Titelia

Holdings of EagleClaw Capital Managment, LLC

133 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.2 % of the equity sleeve

Sector breakdown

  • Technology 16.3 %
  • Consumer discretionary 12.7 %
  • Industrials 11.7 %
  • Financials 9.4 %
  • Health care 8.9 %
  • Materials 3.9 %
  • Communication 3.1 %
  • Energy 2.4 %
  • Consumer staples 1.6 %
  • Funds 0.4 %
  • Utilities 0.3 %
  • Unattributed 29.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • FR 0.4 %
  • DK 0.4 %
  • IN 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US130636M $99.17 %
2FR12.4M $0.38 %
3DK12.4M $0.37 %
4IN1498.6K $0.08 %

Positions

RankCompanySharesValueWeight
101RTX Corp 2,732527K $
102ICICI Bank Ltd 19,250498.6K $
103Abbott Laboratories 4,648477.2K $
104Danaher Corp 2,425459.8K $
105PayPal Holdings Inc 10,125458K $
106Essential Utilities Inc 11,052445.1K $
107Barrett Business Services Inc 15,200443.5K $
108BXP Inc 8,200425.6K $
109Invesco QQQ Trust Series 1 735424.2K $
110Intel Corp 9,542421.1K $
111Cisco Systems, Inc. 5,175401.5K $
112McKesson Corp 455393.7K $
113Church & Dwight Co Inc 4,158388K $
114Blackrock Inc 398382.8K $
115Argan Inc 700381.3K $
116Schwab US Dividend Equity ETF 11,665357.9K $
117Vanguard Small-Cap ETF 1,350353.6K $
118Marathon Petroleum Corp 1,444352.6K $
119Public Service Enterprise Group Inc 3,800307.6K $
120RPM International Inc 3,000298.2K $
121Halliburton Co 7,400288.5K $
122Vanguard International Equity Index Funds 5,084274.8K $
123Safety Insurance Group Inc 3,750272.4K $
124Moody's Corp 600261.8K $
125T-Mobile US Inc 1,200252K $
126Travelers Cos Inc/The 800233.3K $
127ARK ETF Trust 3,352226.6K $
128Lantronix Inc 42,400222.2K $
129Energy Transfer LP 11,500222K $
130Bentley Systems Inc 6,275220.4K $
131WINCHESTER BANCORP INC 16,000203.2K $
132Kinder Morgan, Inc. 6,000201.2K $
133ICAHN ENTERPRISES LP 13,06598.6K $