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CIK: 0001607636
Total reported value
$745.4M
$745.4M
144 檔
21.8%
According to the latest 13F quarterly dataset, EagleClaw Capital Managment, LLC managed an equity portfolio of $745.4M at the end of Q2 2025, spanning 144 distinct U.S. exchange-listed positions.
During Q2 2025, EagleClaw Capital Managment, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 7.44% | -1.07% | -0.64% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.94% | +0.29% | -3.92% | |
| 3 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 4.93% | -0.44% | -2.54% | |
| 4 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 4.22% | -0.75% | -2.85% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.13% | -0.93% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | +0.15% | -1.59% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.30% | +0.09% | -0.20% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 2.19% | +0.27% | -1.85% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.19% | +1.81% | -1.57% | |
| 10 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.18% | -0.51% | -1.55% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.05% | +0.06% | -3.34% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | +0.22% | -0.02% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.99% | -0.07% | +3.78% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.91% | — | -1.27% | |
| 15 | ICE | Intercontinental Exchange In | Stock-Financials | 1.90% | -0.37% | +0.00% | |
| 16 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.72% | -0.06% | +0.47% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.64% | +0.09% | -0.32% | |
| 18 | CME | Cme Group Inc | Stock-Financials | 1.60% | -0.45% | -0.13% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.12% | -0.89% | |
| 20 | CACI | Caci International Inc -cl A | Stock-Tech | 1.57% | -0.29% | +1.34% | |
| 21 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.54% | -0.20% | +2.90% | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 1.51% | -0.14% | -7.40% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | +0.12% | -2.48% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.48% | -0.55% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | +0.35% | -0.18% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.24% | -0.13% | -1.05% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.21% | -0.10% | +0.69% | |
| 28 | FNV | Franco-nevada CORP | Stock-Materials | 1.16% | -0.30% | -0.35% | |
| 29 | LB | Landbridge Co Llc-a | Stock-Other | 1.15% | +0.22% | +3.64% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.13% | +0.06% | -0.27% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.09% | -1.99% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.76% | -0.67% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 1.05% | +0.19% | -0.47% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.24% | +1.54% | |
| 35 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.97% | +0.02% | -0.07% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.95% | +0.04% | -0.09% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.86% | — | +5.11% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | +0.08% | -0.39% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.78% | +0.04% | -1.12% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | -0.31% | +1.41% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.68% | — | -4.62% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | +0.08% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.01% | -3.77% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.64% | -0.10% | -0.95% | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.64% | -0.15% | -0.26% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.63% | -0.04% | -6.43% | |
| 47 | MSB | Mesabi Trust | Stock-Other | 0.59% | -0.17% | +0.24% | |
| 48 | GEN | Gen Digital Inc | Stock-Tech | 0.56% | -0.18% | EXIT | |
| 49 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.55% | -0.04% | +1.14% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.54% | -0.06% | EXIT |
According to official SEC Form 13F filings, EagleClaw Capital Managment, LLC reported a total U.S. public equity portfolio value of $745.4M across 144 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TPL, NVDA, GBTC) accounted for 21.8% of total reported equity market value during Q2 2025.
During Q2 2025, EagleClaw Capital Managment, LLC's top holdings by market value included TPL (7.4%)、NVDA (4.9%)、GBTC (4.9%). The largest single position, TPL, represented 7.4% of total portfolio value.
In Q2 2025, EagleClaw Capital Managment, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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