Institutional Manager · CIK 0001569148
Murphy Pohlad Asset Management LLC
EDEN PRAIRIE, MN · File #028-15160
Latest AUM
$260.4M
Positions
125
Top-10 Concentration
31.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025125 pos · $260.4M
- 13F HOLDINGS REPORTQ/E Sep 2025126 pos · $254.9M
- 13F HOLDINGS REPORTQ/E Jun 2025120 pos · $236.3M
- 13F HOLDINGS REPORTQ/E Mar 2025121 pos · $235.7M
- 13F HOLDINGS REPORTQ/E Dec 2024121 pos · $232.2M
- 13F HOLDINGS REPORTQ/E Sep 2024119 pos · $240.5M
- 13F HOLDINGS REPORTQ/E Jun 2024115 pos · $231.8M
- 13F HOLDINGS REPORTQ/E Mar 2024118 pos · $255.5M
- 13F HOLDINGS REPORTQ/E Dec 2023113 pos · $228.1M
- 13F HOLDINGS REPORTQ/E Sep 2023112 pos · $232.2M
- 13F HOLDINGS REPORTQ/E Jun 2023116 pos · $241.3M
- 13F HOLDINGS REPORTQ/E Mar 2023116 pos · $244.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES INC | TRV | 32,595 | $9.5M | 4.51% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 16,992 | $8.5M | 4.07% |
| 3 | AGNICO EAGLE MINES LTD | AEM | 49,679 | $8.4M | 4.02% |
| 4 | CONOCOPHILLIPS | COP | 68,594 | $6.4M | 3.06% |
| 5 | MEDTRONIC PLC | MDT | 66,844 | $6.4M | 3.06% |
| 6 | CAMECO CORP | CCJ | 65,195 | $6.0M | 2.85% |
| 7 | ALAMOS GOLD INC NEW | AGI | 150,440 | $5.8M | 2.77% |
| 8 | MICROSOFT CORP | MSFT | 11,184 | $5.4M | 2.58% |
| 9 | INTEL CORP | INTC | 143,109 | $5.3M | 2.52% |
| 10 | V F CORP | VFC | 279,145 | $5.0M | 2.41% |
| 11 | CORTEVA INC | CTVA | 74,917 | $5.0M | 2.40% |
| 12 | AUTOLIV INC | ALV | 41,085 | $4.9M | 2.33% |
| 13 | CISCO SYS INC | CSCO | 63,308 | $4.9M | 2.33% |
| 14 | UNION PAC CORP | UNP | 20,888 | $4.8M | 2.30% |
| 15 | ALPHABET INC | GOOG | 15,389 | $4.8M | 2.30% |
| 16 | SLB LIMITED | SLB | 124,799 | $4.8M | 2.28% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 33,385 | $4.8M | 2.28% |
| 18 | EMERSON ELEC CO | EMR | 36,040 | $4.8M | 2.28% |
| 19 | UNITED PARCEL SERVICE INC | UPS | 47,325 | $4.7M | 2.24% |
| 20 | BANK NEW YORK MELLON CORP | 064058100 | 38,915 | $4.5M | 2.15% |