13F HOLDINGS REPORT
EagleClaw Capital Managment, LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001607636-26-000001
Total Value
$691.2M
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 146,388 | $42.0M | 6.08% |
| 2 | NVIDIA CORPORATION | NVDA | 202,901 | $37.8M | 5.47% |
| 3 | NIKE INC | NKE | 402,114 | $25.6M | 3.71% |
| 4 | APPLE INC | AAPL | 87,925 | $23.9M | 3.46% |
| 5 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 332,841 | $22.8M | 3.29% |
| 6 | WHEATON PRECIOUS METALS CORP | WPM | 155,012 | $18.2M | 2.64% |
| 7 | ALPHABET INC | GOOG | 55,012 | $17.3M | 2.50% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 52,756 | $17.0M | 2.46% |
| 9 | ABBVIE INC | ABBV | 71,494 | $16.3M | 2.36% |
| 10 | HOME DEPOT INC | HD | 44,076 | $15.2M | 2.19% |
| 11 | PALO ALTO NETWORKS INC | PANW | 76,113 | $14.0M | 2.03% |
| 12 | PARKER-HANNIFIN CORP | PH | 15,158 | $13.3M | 1.93% |
| 13 | EATON CORP PLC | ETN | 41,808 | $13.3M | 1.93% |
| 14 | BOOKING HOLDINGS INC | BKNG | 2,373 | $12.7M | 1.84% |
| 15 | LINDE PLC | LIN | 29,175 | $12.4M | 1.80% |
| 16 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 301,190 | $11.7M | 1.69% |
| 17 | CATERPILLAR INC | CAT | 20,090 | $11.5M | 1.67% |
| 18 | AMAZON COM INC | AMZN | 49,704 | $11.5M | 1.66% |
| 19 | CACI INTL INC | 127190304 | 21,394 | $11.4M | 1.65% |
| 20 | ORACLE CORP | ORCL-PD | 57,607 | $11.2M | 1.62% |
| 21 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 68,876 | $11.2M | 1.61% |
| 22 | CME GROUP INC | CME | 39,074 | $10.7M | 1.54% |
| 23 | CHEVRON CORP NEW | CVX | 68,390 | $10.4M | 1.51% |
| 24 | TJX COS INC NEW | 872540109 | 67,610 | $10.4M | 1.50% |
| 25 | FRANCO NEV CORP | FNV | 48,024 | $10.0M | 1.44% |
| 26 | AIR PRODS & CHEMS INC | AIIR | 40,263 | $9.9M | 1.44% |
| 27 | LANDBRIDGE COMPANY LLC | LB | 200,880 | $9.8M | 1.42% |
| 28 | LOWES COS INC | 548661107 | 39,567 | $9.5M | 1.38% |
| 29 | MICROSOFT CORP | MSFT | 18,674 | $9.0M | 1.31% |
| 30 | VISA INC | V | 23,852 | $8.4M | 1.21% |
| 31 | UNION PAC CORP | UNP | 33,415 | $7.7M | 1.12% |
| 32 | FREEPORT-MCMORAN INC | FCX | 147,100 | $7.5M | 1.08% |
| 33 | QUALCOMM INC | QCOM | 42,450 | $7.3M | 1.05% |
| 34 | LOCKHEED MARTIN CORP | LMT | 14,502 | $7.0M | 1.01% |
| 35 | MESABI TR | MSB | 167,225 | $6.4M | 0.93% |
| 36 | BOEING CO | BA-PA | 29,655 | $6.4M | 0.93% |
| 37 | MARRIOTT INTL INC NEW | 571903202 | 19,290 | $6.0M | 0.87% |
| 38 | WILLIAMS COS INC | 969457100 | 99,372 | $6.0M | 0.86% |
| 39 | FEDEX CORP | FDX | 19,907 | $5.8M | 0.83% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 19,142 | $5.7M | 0.82% |
| 41 | ALPHABET INC | GOOG | 17,887 | $5.6M | 0.81% |
| 42 | JOHNSON & JOHNSON | JNJ | 23,296 | $4.8M | 0.70% |
| 43 | HAWAIIAN ELEC INDUSTRIES | 419870100 | 363,550 | $4.5M | 0.65% |
| 44 | BECTON DICKINSON & CO | BDX | 22,671 | $4.4M | 0.64% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,606 | $4.3M | 0.63% |
| 46 | WASTE MGMT INC DEL | 94106L109 | 18,331 | $4.0M | 0.58% |
| 47 | THE CIGNA GROUP | 125523100 | 14,201 | $3.9M | 0.57% |
| 48 | LISTED FDS TR | 53656F623 | 86,605 | $3.9M | 0.56% |
| 49 | RIO TINTO PLC | RTNTF | 47,805 | $3.8M | 0.55% |
| 50 | NOVARTIS AG | NVSEF | 27,682 | $3.8M | 0.55% |
| 51 | STRATEGY INC | STRK | 24,425 | $3.7M | 0.54% |
| 52 | EMERSON ELEC CO | EMR | 27,551 | $3.7M | 0.53% |
| 53 | THERMO FISHER SCIENTIFIC INC | TMO | 6,234 | $3.6M | 0.52% |
| 54 | MERCK & CO INC | MRK | 31,963 | $3.4M | 0.49% |
| 55 | VERTEX PHARMACEUTICALS INC | VRTX | 7,385 | $3.3M | 0.48% |
| 56 | NOVO-NORDISK A S | NONOF | 64,650 | $3.3M | 0.48% |
| 57 | GEN DIGITAL INC | GENVR | 120,600 | $3.3M | 0.47% |
| 58 | SYSCO CORP | SYY | 44,485 | $3.3M | 0.47% |
| 59 | UNITED PARCEL SERVICE INC | UPS | 32,816 | $3.3M | 0.47% |
| 60 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 12,245 | $3.2M | 0.46% |
| 61 | MEDTRONIC PLC | MDT | 32,147 | $3.1M | 0.45% |
| 62 | COLGATE PALMOLIVE CO | CL | 37,170 | $2.9M | 0.42% |
| 63 | BANK AMERICA CORP | 060505104 | 52,864 | $2.9M | 0.42% |
| 64 | VANGUARD INDEX FDS | 922908769 | 8,432 | $2.8M | 0.41% |
| 65 | PAYPAL HLDGS INC | PYPL | 46,075 | $2.7M | 0.39% |
| 66 | AMERICAN INTL GROUP INC | 026874784 | 31,179 | $2.7M | 0.39% |
| 67 | MGIC INVT CORP WIS | 552848103 | 89,800 | $2.6M | 0.38% |
| 68 | MCCORMICK & CO INC | MKC-V | 38,195 | $2.6M | 0.38% |
| 69 | HOLOGIC INC | HOLX | 33,832 | $2.5M | 0.36% |
| 70 | APTIV PLC | APTV | 32,917 | $2.5M | 0.36% |
| 71 | SANOFI SA | SNYNF | 51,385 | $2.5M | 0.36% |
| 72 | HONEYWELL INTL INC | 438516106 | 12,556 | $2.4M | 0.35% |
| 73 | WATERBRIDGE INFRASTRUCTURE L | WBI | 119,825 | $2.4M | 0.35% |
| 74 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 44,418 | $2.4M | 0.35% |
| 75 | CONOCOPHILLIPS | COP | 24,540 | $2.3M | 0.33% |
| 76 | COSTAR GROUP INC | CSGP | 34,150 | $2.3M | 0.33% |
| 77 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,155 | $1.9M | 0.28% |
| 78 | AFLAC INC | AFL | 17,613 | $1.9M | 0.28% |
| 79 | ELI LILLY & CO | LLY | 1,770 | $1.9M | 0.28% |
| 80 | POTLATCHDELTIC CORPORATION | 737630103 | 43,225 | $1.7M | 0.25% |
| 81 | TEXAS INSTRS INC | 882508104 | 9,720 | $1.7M | 0.24% |
| 82 | DEVON ENERGY CORP NEW | 25179M103 | 45,475 | $1.7M | 0.24% |
| 83 | VANGUARD INDEX FDS | 922908363 | 2,579 | $1.6M | 0.23% |
| 84 | NEXTERA ENERGY INC | NEE-PW | 19,925 | $1.6M | 0.23% |
| 85 | VANGUARD INDEX FDS | 922908629 | 4,765 | $1.4M | 0.20% |
| 86 | INTUITIVE SURGICAL INC | ISRG | 2,310 | $1.3M | 0.19% |
| 87 | PROCTER AND GAMBLE CO | 742718109 | 8,925 | $1.3M | 0.19% |
| 88 | CANADIAN PACIFIC KANSAS CITY | CP | 17,242 | $1.3M | 0.18% |
| 89 | GILEAD SCIENCES INC | GILD | 9,390 | $1.2M | 0.17% |
| 90 | COCA COLA CO | KO | 16,329 | $1.1M | 0.17% |
| 91 | EXXON MOBIL CORP | XOM | 9,450 | $1.1M | 0.16% |
| 92 | SPDR S&P 500 ETF TR | SPY | 1,627 | $1.1M | 0.16% |
| 93 | DEERE & CO | DE | 2,345 | $1.1M | 0.16% |
| 94 | PEPSICO INC | PEP | 7,460 | $1.1M | 0.15% |
| 95 | GEOSPACE TECHNOLOGIES CORP | GEOS | 61,150 | $1.0M | 0.15% |
| 96 | FISERV INC | FISV | 12,935 | $868,844 | 0.13% |
| 97 | SLB LIMITED | SLB | 22,184 | $851,422 | 0.12% |
| 98 | ISHARES TR | 464287507 | 11,990 | $791,340 | 0.11% |
| 99 | GALLAGHER ARTHUR J & CO | 363576109 | 2,820 | $729,788 | 0.11% |
| 100 | LISTED FDS TR | 53656G209 | 23,750 | $717,658 | 0.10% |
| 101 | PFIZER INC | PFE | 28,768 | $716,323 | 0.10% |
| 102 | AMGEN INC | AMGN | 2,125 | $695,534 | 0.10% |
| 103 | GENERAL DYNAMICS CORP | GD | 2,000 | $673,320 | 0.10% |
| 104 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,700 | $639,972 | 0.09% |
| 105 | BXP INC | BXP | 8,800 | $593,824 | 0.09% |
| 106 | DARDEN RESTAURANTS INC | DRI | 3,200 | $588,864 | 0.09% |
| 107 | ABBOTT LABS | ABLZF | 4,648 | $582,348 | 0.08% |
| 108 | ICICI BANK LIMITED | IBN | 19,250 | $573,650 | 0.08% |
| 109 | PERMIAN BASIN RTY TR | 714236106 | 33,700 | $572,226 | 0.08% |
| 110 | DANAHER CORPORATION | 235851102 | 2,425 | $555,131 | 0.08% |
| 111 | CUMMINS INC | CMI | 1,050 | $535,973 | 0.08% |
| 112 | CLEAN ENERGY FUELS CORP | CLNE | 245,625 | $515,813 | 0.07% |
| 113 | ONEOK INC NEW | OKE | 6,634 | $487,599 | 0.07% |
| 114 | INTEL CORP | INTC | 13,192 | $486,785 | 0.07% |
| 115 | INVESCO QQQ TR | IVZ | 735 | $451,518 | 0.07% |
| 116 | RTX CORPORATION | RTX | 2,425 | $444,745 | 0.06% |
| 117 | BLACKROCK INC | BLK | 398 | $425,995 | 0.06% |
| 118 | ESSENTIAL UTILS INC | 29670G102 | 11,052 | $423,955 | 0.06% |
| 119 | CISCO SYS INC | CSCO | 5,325 | $410,185 | 0.06% |
| 120 | VANGUARD INDEX FDS | 922908751 | 1,550 | $399,823 | 0.06% |
| 121 | MCKESSON CORP | MCK | 480 | $393,739 | 0.06% |
| 122 | SELECT WATER SOLUTIONS INC | WTTR | 37,000 | $389,240 | 0.06% |
| 123 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 4,450 | $357,335 | 0.05% |
| 124 | CHURCH & DWIGHT CO INC | CHD | 4,158 | $348,634 | 0.05% |
| 125 | ENBRIDGE INC | ENNPF | 7,273 | $347,868 | 0.05% |
| 126 | TRAVELERS COMPANIES INC | TRV | 1,146 | $332,409 | 0.05% |
| 127 | RPM INTL INC | 749685103 | 3,050 | $317,200 | 0.05% |
| 128 | MOODYS CORP | MCO | 600 | $306,510 | 0.04% |
| 129 | SAFETY INS GROUP INC | 78648T100 | 3,750 | $292,163 | 0.04% |
| 130 | SCHWAB STRATEGIC TR | 808524797 | 9,635 | $264,288 | 0.04% |
| 131 | BARRETT BUSINESS SVCS INC | 068463108 | 7,200 | $260,712 | 0.04% |
| 132 | LANTRONIX INC | LTRX | 42,400 | $248,464 | 0.04% |
| 133 | T-MOBILE US INC | TMUSZ | 1,200 | $243,648 | 0.04% |
| 134 | MARATHON PETE CORP | MARA | 1,494 | $242,969 | 0.04% |
| 135 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,484 | $241,060 | 0.03% |
| 136 | BENTLEY SYS INC | BSY | 6,275 | $239,485 | 0.03% |
| 137 | CARDINAL HEALTH INC | CAH | 1,150 | $236,325 | 0.03% |
| 138 | HALLIBURTON CO | HAL | 8,100 | $228,906 | 0.03% |
| 139 | CVS HEALTH CORP | CVS | 2,880 | $228,557 | 0.03% |
| 140 | TESLA INC | TSLA | 500 | $224,860 | 0.03% |
| 141 | ILLINOIS TOOL WKS INC | 452308109 | 825 | $203,198 | 0.03% |
| 142 | ENERGY TRANSFER L P | ET-PI | 11,500 | $189,635 | 0.03% |
| 143 | WINCHESTER BANCORP INC | WSBK | 16,000 | $167,200 | 0.02% |
| 144 | ICAHN ENTERPRISES LP | IEP | 13,065 | $98,639 | 0.01% |