EagleClaw Capital Managment, LLC

CIK

1607636

Location

BOSTON, MA

Portfolio Value

Small $744,837,650

Diversification

Diversified

Filing Date

Global Rank

#3,026 / 8,795 ▼ 361 · as of Jun 2026

Top Industry

Oil & Gas E&P 12.4%

Period ended 3 months ago

Filed Aug 10, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

140 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

−1.1 pts

Top 5

24.5%

+0.4 pts

Top 10

36.3%

+0.4 pts

HHI

242

Diversified−12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	18.9%	$141,022,318	15
Energy	16.0%	$119,067,072	19
Industrials	14.1%	$105,091,448	21
Consumer Cyclical	10.8%	$80,387,753	9
Basic Materials	9.6%	$71,521,731	8
Healthcare	8.9%	$66,504,005	23
Financial Services	8.6%	$64,314,079	16
Unclassified	5.9%	$44,016,774	13
Communication Services	3.8%	$28,011,051	2
Consumer Defensive	1.9%	$14,351,020	7
Utilities	1.1%	$8,156,495	4
Real Estate	0.3%	$2,393,904	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HE	Hawaiian Electric Industries Inc	+64,100	434,750	$5,882,167
BKNG	Booking Holdings Inc.	+57,868	60,210	$10,731,830
PFE	Pfizer Inc	+42,358	153,401	$3,693,896
MDT	Medtronic plc	+35,098	67,845	$5,307,514
XYL	Xylem Inc.	+25,080	49,455	$5,846,075
MKC	Mccormick & Co Inc	+23,895	66,430	$3,349,400
VB	Vanguard Morningstar Small-Cap ETF	+13,680	30,906	$6,872,589
ISRG	Intuitive Surgical Inc	+10,010	12,250	$4,871,580
AJG	Arthur J. Gallagher & Co.	+8,985	31,285	$7,182,097
BTC	Grayscale Bitcoin Mini Trust ETF	+7,195	320,872	$8,326,628
WBI	WaterBridge Infrastructure LLC	+3,450	203,650	$6,979,085
MSFT	Microsoft Corp	+3,449	31,573	$11,777,360
GBTC	Grayscale Bitcoin Trust ETF	+2,425	358,216	$16,305,992
BCDF	Horizon Kinetics Blockchain Development ETF	+2,320	31,760	$946,448
LB	LandBridge Co LLC	+1,850	210,805	$16,704,188
IEP	Icahn Enterprises L.P.	+1,805	14,870	$107,212
TPL	Texas Pacific Land Corp	+1,735	153,629	$67,234,195
WMB	Williams Companies, Inc.	+1,723	100,220	$7,450,354
SYY	Sysco Corp	+1,500	45,185	$3,776,562
PBT	Permian Basin Royalty Trust	+1,150	36,600	$916,464
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,145	12,285	$2,613,879
LOW	Lowes Companies Inc	+1,110	39,802	$8,775,942
—		+900	89,202	$4,449,395
MSB	Mesabi Trust	+800	170,575	$4,315,547
HD	Home Depot, Inc.	+706	44,769	$15,789,130
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GEOS	Geospace Technologies Corp	−32,000	50,015	$338,601
DVN	Devon Energy Corp/De	−26,550	17,850	$737,562
BAC	Bank Of America Corp /De/	−15,239	35,900	$2,045,582
BDX	Becton Dickinson & Co	−13,963	4,232	$640,428
RYN	Rayonier Inc	−13,905	44,492	$946,789
CLNE	Clean Energy Fuels Corp.	−12,750	337,850	$692,592
BMY	Bristol Myers Squibb Co	−12,002	24,691	$1,422,695
HON	Honeywell International Inc	−6,567	5,999	$1,343,176
BBSI	Barrett Business Services Inc	−6,200	9,000	$319,680
NVDA	Nvidia Corp	−6,050	183,401	$36,696,706
SNY	Sanofi	−5,425	45,410	$1,937,190
AAPL	Apple Inc.	−4,812	94,398	$27,315,005
MTG	Mgic Investment Corp	−4,600	84,950	$2,395,590
AIG	American International Group, Inc.	−4,075	3,700	$275,761
UPS	United Parcel Service Inc	−3,970	23,543	$2,530,872
NVS	Novartis AG	−3,124	23,712	$3,716,144
CI	Cigna Group	−2,864	5,565	$1,534,159
QCOM	Qualcomm Inc/De	−2,712	35,188	$6,502,390
GILD	Gilead Sciences, Inc.	−2,340	6,850	$865,429
NKE	NIKE, Inc.	−2,039	390,091	$16,013,235
MSGS	Madison Square Garden Sports Corp.	−2,030	10,065	$4,044,519
AFL	Aflac Inc	−1,775	13,038	$1,528,705
MRK	Merck & Co., Inc.	−1,550	30,088	$3,866,308
CSGP	Costar Group, Inc.	−1,500	32,250	$913,320
NEE	Nextera Energy Inc	−1,450	17,945	$1,575,032
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MIAX	Miami International Holdings, Inc.	57,800	$2,147,848
HONA	Honeywell Aerospace Inc.	5,999	$1,326,258
FDXF	FedEx Freight Holding Company, Inc.	8,594	$1,297,694
CRSP	CRISPR Therapeutics AG	17,050	$929,907
BIIB	Biogen Inc.	1,079	$233,128
MCD	Mcdonalds Corp	857	$231,655
TER	Teradyne, Inc	450	$217,728
REPL	Replimune Group, Inc.	10,000	$110,700
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	4,645	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
APTV	Aptiv PLC	25,057	$1,739,958
GEN	Gen Digital Inc.	67,950	$1,279,498
WAT	Waters Corp /De/	2,650	$789,170
PYPL	PayPal Holdings, Inc.	10,125	$457,953
SAFT	Safety Insurance Group Inc	3,750	$272,400
TMUS	T-Mobile US, Inc.	1,200	$252,036
BSY	Bentley Systems Inc	6,275	$220,378
KMI	Kinder Morgan, Inc.	6,000	$201,180
—		31,984	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 tracked positions · $744,837,650 total · filing declares 145 positions · $745,404,403 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPL	Texas Pacific Land Corp Energy	Added	153,629	+1,735	$67,234,195	−6.7%	9.03%
NVDA	Nvidia Corp Technology	Reduced	183,401	-6,050	$36,696,706	+11.1%	4.93%
AAPL	Apple Inc. Technology	Reduced	94,398	-4,812	$27,315,005	+8.5%	3.67%
PANW	Palo Alto Networks Inc Technology	Reduced	78,978	-1,160	$26,933,077	+109.6%	3.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	67,654	-1,290	$23,966,532	+21.1%	3.22%
CAT	Caterpillar Inc Industrials	Reduced	18,255	-440	$19,439,749	+46.8%	2.61%
ABBV	AbbVie Inc. Healthcare	Reduced	71,774	-460	$18,061,209	+15.0%	2.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	52,906	+263	$17,317,720	+11.8%	2.33%
ETN	Eaton Corp plc Industrials	Reduced	39,233	-75	$16,717,965	+18.9%	2.24%
LB	LandBridge Co LLC Energy	Added	210,805	+1,850	$16,704,188	+15.8%	2.24%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	147,484	-1,405	$16,565,402	−15.1%	2.22%
GBTC	Grayscale Bitcoin Trust ETF	Added	358,216	+2,425	$16,305,992	−13.1%	2.19%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	390,091	-2,039	$16,013,235	−22.7%	2.15%
HD	Home Depot, Inc. Consumer Cyclical	Added	44,769	+706	$15,789,130	+9.0%	2.12%
LIN	Linde PLC Basic Materials	Reduced	28,635	-30	$14,859,846	+4.6%	2.00%
PH	Parker-Hannifin Corp Industrials	Added	14,575	+80	$14,256,099	+9.9%	1.91%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	40,732	-40	$11,941,807	+0.8%	1.60%
MSFT	Microsoft Corp Technology	Added	31,573	+3,449	$11,777,360	+13.1%	1.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	48,936	-268	$11,663,406	+13.8%	1.57%
CVX	Chevron Corp Energy	Reduced	65,781	-1,041	$10,903,858	−21.1%	1.46%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	60,210	+57,868	$10,731,830	+8.8%	1.44%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	66,140	+225	$10,020,210	−4.8%	1.35%
FNV	FRANCO NEVADA Corp Basic Materials	Added	47,679	+465	$9,938,210	−14.8%	1.33%
CACI	Caci International Inc /De/ Technology	Added	21,270	+125	$9,853,540	−14.3%	1.32%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	145,000	-650	$9,119,050	+6.5%	1.22%
UNP	Union Pacific Corp Industrials	Reduced	32,915	-550	$8,952,880	+10.3%	1.20%
LOW	Lowes Companies Inc Consumer Cyclical	Added	39,802	+1,110	$8,775,942	−4.0%	1.18%
CME	Cme Group Inc. Financial Services	Added	39,260	+305	$8,669,785	−24.6%	1.16%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	69,745	+680	$8,586,306	−21.0%	1.15%
ORCL	Oracle Corp Technology	Reduced	58,457	-600	$8,566,873	−1.4%	1.15%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	320,872	+7,195	$8,326,628	−11.5%	1.12%
V	Visa Inc. Financial Services	Added	23,949	+100	$8,216,662	+14.0%	1.10%
WMB	Williams Companies, Inc. Energy	Added	100,220	+1,723	$7,450,354	+3.9%	1.00%
LMT	Lockheed Martin Corp Industrials	Reduced	14,128	-135	$7,197,650	−16.5%	0.97%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	31,285	+8,985	$7,182,097	+48.7%	0.96%
WBI	WaterBridge Infrastructure LLC Energy	Added	203,650	+3,450	$6,979,085	+30.1%	0.94%
VB	Vanguard Morningstar Small-Cap ETF	Added	30,906	+13,680	$6,872,589	+36.8%	0.92%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	18,090	-635	$6,703,973	+9.5%	0.90%
QCOM	Qualcomm Inc/De Technology	Reduced	35,188	-2,712	$6,502,390	+33.2%	0.87%
BA	Boeing Co Industrials	Added	29,705	+200	$6,430,241	+9.5%	0.86%
FDX	Fedex Corp Industrials	Added	19,842	+210	$6,213,125	−11.1%	0.83%
HE	Hawaiian Electric Industries Inc Utilities	Added	434,750	+64,100	$5,882,167	+6.9%	0.79%
XYL	Xylem Inc. Industrials	Added	49,455	+25,080	$5,846,075	+100.7%	0.78%
JNJ	Johnson & Johnson Healthcare	Reduced	22,283	-75	$5,659,213	+3.6%	0.76%
IBM	International Business Machines Corp Technology	Added	19,526	+40	$5,490,906	+16.3%	0.74%
MDT	Medtronic plc Healthcare	Added	67,845	+35,098	$5,307,514	+87.0%	0.71%
ISRG	Intuitive Surgical Inc Healthcare	Added	12,250	+10,010	$4,871,580	+371.8%	0.65%
		Added	89,202	+900	$4,449,395	−3.2%	0.60%
RIO	Rio Tinto PLC Basic Materials	Reduced	46,860	-695	$4,448,419	+0.3%	0.60%
MSB	Mesabi Trust Basic Materials	Added	170,575	+800	$4,315,547	−19.3%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.