Murphy Pohlad Asset Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INDEX FDS	—	$801.6K	4,197	0.3%
JPMORGAN CHASE & CO	—	$826.5K	2,565	0.3%
MARSH & MCLENNAN COMPANIES, INC.	—	$861.7K	4,645	0.3%
MID AMERICA APARTMENT COMMUNITIES INC.	—	$873.0K	6,285	0.3%
NVIDIA Corp	—	$878.4K	4,710	0.3%
AbbVie Inc.	—	$879.5K	3,849	0.3%
DIMENSIONAL ETF TRUST	—	$890.9K	22,504	0.3%
Ingredion Inc	—	$919.6K	8,340	0.4%
COCA COLA CO	—	$969.7K	13,871	0.4%
TJX Cos Inc/The	—	$1.07M	6,988	0.4%
CH Robinson Worldwide Inc	—	$1.09M	6,800	0.4%
Alphabet Inc.	—	$1.10M	3,523	0.4%
THOR INDUSTRIES INC	—	$1.13M	11,052	0.4%
GENERAL MILLS INC	—	$1.19M	25,587	0.5%
Mondelez International, Inc.	—	$1.22M	22,720	0.5%
WELLS FARGO & COMPANY/MN	—	$1.23M	13,208	0.5%
THERMO FISHER SCIENTIFIC INC.	—	$1.49M	2,567	0.6%
COLGATE PALMOLIVE CO	—	$1.52M	19,269	0.6%
PFIZER INC	—	$1.56M	62,795	0.6%
Walmart Inc.	—	$1.64M	14,687	0.6%
FISERV INC	—	$1.67M	24,803	0.6%
BANK OF AMERICA CORP /DE	—	$1.67M	30,295	0.6%
Merck & Co., Inc.	—	$1.77M	16,828	0.7%
CNX RESOURCES CORP	—	$1.79M	48,675	0.7%
UNITEDHEALTH GROUP INC	—	$1.82M	5,515	0.7%
Walt Disney Co	—	$1.86M	16,309	0.7%
LOWES COMPANIES INC	—	$1.88M	7,807	0.7%
ILLINOIS TOOL WORKS INC	—	$1.95M	7,935	0.8%
CLEVELAND-CLIFFS INC.	—	$1.95M	147,180	0.8%
KIMBERLY CLARK CORP	—	$2.15M	21,312	0.8%
Comcast Corp.	—	$2.36M	84,090	0.9%
CARDINAL HEALTH INC	—	$2.41M	11,705	0.9%
MACERICH CO	—	$2.41M	130,360	0.9%
The PNC Financial Services Group, Inc.	—	$2.52M	12,094	1.0%
EXPAND ENERGY Corp	—	$2.57M	23,321	1.0%
TARGET CORP	—	$2.59M	26,455	1.0%
REGENERON PHARMACEUTICALS, INC.	—	$2.71M	3,508	1.0%
JOHNSON & JOHNSON	—	$2.85M	13,794	1.1%
NORFOLK SOUTHERN CORP	—	$3.03M	10,500	1.2%
Amrize Ltd	—	$3.07M	56,840	1.2%
PEPSICO INC	—	$3.28M	22,868	1.3%
APA Corp	—	$3.34M	136,633	1.3%
Federated Hermes Inc	—	$3.52M	67,596	1.4%
Kimco Realty Corporation	—	$3.56M	175,397	1.4%
Willis Towers Watson PLC	—	$3.57M	10,870	1.4%
NUTRIEN LTD	—	$3.66M	59,375	1.4%
CUMMINS INC	—	$3.77M	7,391	1.4%
CHEVRON CORP	—	$3.93M	25,794	1.5%
Estee Lauder Cos Inc/The	—	$3.97M	37,905	1.5%
Devon Energy Corp	—	$4.16M	113,537	1.6%