Murphy Pohlad Asset Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Murphy Pohlad Asset Management LLC held in its portfolio 125 assets valued at $260,439,531 (i.e. $260.44M).

The most valuable assets in the portfolio included: TRAVELERS COMPANIES INC ($9.46M), BERKSHIRE HATHAWAY INC DEL ($8.54M), and AGNICO EAGLE MINES LTD ($8.42M).

The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Murphy Pohlad Asset Management LLC Portfolio
TRAVELERS COMPANIES INC
BERKSHIRE HATHAWAY INC DEL
AGNICO EAGLE MINES LTD
CONOCOPHILLIPS
MEDTRONIC PLC
CAMECO CORP
ALAMOS GOLD INC NEW
MICROSOFT CORP
INTEL CORP
V F CORP
Murphy Pohlad Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
TRAVELERS COMPANIES INC 32595 9454505 COM
BERKSHIRE HATHAWAY INC DEL 16992 8541028 CL B NEW
AGNICO EAGLE MINES LTD 49679 8422080 COM
CONOCOPHILLIPS 68594 6421084 COM
MEDTRONIC PLC 66844 6421034 SHS
CAMECO CORP 65195 5964690 COM
ALAMOS GOLD INC NEW 150440 5803975 COM CL A
MICROSOFT CORP 11184 5408806 COM
INTEL CORP 143109 5280722 COM
V F CORP 279145 5046941 COM
CORTEVA INC 74917 5021686 COM
AUTOLIV INC 41085 4876789 COM
CISCO SYS INC 63308 4876615 COM
UNION PAC CORP 20888 4831812 COM
ALPHABET INC 15389 4829068 CAP STK CL C
SLB LIMITED 124799 4789785 COM STK
PROCTER AND GAMBLE CO 33385 4784422 COM
EMERSON ELEC CO 36040 4783228 COM
UNITED PARCEL SERVICE INC 47325 4694166 CL B
BANK NEW YORK MELLON CORP 38915 4517642 COM
AMERICAN INTL GROUP INC 52152 4461603 COM NEW
GENERAL DYNAMICS CORP 13112 4414285 COM
FLOWSERVE CORP 63578 4411041 COM
CITIGROUP INC 36644 4275988 COM NEW
APPLE INC 15554 4228510 COM
DEVON ENERGY CORP NEW 113537 4158860 COM
LAUDER ESTEE COS INC 37905 3969411 CL A
CHEVRON CORP NEW 25794 3931263 COM
CUMMINS INC 7391 3772735 COM
NUTRIEN LTD 59375 3664625 COM
WILLIS TOWERS WATSON PLC LTD 10870 3571882 SHS
KIMCO RLTY CORP 175397 3555297 COM
FEDERATED HERMES INC 67596 3519723 CL B
APA CORPORATION 136633 3342043 COM
PEPSICO INC 22868 3282015 COM
AMRIZE LTD 56840 3073907 SHS
NORFOLK SOUTHN CORP 10500 3031560 COM
JOHNSON & JOHNSON 13794 2854808 COM
REGENERON PHARMACEUTICALS 3508 2707719 COM
TARGET CORP 26455 2585976 COM
EXPAND ENERGY CORPORATION 23321 2573705 COM
PNC FINL SVCS GROUP INC 12094 2524380 COM
MACERICH CO 130360 2406445 COM
CARDINAL HEALTH INC 11705 2405377 COM
COMCAST CORP NEW 84090 2355360 CL A
KIMBERLY-CLARK CORP 21312 2150167 COM
CLEVELAND-CLIFFS INC NEW 147180 1954550 COM
ILLINOIS TOOL WKS INC 7935 1954390 COM
LOWES COS INC 7807 1882736 COM
DISNEY WALT CO 16309 1855474 COM
UNITEDHEALTH GROUP INC 5515 1820556 COM
CNX RES CORP 48675 1789779 COM
MERCK & CO INC 16828 1771315 COM
BANK AMERICA CORP 30295 1666225 COM
FISERV INC 24803 1666017 COM
WALMART INC 14687 1636278 COM
PFIZER INC 62795 1563613 COM
COLGATE PALMOLIVE CO 19269 1522636 COM
THERMO FISHER SCIENTIFIC INC 2567 1487448 COM
WELLS FARGO CO NEW 13208 1230985 COM
MONDELEZ INTL INC 22720 1223017 CL A
GENERAL MLS INC 25587 1189795 COM
THOR INDS INC 11052 1134708 COM
ALPHABET INC 3523 1102699 CAP STK CL A
C H ROBINSON WORLDWIDE INC 6800 1093168 COM NEW
TJX COS INC NEW 6988 1073426 COM
COCA COLA CO 13871 969721 COM
INGREDION INC 8340 919568 COM
DIMENSIONAL ETF TRUST 22504 890933 US CORE EQUITY 2
ABBVIE INC 3849 879458 COM
NVIDIA CORPORATION 4710 878415 COM
MID-AMER APT CMNTYS INC 6285 873049 COM
MARSH & MCLENNAN COS INC 4645 861740 COM
JPMORGAN CHASE & CO. 2565 826494 COM
VANGUARD INDEX FDS 4197 801585 VALUE ETF
HOME DEPOT INC 2298 790741 COM
VANGUARD INTL EQUITY INDEX F 10303 757888 ALLWRLD EX US
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
BERKLEY W R CORP 10462 733595 COM
MOSAIC CO NEW 28575 688371 COM
NICE LTD 6030 681631 SPONSORED ADR
CF INDS HLDGS INC 8800 680592 COM
CELCUITY INC 6600 658284 COM
COLUMBIA SPORTSWEAR CO 11160 614804 COM
LIGHTPATH TECHNOLOGIES INC 56800 613440 COM CL A
BAXTER INTL INC 31106 594438 COM
LAMAR ADVERTISING CO NEW 4549 575812 CL A
EXXON MOBIL CORP 4437 533948 COM
TRANE TECHNOLOGIES PLC 1319 513354 SHS
LOCKHEED MARTIN CORP 1031 498663 COM
VERIZON COMMUNICATIONS INC 10735 437236 COM
WEYERHAEUSER CO MTN BE 17990 426183 COM NEW
TORO CO 5382 423671 COM
ABBOTT LABS 3229 404561 COM
DIMENSIONAL ETF TRUST 6693 398547 US TARGETED VLU
WINMARK CORP 940 380643 COM
LAM RESEARCH CORP 2105 360333 COM NEW
APPLIED MATLS INC 1380 354646 COM
OCCIDENTAL PETE CORP 8600 353632 COM
VANGUARD SPECIALIZED FUNDS 1598 351208 DIV APP ETF
VANGUARD INDEX FDS 1948 345604 MCAP VL IDXVIP
UNITED RENTALS INC 420 339914 COM
BROADCOM INC 970 335717 COM
TRANSOCEAN LTD 80800 333704 REGISTERED SHS
ROYAL GOLD INC 1450 322320 COM
KOPIN CORP 135600 317304 COM
ENBRIDGE INC 6306 301615 COM
VANGUARD INDEX FDS 1383 292905 SM CP VAL ETF
I-80 GOLD CORP 198800 290248 COM
VANGUARD BD INDEX FDS 5780 288075 VANGUARD ULTRA
COSTCO WHSL CORP NEW 326 281122 COM
ORASURE TECHNOLOGIES INC 114867 277978 COM
SIMON PPTY GROUP INC NEW 1466 271371 COM
SPDR S&P 500 ETF TR 392 267312 TR UNIT
LKQ CORP 8816 266243 COM
DIAGEO PLC 2952 254669 SPON ADR NEW
THE CIGNA GROUP 899 247431 COM
VANGUARD WHITEHALL FDS 2658 243074 INTL DVD ETF
DIMENSIONAL ETF TRUST 4920 229222 US MKTWIDE VALUE
CNH INDL N V 23900 220358 SHS
PHILLIPS 66 1650 212916 COM
SKEENA RES LTD NEW 8700 206451 COM
AMCOR PLC 10000 83400 ORD
ARMADA HOFFLER PPTYS INC 11040 73084 COM
ARQ INC 11600 37932 COM