Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2025) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $630.85 million in total holdings as of December 31, 2024.Eagleclaw Capital Managment, LLC owns shares of 139 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 5.97% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 138 new stocks and bought additional shares in 62 stocks.Eagleclaw Capital Managment, LLC sold shares of 22 stocks and completely divested from 5 stocks this quarter.Largest Holdings Texas Pacific Land $52,328,497NVIDIA $31,691,903GRAYSCALE BITCOIN TRUST ETF $29,856,263NIKE $28,782,295Apple $24,073,626 Largest New Holdings this Quarter GRAYSCALE BITCOIN MINI TR ET $8,558,479 HoldingAPTIV PLC $2,217,802 HoldingBLACKROCK INC $451,048 HoldingICICI Bank $380,715 HoldingEnergy Transfer $225,285 Holding Largest Purchases this Quarter GRAYSCALE BITCOIN MINI TR ET 204,406 shares (about $8.56M)Palo Alto Networks 38,519 shares (about $7.01M)LANDBRIDGE COMPANY LLC 75,700 shares (about $4.89M)NIKE 55,742 shares (about $4.22M)APTIV PLC 36,670 shares (about $2.22M) Largest Sales this Quarter Texas Pacific Land 276 shares (about $305.24K)MicroStrategy 1,005 shares (about $291.07K)Bristol-Myers Squibb 4,600 shares (about $260.18K)Intel 9,935 shares (about $199.20K)Fluence Energy 11,400 shares (about $181.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEagleclaw Capital Managment, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$52,328,497$305,245 ▼-0.6%47,3158.3%Oils/EnergyNVDANVIDIA$31,691,903$388,904 ▲1.2%235,9965.0%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$29,856,263$88,528 ▼-0.3%403,3544.7%SHS REP COM UTNKENIKE$28,782,295$4,217,997 ▲17.2%380,3664.6%Consumer DiscretionaryAAPLApple$24,073,626$160,269 ▲0.7%96,1333.8%Computer and TechnologyHDHome Depot$15,320,631$369,537 ▲2.5%39,3862.4%Retail/WholesaleETNEaton$13,941,195$188,502 ▲1.4%42,0082.2%Industrial ProductsPANWPalo Alto Networks$13,886,823$7,008,917 ▲101.9%76,3182.2%Computer and TechnologyJPMJPMorgan Chase & Co.$13,411,998$453,291 ▲3.5%55,9512.1%FinanceBKNGBooking$12,520,418$178,863 ▲1.4%2,5202.0%Retail/WholesaleABBVAbbVie$12,407,902$346,160 ▲2.9%69,8252.0%MedicalAMZNAmazon.com$11,264,580$24,133 ▼-0.2%51,3451.8%Retail/WholesaleLINDE PLC$11,255,943$491,937 ▲4.6%26,8851.8%SHSAPDAir Products and Chemicals$11,086,779$240,733 ▲2.2%38,2251.8%Basic MaterialsGOOGAlphabet$10,545,996$38,088 ▼-0.4%55,3771.7%Computer and TechnologyICEIntercontinental Exchange$10,093,937$178,812 ▲1.8%67,7401.6%FinancePHParker-Hannifin$10,071,535$143,107 ▲1.4%15,8351.6%Industrial ProductsCVXChevron$9,775,316$34,038 ▲0.3%67,4901.5%Oils/EnergyWPMWheaton Precious Metals$9,049,972$264,328 ▲3.0%160,9171.4%Basic MaterialsORCLOracle$8,918,906$95,818 ▲1.1%53,5221.4%Computer and TechnologyCMECME Group$8,912,987$243,841 ▲2.8%38,3801.4%FinanceMSFTMicrosoft$8,884,926$811,399 ▲10.1%21,0791.4%Computer and TechnologyLOWLowe's Companies$8,607,644$173,994 ▲2.1%34,8771.4%Retail/WholesaleCACICACI International$8,592,336$181,827 ▲2.2%21,2651.4%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$8,558,479$8,558,479 ▲New Holding204,4061.4%SHS NEWTJXTJX Companies$8,167,360$54,364 ▲0.7%67,6051.3%Retail/WholesaleMSTRMicroStrategy$7,656,105$291,068 ▼-3.7%26,4351.2%Computer and TechnologyUNPUnion Pacific$7,320,312$98,057 ▲1.4%32,1011.2%TransportationQCOMQUALCOMM$6,865,278$176,663 ▲2.6%44,6901.1%Computer and TechnologyVVisa$6,665,916$126,416 ▲1.9%21,0921.1%Business ServicesLANDBRIDGE COMPANY LLC$6,409,935$4,890,220 ▲321.8%99,2251.0%CL ABDXBecton, Dickinson and Company$6,303,583$451,471 ▲7.7%27,7851.0%MedicalCATCaterpillar$6,221,334$90,690 ▲1.5%17,1501.0%Industrial ProductsLMTLockheed Martin$6,134,021$252,689 ▲4.3%12,6231.0%AerospaceFIFiserv$5,707,595$61,626 ▼-1.1%27,7850.9%Business ServicesNVONovo Nordisk A/S$5,664,4170.0%65,8500.9%MedicalMARMarriott International$5,517,433$83,682 ▲1.5%19,7800.9%Consumer DiscretionaryFCXFreeport-McMoRan$5,495,896$39,984 ▲0.7%144,3250.9%Basic MaterialsFNVFranco-Nevada$5,453,942$55,855 ▲1.0%46,3810.9%Basic MaterialsBABoeing$5,393,367$2,655 ▼0.0%30,4710.9%AerospaceFDXFedEx$5,295,4750.0%18,8230.8%TransportationUPSUnited Parcel Service$4,779,790$253,459 ▲5.6%37,9050.8%TransportationBRK.BBerkshire Hathaway$4,589,460$312,763 ▲7.3%10,1250.7%FinancePYPLPayPal$4,465,939$4,268 ▲0.1%52,3250.7%Computer and TechnologyMSBMesabi Trust$4,096,330$18,974 ▼-0.5%145,7250.6%Basic MaterialsWMWaste Management$3,964,366$5,045 ▼-0.1%19,6460.6%Business ServicesIBMInternational Business Machines$3,890,332$125,303 ▲3.3%17,6970.6%Computer and TechnologyWMBWilliams Companies$3,690,443$129,888 ▲3.6%68,1900.6%Oils/EnergyGENGenesis Healthcare$3,496,426$106,782 ▲3.2%127,7000.6%Business ServicesCIThe Cigna Group$3,418,337$1,381 ▼0.0%12,3790.5%MedicalDVNDevon Energy$3,394,101$49,422 ▲1.5%103,7000.5%Oils/EnergyGOOGLAlphabet$3,351,557$18,930 ▼-0.6%17,7050.5%Computer and TechnologyINFLHorizon Kinetics Inflation Beneficiaries ETF$3,279,069$11,424 ▲0.3%86,1100.5%ETFTMOThermo Fisher Scientific$3,269,1250.0%6,2840.5%MedicalCLColgate-Palmolive$3,174,002$185,000 ▲6.2%34,9140.5%Consumer StaplesRIORio Tinto Group$3,167,213$115,856 ▲3.8%53,8550.5%Basic MaterialsHONHoneywell International$3,121,957$225,885 ▲7.8%13,8210.5%Multi-Sector ConglomeratesEMREmerson Electric$3,080,454$12,393 ▼-0.4%24,8560.5%Industrial ProductsVRTXVertex Pharmaceuticals$3,072,601$2,014 ▲0.1%7,6300.5%MedicalMSGSMadison Square Garden Sports$3,068,120$22,568 ▼-0.7%13,5950.5%Consumer DiscretionaryMRKMerck & Co., Inc.$3,065,775$144,246 ▲4.9%30,8180.5%MedicalBMYBristol-Myers Squibb$2,942,138$260,176 ▼-8.1%52,0180.5%MedicalFLNCFluence Energy$2,918,347$181,032 ▼-5.8%183,7750.5%Oils/EnergyJNJJohnson & Johnson$2,877,291$221,263 ▲8.3%19,8960.5%MedicalMKCMcCormick & Company, Incorporated$2,785,428$80,814 ▲3.0%36,5350.4%Consumer StaplesHOLXHologic$2,642,0990.0%36,6500.4%MedicalNVSNovartis$2,445,790$262,737 ▲12.0%25,1340.4%MedicalPCHPotlatchDeltic$2,442,331$11,775 ▲0.5%62,2250.4%ConstructionVTIVanguard Total Stock Market ETF$2,356,7350.0%8,1320.4%ETFBACBank of America$2,320,648$30,765 ▲1.3%52,8020.4%FinanceMDTMedtronic$2,286,325$7,988 ▲0.4%28,6220.4%MedicalAIGAmerican International Group$2,266,191$54,600 ▲2.5%31,1290.4%FinanceTXNTexas Instruments$2,235,119$187,510 ▲9.2%11,9200.4%Computer and TechnologyAPTIV PLC$2,217,802$2,217,802 ▲New Holding36,6700.4%COM SHSCOPConocoPhillips$2,210,202$148,953 ▲7.2%22,2870.4%Oils/EnergySNYSanofi$2,105,240$18,086 ▲0.9%43,6500.3%MedicalAFLAflac$1,904,6410.0%18,4130.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,853,933$26,284 ▲1.4%10,5800.3%ETFSPYSPDR S&P 500 ETF Trust$1,405,4200.0%2,3980.2%FinanceVOOVanguard S&P 500 ETF$1,396,5960.0%2,5920.2%ETFMTGMGIC Investment$1,370,438$35,565 ▲2.7%57,8000.2%FinanceINTCIntel$1,353,372$199,196 ▼-12.8%67,5000.2%Computer and TechnologyLLYEli Lilly and Company$1,326,2960.0%1,7180.2%MedicalSLBSchlumberger$1,325,951$46,008 ▼-3.4%34,5840.2%Oils/EnergyVOVanguard Mid-Cap ETF$1,258,5790.0%4,7650.2%ETFISRGIntuitive Surgical$1,242,265$93,953 ▲8.2%2,3800.2%MedicalPGProcter & Gamble$1,223,5100.0%7,2980.2%Consumer StaplesCSGPCoStar Group$1,116,8040.0%15,6000.2%Computer and TechnologyPEPPepsiCo$1,024,884$82,112 ▲8.7%6,7400.2%Consumer StaplesKOCoca-Cola$1,018,2000.0%16,3540.2%Consumer StaplesCPCanadian Pacific Kansas City$1,010,358$138,227 ▲15.8%13,9610.2%TransportationGILDGilead Sciences$836,8720.0%9,0600.1%MedicalNEENextEra Energy$815,4740.0%11,3750.1%UtilitiesDEDeere & Company$752,068$21,185 ▲2.9%1,7750.1%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$747,0970.0%11,9900.1%ETFPFEPfizer$721,112$12,283 ▼-1.7%27,1810.1%MedicalDRIDarden Restaurants$676,1910.0%3,6220.1%Retail/WholesaleXOMExxon Mobil$622,292$13,446 ▼-2.1%5,7850.1%Oils/EnergyDHRDanaher$550,9200.0%2,4000.1%MedicalVEUVanguard FTSE All-World ex-US ETF$499,4670.0%8,7000.1%ETFShowing largest 100 holdings. 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