Murphy Pohlad Asset Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
TRAVELERS COMPANIES, INC.	—	$9.45M	32,595	3.6%
Warren E. Buffett	—	$8.54M	16,992	3.3%
AGNICO EAGLE MINES LTD	—	$8.42M	49,679	3.2%
ConocoPhillips	—	$6.42M	68,594	2.5%
Medtronic plc	—	$6.42M	66,844	2.5%
CAMECO CORP	—	$5.96M	65,195	2.3%
ALAMOS GOLD INC NEW	—	$5.80M	150,440	2.2%
MICROSOFT CORP	—	$5.41M	11,184	2.1%
INTEL CORP	—	$5.28M	143,109	2.0%
V. F. CORPORATION	—	$5.05M	279,145	1.9%
Corteva, Inc.	—	$5.02M	74,917	1.9%
AUTOLIV INCALV	Common Stock	$4.88M	41,085	1.9%
CISCO SYSTEMS, INC.	—	$4.88M	63,308	1.9%
Union Pacific Corp	—	$4.83M	20,888	1.9%
Alphabet Inc.	—	$4.83M	15,389	1.9%
SLB LIMITED/NV	—	$4.79M	124,799	1.8%
PROCTER & GAMBLE Co	—	$4.78M	33,385	1.8%
EMERSON ELECTRIC CO	—	$4.78M	36,040	1.8%
United Parcel Service Inc	—	$4.69M	47,325	1.8%
Bank of New York Mellon Corp/The	—	$4.52M	38,915	1.7%
AMERICAN INTERNATIONAL GROUP, INC.	—	$4.46M	52,152	1.7%
GENERAL DYNAMICS CORP	—	$4.41M	13,112	1.7%
FLOWSERVE CORP	—	$4.41M	63,578	1.7%
CITIGROUP INC	—	$4.28M	36,644	1.6%
Apple Inc.	—	$4.23M	15,554	1.6%
Devon Energy Corp	—	$4.16M	113,537	1.6%
Estee Lauder Cos Inc/The	—	$3.97M	37,905	1.5%
CHEVRON CORP	—	$3.93M	25,794	1.5%
CUMMINS INC	—	$3.77M	7,391	1.4%
NUTRIEN LTD	—	$3.66M	59,375	1.4%
Willis Towers Watson PLC	—	$3.57M	10,870	1.4%
Kimco Realty Corporation	—	$3.56M	175,397	1.4%
Federated Hermes Inc	—	$3.52M	67,596	1.4%
APA Corp	—	$3.34M	136,633	1.3%
PEPSICO INC	—	$3.28M	22,868	1.3%
Amrize Ltd	—	$3.07M	56,840	1.2%
NORFOLK SOUTHERN CORP	—	$3.03M	10,500	1.2%
JOHNSON & JOHNSON	—	$2.85M	13,794	1.1%
REGENERON PHARMACEUTICALS, INC.	—	$2.71M	3,508	1.0%
TARGET CORP	—	$2.59M	26,455	1.0%
EXPAND ENERGY Corp	—	$2.57M	23,321	1.0%
The PNC Financial Services Group, Inc.	—	$2.52M	12,094	1.0%
MACERICH CO	—	$2.41M	130,360	0.9%
CARDINAL HEALTH INC	—	$2.41M	11,705	0.9%
Comcast Corp.	—	$2.36M	84,090	0.9%
KIMBERLY CLARK CORP	—	$2.15M	21,312	0.8%
CLEVELAND-CLIFFS INC.	—	$1.95M	147,180	0.8%
ILLINOIS TOOL WORKS INC	—	$1.95M	7,935	0.8%
LOWES COMPANIES INC	—	$1.88M	7,807	0.7%
Walt Disney Co	—	$1.86M	16,309	0.7%