Murphy Pohlad Asset Management

Murphy Pohlad Asset Management as of June 30, 2025

Portfolio Holdings for Murphy Pohlad Asset Management

Murphy Pohlad Asset Management holds 120 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Travelers Companies (TRV) 3.7 $8.7M 33k 267.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $8.4M 17k 485.77
Agnico (AEM) 2.8 $6.6M 56k 118.93
Corteva (CTVA) 2.6 $6.1M 81k 74.53
ConocoPhillips (COP) 2.5 $6.0M 66k 89.74
Medtronic SHS (MDT) 2.5 $5.8M 67k 87.17
Microsoft Corporation (MSFT) 2.5 $5.8M 12k 497.41
Procter & Gamble Company (PG) 2.3 $5.3M 33k 159.32
Cameco Corporation (CCJ) 2.2 $5.2M 70k 74.23
Emerson Electric (EMR) 2.0 $4.8M 36k 133.33
Autoliv (ALV) 2.0 $4.7M 42k 111.90
Union Pacific Corporation (UNP) 1.9 $4.5M 20k 230.08
American Intl Group Com New (AIG) 1.9 $4.5M 52k 85.59
Cisco Systems (CSCO) 1.9 $4.4M 63k 69.38
Alamos Gold Com Cl A (AGI) 1.8 $4.2M 159k 26.56
Comcast Corp Cl A (CMCSA) 1.8 $4.2M 116k 35.69
United Parcel Service CL B (UPS) 1.8 $4.2M 41k 100.94
General Dynamics Corporation (GD) 1.6 $3.8M 13k 291.66
Bank of New York Mellon Corporation (BK) 1.6 $3.7M 41k 91.11
Willis Towers Watson SHS (WTW) 1.6 $3.7M 12k 306.50
Chevron Corporation (CVX) 1.5 $3.7M 26k 143.19
Schlumberger Com Stk (SLB) 1.5 $3.7M 108k 33.80
Nutrien (NTR) 1.5 $3.4M 59k 58.24
Flowserve Corporation (FLS) 1.5 $3.4M 66k 52.35
V.F. Corporation (VFC) 1.4 $3.4M 291k 11.75
Apple (AAPL) 1.4 $3.4M 17k 205.17
Intel Corporation (INTC) 1.4 $3.4M 152k 22.40
Kimco Realty Corporation (KIM) 1.4 $3.4M 160k 21.02
Kimberly-Clark Corporation (KMB) 1.4 $3.3M 26k 128.92
Citigroup Com New (C) 1.4 $3.3M 39k 85.12
Devon Energy Corporation (DVN) 1.4 $3.3M 103k 31.81
Nokia Corp Sponsored Adr (NOK) 1.3 $3.2M 608k 5.18
Lauder Estee Cos Cl A (EL) 1.3 $3.1M 38k 80.80
Federated Hermes CL B (FHI) 1.3 $3.0M 68k 44.32
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.0M 17k 177.39
Pfizer (PFE) 1.2 $2.8M 117k 24.24
Pepsi (PEP) 1.2 $2.8M 21k 132.04
Target Corporation (TGT) 1.2 $2.8M 28k 98.65
Cnh Indl N V SHS (CNH) 1.2 $2.8M 214k 12.96
Norfolk Southern (NSC) 1.2 $2.7M 11k 255.97
Cummins (CMI) 1.0 $2.5M 7.5k 327.50
PNC Financial Services (PNC) 1.0 $2.4M 13k 186.42
Apa Corporation (APA) 1.0 $2.4M 132k 18.29
Chesapeake Energy Corp (EXE) 1.0 $2.4M 20k 116.94
Johnson & Johnson (JNJ) 0.9 $2.1M 14k 152.76
Walt Disney Company (DIS) 0.9 $2.0M 16k 124.01
Macerich Company (MAC) 0.8 $2.0M 124k 16.18
Cardinal Health (CAH) 0.8 $2.0M 12k 168.00
Illinois Tool Works (ITW) 0.8 $2.0M 7.9k 247.25
Cnx Resources Corporation (CNX) 0.8 $1.8M 54k 33.68
Merck & Co (MRK) 0.8 $1.8M 23k 79.16
Colgate-Palmolive Company (CL) 0.7 $1.8M 19k 90.90
Lowe's Companies (LOW) 0.7 $1.7M 7.8k 221.87
General Mills (GIS) 0.7 $1.5M 30k 51.81
Wal-Mart Stores (WMT) 0.6 $1.5M 16k 97.78
Bank of America Corporation (BAC) 0.6 $1.5M 32k 47.32
UnitedHealth (UNH) 0.6 $1.4M 4.4k 311.97
Mondelez Intl Cl A (MDLZ) 0.6 $1.3M 20k 67.44
Cleveland-cliffs (CLF) 0.5 $1.3M 166k 7.60
Mosaic (MOS) 0.5 $1.2M 33k 36.48
Ingredion Incorporated (INGR) 0.5 $1.1M 8.2k 135.62
Wells Fargo & Company (WFC) 0.5 $1.1M 14k 80.12
Thor Industries (THO) 0.5 $1.1M 12k 88.81
Thermo Fisher Scientific (TMO) 0.4 $1.0M 2.5k 405.46
Marsh & McLennan Companies (MMC) 0.4 $1.0M 4.6k 218.64
Coca-Cola Company (KO) 0.4 $981k 14k 70.75
Mid-America Apartment (MAA) 0.4 $930k 6.3k 148.01
Unilever Spon Adr New (UL) 0.4 $902k 15k 61.17
TJX Companies (TJX) 0.4 $875k 7.1k 123.49
CBOE Holdings (CBOE) 0.4 $866k 3.7k 233.21
Home Depot (HD) 0.4 $843k 2.3k 366.64
Regeneron Pharmaceuticals (REGN) 0.4 $830k 1.6k 525.00
JPMorgan Chase & Co. (JPM) 0.3 $812k 2.8k 289.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $807k 23k 35.84
CF Industries Holdings (CF) 0.3 $800k 8.7k 92.00
W.R. Berkley Corporation (WRB) 0.3 $776k 11k 73.47
Centene Corporation (CNC) 0.3 $768k 14k 54.28
NVIDIA Corporation (NVDA) 0.3 $745k 4.7k 157.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $729k 1.00 728800.00
Abbvie (ABBV) 0.3 $715k 3.8k 185.62
Occidental Petroleum Corporation (OXY) 0.3 $660k 16k 42.01
C H Robinson Worldwide Com New (CHRW) 0.3 $653k 6.8k 95.95
Vanguard Index Fds Value Etf (VTV) 0.3 $635k 3.6k 176.74
Alphabet Cap Stk Cl A (GOOGL) 0.3 $622k 3.5k 176.23
Teladoc (TDOC) 0.3 $606k 70k 8.71
Trane Technologies SHS (TT) 0.2 $591k 1.4k 437.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $494k 7.3k 67.22
Exxon Mobil Corporation (XOM) 0.2 $489k 4.5k 107.80
Verizon Communications (VZ) 0.2 $486k 11k 43.27
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $462k 18k 25.69
Abbott Laboratories (ABT) 0.2 $443k 3.3k 136.01
Lockheed Martin Corporation (LMT) 0.2 $426k 919.00 463.14
BorgWarner (BWA) 0.2 $384k 12k 33.48
Toro Company (TTC) 0.2 $380k 5.4k 70.68
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $361k 6.7k 53.97
Winmark Corporation (WINA) 0.2 $355k 940.00 377.61
Diageo Spon Adr New (DEO) 0.1 $327k 3.2k 100.84
Costco Wholesale Corporation (COST) 0.1 $323k 326.00 989.94
United Rentals (URI) 0.1 $316k 420.00 753.40
Transocean Registered Shs (RIG) 0.1 $300k 116k 2.59
Enbridge (ENB) 0.1 $286k 6.3k 45.32
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $281k 5.6k 49.87
Applied Materials (AMAT) 0.1 $279k 1.5k 183.07
Baxter International (BAX) 0.1 $278k 9.2k 30.28
Broadcom (AVGO) 0.1 $267k 970.00 275.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $261k 1.6k 164.55
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $260k 1.3k 204.67
Simon Property (SPG) 0.1 $247k 1.5k 160.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $242k 392.00 617.85
OraSure Technologies (OSUR) 0.1 $239k 80k 3.00
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $226k 2.5k 90.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $223k 1.1k 195.01
Kopin Corporation (KOPN) 0.1 $217k 142k 1.53
Lightpath Technologies Com Cl A (LPTH) 0.1 $213k 69k 3.08
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $208k 4.9k 42.28
Lam Research Corp Com New (LRCX) 0.1 $205k 2.1k 97.34
Walgreen Boots Alliance 0.1 $194k 17k 11.48
I-80 Gold Corp (IAUX) 0.0 $112k 187k 0.60
Amcor Ord (AMCR) 0.0 $92k 10k 9.19
Advanced Emissions (ARQ) 0.0 $57k 11k 5.37