Murphy Pohlad Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$279.0M
Q ending 2026-03-31
Prior quarter
$260.4M
Q ending 2025-12-31
Change
+7.1% QoQ · +18.4% YoY
Positions
134
reported holdings
Largest positions
Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Agnico Eagle Mines Ltd | AEM | Shares | $9.3M | 46K |
| Travelers Companies Inc | TRV | Shares | $9.3M | 32K |
| Conocophillips | COP | Shares | $9.0M | 68K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.1M | 17K |
| Alamos Gold Inc | AGI | Shares | $6.6M | 149K |
| Slb Limited | SLB | Shares | $6.5M | 127K |
| Cameco Corp | CCJ | Shares | $6.3M | 58K |
| Corteva Inc | CTVA | Shares | $6.3M | 75K |
| Apa Corporation | APA | Shares | $6.0M | 141K |
| Devon Energy Corp New | DVN | Shares | $5.8M | 115K |
| Medtronic Plc | Shares | $5.7M | 66K | |
| Intel Corp | INTC | Shares | $5.7M | 129K |
| Chevron Corporation | CVX | Shares | $5.3M | 26K |
| Union Pac Corp | UNP | Shares | $5.1M | 21K |
| Cisco Sys Inc | CSCO | Shares | $4.9M | 63K |
| V F Corp | VFC | Shares | $4.7M | 277K |
| Emerson Elec Co | EMR | Shares | $4.7M | 36K |
| Procter & Gamble Co | PG | Shares | $4.6M | 32K |
| Flowserve Corp | FLS | Shares | $4.6M | 62K |
| United Parcel Svcs Inc | UPS | Shares | $4.5M | 46K |
| General Dynamics Corp | GD | Shares | $4.5M | 13K |
| Nutrien Ltd | NTR | Shares | $4.5M | 59K |
| Bank New York Mellon Corp | BNY | Shares | $4.4M | 37K |
| Autoliv Inc | ALV | Shares | $4.3M | 41K |
| Alphabet Inc | GOOG | Shares | $4.3M | 15K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Citigroup Inc | C | Shares | $4.1M | 36K |
| Cummins Inc | CMI | Shares | $4.0M | 7K |
| American Intl Group Inc | AIG | Shares | $4.0M | 53K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Kimco Realty Corp | KIM | Shares | $3.9M | 172K |
| Federated Hermes Inc | FHI | Shares | $3.8M | 67K |
| Pepsico Inc | PEP | Shares | $3.6M | 23K |
| Amrize Ltd | Shares | $3.3M | 60K | |
| Versant Media Group Inc | VSNT | Shares | $3.3M | 90K |
| Johnson & Johnson | JNJ | Shares | $3.3M | 14K |
| Target Corp | TGT | Shares | $3.3M | 27K |
| Willis Towers Watson Plc Ltd | Shares | $3.1M | 11K | |
| Norfolk Southn Corp | NSC | Shares | $3.0M | 10K |
| Lauder Estee Cos Inc | EL | Shares | $2.7M | 38K |
| Regeneron Pharmaceuticals | REGN | Shares | $2.7M | 4K |
| Expand Energy Corporation | EXE | Shares | $2.6M | 23K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.5M | 12K |
| Macerich Co | MAC | Shares | $2.5M | 130K |
| Cardinal Health Inc | CAH | Shares | $2.5M | 12K |
| Comcast Corp New | CMCSA | Shares | $2.5M | 86K |
| Merck & Co Inc | MRK | Shares | $2.0M | 17K |
| Illinois Tool Wks Inc | ITW | Shares | $2.0M | 8K |
| Fiserv Inc | FISV | Shares | $1.9M | 35K |
| Cnx Res Corp | CNX | Shares | $1.9M | 49K |
| Lowes Cos Inc | LOW | Shares | $1.8M | 8K |
| Walmart Inc | WMT | Shares | $1.8M | 14K |
| Iqvia Hldgs Inc | IQV | Shares | $1.7M | 10K |
| Colgate Palmolive Co | CL | Shares | $1.6M | 19K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $1.6M | 34K |
| Pfizer Inc | PFE | Shares | $1.6M | 58K |
| Disney Walt Co | DIS | Shares | $1.5M | 16K |
| Kimberly-Clark Corp | KMB | Shares | $1.5M | 15K |
| Unitedhealth Group Inc | UNH | Shares | $1.4M | 5K |
| Mondelez Intl Inc | MDLZ | Shares | $1.3M | 23K |
| Cf Industries Hold | CF | Shares | $1.3M | 10K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.3M | 3K |
| Cleveland-Cliffs Inc New | CLF | Shares | $1.2M | 144K |
| Vanguard Index Fds | VTV | Shares | $1.2M | 6K |
| C H Robinson Worldwide In | CHRW | Shares | $1.1M | 7K |
| Bank America Corp | BAC | Shares | $1.1M | 23K |
| Tjx Cos Inc New | TJX | Shares | $1.1M | 7K |
| Coca Cola Co | KO | Shares | $1.1M | 14K |
| Wells Fargo & Co | WFC | Shares | $1.0M | 13K |
| Ingredion Inc | INGR | Shares | $940K | 8K |
| Baxter Intl Inc | BAX | Shares | $902K | 54K |
| Alphabet Inc | GOOGL | Shares | $898K | 3K |
| Mid-Amer Apt Cmntys Inc | MAA | Shares | $882K | 7K |
| Thor Inds Inc | THO | Shares | $875K | 11K |
| Dimensional Etf Trust | DFAC | Shares | $875K | 23K |
| Nice Ltd | NICE | Shares | $848K | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $837K | 11K |
| General Mills Inc | GIS | Shares | $809K | 22K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $806K | 5K |
| Abbvie Inc | ABBV | Shares | $790K | 4K |
| Home Depot Inc | HD | Shares | $756K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $735K | 3K |
| Exxon Mobil Corp | XOM | Shares | $729K | 4K |
| Mosaic Co | MOS | Shares | $729K | 29K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Nvidia Corporation | NVDA | Shares | $717K | 4K |
| Berkley W R Corp | WRB | Shares | $693K | 10K |
| Lockheed Martin Corp | LMT | Shares | $623K | 1K |
| Columbia Sportswear Co | COLM | Shares | $612K | 11K |
| Lamar Advertising Co | LAMR | Shares | $576K | 5K |
| Vanguard Index Fds | VOE | Shares | $569K | 3K |
| Verizon Communications Inc | VZ | Shares | $565K | 11K |
| Vanguard Index Fds | VUG | Shares | $557K | 1K |
| Trane Technologies Plc | Shares | $550K | 1K | |
| Transocean Ltd | Shares | $503K | 76K | |
| Weyerhaeuser Co | WY | Shares | $491K | 20K |
| Applied Matls Inc | AMAT | Shares | $472K | 1K |
| Occidental Pete Corp | OXY | Shares | $442K | 7K |
| Range Res Corp | RRC | Shares | $439K | 10K |
| Toro Co | TTC | Shares | $437K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.