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Murphy Pohlad Asset Management LLC

All holdings · as of Dec 31, 2025

125 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$345.6K1,9480.1%
United Rentals Inc$339.9K4200.1%
Broadcom Inc.$335.7K9700.1%
Transocean Ltd.$333.7K80,8000.1%
ROYAL GOLD INC$322.3K1,4500.1%
KOPIN CORP$317.3K135,6000.1%
ENBRIDGE INC$301.6K6,3060.1%
VANGUARD INDEX FDS$292.9K1,3830.1%
i-80 Gold Corp.IAUXCommon Stock$290.2K198,8000.1%
VANGUARD BD INDEX FDS$288.1K5,7800.1%
COSTCO WHOLESALE CORP /NEW$281.1K3260.1%
OraSure Technologies Inc$278.0K114,8670.1%
Simon Property Group Inc$271.4K1,4660.1%
SPDR S&P 500 ETF TR$267.3K3920.1%
LKQ Corp$266.2K8,8160.1%
DIAGEO PLC$254.7K2,9520.1%
Cigna Group$247.4K8990.1%
VANGUARD WHITEHALL FDS$243.1K2,6580.1%
DIMENSIONAL ETF TRUST$229.2K4,9200.1%
CNH Industrial N.V.$220.4K23,9000.1%
Phillips 66$212.9K1,6500.1%
SKEENA RES LTD NEW$206.5K8,7000.1%
Amcor PLC$83.4K10,0000.0%
AH Realty Trust, Inc.$73.1K11,0400.0%
Arq, Inc.$37.9K11,6000.0%
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