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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
+6.12%
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
$715M
AUM Growth
+$45.3M
(+6.8%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
35.04%
Holding
149
New
5
Increased
57
Reduced
46
Closed
3
Top Buys
| 1 |
LB
LandBridge Co
LB
|
+$4.9M |
| 2 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$4.13M |
| 3 |
CoStar Group
CSGP
|
+$1.73M |
| 4 |
Texas Pacific Land
TPL
|
+$1.72M |
| 5 |
Visa
V
|
+$1.16M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
+$4.9M |
| 2 |
ARIS
Aris Water Solutions
ARIS
|
+$2.55M |
| 3 |
Oracle
ORCL
|
+$823K |
| 4 |
Wheaton Precious Metals
WPM
|
+$561K |
| 5 |
Devon Energy
DVN
|
+$391K |
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
$28.5B
| $45.7M | 6.39% |
146,844
+5,463
| +4% | +$1.72M |
|
2
NVIDIA
NVDA
$5.15T
| $38.7M | 5.41% |
207,453
-2,072
| -1% | -$361K |
|
|
3
Grayscale Bitcoin Trust
GBTC
$9.76B
| $30M | 4.2% |
334,466
-54,495
| -14% | -$4.9M |
|
4
Nike
NKE
$63.3B
| $28.1M | 3.93% |
403,051
+5,755
| +1% | +$429K |
|
5
Apple
AAPL
$4.81T
| $22.8M | 3.19% |
89,589
-1,175
| -1% | -$265K |
|
6
Home Depot
HD
$340B
| $17.9M | 2.5% |
44,176
+2,219
| +5% | +$873K |
|
|
7
Wheaton Precious Metals
WPM
$49.3B
| $17.5M | 2.45% |
156,767
-5,743
| -4% | -$561K |
|
8
JPMorgan Chase
JPM
$930B
| $16.8M | 2.35% |
53,156
-912
| -2% | -$271K |
|
9
AbbVie
ABBV
$431B
| $16.7M | 2.34% |
72,124
-1,788
| -2% | -$364K |
|
|
10
Oracle
ORCL
$382B
| $16.3M | 2.28% |
57,867
-3,230
| -5% | -$823K |
|
11
Palo Alto Networks
PANW
$289B
| $15.6M | 2.18% |
76,478
+4,925
| +7% | +$943K |
|
12
Eaton
ETN
$160B
| $15.6M | 2.18% |
41,608
+500
| +1% | +$182K |
|
|
BTC
13
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $15M | 2.1% |
297,110
+81,470
| +38% | +$4.13M |
|
14
Linde
LIN
$238B
| $13.8M | 1.94% |
29,155
+1,840
| +7% | +$871K |
|
15
Alphabet (Google) Class C
GOOG
$4.52T
| $13.5M | 1.88% |
55,252
+1,000
| +2% | +$210K |
|
16
Booking.com
BKNG
$142B
| $12.8M | 1.79% |
59,200
-100
| -0.2% | -$22.3K |
|
17
Intercontinental Exchange
ICE
$79.1B
| $11.6M | 1.62% |
68,811
-489
| -0.7% | -$87.4K |
|
18
Parker-Hannifin
PH
$120B
| $11.6M | 1.62% |
15,253
-497
| -3% | -$367K |
|
19
Air Products & Chemicals
APD
$65.4B
| $11.3M | 1.58% |
41,453
+718
| +2% | +$208K |
|
20
Amazon
AMZN
$2.74T
| $11M | 1.53% |
49,914
+1,875
| +4% | +$424K |
|
|
LB
21
LandBridge Co
LB
$2.17B
| $10.8M | 1.51% |
202,340
+88,875
| +78% | +$4.9M |
|
22
Franco-Nevada
FNV
$39.1B
| $10.8M | 1.51% |
48,399
+1,058
| +2% | +$191K |
|
23
CACI
CACI
$10.4B
| $10.7M | 1.5% |
21,514
-486
| -2% | -$235K |
|
24
Chevron
CVX
$362B
| $10.7M | 1.49% |
68,690
+500
| +0.7% | +$77.4K |
|
25
CME Group
CME
$88.6B
| $10.6M | 1.48% |
39,174
+294
| +0.8% | +$80K |
|
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