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Murphy Pohlad Asset Management LLC

All holdings · as of Dec 31, 2025

125 positions

CompanyClassValueShares% of portfolio
UNITEDHEALTH GROUP INC—$1.82M5,5150.7%
CNX RESOURCES CORP—$1.79M48,6750.7%
Merck & Co., Inc.—$1.77M16,8280.7%
BANK OF AMERICA CORP /DE—$1.67M30,2950.6%
FISERV INC—$1.67M24,8030.6%
Walmart Inc.—$1.64M14,6870.6%
PFIZER INC—$1.56M62,7950.6%
COLGATE PALMOLIVE CO—$1.52M19,2690.6%
THERMO FISHER SCIENTIFIC INC.—$1.49M2,5670.6%
WELLS FARGO & COMPANY/MN—$1.23M13,2080.5%
Mondelez International, Inc.—$1.22M22,7200.5%
GENERAL MILLS INC—$1.19M25,5870.5%
THOR INDUSTRIES INC—$1.13M11,0520.4%
Alphabet Inc.—$1.10M3,5230.4%
CH Robinson Worldwide Inc—$1.09M6,8000.4%
TJX Cos Inc/The—$1.07M6,9880.4%
COCA COLA CO—$969.7K13,8710.4%
Ingredion Inc—$919.6K8,3400.4%
DIMENSIONAL ETF TRUST—$890.9K22,5040.3%
AbbVie Inc.—$879.5K3,8490.3%
NVIDIA Corp—$878.4K4,7100.3%
MID AMERICA APARTMENT COMMUNITIES INC.—$873.0K6,2850.3%
MARSH & MCLENNAN COMPANIES, INC.—$861.7K4,6450.3%
JPMORGAN CHASE & CO—$826.5K2,5650.3%
VANGUARD INDEX FDS—$801.6K4,1970.3%
HOME DEPOT, INC.—$790.7K2,2980.3%
VANGUARD INTL EQUITY INDEX F—$757.9K10,3030.3%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.3%
W. R. Berkley Corporation—$733.6K10,4620.3%
Mosaic Co/The—$688.4K28,5750.3%
NICE Ltd.—$681.6K6,0300.3%
CF Industries Holdings Inc—$680.6K8,8000.3%
Celcuity Inc.CELCCommon Stock$658.3K6,6000.3%
COLUMBIA SPORTSWEAR CO—$614.8K11,1600.2%
LIGHTPATH TECHNOLOGIES INCLPTHCommon Stock$613.4K56,8000.2%
Baxter International Inc—$594.4K31,1060.2%
Lamar Advertising Co—$575.8K4,5490.2%
EXXON MOBIL CORP—$533.9K4,4370.2%
Trane Technologies plc—$513.4K1,3190.2%
LOCKHEED MARTIN CORP—$498.7K1,0310.2%
VERIZON COMMUNICATIONS INC—$437.2K10,7350.2%
Weyerhaeuser Co—$426.2K17,9900.2%
TORO CO—$423.7K5,3820.2%
ABBOTT LABORATORIES—$404.6K3,2290.2%
DIMENSIONAL ETF TRUST—$398.5K6,6930.2%
WINMARK CORP—$380.6K9400.1%
LAM RESEARCH CORP—$360.3K2,1050.1%
APPLIED MATERIALS INC /DE—$354.6K1,3800.1%
OCCIDENTAL PETROLEUM CORP /DE—$353.6K8,6000.1%
VANGUARD SPECIALIZED FUNDS—$351.2K1,5980.1%
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