Murphy Pohlad Asset Management as of Sept. 30, 2025
Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 126 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agnico (AEM) | 3.6 | $9.3M | 55k | 168.56 | |
| Travelers Companies (TRV) | 3.6 | $9.1M | 33k | 279.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $8.5M | 17k | 502.74 | |
| Medtronic SHS (MDT) | 2.5 | $6.4M | 67k | 95.24 | |
| ConocoPhillips (COP) | 2.5 | $6.4M | 67k | 94.59 | |
| Microsoft Corporation (MSFT) | 2.4 | $6.0M | 12k | 517.95 | |
| Cameco Corporation (CCJ) | 2.3 | $5.7M | 69k | 83.86 | |
| Alamos Gold Com Cl A (AGI) | 2.2 | $5.5M | 159k | 34.86 | |
| Corteva (CTVA) | 2.1 | $5.4M | 80k | 67.63 | |
| Procter & Gamble Company (PG) | 2.0 | $5.1M | 33k | 153.65 | |
| Autoliv (ALV) | 2.0 | $5.1M | 41k | 123.50 | |
| Intel Corporation (INTC) | 2.0 | $5.1M | 152k | 33.55 | |
| Emerson Electric (EMR) | 1.9 | $4.8M | 36k | 131.18 | |
| Union Pacific Corporation (UNP) | 1.8 | $4.6M | 20k | 236.37 | |
| General Dynamics Corporation (GD) | 1.8 | $4.5M | 13k | 341.00 | |
| Cisco Systems (CSCO) | 1.7 | $4.3M | 63k | 68.42 | |
| Bank of New York Mellon Corporation (BK) | 1.7 | $4.3M | 40k | 108.96 | |
| Willis Towers Watson SHS (WTW) | 1.6 | $4.2M | 12k | 345.45 | |
| Apple (AAPL) | 1.6 | $4.1M | 16k | 254.63 | |
| American Intl Group Com New (AIG) | 1.6 | $4.1M | 52k | 78.54 | |
| V.F. Corporation (VFC) | 1.6 | $4.0M | 280k | 14.43 | |
| Devon Energy Corporation (DVN) | 1.6 | $4.0M | 113k | 35.06 | |
| United Parcel Service CL B (UPS) | 1.6 | $4.0M | 48k | 83.53 | |
| Chevron Corporation (CVX) | 1.6 | $4.0M | 26k | 155.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.9M | 16k | 243.55 | |
| Schlumberger Com Stk (SLB) | 1.5 | $3.9M | 113k | 34.37 | |
| Citigroup Com New (C) | 1.5 | $3.8M | 37k | 101.50 | |
| Kimco Realty Corporation (KIM) | 1.4 | $3.6M | 165k | 21.85 | |
| Federated Hermes CL B (FHI) | 1.4 | $3.5M | 68k | 51.93 | |
| Flowserve Corporation (FLS) | 1.4 | $3.5M | 65k | 53.14 | |
| Nutrien (NTR) | 1.3 | $3.4M | 57k | 58.71 | |
| Lauder Estee Cos Cl A (EL) | 1.3 | $3.3M | 38k | 88.12 | |
| Apa Corporation (APA) | 1.3 | $3.3M | 134k | 24.28 | |
| Kimberly-Clark Corporation (KMB) | 1.3 | $3.2M | 26k | 124.34 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $3.2M | 101k | 31.42 | |
| Norfolk Southern (NSC) | 1.2 | $3.2M | 11k | 300.41 | |
| Cummins (CMI) | 1.2 | $3.1M | 7.4k | 422.37 | |
| Pepsi (PEP) | 1.2 | $3.1M | 22k | 140.44 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.6M | 14k | 185.43 | |
| Target Corporation (TGT) | 1.0 | $2.5M | 28k | 89.70 | |
| PNC Financial Services (PNC) | 1.0 | $2.5M | 12k | 200.93 | |
| Amrize SHS (AMRZ) | 1.0 | $2.4M | 50k | 48.53 | |
| Macerich Company (MAC) | 0.9 | $2.3M | 128k | 18.20 | |
| Chesapeake Energy Corp (EXE) | 0.9 | $2.3M | 21k | 106.24 | |
| Pfizer (PFE) | 0.8 | $2.1M | 82k | 25.48 | |
| Illinois Tool Works (ITW) | 0.8 | $2.1M | 7.9k | 260.76 | |
| Lowe's Companies (LOW) | 0.8 | $2.0M | 7.8k | 251.31 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $1.9M | 3.4k | 562.27 | |
| Walt Disney Company (DIS) | 0.7 | $1.9M | 16k | 114.50 | |
| Cardinal Health (CAH) | 0.7 | $1.8M | 12k | 156.96 | |
| Cleveland-cliffs (CLF) | 0.7 | $1.8M | 149k | 12.20 | |
| UnitedHealth (UNH) | 0.7 | $1.7M | 5.0k | 345.30 | |
| Bank of America Corporation (BAC) | 0.6 | $1.6M | 31k | 51.59 | |
| Cnx Resources Corporation (CNX) | 0.6 | $1.6M | 50k | 32.12 | |
| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 19k | 79.94 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.5M | 15k | 103.06 | |
| General Mills (GIS) | 0.6 | $1.5M | 30k | 50.42 | |
| Merck & Co (MRK) | 0.6 | $1.4M | 17k | 83.93 | |
| Nokia Corp Sponsored Adr (NOK) | 0.5 | $1.4M | 285k | 4.81 | |
| Thor Industries (THO) | 0.5 | $1.3M | 12k | 103.69 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.2M | 2.6k | 485.02 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.2M | 20k | 62.47 | |
| Mosaic (MOS) | 0.4 | $1.1M | 33k | 34.68 | |
| Wells Fargo & Company (WFC) | 0.4 | $1.1M | 14k | 83.82 | |
| TJX Companies (TJX) | 0.4 | $1.0M | 7.1k | 144.54 | |
| Ingredion Incorporated (INGR) | 0.4 | $1.0M | 8.2k | 122.11 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $936k | 4.6k | 201.53 | |
| Home Depot (HD) | 0.4 | $931k | 2.3k | 405.19 | |
| Coca-Cola Company (KO) | 0.4 | $920k | 14k | 66.32 | |
| CBOE Holdings (CBOE) | 0.4 | $911k | 3.7k | 245.25 | |
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $900k | 6.8k | 132.40 | |
| Abbvie (ABBV) | 0.3 | $891k | 3.8k | 231.54 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $883k | 2.8k | 315.43 | |
| NVIDIA Corporation (NVDA) | 0.3 | $879k | 4.7k | 186.58 | |
| Mid-America Apartment (MAA) | 0.3 | $878k | 6.3k | 139.73 | |
| Unilever Spon Adr New (UL) | 0.3 | $874k | 15k | 59.28 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $868k | 23k | 38.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $856k | 3.5k | 243.10 | |
| W.R. Berkley Corporation (WRB) | 0.3 | $809k | 11k | 76.62 | |
| CF Industries Holdings (CF) | 0.3 | $780k | 8.7k | 89.70 | |
| Fiserv (FI) | 0.3 | $780k | 6.0k | 128.93 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $756k | 4.1k | 186.49 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $714k | 15k | 47.25 | |
| Cnh Indl N V SHS (CNH) | 0.3 | $700k | 65k | 10.85 | |
| Columbia Sportswear Company (COLM) | 0.2 | $603k | 12k | 52.30 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $579k | 8.1k | 71.37 | |
| Trane Technologies SHS (TT) | 0.2 | $570k | 1.4k | 421.96 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $557k | 4.5k | 122.42 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $548k | 69k | 7.93 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $500k | 4.4k | 112.75 | |
| Verizon Communications (VZ) | 0.2 | $494k | 11k | 43.95 | |
| Winmark Corporation (WINA) | 0.2 | $468k | 940.00 | 497.77 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $459k | 919.00 | 499.21 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $446k | 18k | 24.79 | |
| Celcuity (CELC) | 0.2 | $445k | 9.0k | 49.40 | |
| Abbott Laboratories (ABT) | 0.2 | $433k | 3.2k | 133.94 | |
| Toro Company (TTC) | 0.2 | $410k | 5.4k | 76.20 | |
| United Rentals (URI) | 0.2 | $401k | 420.00 | 954.66 | |
| Teladoc (TDOC) | 0.2 | $394k | 51k | 7.73 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $390k | 6.7k | 58.22 | |
| Transocean Registered Shs (RIG) | 0.1 | $354k | 113k | 3.12 | |
| Kopin Corporation (KOPN) | 0.1 | $330k | 136k | 2.43 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $323k | 1.5k | 215.79 | |
| Broadcom (AVGO) | 0.1 | $320k | 970.00 | 329.91 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $318k | 1.8k | 174.59 | |
| Enbridge (ENB) | 0.1 | $318k | 6.3k | 50.46 | |
| Applied Materials (AMAT) | 0.1 | $312k | 1.5k | 204.74 | |
| Costco Wholesale Corporation (COST) | 0.1 | $302k | 326.00 | 925.63 | |
| Diageo Spon Adr New (DEO) | 0.1 | $294k | 3.1k | 95.43 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $282k | 2.1k | 133.90 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $282k | 5.6k | 49.99 | |
| OraSure Technologies (OSUR) | 0.1 | $281k | 88k | 3.21 | |
| Simon Property (SPG) | 0.1 | $275k | 1.5k | 187.67 | |
| LKQ Corporation (LKQ) | 0.1 | $269k | 8.8k | 30.54 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $267k | 1.3k | 208.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $261k | 392.00 | 666.18 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $238k | 2.7k | 89.57 | |
| Phillips 66 (PSX) | 0.1 | $224k | 1.7k | 136.02 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $220k | 4.9k | 44.69 | |
| Nice Sponsored Adr (NICE) | 0.1 | $211k | 1.5k | 144.78 | |
| Cigna Corp (CI) | 0.1 | $209k | 724.00 | 288.25 | |
| I-80 Gold Corp (IAUX) | 0.1 | $190k | 199k | 0.96 | |
| Amcor Ord (AMCR) | 0.0 | $82k | 10k | 8.18 | |
| Advanced Emissions (ARQ) | 0.0 | $76k | 11k | 7.16 | |
| Lee Enterprises (LEE) | 0.0 | $66k | 12k | 5.44 |
