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ECM
EagleClaw Capital Management Portfolio holdings
AUM
$714M
1-Year Est. Return
24.24%
This Fund
S&P 500
This Quarter
Est. Return
+7.71%
1 Year Est. Return
+24.24%
3 Year Est. Return
+96.54%
5 Year Est. Return
+138.84%
10 Year Est. Return
+573.51%
AUM
$714M
AUM Growth
+$23M
(+3.3%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
151
New
7
Increased
37
Reduced
77
Closed
6
Top Buys
| 1 |
Arthur J. Gallagher & Co
AJG
|
+$4.5M |
| 2 |
Microsoft
MSFT
|
+$3.95M |
| 3 |
Xylem
XYL
|
+$3.2M |
| 4 |
Apple
AAPL
|
+$2.94M |
| 5 |
Texas Pacific Land
TPL
|
+$2.37M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.47M |
| 2 |
American International
AIG
|
+$1.79M |
| 3 |
PayPal
PYPL
|
+$1.74M |
| 4 |
PCH
PotlatchDeltic
PCH
|
+$1.72M |
| 5 |
Cigna
CI
|
+$1.6M |
Sector Composition
| 1 | Energy | 17.67% |
| 2 | Technology | 16.6% |
| 3 | Industrials | 12.78% |
| 4 | Consumer Discretionary | 11.68% |
| 5 | Materials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Texas Pacific Land
TPL
$28.5B
| $72.1M | 10.09% |
151,894
+5,506
| +4% | +$2.37M |
|
|
2
NVIDIA
NVDA
$5.15T
| $33M | 4.63% |
189,451
-13,450
| -7% | -$2.47M |
|
|
3
Apple
AAPL
$4.81T
| $25.2M | 3.53% |
99,210
+11,285
| +13% | +$2.94M |
|
4
Nike
NKE
$63.3B
| $20.7M | 2.9% |
392,130
-9,984
| -2% | -$605K |
|
5
Wheaton Precious Metals
WPM
$49.3B
| $19.5M | 2.73% |
148,889
-6,123
| -4% | -$852K |
|
6
Grayscale Bitcoin Trust
GBTC
$9.76B
| $18.8M | 2.63% |
355,791
+22,950
| +7% | +$1.37M |
|
7
AbbVie
ABBV
$431B
| $15.7M | 2.2% |
72,234
+740
| +1% | +$164K |
|
8
JPMorgan Chase
JPM
$930B
| $15.5M | 2.17% |
52,643
-113
| -0.2% | -$34.3K |
|
9
Alphabet (Google) Class C
GOOG
$4.52T
| $15.2M | 2.13% |
52,987
-2,025
| -4% | -$636K |
|
10
Home Depot
HD
$340B
| $14.5M | 2.03% |
44,063
-13
| -0% | -$4.74K |
|
|
LB
11
LandBridge Co
LB
$2.17B
| $14.4M | 2.02% |
208,955
+8,075
| +4% | +$513K |
|
12
Linde
LIN
$238B
| $14.2M | 1.99% |
28,665
-510
| -2% | -$241K |
|
13
Eaton
ETN
$160B
| $14.1M | 1.97% |
39,308
-2,500
| -6% | -$890K |
|
14
Chevron
CVX
$362B
| $13.8M | 1.94% |
66,822
-1,568
| -2% | -$286K |
|
15
Caterpillar
CAT
$421B
| $13.2M | 1.85% |
18,695
-1,395
| -7% | -$966K |
|
16
Parker-Hannifin
PH
$120B
| $13M | 1.82% |
14,495
-663
| -4% | -$628K |
|
17
Palo Alto Networks
PANW
$289B
| $12.8M | 1.8% |
80,138
+4,025
| +5% | +$676K |
|
18
Air Products & Chemicals
APD
$65.4B
| $11.8M | 1.66% |
40,772
+509
| +1% | +$140K |
|
19
Franco-Nevada
FNV
$39.1B
| $11.7M | 1.63% |
47,214
-810
| -2% | -$200K |
|
20
CME Group
CME
$88.6B
| $11.5M | 1.61% |
38,955
-119
| -0.3% | -$35.3K |
|
21
CACI
CACI
$10.4B
| $11.5M | 1.61% |
21,145
-249
| -1% | -$150K |
|
22
Intercontinental Exchange
ICE
$79.1B
| $10.9M | 1.52% |
69,065
+189
| +0.3% | +$30.8K |
|
23
TJX Companies
TJX
$167B
| $10.5M | 1.47% |
65,915
-1,695
| -3% | -$264K |
|
|
24
Microsoft
MSFT
$2.94T
| $10.4M | 1.46% |
28,124
+9,450
| +51% | +$3.95M |
|
25
Amazon
AMZN
$2.74T
| $10.2M | 1.44% |
49,204
-500
| -1% | -$110K |
|
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