13F HOLDINGS REPORT
Murphy Pohlad Asset Management LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001569148-26-000003
Total Value
$260.4M
Positions
125
Other Managers
0
Confidential Omitted
No
Holdings (125)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES INC | TRV | 32,595 | $9.5M | 3.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 16,992 | $8.5M | 3.28% |
| 3 | AGNICO EAGLE MINES LTD | AEM | 49,679 | $8.4M | 3.23% |
| 4 | CONOCOPHILLIPS | COP | 68,594 | $6.4M | 2.47% |
| 5 | MEDTRONIC PLC | MDT | 66,844 | $6.4M | 2.47% |
| 6 | CAMECO CORP | CCJ | 65,195 | $6.0M | 2.29% |
| 7 | ALAMOS GOLD INC NEW | AGI | 150,440 | $5.8M | 2.23% |
| 8 | MICROSOFT CORP | MSFT | 11,184 | $5.4M | 2.08% |
| 9 | INTEL CORP | INTC | 143,109 | $5.3M | 2.03% |
| 10 | V F CORP | VFC | 279,145 | $5.0M | 1.94% |
| 11 | CORTEVA INC | CTVA | 74,917 | $5.0M | 1.93% |
| 12 | AUTOLIV INC | ALV | 41,085 | $4.9M | 1.87% |
| 13 | CISCO SYS INC | CSCO | 63,308 | $4.9M | 1.87% |
| 14 | UNION PAC CORP | UNP | 20,888 | $4.8M | 1.86% |
| 15 | ALPHABET INC | GOOG | 15,389 | $4.8M | 1.85% |
| 16 | SLB LIMITED | SLB | 124,799 | $4.8M | 1.84% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 33,385 | $4.8M | 1.84% |
| 18 | EMERSON ELEC CO | EMR | 36,040 | $4.8M | 1.84% |
| 19 | UNITED PARCEL SERVICE INC | UPS | 47,325 | $4.7M | 1.80% |
| 20 | BANK NEW YORK MELLON CORP | 064058100 | 38,915 | $4.5M | 1.73% |
| 21 | AMERICAN INTL GROUP INC | 026874784 | 52,152 | $4.5M | 1.71% |
| 22 | GENERAL DYNAMICS CORP | GD | 13,112 | $4.4M | 1.69% |
| 23 | FLOWSERVE CORP | FLS | 63,578 | $4.4M | 1.69% |
| 24 | CITIGROUP INC | C-PR | 36,644 | $4.3M | 1.64% |
| 25 | APPLE INC | AAPL | 15,554 | $4.2M | 1.62% |
| 26 | DEVON ENERGY CORP NEW | 25179M103 | 113,537 | $4.2M | 1.60% |
| 27 | LAUDER ESTEE COS INC | 518439104 | 37,905 | $4.0M | 1.52% |
| 28 | CHEVRON CORP NEW | CVX | 25,794 | $3.9M | 1.51% |
| 29 | CUMMINS INC | CMI | 7,391 | $3.8M | 1.45% |
| 30 | NUTRIEN LTD | NTR | 59,375 | $3.7M | 1.41% |
| 31 | WILLIS TOWERS WATSON PLC LTD | WTW | 10,870 | $3.6M | 1.37% |
| 32 | KIMCO RLTY CORP | 49446R109 | 175,397 | $3.6M | 1.37% |
| 33 | FEDERATED HERMES INC | FHI | 67,596 | $3.5M | 1.35% |
| 34 | APA CORPORATION | APA | 136,633 | $3.3M | 1.28% |
| 35 | PEPSICO INC | PEP | 22,868 | $3.3M | 1.26% |
| 36 | AMRIZE LTD | AMRZ | 56,840 | $3.1M | 1.18% |
| 37 | NORFOLK SOUTHN CORP | 655844108 | 10,500 | $3.0M | 1.16% |
| 38 | JOHNSON & JOHNSON | JNJ | 13,794 | $2.9M | 1.10% |
| 39 | REGENERON PHARMACEUTICALS | REGN | 3,508 | $2.7M | 1.04% |
| 40 | TARGET CORP | TGT | 26,455 | $2.6M | 0.99% |
| 41 | EXPAND ENERGY CORPORATION | EXE | 23,321 | $2.6M | 0.99% |
| 42 | PNC FINL SVCS GROUP INC | 693475105 | 12,094 | $2.5M | 0.97% |
| 43 | MACERICH CO | MAC | 130,360 | $2.4M | 0.92% |
| 44 | CARDINAL HEALTH INC | CAH | 11,705 | $2.4M | 0.92% |
| 45 | COMCAST CORP NEW | CCZ | 84,090 | $2.4M | 0.90% |
| 46 | KIMBERLY-CLARK CORP | KMB | 21,312 | $2.2M | 0.83% |
| 47 | CLEVELAND-CLIFFS INC NEW | CLF | 147,180 | $2.0M | 0.75% |
| 48 | ILLINOIS TOOL WKS INC | 452308109 | 7,935 | $2.0M | 0.75% |
| 49 | LOWES COS INC | 548661107 | 7,807 | $1.9M | 0.72% |
| 50 | DISNEY WALT CO | 254687106 | 16,309 | $1.9M | 0.71% |
| 51 | UNITEDHEALTH GROUP INC | UNH | 5,515 | $1.8M | 0.70% |
| 52 | CNX RES CORP | CNX | 48,675 | $1.8M | 0.69% |
| 53 | MERCK & CO INC | MRK | 16,828 | $1.8M | 0.68% |
| 54 | BANK AMERICA CORP | 060505104 | 30,295 | $1.7M | 0.64% |
| 55 | FISERV INC | FISV | 24,803 | $1.7M | 0.64% |
| 56 | WALMART INC | WMT | 14,687 | $1.6M | 0.63% |
| 57 | PFIZER INC | PFE | 62,795 | $1.6M | 0.60% |
| 58 | COLGATE PALMOLIVE CO | CL | 19,269 | $1.5M | 0.58% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 2,567 | $1.5M | 0.57% |
| 60 | WELLS FARGO CO NEW | 949746101 | 13,208 | $1.2M | 0.47% |
| 61 | MONDELEZ INTL INC | 609207105 | 22,720 | $1.2M | 0.47% |
| 62 | GENERAL MLS INC | 370334104 | 25,587 | $1.2M | 0.46% |
| 63 | THOR INDS INC | 885160101 | 11,052 | $1.1M | 0.44% |
| 64 | ALPHABET INC | GOOG | 3,523 | $1.1M | 0.42% |
| 65 | C H ROBINSON WORLDWIDE INC | CHRW | 6,800 | $1.1M | 0.42% |
| 66 | TJX COS INC NEW | 872540109 | 6,988 | $1.1M | 0.41% |
| 67 | COCA COLA CO | KO | 13,871 | $969,721 | 0.37% |
| 68 | INGREDION INC | INGR | 8,340 | $919,568 | 0.35% |
| 69 | DIMENSIONAL ETF TRUST | 25434V708 | 22,504 | $890,933 | 0.34% |
| 70 | ABBVIE INC | ABBV | 3,849 | $879,458 | 0.34% |
| 71 | NVIDIA CORPORATION | NVDA | 4,710 | $878,415 | 0.34% |
| 72 | MID-AMER APT CMNTYS INC | 59522J103 | 6,285 | $873,049 | 0.34% |
| 73 | MARSH & MCLENNAN COS INC | 571748102 | 4,645 | $861,740 | 0.33% |
| 74 | JPMORGAN CHASE & CO. | VYLD | 2,565 | $826,494 | 0.32% |
| 75 | VANGUARD INDEX FDS | 922908744 | 4,197 | $801,585 | 0.31% |
| 76 | HOME DEPOT INC | HD | 2,298 | $790,741 | 0.30% |
| 77 | VANGUARD INTL EQUITY INDEX F | 922042775 | 10,303 | $757,888 | 0.29% |
| 78 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.29% |
| 79 | BERKLEY W R CORP | WRB-PH | 10,462 | $733,595 | 0.28% |
| 80 | MOSAIC CO NEW | MOS | 28,575 | $688,371 | 0.26% |
| 81 | NICE LTD | NCSYF | 6,030 | $681,631 | 0.26% |
| 82 | CF INDS HLDGS INC | 125269100 | 8,800 | $680,592 | 0.26% |
| 83 | CELCUITY INC | CELC | 6,600 | $658,284 | 0.25% |
| 84 | COLUMBIA SPORTSWEAR CO | COLM | 11,160 | $614,804 | 0.24% |
| 85 | LIGHTPATH TECHNOLOGIES INC | LPTH | 56,800 | $613,440 | 0.24% |
| 86 | BAXTER INTL INC | 071813109 | 31,106 | $594,438 | 0.23% |
| 87 | LAMAR ADVERTISING CO NEW | LAMR | 4,549 | $575,812 | 0.22% |
| 88 | EXXON MOBIL CORP | XOM | 4,437 | $533,948 | 0.21% |
| 89 | TRANE TECHNOLOGIES PLC | TT | 1,319 | $513,354 | 0.20% |
| 90 | LOCKHEED MARTIN CORP | LMT | 1,031 | $498,663 | 0.19% |
| 91 | VERIZON COMMUNICATIONS INC | VZ | 10,735 | $437,236 | 0.17% |
| 92 | WEYERHAEUSER CO MTN BE | WY | 17,990 | $426,183 | 0.16% |
| 93 | TORO CO | TORO | 5,382 | $423,671 | 0.16% |
| 94 | ABBOTT LABS | ABLZF | 3,229 | $404,561 | 0.16% |
| 95 | DIMENSIONAL ETF TRUST | 25434V609 | 6,693 | $398,547 | 0.15% |
| 96 | WINMARK CORP | WINA | 940 | $380,643 | 0.15% |
| 97 | LAM RESEARCH CORP | LRCX | 2,105 | $360,333 | 0.14% |
| 98 | APPLIED MATLS INC | 038222105 | 1,380 | $354,646 | 0.14% |
| 99 | OCCIDENTAL PETE CORP | 674599105 | 8,600 | $353,632 | 0.14% |
| 100 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,598 | $351,208 | 0.13% |
| 101 | VANGUARD INDEX FDS | 922908512 | 1,948 | $345,604 | 0.13% |
| 102 | UNITED RENTALS INC | URI | 420 | $339,914 | 0.13% |
| 103 | BROADCOM INC | AVGO | 970 | $335,717 | 0.13% |
| 104 | TRANSOCEAN LTD | RIG | 80,800 | $333,704 | 0.13% |
| 105 | ROYAL GOLD INC | RGLD | 1,450 | $322,320 | 0.12% |
| 106 | KOPIN CORP | KOPN | 135,600 | $317,304 | 0.12% |
| 107 | ENBRIDGE INC | ENNPF | 6,306 | $301,615 | 0.12% |
| 108 | VANGUARD INDEX FDS | 922908611 | 1,383 | $292,905 | 0.11% |
| 109 | I-80 GOLD CORP | IAUX-WT | 198,800 | $290,248 | 0.11% |
| 110 | VANGUARD BD INDEX FDS | 92203C303 | 5,780 | $288,075 | 0.11% |
| 111 | COSTCO WHSL CORP NEW | 22160K105 | 326 | $281,122 | 0.11% |
| 112 | ORASURE TECHNOLOGIES INC | OSUR | 114,867 | $277,978 | 0.11% |
| 113 | SIMON PPTY GROUP INC NEW | 828806109 | 1,466 | $271,371 | 0.10% |
| 114 | SPDR S&P 500 ETF TR | SPY | 392 | $267,312 | 0.10% |
| 115 | LKQ CORP | LKQ | 8,816 | $266,243 | 0.10% |
| 116 | DIAGEO PLC | DGEAF | 2,952 | $254,669 | 0.10% |
| 117 | THE CIGNA GROUP | 125523100 | 899 | $247,431 | 0.10% |
| 118 | VANGUARD WHITEHALL FDS | 921946810 | 2,658 | $243,074 | 0.09% |
| 119 | DIMENSIONAL ETF TRUST | 25434V724 | 4,920 | $229,222 | 0.09% |
| 120 | CNH INDL N V | N20944109 | 23,900 | $220,358 | 0.08% |
| 121 | PHILLIPS 66 | PSX | 1,650 | $212,916 | 0.08% |
| 122 | SKEENA RES LTD NEW | 83056P715 | 8,700 | $206,451 | 0.08% |
| 123 | AMCOR PLC | AMCCF | 10,000 | $83,400 | 0.03% |
| 124 | ARMADA HOFFLER PPTYS INC | 04208T108 | 11,040 | $73,084 | 0.03% |
| 125 | ARQ INC | ARQ | 11,600 | $37,932 | 0.01% |