 17,242 | $1.0M | 0.14% | |
| 89 | LLYELI LILLY & CO | 1,770 | $1.0M | 0.14% | |
| 90 | DVNDEVON ENERGY CORP NEW | 45,475 | $1.0M | 0.14% | |
| 91 | TXNTEXAS INSTRS INC | 9,720 | $1.0M | 0.14% | |
| 92 | KOCOCA COLA CO | 16,329 | $1.0M | 0.14% | |
| 93 | ISRGINTUITIVE SURGICAL INC | 2,310 | $1.0M | 0.14% | |
| 94 | PGPROCTER AND GAMBLE CO | 8,925 | $1.0M | 0.14% | |
| 95 | PEPPEPSICO INC | 7,460 | $1.0M | 0.14% | |
| 96 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,450 | $0 | 0.00% | |
| 97 | BLKBLACKROCK INC | 398 | $0 | 0.00% | |
| 98 | MCKMCKESSON CORP | 480 | $0 | 0.00% | |
| 99 | PFEPFIZER INC | 28,768 | $0 | 0.00% | |
| 100 | NDQINVESCO QQQ TR | 735 | $0 | 0.00% |
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