EagleClaw Capital Managment, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$745,404
Net value change ($000)
+31,272 (4.4%)
New positions
10
Sold out positions
10
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PANW 14,085 109.6%
CAT 6,195 46.8%
ISRG 3,839 371.6%
NVDA 3,657 11.1%
GOOGL 3,252 21.4%
XYL 2,933 100.7%
ETN 2,659 18.9%
MDT 2,470 87.0%
AJG 2,352 48.7%
ABBV 2,351 15.0%
Top Reduces (Value $000, Stocks/ETFs)
TPL -4,849 -6.7%
NKE -4,699 -22.7%
WPM -2,941 -15.1%
CVX -2,922 -21.1%
HON -2,840 -100.0%
CME -2,835 -24.6%
GBTC -2,466 -13.1%
HOLX -2,418 -100.0%
ICE -2,277 -21.0%
BDX -2,221 -77.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type