Titelia

Holdings of EagleClaw Capital Managment, LLC

133 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.2 % of the equity sleeve

Sector breakdown

  • Technology 16.3 %
  • Consumer discretionary 12.7 %
  • Industrials 11.7 %
  • Financials 9.4 %
  • Health care 8.9 %
  • Materials 3.9 %
  • Communication 3.1 %
  • Energy 2.4 %
  • Consumer staples 1.6 %
  • Funds 0.4 %
  • Utilities 0.3 %
  • Unattributed 29.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • FR 0.4 %
  • DK 0.4 %
  • IN 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US130636M $99.17 %
2FR12.4M $0.38 %
3DK12.4M $0.37 %
4IN1498.6K $0.08 %

Positions

RankCompanySharesValueWeight
1Texas Pacific Land Corp 151,89472.1M $
2NVIDIA Corp 189,45133M $
3Apple Inc 99,21025.2M $
4NIKE Inc 392,13020.7M $
5Grayscale Bitcoin Trust ETF 355,79118.8M $
6AbbVie Inc 72,23415.7M $
7JPMorgan Chase & Co 52,64315.5M $
8Alphabet Inc 52,98715.2M $
9Home Depot Inc/The 44,06314.5M $
10Landbridge Co LLC 208,95514.4M $
11Chevron Corp 66,82213.8M $
12Caterpillar Inc 18,69513.2M $
13Parker-Hannifin Corp 14,49513M $
14Palo Alto Networks Inc 80,13812.8M $
15Air Products and Chemicals Inc 40,77211.8M $
16CME Group Inc 38,95511.5M $
17CACI International Inc 21,14511.5M $
18Intercontinental Exchange Inc 69,06510.9M $
19TJX Cos Inc/The 65,91510.5M $
20Microsoft Corp 28,12410.4M $
21Amazon.com Inc 49,20410.2M $
22Booking Holdings Inc 2,3429.9M $
23Grayscale Bitcoin Mini Trust E 313,6779.4M $
24Lowe's Cos Inc 38,6929.1M $
25Oracle Corp 59,0578.7M $
26Lockheed Martin Corp 14,2638.6M $
27Freeport-McMoRan Inc 145,6508.6M $
28Union Pacific Corp 33,4658.1M $
29Visa Inc 23,8497.2M $
30Williams Cos Inc/The 98,4977.2M $
31FedEx Corp 19,6327M $
32Marriott International Inc/MD 18,7256.1M $
33Boeing Co/The 29,5055.9M $
34Hawaiian Electric Industries Inc 370,6505.5M $
35Johnson & Johnson 22,3585.5M $
36WaterBridge Infrastructure LLC 200,2005.4M $
37Mesabi Trust 169,7755.3M $
38QUALCOMM Inc 37,9004.9M $
39Arthur J Gallagher & Co 22,3004.8M $
40International Business Machines Corp. 19,4864.7M $
41Alphabet Inc 15,9574.6M $
42Rio Tinto PLC 47,5554.4M $
43Waste Management Inc 18,3214.2M $
44Berkshire Hathaway Inc 8,5864.1M $
45Novartis AG 26,8364.1M $
46Madison Square Garden Sports Corp 12,0953.9M $
47Merck & Co Inc 31,6383.8M $
48Emerson Electric Co. 26,2263.4M $
49Vertex Pharmaceuticals Inc 7,3853.3M $
50ConocoPhillips 24,2523.2M $
51Pfizer Inc 111,0433.1M $
52Sysco Corp 43,6853.1M $
53Colgate-Palmolive Co 36,0793.1M $
54Strategy Inc 24,2253M $
55Xylem Inc/NY 24,3752.9M $
56Becton Dickinson & Co 18,1952.9M $
57Honeywell International Inc 12,5662.8M $
58Vanguard Total Stock Market ETF 8,7322.8M $
59Thermo Fisher Scientific Inc 5,6292.8M $
60United Parcel Service Inc 27,5132.7M $
61Bank of America Corp 51,1392.5M $
62Sanofi SA 50,8352.4M $
63Hologic Inc 31,9842.4M $
64Novo Nordisk A/S 64,2002.4M $
65MGIC Investment Corp 89,5502.4M $
66Cigna Group/The 8,4292.2M $
67Devon Energy Corp 44,4002.2M $
68Bristol-Myers Squibb Co 36,6932.2M $
69McCormick & Co Inc/MD 42,5352.1M $
70Invesco S&P 500 Equal Weight ETF 11,1402.1M $
71NextEra Energy Inc 19,3951.8M $
72Eli Lilly & Co 1,7971.7M $
73Aflac Inc 14,8131.6M $
74Vanguard S&P 500 ETF 2,5791.5M $
75Exxon Mobil Corp 8,4301.4M $
76CoStar Group Inc 33,7501.4M $
77Deere & Co 2,3701.3M $
78Vanguard Mid-Cap ETF 4,5651.3M $
79Gilead Sciences Inc 9,1901.3M $
80Gen Digital Inc 67,9501.3M $
81Coca-Cola Co/The 16,0791.2M $
82Procter & Gamble Co/The 8,4471.2M $
83Rayonier Inc 58,3971.2M $
84Texas Instruments Inc 6,1651.2M $
85PepsiCo Inc 7,5101.2M $
86State Street SPDR S&P 500 ETF Trust 1,7471.1M $
87Intuitive Surgical Inc 2,2401M $
88Geospace Technologies Corp 82,0151M $
89Clean Energy Fuels Corp 350,600869.5K $
90iShares Core S&P Mid-Cap ETF 11,990809.7K $
91Waters Corp 2,650789.2K $
92Permian Basin Royalty Trust 35,450762.9K $
93Amgen Inc 2,100738.9K $
94General Dynamics Corp 2,000686.4K $
95Vanguard FTSE All-World ex-US ETF 8,700653.4K $
96ONEOK Inc 6,634599.6K $
97American International Group Inc 7,775585.1K $
98Select Water Solutions Inc 37,000566.1K $
99Cummins Inc 1,050564.9K $
100Darden Restaurants Inc 2,750539.1K $