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CIK: 0001607636
Total reported value
$745.4M
$745.4M
146 檔
22.2%
In Q3 2025, EagleClaw Capital Managment, LLC's U.S. equity holdings reached a combined market value of $745.4M, distributed across 146 disclosed stock positions.
During Q3 2025, EagleClaw Capital Managment, LLC performed routine portfolio adjustments (2 new buys, 23 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 6.39% | -1.07% | +3.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.41% | +0.29% | -0.99% | |
| 3 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 4.20% | -0.44% | -14.01% | |
| 4 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.93% | -0.75% | +1.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.13% | -1.29% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.50% | +0.09% | +5.29% | |
| 7 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.45% | -0.51% | -3.53% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | +0.15% | -1.69% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.34% | +0.22% | -2.42% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.28% | -0.07% | -5.29% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.18% | +1.81% | +6.88% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 2.18% | +0.27% | +1.22% | |
| 13 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.10% | -0.20% | +37.78% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.94% | — | +6.74% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.35% | +1.84% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.79% | +0.06% | -0.17% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 1.62% | -0.37% | -0.71% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.62% | +0.09% | -3.16% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.58% | -0.06% | +1.76% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.12% | +3.90% | |
| 21 | LB | Landbridge Co Llc-a | Stock-Other | 1.51% | +0.22% | +78.33% | |
| 22 | FNV | Franco-nevada CORP | Stock-Materials | 1.51% | -0.30% | +2.23% | |
| 23 | CACI | Caci International Inc -cl A | Stock-Tech | 1.50% | -0.29% | -2.21% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.48% | +0.73% | |
| 25 | CME | Cme Group Inc | Stock-Financials | 1.48% | -0.45% | +0.76% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.12% | -2.66% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.40% | -0.10% | +8.47% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.38% | -0.13% | +1.02% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.36% | +0.76% | +10.31% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.09% | +16.40% | |
| 31 | MSTR | Strategy Inc | Stock-Tech | 1.13% | -0.14% | -0.36% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 1.09% | +0.06% | +0.91% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.24% | +2.99% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | +0.19% | -2.79% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.91% | +0.04% | -0.82% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.84% | -0.31% | +8.30% | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.81% | +0.02% | -0.74% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.81% | — | -0.43% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.08% | +0.86% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.71% | +0.04% | +2.36% | |
| 41 | MSB | Mesabi Trust | Stock-Other | 0.69% | -0.17% | +1.09% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.67% | -0.15% | +7.83% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.10% | +14.97% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.01% | -6.29% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.01% | +19.60% | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.57% | -0.10% | +8.98% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.04% | -1.70% | |
| 48 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.54% | -0.04% | -0.49% | |
| 49 | HE | Hawaiian Electric Inds | Stock-Utilities | 0.53% | +0.02% | +5.37% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.51% | +0.07% | +3.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -0.99% | Trim |
| 2 | ORCL | Oracle CORP | +1% | -5.29% | Trim |
| 3 | BTC | Grayscale Bitcoin Mini ETF | +0.9% | +37.78% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +1.84% | Add |
| 5 | WPM | Wheaton Precious Metals CORP | +0.4% | -3.53% | Trim |
| 6 | CAT | Caterpillar Inc | +0.4% | +10.31% | Add |
| 7 | ETN | Eaton Corporation plc | +0.4% | +1.22% | Trim |
| 8 | FNV | Franco-nevada CORP | +0.3% | +2.23% | Add |
| 9 | LB | Landbridge Co Llc-a | +0.3% | +78.33% | Add |
| 10 | CACI | Caci International Inc -cl A | +0.3% | -2.21% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.69% | Trim |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +6.88% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.97% | Add |
| 14 | CSGP | Costar Group Inc | +0.2% | +136.71% | Add |
| 15 | MSFT | Microsoft CORP | +0.2% | -2.66% | Trim |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -14.01% | Trim |
| 17 | PH | Parker Hannifin CORP | +0.1% | -3.16% | Trim |
| 18 | GEOS | Geospace Technologies CORP | +0.1% | +69.16% | Add |
| 19 | BA | Boeing Co/the | +0.1% | -0.82% | Trim |
| 20 | MTG | Mgic Investment CORP | +0.1% | +36.47% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +19.60% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +5.29% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +3.90% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +1.02% | Trim |
| 25 | EMR | Emerson Electric Co | +0.1% | +11.30% | Add |
| 26 | LOW | Lowe's Cos Inc | +0.1% | +8.47% | Add |
| 27 | NVS | Novartis Ag-sponsored Adr | +0.1% | +12.74% | Add |
| 28 | APTV | Aptiv PLC | +0.1% | -1.49% | Trim |
| 29 | LMT | Lockheed Martin CORP | 0% | +2.99% | Add |
| 30 | BKNG | Booking Holdings Inc | 0% | -0.17% | Trim |
| 31 | IBM | Intl Business Machines CORP | 0% | +0.86% | Add |
| 32 | AAPL | Apple Inc | 0% | -1.29% | Trim |
| 33 | V | Visa Inc-class A Shares | 0% | +16.40% | Add |
| 34 | LIN | Linde plc | -0.1% | +6.74% | Add |
| 35 | ABBV | Abbvie Inc | -0.1% | -2.42% | Trim |
| 36 | INTC | Intel CORP | -0.1% | -4.14% | Trim |
| 37 | SLB | Slb LTD | -0.1% | -4.22% | Trim |
| 38 | NKE | Nike Inc -cl B | -0.2% | +1.45% | Trim |
| 39 | BMY | Bristol-myers Squibb Co | -0.2% | -3.25% | Trim |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -2.64% | Trim |
| 41 | DVN | Devon Energy CORP | -0.2% | -14.42% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -6.29% | Trim |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.53% | Trim |
| 44 | BDX | Becton Dickinson And Co | -0.2% | +8.30% | Add |
| 45 | UPS | United Parcel Service-cl B | -0.3% | +7.92% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | +0.73% | Add |
| 47 | FISV | Fiserv Inc | -0.5% | -2.09% | Trim |
| 48 | TPL | Texas Pacific Land CORP | -3.5% | +3.86% | Add |
| 49 | HE | Hawaiian Electric Inds | — | NEW | New buy |
| 50 | WBI | Waterbridge Infrastruc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, EagleClaw Capital Managment, LLC reported a total U.S. public equity portfolio value of $745.4M across 146 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TPL, NVDA, GBTC) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
HE
市值: $3.8M
Top Position Liquidated / Trimmed
GBTC
前期市值: $26.0M
During Q3 2025, EagleClaw Capital Managment, LLC's top holdings by market value included TPL (6.4%)、NVDA (5.4%)、GBTC (4.2%). The largest single position, TPL, represented 6.4% of total portfolio value.
In Q3 2025, EagleClaw Capital Managment, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 25 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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