Murphy Pohlad Asset Management LLC 13F Holdings
CIK 0001569148 · EDEN PRAIRIE, MN
As of Sep 30, 2025, Murphy Pohlad Asset Management LLC reported 126 positions worth $254.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 54,889 | $9.3M | 3.63% |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 32,685 | $9.1M | 3.58% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 16,992 | $8.5M | 3.35% |
| MEDTRONIC PLC | MDT | Healthcare | 67,094 | $6.4M | 2.51% |
| CONOCOPHILLIPS | COP | Energy | 67,159 | $6.4M | 2.49% |
| MICROSOFT CORP | MSFT | Technology | 11,600 | $6.0M | 2.36% |
| CAMECO CORP | CCO | Basic Materials | 68,560 | $5.7M | 2.26% |
| ALAMOS GOLD INC | AGI | Basic Materials | 158,740 | $5.5M | 2.17% |
| CORTEVA INC | CTVA | Basic Materials | 80,317 | $5.4M | 2.13% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 33,385 | $5.1M | 2.01% |
| AUTOLIV INC | ALV | Consumer Cyclical | 41,185 | $5.1M | 2.00% |
| INTEL CORP | INTC | Technology | 151,479 | $5.1M | 1.99% |
| EMERSON ELECTRIC CO | EMR | Industrials | 36,240 | $4.8M | 1.87% |
| UNION PACIFIC CORP | UNP | Industrials | 19,468 | $4.6M | 1.81% |
| GENERAL DYNAMICS CORP | GD | Industrials | 13,112 | $4.5M | 1.75% |
| CISCO SYSTEMS INC | CSCO | Technology | 63,308 | $4.3M | 1.70% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 39,515 | $4.3M | 1.69% |
| WILLIS TOWERS WATSON PLC | WTW | Financial Services | 12,020 | $4.2M | 1.63% |
| APPLE INC | AAPL | Technology | 16,214 | $4.1M | 1.62% |
| AMERICAN INTERNATIONAL GROUP INC | AIG | Financial Services | 52,152 | $4.1M | 1.61% |
| V F CORP | VFC | Consumer Cyclical | 280,439 | $4.0M | 1.59% |
| DEVON ENERGY CORP | DVN | Energy | 113,242 | $4.0M | 1.56% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 47,502 | $4.0M | 1.56% |
| CHEVRON CORP | CHV | Energy | 25,529 | $4.0M | 1.56% |
| ALPHABET INC | GOOG | Equity | 15,989 | $3.9M | 1.53% |