Murphy Pohlad Asset Management as of Dec. 31, 2025
Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Travelers Companies (TRV) | 3.6 | $9.5M | 33k | 290.06 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $8.5M | 17k | 502.65 | |
| Agnico (AEM) | 3.2 | $8.4M | 50k | 169.53 | |
| ConocoPhillips (COP) | 2.5 | $6.4M | 69k | 93.61 | |
| Medtronic SHS (MDT) | 2.5 | $6.4M | 67k | 96.06 | |
| Cameco Corporation (CCJ) | 2.3 | $6.0M | 65k | 91.49 | |
| Alamos Gold Com Cl A (AGI) | 2.2 | $5.8M | 150k | 38.58 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.4M | 11k | 483.62 | |
| Intel Corporation (INTC) | 2.0 | $5.3M | 143k | 36.90 | |
| V.F. Corporation (VFC) | 1.9 | $5.0M | 279k | 18.08 | |
| Corteva (CTVA) | 1.9 | $5.0M | 75k | 67.03 | |
| Autoliv (ALV) | 1.9 | $4.9M | 41k | 118.70 | |
| Cisco Systems (CSCO) | 1.9 | $4.9M | 63k | 77.03 | |
| Union Pacific Corporation (UNP) | 1.9 | $4.8M | 21k | 231.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.8M | 15k | 313.80 | |
| SLB Com Stk (SLB) | 1.8 | $4.8M | 125k | 38.38 | |
| Procter & Gamble Company (PG) | 1.8 | $4.8M | 33k | 143.31 | |
| Emerson Electric (EMR) | 1.8 | $4.8M | 36k | 132.72 | |
| United Parcel Service CL B (UPS) | 1.8 | $4.7M | 47k | 99.19 | |
| Bank of New York Mellon Corporation (BK) | 1.7 | $4.5M | 39k | 116.09 | |
| American Intl Group Com New (AIG) | 1.7 | $4.5M | 52k | 85.55 | |
| General Dynamics Corporation (GD) | 1.7 | $4.4M | 13k | 336.66 | |
| Flowserve Corporation (FLS) | 1.7 | $4.4M | 64k | 69.38 | |
| Citigroup Com New (C) | 1.6 | $4.3M | 37k | 116.69 | |
| Apple (AAPL) | 1.6 | $4.2M | 16k | 271.86 | |
| Devon Energy Corporation (DVN) | 1.6 | $4.2M | 114k | 36.63 | |
| Lauder Estee Cos Cl A (EL) | 1.5 | $4.0M | 38k | 104.72 | |
| Chevron Corporation (CVX) | 1.5 | $3.9M | 26k | 152.41 | |
| Cummins (CMI) | 1.4 | $3.8M | 7.4k | 510.45 | |
| Nutrien (NTR) | 1.4 | $3.7M | 59k | 61.72 | |
| Willis Towers Watson SHS (WTW) | 1.4 | $3.6M | 11k | 328.60 | |
| Kimco Realty Corporation (KIM) | 1.4 | $3.6M | 175k | 20.27 | |
| Federated Hermes CL B (FHI) | 1.4 | $3.5M | 68k | 52.07 | |
| Apa Corporation (APA) | 1.3 | $3.3M | 137k | 24.46 | |
| Pepsi (PEP) | 1.3 | $3.3M | 23k | 143.52 | |
| Amrize SHS (AMRZ) | 1.2 | $3.1M | 57k | 54.08 | |
| Norfolk Southern (NSC) | 1.2 | $3.0M | 11k | 288.72 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.9M | 14k | 206.96 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.7M | 3.5k | 771.87 | |
| Target Corporation (TGT) | 1.0 | $2.6M | 27k | 97.75 | |
| Chesapeake Energy Corp (EXE) | 1.0 | $2.6M | 23k | 110.36 | |
| PNC Financial Services (PNC) | 1.0 | $2.5M | 12k | 208.73 | |
| Macerich Company (MAC) | 0.9 | $2.4M | 130k | 18.46 | |
| Cardinal Health (CAH) | 0.9 | $2.4M | 12k | 205.50 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $2.4M | 84k | 28.01 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $2.2M | 21k | 100.89 | |
| Cleveland-cliffs (CLF) | 0.8 | $2.0M | 147k | 13.28 | |
| Illinois Tool Works (ITW) | 0.8 | $2.0M | 7.9k | 246.30 | |
| Lowe's Companies (LOW) | 0.7 | $1.9M | 7.8k | 241.16 | |
| Walt Disney Company (DIS) | 0.7 | $1.9M | 16k | 113.77 | |
| UnitedHealth (UNH) | 0.7 | $1.8M | 5.5k | 330.11 | |
| Cnx Resources Corporation (CNX) | 0.7 | $1.8M | 49k | 36.77 | |
| Merck & Co (MRK) | 0.7 | $1.8M | 17k | 105.26 | |
| Bank of America Corporation (BAC) | 0.6 | $1.7M | 30k | 55.00 | |
| Fiserv (FI) | 0.6 | $1.7M | 25k | 67.17 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.6M | 15k | 111.41 | |
| Pfizer (PFE) | 0.6 | $1.6M | 63k | 24.90 | |
| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 19k | 79.02 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $1.5M | 2.6k | 579.45 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.2M | 13k | 93.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.2M | 23k | 53.83 | |
| General Mills (GIS) | 0.5 | $1.2M | 26k | 46.50 | |
| Thor Industries (THO) | 0.4 | $1.1M | 11k | 102.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 3.5k | 313.00 | |
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $1.1M | 6.8k | 160.76 | |
| TJX Companies (TJX) | 0.4 | $1.1M | 7.0k | 153.61 | |
| Coca-Cola Company (KO) | 0.4 | $970k | 14k | 69.91 | |
| Ingredion Incorporated (INGR) | 0.4 | $920k | 8.3k | 110.26 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $891k | 23k | 39.59 | |
| Abbvie (ABBV) | 0.3 | $880k | 3.8k | 228.49 | |
| NVIDIA Corporation (NVDA) | 0.3 | $878k | 4.7k | 186.50 | |
| Mid-America Apartment (MAA) | 0.3 | $873k | 6.3k | 138.91 | |
| Marsh & McLennan Companies | 0.3 | $862k | 4.6k | 185.52 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $827k | 2.6k | 322.22 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $802k | 4.2k | 190.99 | |
| Home Depot (HD) | 0.3 | $791k | 2.3k | 344.10 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $758k | 10k | 73.56 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 | |
| W.R. Berkley Corporation (WRB) | 0.3 | $734k | 11k | 70.12 | |
| Mosaic (MOS) | 0.3 | $688k | 29k | 24.09 | |
| Nice Sponsored Adr (NICE) | 0.3 | $682k | 6.0k | 113.04 | |
| CF Industries Holdings (CF) | 0.3 | $681k | 8.8k | 77.34 | |
| Celcuity (CELC) | 0.3 | $658k | 6.6k | 99.74 | |
| Columbia Sportswear Company (COLM) | 0.2 | $615k | 11k | 55.09 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $613k | 57k | 10.80 | |
| Baxter International (BAX) | 0.2 | $594k | 31k | 19.11 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $576k | 4.5k | 126.58 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $534k | 4.4k | 120.34 | |
| Trane Technologies SHS (TT) | 0.2 | $513k | 1.3k | 389.20 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $499k | 1.0k | 483.67 | |
| Verizon Communications (VZ) | 0.2 | $437k | 11k | 40.73 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $426k | 18k | 23.69 | |
| Toro Company (TTC) | 0.2 | $424k | 5.4k | 78.72 | |
| Abbott Laboratories (ABT) | 0.2 | $405k | 3.2k | 125.29 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $399k | 6.7k | 59.55 | |
| Winmark Corporation (WINA) | 0.1 | $381k | 940.00 | 404.94 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $360k | 2.1k | 171.18 | |
| Applied Materials (AMAT) | 0.1 | $355k | 1.4k | 256.99 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $354k | 8.6k | 41.12 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $351k | 1.6k | 219.78 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $346k | 1.9k | 177.41 | |
| United Rentals (URI) | 0.1 | $340k | 420.00 | 809.32 | |
| Broadcom (AVGO) | 0.1 | $336k | 970.00 | 346.10 | |
| Transocean Registered Shs (RIG) | 0.1 | $334k | 81k | 4.13 | |
| Royal Gold (RGLD) | 0.1 | $322k | 1.5k | 222.29 | |
| Kopin Corporation (KOPN) | 0.1 | $317k | 136k | 2.34 | |
| Enbridge (ENB) | 0.1 | $302k | 6.3k | 47.83 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $293k | 1.4k | 211.79 | |
| I-80 Gold Corp (IAUX) | 0.1 | $290k | 199k | 1.46 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $288k | 5.8k | 49.84 | |
| Costco Wholesale Corporation (COST) | 0.1 | $281k | 326.00 | 862.34 | |
| OraSure Technologies (OSUR) | 0.1 | $278k | 115k | 2.42 | |
| Simon Property (SPG) | 0.1 | $271k | 1.5k | 185.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $267k | 392.00 | 681.92 | |
| LKQ Corporation (LKQ) | 0.1 | $266k | 8.8k | 30.20 | |
| Diageo Spon Adr New (DEO) | 0.1 | $255k | 3.0k | 86.27 | |
| Cigna Corp (CI) | 0.1 | $247k | 899.00 | 275.23 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $243k | 2.7k | 91.45 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $229k | 4.9k | 46.59 | |
| Cnh Indl N V SHS (CNH) | 0.1 | $220k | 24k | 9.22 | |
| Phillips 66 (PSX) | 0.1 | $213k | 1.7k | 129.04 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.1 | $207k | 8.7k | 23.73 | |
| Amcor Ord | 0.0 | $83k | 10k | 8.34 | |
| Armada Hoffler Pptys (AHH) | 0.0 | $73k | 11k | 6.62 | |
| Advanced Emissions (ARQ) | 0.0 | $38k | 12k | 3.27 |
