ECM
EagleClaw Capital Management Portfolio holdings
AUM
$715M
1-Year Est. Return
23.75%
1 Year Est. Return
+23.75%
AUM
$715M
AUM Growth
+$45.3M
(+6.8%)
Holding
149
Top Buys
| 1 | +$4.74M | |
| 2 | +$4.12M | |
| 3 | +$1.7M | |
| 4 |
CoStar Group
CSGP
|
+$1.65M |
| 5 |
Visa
V
|
+$1.14M |
Top Sells
| 1 | +$4.89M | |
| 2 | +$2.55M | |
| 3 | +$908K | |
| 4 |
Wheaton Precious Metals
WPM
|
+$642K |
| 5 |
AbbVie
ABBV
|
+$414K |
Sector Composition
| 1 | Technology | 20.3% |
| 2 | Consumer Discretionary | 13.72% |
| 3 | Energy | 11.89% |
| 4 | Industrials | 11.34% |
| 5 | Materials | 9.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Texas Pacific Land
TPL
$19.9B
| $45.7M | 6.39% |
48,948
+1,821
|
|
||
2
NVIDIA
NVDA
$4.3T
| $38.7M | 5.41% |
207,453
-2,072
|
|
||
3
Grayscale Bitcoin Trust
GBTC
$36.3B
| $30M | 4.2% |
334,466
-54,495
|
|
||
4
Nike
NKE
$95.5B
| $28.1M | 3.93% |
403,051
+5,755
|
|
||
5
Apple
AAPL
$4.12T
| $22.8M | 3.19% |
89,589
-1,175
|
|
||
6
Home Depot
HD
$355B
| $17.9M | 2.5% |
44,176
+2,219
|
|
||
|
7
Wheaton Precious Metals
WPM
$50B
| $17.5M | 2.45% |
156,767
-5,743
|
|
||
8
JPMorgan Chase
JPM
$852B
| $16.8M | 2.35% |
53,156
-912
|
|
||
|
9
AbbVie
ABBV
$402B
| $16.7M | 2.34% |
72,124
-1,788
|
|
||
10
Oracle
ORCL
$576B
| $16.3M | 2.28% |
57,867
-3,230
|
|
||
11
Palo Alto Networks
PANW
$133B
| $15.6M | 2.18% |
76,478
+4,925
|
|
||
12
Eaton
ETN
$134B
| $15.6M | 2.18% |
41,608
+500
|
|
||
|
BTC
13
Grayscale Bitcoin Mini Trust ETF
BTC
$3.96B
| $15M | 2.1% |
297,110
+81,470
|
|
||
14
Linde
LIN
$192B
| $13.8M | 1.94% |
29,155
+1,840
|
|
||
15
Alphabet (Google) Class C
GOOG
$3.86T
| $13.5M | 1.88% |
55,252
+1,000
|
|
||
16
Booking.com
BKNG
$158B
| $12.8M | 1.79% |
2,368
-4
|
|
||
17
Intercontinental Exchange
ICE
$89.7B
| $11.6M | 1.62% |
68,811
-489
|
|
||
18
Parker-Hannifin
PH
$109B
| $11.6M | 1.62% |
15,253
-497
|
|
||
19
Air Products & Chemicals
APD
$58.1B
| $11.3M | 1.58% |
41,453
+718
|
|
||
20
Amazon
AMZN
$2.49T
| $11M | 1.53% |
49,914
+1,875
|
|
||
|
LB
21
LandBridge Co
LB
$1.59B
| $10.8M | 1.51% |
202,340
+88,875
|
|
||
22
Franco-Nevada
FNV
$40.5B
| $10.8M | 1.51% |
48,399
+1,058
|
|
||
23
CACI
CACI
$13.6B
| $10.7M | 1.5% |
21,514
-486
|
|
||
24
Chevron
CVX
$302B
| $10.7M | 1.49% |
68,690
+500
|
|
||
25
CME Group
CME
$101B
| $10.6M | 1.48% |
39,174
+294
|
|