13F HOLDINGS REPORT
Murphy Pohlad Asset Management LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001569148-25-000004
Total Value
$254.9M
Positions
126
Other Managers
0
Confidential Omitted
No
Holdings (126)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD | AEM | 54,889 | $9.3M | 3.63% |
| 2 | TRAVELERS COMPANIES INC | TRV | 32,685 | $9.1M | 3.58% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 16,992 | $8.5M | 3.35% |
| 4 | MEDTRONIC PLC | MDT | 67,094 | $6.4M | 2.51% |
| 5 | CONOCOPHILLIPS | COP | 67,159 | $6.4M | 2.49% |
| 6 | MICROSOFT CORP | MSFT | 11,600 | $6.0M | 2.36% |
| 7 | CAMECO CORP | CCJ | 68,560 | $5.7M | 2.26% |
| 8 | ALAMOS GOLD INC NEW | AGI | 158,740 | $5.5M | 2.17% |
| 9 | CORTEVA INC | CTVA | 80,317 | $5.4M | 2.13% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 33,385 | $5.1M | 2.01% |
| 11 | AUTOLIV INC | ALV | 41,185 | $5.1M | 2.00% |
| 12 | INTEL CORP | INTC | 151,479 | $5.1M | 1.99% |
| 13 | EMERSON ELEC CO | EMR | 36,240 | $4.8M | 1.87% |
| 14 | UNION PAC CORP | UNP | 19,468 | $4.6M | 1.81% |
| 15 | GENERAL DYNAMICS CORP | GD | 13,112 | $4.5M | 1.75% |
| 16 | CISCO SYS INC | CSCO | 63,308 | $4.3M | 1.70% |
| 17 | BANK NEW YORK MELLON CORP | 064058100 | 39,515 | $4.3M | 1.69% |
| 18 | WILLIS TOWERS WATSON PLC LTD | WTW | 12,020 | $4.2M | 1.63% |
| 19 | APPLE INC | AAPL | 16,214 | $4.1M | 1.62% |
| 20 | AMERICAN INTL GROUP INC | 026874784 | 52,152 | $4.1M | 1.61% |
| 21 | V F CORP | VFC | 280,439 | $4.0M | 1.59% |
| 22 | DEVON ENERGY CORP NEW | 25179M103 | 113,242 | $4.0M | 1.56% |
| 23 | UNITED PARCEL SERVICE INC | UPS | 47,502 | $4.0M | 1.56% |
| 24 | CHEVRON CORP NEW | CVX | 25,529 | $4.0M | 1.56% |
| 25 | ALPHABET INC | GOOG | 15,989 | $3.9M | 1.53% |
| 26 | SCHLUMBERGER LTD | SLB | 112,479 | $3.9M | 1.52% |
| 27 | CITIGROUP INC | C-PR | 37,069 | $3.8M | 1.48% |
| 28 | KIMCO RLTY CORP | 49446R109 | 165,312 | $3.6M | 1.42% |
| 29 | FEDERATED HERMES INC | FHI | 67,596 | $3.5M | 1.38% |
| 30 | FLOWSERVE CORP | FLS | 65,040 | $3.5M | 1.36% |
| 31 | NUTRIEN LTD | NTR | 57,425 | $3.4M | 1.32% |
| 32 | LAUDER ESTEE COS INC | 518439104 | 37,905 | $3.3M | 1.31% |
| 33 | APA CORPORATION | APA | 133,933 | $3.3M | 1.28% |
| 34 | KIMBERLY-CLARK CORP | KMB | 25,834 | $3.2M | 1.26% |
| 35 | COMCAST CORP NEW | CCZ | 100,900 | $3.2M | 1.24% |
| 36 | NORFOLK SOUTHN CORP | 655844108 | 10,500 | $3.2M | 1.24% |
| 37 | CUMMINS INC | CMI | 7,415 | $3.1M | 1.23% |
| 38 | PEPSICO INC | PEP | 22,298 | $3.1M | 1.23% |
| 39 | JOHNSON & JOHNSON | JNJ | 13,794 | $2.6M | 1.00% |
| 40 | TARGET CORP | TGT | 28,255 | $2.5M | 0.99% |
| 41 | PNC FINL SVCS GROUP INC | 693475105 | 12,294 | $2.5M | 0.97% |
| 42 | AMRIZE LTD | AMRZ | 49,965 | $2.4M | 0.95% |
| 43 | MACERICH CO | MAC | 127,560 | $2.3M | 0.91% |
| 44 | EXPAND ENERGY CORPORATION | EXE | 21,351 | $2.3M | 0.89% |
| 45 | PFIZER INC | PFE | 82,436 | $2.1M | 0.82% |
| 46 | ILLINOIS TOOL WKS INC | 452308109 | 7,935 | $2.1M | 0.81% |
| 47 | LOWES COS INC | 548661107 | 7,807 | $2.0M | 0.77% |
| 48 | REGENERON PHARMACEUTICALS | REGN | 3,433 | $1.9M | 0.76% |
| 49 | DISNEY WALT CO | 254687106 | 16,309 | $1.9M | 0.73% |
| 50 | CARDINAL HEALTH INC | CAH | 11,705 | $1.8M | 0.72% |
| 51 | CLEVELAND-CLIFFS INC NEW | CLF | 149,060 | $1.8M | 0.71% |
| 52 | UNITEDHEALTH GROUP INC | UNH | 5,025 | $1.7M | 0.68% |
| 53 | BANK AMERICA CORP | 060505104 | 31,392 | $1.6M | 0.64% |
| 54 | CNX RES CORP | CNX | 49,675 | $1.6M | 0.63% |
| 55 | COLGATE PALMOLIVE CO | CL | 19,269 | $1.5M | 0.60% |
| 56 | WALMART INC | WMT | 14,687 | $1.5M | 0.59% |
| 57 | GENERAL MLS INC | 370334104 | 29,482 | $1.5M | 0.58% |
| 58 | MERCK & CO INC | MRK | 17,028 | $1.4M | 0.56% |
| 59 | NOKIA CORP | NOKBF | 284,744 | $1.4M | 0.54% |
| 60 | THOR INDS INC | 885160101 | 12,252 | $1.3M | 0.50% |
| 61 | THERMO FISHER SCIENTIFIC INC | TMO | 2,567 | $1.2M | 0.49% |
| 62 | MONDELEZ INTL INC | 609207105 | 19,810 | $1.2M | 0.49% |
| 63 | MOSAIC CO NEW | MOS | 32,975 | $1.1M | 0.45% |
| 64 | WELLS FARGO CO NEW | 949746101 | 13,463 | $1.1M | 0.44% |
| 65 | TJX COS INC NEW | 872540109 | 7,088 | $1.0M | 0.40% |
| 66 | INGREDION INC | INGR | 8,245 | $1.0M | 0.40% |
| 67 | MARSH & MCLENNAN COS INC | 571748102 | 4,645 | $936,106 | 0.37% |
| 68 | HOME DEPOT INC | HD | 2,298 | $931,126 | 0.37% |
| 69 | COCA COLA CO | KO | 13,871 | $919,924 | 0.36% |
| 70 | CBOE GLOBAL MKTS INC | 12503M108 | 3,715 | $911,103 | 0.36% |
| 71 | C H ROBINSON WORLDWIDE INC | CHRW | 6,800 | $900,320 | 0.35% |
| 72 | ABBVIE INC | ABBV | 3,849 | $891,197 | 0.35% |
| 73 | JPMORGAN CHASE & CO. | VYLD | 2,800 | $883,204 | 0.35% |
| 74 | NVIDIA CORPORATION | NVDA | 4,710 | $878,791 | 0.34% |
| 75 | MID-AMER APT CMNTYS INC | 59522J103 | 6,285 | $878,203 | 0.34% |
| 76 | UNILEVER PLC | UNLYF | 14,750 | $874,380 | 0.34% |
| 77 | DIMENSIONAL ETF TRUST | 25434V708 | 22,504 | $867,979 | 0.34% |
| 78 | ALPHABET INC | GOOG | 3,523 | $856,441 | 0.34% |
| 79 | BERKLEY W R CORP | WRB-PH | 10,562 | $809,260 | 0.32% |
| 80 | CF INDS HLDGS INC | 125269100 | 8,700 | $780,390 | 0.31% |
| 81 | FISERV INC | FISV | 6,048 | $779,768 | 0.31% |
| 82 | VANGUARD INDEX FDS | 922908744 | 4,051 | $755,470 | 0.30% |
| 83 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.30% |
| 84 | OCCIDENTAL PETE CORP | 674599105 | 15,100 | $713,475 | 0.28% |
| 85 | CNH INDL N V | N20944109 | 64,550 | $700,367 | 0.27% |
| 86 | COLUMBIA SPORTSWEAR CO | COLM | 11,520 | $602,496 | 0.24% |
| 87 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,116 | $579,238 | 0.23% |
| 88 | TRANE TECHNOLOGIES PLC | TT | 1,350 | $569,646 | 0.22% |
| 89 | LAMAR ADVERTISING CO NEW | LAMR | 4,549 | $556,888 | 0.22% |
| 90 | LIGHTPATH TECHNOLOGIES INC | LPTH | 69,100 | $547,963 | 0.21% |
| 91 | EXXON MOBIL CORP | XOM | 4,437 | $500,271 | 0.20% |
| 92 | VERIZON COMMUNICATIONS INC | VZ | 11,229 | $493,514 | 0.19% |
| 93 | WINMARK CORP | WINA | 940 | $467,903 | 0.18% |
| 94 | LOCKHEED MARTIN CORP | LMT | 919 | $458,773 | 0.18% |
| 95 | WEYERHAEUSER CO MTN BE | WY | 17,990 | $445,972 | 0.17% |
| 96 | CELCUITY INC | CELC | 9,000 | $444,600 | 0.17% |
| 97 | ABBOTT LABS | ABLZF | 3,229 | $432,492 | 0.17% |
| 98 | TORO CO | TORO | 5,382 | $410,108 | 0.16% |
| 99 | UNITED RENTALS INC | URI | 420 | $400,957 | 0.16% |
| 100 | TELADOC HEALTH INC | TDOC | 51,000 | $394,230 | 0.15% |
| 101 | DIMENSIONAL ETF TRUST | 25434V609 | 6,693 | $389,645 | 0.15% |
| 102 | TRANSOCEAN LTD | RIG | 113,400 | $353,808 | 0.14% |
| 103 | KOPIN CORP | KOPN | 135,600 | $329,508 | 0.13% |
| 104 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,498 | $323,253 | 0.13% |
| 105 | BROADCOM INC | AVGO | 970 | $320,012 | 0.13% |
| 106 | VANGUARD INDEX FDS | 922908512 | 1,824 | $318,444 | 0.12% |
| 107 | ENBRIDGE INC | ENNPF | 6,306 | $318,200 | 0.12% |
| 108 | APPLIED MATLS INC | 038222105 | 1,525 | $312,228 | 0.12% |
| 109 | COSTCO WHSL CORP NEW | 22160K105 | 326 | $301,755 | 0.12% |
| 110 | DIAGEO PLC | DGEAF | 3,077 | $293,638 | 0.12% |
| 111 | LAM RESEARCH CORP | LRCX | 2,105 | $281,859 | 0.11% |
| 112 | VANGUARD BD INDEX FDS | 92203C303 | 5,635 | $281,721 | 0.11% |
| 113 | ORASURE TECHNOLOGIES INC | OSUR | 87,567 | $281,090 | 0.11% |
| 114 | SIMON PPTY GROUP INC NEW | 828806109 | 1,466 | $275,124 | 0.11% |
| 115 | LKQ CORP | LKQ | 8,816 | $269,240 | 0.11% |
| 116 | VANGUARD INDEX FDS | 922908611 | 1,280 | $267,148 | 0.10% |
| 117 | SPDR S&P 500 ETF TR | SPY | 392 | $261,142 | 0.10% |
| 118 | VANGUARD WHITEHALL FDS | 921946810 | 2,658 | $238,077 | 0.09% |
| 119 | PHILLIPS 66 | PSX | 1,650 | $224,433 | 0.09% |
| 120 | DIMENSIONAL ETF TRUST | 25434V724 | 4,920 | $219,874 | 0.09% |
| 121 | NICE LTD | NCSYF | 1,455 | $210,654 | 0.08% |
| 122 | THE CIGNA GROUP | 125523100 | 724 | $208,693 | 0.08% |
| 123 | I-80 GOLD CORP | IAUX-WT | 198,800 | $189,933 | 0.07% |
| 124 | AMCOR PLC | AMCCF | 10,000 | $81,800 | 0.03% |
| 125 | ARQ INC | ARQ | 10,600 | $75,896 | 0.03% |
| 126 | LEE ENTERPRISES INC | LEE | 12,200 | $66,368 | 0.03% |