# EagleClaw Capital Managment, LLC: Form 13F holdings

An institutional investment manager in BOSTON, MA. SEC CIK 1607636.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $745.4m
- Positions: 145 (145 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1607636/000160763626000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TEXAS PACIFIC LAND CORPORATI (TPL)](/companies/tpl.md) | COM | $67.2m | 9.0% | 153,629 |  | Added +1,735 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $36.7m | 4.9% | 183,401 |  | Reduced −6,050 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $27.3m | 3.7% | 94,398 |  | Reduced −4,812 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $26.9m | 3.6% | 78,978 |  | Reduced −1,160 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $19.4m | 2.6% | 18,255 |  | Reduced −440 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $18.5m | 2.5% | 52,222 |  | Reduced −765 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $18.1m | 2.4% | 71,774 |  | Reduced −460 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $17.3m | 2.3% | 52,906 |  | Added +263 |
| EATON CORP PLC | SHS | $16.7m | 2.2% | 39,233 |  | Reduced −75 |
| [LANDBRIDGE COMPANY LLC (LB)](/companies/lb.md) | CL A | $16.7m | 2.2% | 210,805 |  | Added +1,850 |
| [WHEATON PRECIOUS METALS CORP (WPM)](/companies/wpm.md) | COM | $16.6m | 2.2% | 147,484 |  | Reduced −1,405 |
| [GRAYSCALE BITCOIN TRUST ETF (GBTC)](/companies/gbtc.md) | SHS REP COM UT | $16.3m | 2.2% | 358,216 |  | Added +2,425 |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $16.0m | 2.1% | 390,091 |  | Reduced −2,039 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $15.8m | 2.1% | 44,769 |  | Added +706 |
| LINDE PLC | SHS | $14.9m | 2.0% | 28,635 |  | Reduced −30 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $14.3m | 1.9% | 14,575 |  | Added +80 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $11.9m | 1.6% | 40,732 |  | Reduced −40 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $11.8m | 1.6% | 31,573 |  | Added +3,449 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $11.7m | 1.6% | 48,936 |  | Reduced −268 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $10.9m | 1.5% | 65,781 |  | Reduced −1,041 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $10.7m | 1.4% | 60,210 |  | Added +57,868 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $10.0m | 1.3% | 66,140 |  | Added +225 |
| [FRANCO NEV CORP (FNV)](/companies/fnv.md) | COM | $9.9m | 1.3% | 47,679 |  | Added +465 |
| [CACI INTL INC (CACI)](/companies/caci.md) | CL A | $9.9m | 1.3% | 21,270 |  | Added +125 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $9.1m | 1.2% | 145,000 |  | Reduced −650 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $9.0m | 1.2% | 32,915 |  | Reduced −550 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $8.8m | 1.2% | 39,802 |  | Added +1,110 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $8.7m | 1.2% | 39,260 |  | Added +305 |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $8.6m | 1.2% | 69,745 |  | Added +680 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $8.6m | 1.1% | 58,457 |  | Reduced −600 |
| [GRAYSCALE BITCOIN MINI TR ET (BTC)](/companies/btc.md) | SHS NEW | $8.3m | 1.1% | 320,872 |  | Added +7,195 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $8.2m | 1.1% | 23,949 |  | Added +100 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $7.5m | 1.0% | 100,220 |  | Added +1,723 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $7.2m | 1.0% | 14,128 |  | Reduced −135 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $7.2m | 1.0% | 31,285 |  | Added +8,985 |
| [WATERBRIDGE INFRASTRUCTURE L (WBI)](/companies/wbi.md) | CL A SHS REPSTG | $7.0m | 0.9% | 203,650 |  | Added +3,450 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $6.7m | 0.9% | 18,090 |  | Reduced −635 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $6.5m | 0.9% | 35,188 |  | Reduced −2,712 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $6.4m | 0.9% | 29,705 |  | Added +200 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $6.2m | 0.8% | 19,842 |  | Added +210 |
| [HAWAIIAN ELEC INDS INC MTN B (HE)](/companies/he.md) | COM | $5.9m | 0.8% | 434,750 |  | Added +64,100 |
| [XYLEM INC (XYL)](/companies/xyl.md) | COM | $5.8m | 0.8% | 49,455 |  | Added +25,080 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $5.7m | 0.8% | 22,283 |  | Reduced −75 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $5.5m | 0.7% | 15,432 |  | Reduced −525 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $5.5m | 0.7% | 19,526 |  | Added +40 |
| MEDTRONIC PLC | SHS | $5.3m | 0.7% | 67,845 |  | Added +35,098 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $4.9m | 0.7% | 12,250 |  | Added +10,010 |
| LISTED FDS TR | HORI KI INFL ETF | $4.4m | 0.6% | 89,202 |  | Added +900 |
| [RIO TINTO PLC (RIO)](/companies/rio.md) | SPONSORED ADR | $4.4m | 0.6% | 46,860 |  | Reduced −695 |
| [MESABI TR (MSB)](/companies/msb.md) | CTF BEN INT | $4.3m | 0.6% | 170,575 |  | Added +800 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $4.3m | 0.6% | 8,543 |  | Reduced −43 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $4.1m | 0.5% | 18,271 |  | Reduced −50 |
| [MADISON SQUARE GRDN SPRT COR (MSGS)](/companies/msgs.md) | CL A | $4.0m | 0.5% | 10,065 |  | Reduced −2,030 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $3.9m | 0.5% | 30,088 |  | Reduced −1,550 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $3.8m | 0.5% | 26,651 |  | Added +425 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $3.8m | 0.5% | 45,185 |  | Added +1,500 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $3.7m | 0.5% | 7,535 |  | Added +150 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $3.7m | 0.5% | 23,712 |  | Reduced −3,124 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $3.7m | 0.5% | 153,401 |  | Added +42,358 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $3.4m | 0.5% | 36,729 |  | Added +650 |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM NON VTG | $3.3m | 0.4% | 66,430 |  | Added +23,895 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.2m | 0.4% | 8,732 |  | Unchanged |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $3.1m | 0.4% | 63,650 |  | Reduced −550 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $2.7m | 0.4% | 5,479 |  | Reduced −150 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.6m | 0.4% | 12,285 |  | Added +1,145 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $2.5m | 0.3% | 23,543 |  | Reduced −3,970 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $2.5m | 0.3% | 23,802 |  | Reduced −450 |
| [MGIC INVT CORP WIS (MTG)](/companies/mtg.md) | COM | $2.4m | 0.3% | 84,950 |  | Reduced −4,600 |
| [MIAMI INTL HLDGS INC (MIAX)](/companies/miax.md) | COM | $2.1m | 0.3% | 57,800 |  | New +57,800 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $2.1m | 0.3% | 1,772 |  | Reduced −25 |
| [STRATEGY INC (MSTR)](/companies/mstr.md) | CL A NEW | $2.1m | 0.3% | 24,015 |  | Reduced −210 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $2.0m | 0.3% | 35,900 |  | Reduced −15,239 |
| [SANOFI SA (SNY)](/companies/sny.md) | SPONSORED ADR | $1.9m | 0.3% | 45,410 |  | Reduced −5,425 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $1.8m | 0.2% | 6,015 |  | Reduced −150 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8m | 0.2% | 2,564 |  | Reduced −15 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $1.6m | 0.2% | 17,945 |  | Reduced −1,450 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $1.5m | 0.2% | 5,565 |  | Reduced −2,864 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $1.5m | 0.2% | 13,038 |  | Reduced −1,775 |
| [CANADIAN PACIFIC KANSAS CITY (CP)](/companies/cp.md) | COM | $1.5m | 0.2% | 17,442 |  | Unchanged |
| [DEERE & CO (DE)](/companies/de.md) | COM | $1.5m | 0.2% | 2,365 |  | Reduced −5 |
| VANGUARD INDEX FDS | MID CAP ETF | $1.5m | 0.2% | 18,260 |  | Added +13,695 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $1.5m | 0.2% | 5,385 |  | Unchanged |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $1.4m | 0.2% | 24,691 |  | Reduced −12,002 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $1.4m | 0.2% | 10,167 |  | Added +625 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $1.4m | 0.2% | 1,837 |  | Added +90 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $1.3m | 0.2% | 5,999 |  | New +5,999 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $1.3m | 0.2% | 5,999 |  | New +5,999 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $1.3m | 0.2% | 8,594 |  | New +8,594 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.3m | 0.2% | 15,879 |  | Reduced −200 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $1.2m | 0.2% | 8,447 |  | Unchanged |
| EXXON MOBIL CORP | COM | $1.1m | 0.2% | 8,230 |  | Reduced −200 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $974.2k | 0.1% | 7,195 |  | Reduced −315 |
| [RAYONIER INC (RYN)](/companies/ryn.md) | COM | $946.8k | 0.1% | 44,492 |  | Reduced −13,905 |
| LISTED FDS TR | HORZN KINTCS BL | $946.4k | 0.1% | 31,760 |  | Added +2,320 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $931.4k | 0.1% | 20,034 |  | Reduced −925 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $929.9k | 0.1% | 17,050 |  | New +17,050 |
| ISHARES TR | CORE S&P MCP ETF | $924.5k | 0.1% | 11,990 |  | Unchanged |
| [PERMIAN BASIN RTY TR (PBT)](/companies/pbt.md) | UNIT BEN INT | $916.5k | 0.1% | 36,600 |  | Added +1,150 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $913.3k | 0.1% | 32,250 |  | Reduced −1,500 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $865.4k | 0.1% | 6,850 |  | Reduced −2,340 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $760.5k | 0.1% | 2,100 |  | Unchanged |
| [SELECT WATER SOLUTIONS INC (WTTR)](/companies/wttr.md) | CL A COM | $739.3k | <0.1% | 37,000 |  | Unchanged |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $737.6k | <0.1% | 17,850 |  | Reduced −26,550 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $728.6k | <0.1% | 8,700 |  | Unchanged |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $713.2k | <0.1% | 1,000 |  | Reduced −50 |
| [CLEAN ENERGY FUELS CORP (CLNE)](/companies/clne.md) | COM | $692.6k | <0.1% | 337,850 |  | Reduced −12,750 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $654.8k | <0.1% | 5,575 |  | Added +400 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $640.4k | <0.1% | 4,232 |  | Reduced −13,963 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $619.9k | <0.1% | 1,750 |  | Reduced −250 |
| ONEOK INC NEW | COM | $568.1k | <0.1% | 6,534 |  | Reduced −100 |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | $566.7k | <0.1% | 4,645 |  | New +4,645 |
| [ICICI BANK LIMITED (IBN)](/companies/ibn.md) | ADR | $558.8k | <0.1% | 19,250 |  | Unchanged |
| [BXP INC (BXP)](/companies/bxp.md) | COM | $533.8k | <0.1% | 8,050 |  | Reduced −150 |
| INVESCO QQQ TR | UNIT SER 1 | $530.2k | <0.1% | 720 |  | Reduced −15 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $508.9k | <0.1% | 2,682 |  | Reduced −50 |
| [ARGAN INC (AGX)](/companies/agx.md) | COM | $479.1k | <0.1% | 600 |  | Reduced −100 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $461.9k | <0.1% | 2,425 |  | Unchanged |
| [DARDEN RESTAURANTS INC (DRI)](/companies/dri.md) | COM | $458.4k | <0.1% | 2,225 |  | Reduced −525 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $421.8k | <0.1% | 4,648 |  | Unchanged |
| VANGUARD INDEX FDS | SMALL CP ETF | $409.2k | <0.1% | 1,350 |  | Unchanged |
| [ESSENTIAL UTILS INC (WTRG)](/companies/wtrg.md) | COM | $407.1k | <0.1% | 10,627 |  | Reduced −425 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $394.3k | <0.1% | 7,273 |  | Unchanged |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $372.3k | <0.1% | 11,740 |  | Added +75 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $368.3k | <0.1% | 383 |  | Reduced −15 |
| [CHURCH & DWIGHT CO INC (CHD)](/companies/chd.md) | COM | $354.4k | <0.1% | 3,658 |  | Reduced −500 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $343.8k | <0.1% | 455 |  | Unchanged |
| [GEOSPACE TECHNOLOGIES CORP (GEOS)](/companies/geos.md) | COM | $338.6k | <0.1% | 50,015 |  | Reduced −32,000 |
| [RPM INTL INC (RPM)](/companies/rpm.md) | COM | $333.4k | <0.1% | 3,000 |  | Unchanged |
| [BARRETT BUSINESS SVCS INC (BBSI)](/companies/bbsi.md) | COM | $319.7k | <0.1% | 9,000 |  | Reduced −6,200 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $319.6k | <0.1% | 1,250 |  | Reduced −194 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $303.5k | <0.1% | 5,084 |  | Unchanged |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $292.2k | <0.1% | 3,600 |  | Reduced −200 |
| [AMERICAN INTL GROUP INC (AIG)](/companies/aig.md) | COM NEW | $275.8k | <0.1% | 3,700 |  | Reduced −4,075 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $271.8k | <0.1% | 600 |  | Unchanged |
| ARK ETF TR | INNOVATION ETF | $270.9k | <0.1% | 3,352 |  | Unchanged |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $264.1k | <0.1% | 800 |  | Unchanged |
| [LANTRONIX INC (LTRX)](/companies/ltrx.md) | COM NEW | $249.3k | <0.1% | 42,400 |  | Unchanged |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $233.1k | <0.1% | 1,079 |  | New +1,079 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $231.7k | <0.1% | 857 |  | New +857 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $230.9k | <0.1% | 6,800 |  | Reduced −600 |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $219.9k | <0.1% | 11,500 |  | Unchanged |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $217.7k | <0.1% | 450 |  | New +450 |
| [WINCHESTER BANCORP INC (WSBK)](/companies/wsbk.md) | COM | $210.2k | <0.1% | 16,000 |  | Unchanged |
| [REPLIMUNE GROUP INC (REPL)](/companies/repl.md) | COM | $110.7k | <0.1% | 10,000 |  | New +10,000 |
| [ICAHN ENTERPRISES LP (IEP)](/companies/iep.md) | DEPOSITARY UNIT | $107.2k | <0.1% | 14,870 |  | Added +1,805 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| APTIV PLC | COM SHS | $0 | 0.0% | 0 |  | Sold out −25,057 |
| [BENTLEY SYS INC (BSY)](/companies/bsy.md) | COM CL B | $0 | 0.0% | 0 |  | Sold out −6,275 |
| [GEN DIGITAL INC (GEN)](/companies/gen.md) | COM | $0 | 0.0% | 0 |  | Sold out −67,950 |
| HOLOGIC INC | COM | $0 | 0.0% | 0 |  | Sold out −31,984 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −12,566 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $0 | 0.0% | 0 |  | Sold out −6,000 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,125 |
| [SAFETY INS GROUP INC (SAFT)](/companies/saft.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,750 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,200 |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,650 |

Source: SEC EDGAR, Form 13F-HR, accession 0001607636-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.