ECM
EagleClaw Capital Management Portfolio holdings
AUM
$670M
1-Year Est. Return
27.08%
1 Year Est. Return
+27.08%
AUM
$670M
AUM Growth
+$33.6M
(+5.3%)
Holding
150
Top Buys
| 1 | +$3.44M | |
| 2 | +$2.55M | |
| 3 | +$486K | |
| 4 |
Sanofi
SNY
|
+$327K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$291K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$859K | |
| 3 | +$827K | |
| 4 |
Strategy Inc
MSTR
|
+$810K |
| 5 |
Intel
INTC
|
+$780K |
Sector Composition
| 1 | Technology | 20.17% |
| 2 | Consumer Discretionary | 13.82% |
| 3 | Energy | 12.3% |
| 4 | Industrials | 11.32% |
| 5 | Financials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
TJX Companies
TJX
$160B
| $8.33M | 1.24% |
67,420
-715
|
|
||
27
Lowe's Companies
LOW
$137B
| $8.12M | 1.21% |
36,602
+250
|
|
||
28
Franco-Nevada
FNV
$39.3B
| $7.76M | 1.16% |
47,341
-165
|
|
||
|
LB
29
LandBridge Co
LB
$1.37B
| $7.67M | 1.15% |
113,465
+3,990
|
|
||
30
Union Pacific
UNP
$135B
| $7.55M | 1.13% |
32,815
-88
|
|
||
31
Visa
V
$665B
| $7.25M | 1.08% |
20,427
-415
|
|
||
32
Caterpillar
CAT
$248B
| $7.15M | 1.07% |
18,425
-125
|
|
||
33
Qualcomm
QCOM
$176B
| $7.04M | 1.05% |
44,181
-209
|
|
||
34
Lockheed Martin
LMT
$116B
| $6.55M | 0.98% |
14,144
+215
|
|
||
35
Freeport-McMoran
FCX
$59.2B
| $6.46M | 0.97% |
149,125
-100
|
|
||
36
Boeing
BA
$162B
| $6.36M | 0.95% |
30,330
-27
|
|
||
37
Williams Companies
WMB
$76.2B
| $5.75M | 0.86% |
91,515
+4,450
|
|
||
38
IBM
IBM
$262B
| $5.66M | 0.85% |
19,211
-76
|
|
||
39
Marriott International
MAR
$70.9B
| $5.2M | 0.78% |
19,040
-215
|
|
||
40
Becton Dickinson
BDX
$54B
| $5.11M | 0.76% |
29,655
+413
|
|
||
41
Fiserv
FI
$65.7B
| $4.54M | 0.68% |
26,320
-1,275
|
|
||
42
Novo Nordisk
NVO
$241B
| $4.5M | 0.67% |
65,150
|
|
||
43
Berkshire Hathaway Class B
BRK.B
$1.06T
| $4.46M | 0.67% |
9,184
-360
|
|
||
44
Cigna
CI
$79.4B
| $4.31M | 0.64% |
13,031
-125
|
|
||
45
FedEx
FDX
$56.4B
| $4.28M | 0.64% |
18,848
-50
|
|
||
46
Waste Management
WM
$86.8B
| $4.24M | 0.63% |
18,546
-1,275
|
|
||
|
MSB
47
Mesabi Trust
MSB
$409M
| $3.97M | 0.59% |
165,625
+400
|
|
||
48
Gen Digital
GEN
$16.4B
| $3.72M | 0.56% |
126,600
-500
|
|
||
49
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
| $3.69M | 0.55% |
87,555
+983
|
|
||
50
PayPal
PYPL
$64.4B
| $3.59M | 0.54% |
48,250
-4,100
|
|