Institutions / Murphy Pohlad Asset Management LLC
Murphy Pohlad Asset Management LLC
CIK 1569148 · Institution · as of Dec 31, 2025
Portfolio value
$260.44M
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| Travelers Companies, Inc. | $9.45M | 3.6% |
| Warren E. Buffett | $8.54M | 3.3% |
| Agnico Eagle Mines Ltd | $8.42M | 3.2% |
| ConocoPhillips | $6.42M | 2.5% |
| Medtronic plc | $6.42M | 2.5% |
| Cameco Corp | $5.96M | 2.3% |
| Alamos Gold Inc New | $5.80M | 2.2% |
| Microsoft Corp | $5.41M | 2.1% |
| Intel Corp | $5.28M | 2.0% |
| V. F. Corporation | $5.05M | 1.9% |
| Corteva, Inc. | $5.02M | 1.9% |
| Autoliv IncALV | $4.88M | 1.9% |
| Cisco Systems, Inc. | $4.88M | 1.9% |
| Union Pacific Corp | $4.83M | 1.9% |
| Alphabet Inc. | $4.83M | 1.9% |
| Slb LIMITED/NV | $4.79M | 1.8% |
| PROCTER & GAMBLE Co | $4.78M | 1.8% |
| Emerson Electric Co | $4.78M | 1.8% |
| United Parcel Service Inc | $4.69M | 1.8% |
| Bank of New York Mellon Corp/The | $4.52M | 1.7% |
| American International Group, Inc. | $4.46M | 1.7% |
| General Dynamics Corp | $4.41M | 1.7% |
| Flowserve Corp | $4.41M | 1.7% |
| Citigroup Inc | $4.28M | 1.6% |
| Apple Inc. | $4.23M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.