Murphy Pohlad Asset Management as of March 31, 2026
Portfolio Holdings for Murphy Pohlad Asset Management
Murphy Pohlad Asset Management holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agnico (AEM) | 3.3 | $9.3M | 46k | 202.98 | |
| Travelers Companies (TRV) | 3.3 | $9.3M | 32k | 291.68 | |
| ConocoPhillips (COP) | 3.2 | $9.0M | 68k | 132.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $8.1M | 17k | 479.20 | |
| Alamos Gold Com Cl A (AGI) | 2.4 | $6.6M | 149k | 44.43 | |
| SLB Com Stk (SLB) | 2.3 | $6.5M | 127k | 51.39 | |
| Cameco Corporation (CCJ) | 2.3 | $6.3M | 58k | 108.61 | |
| Corteva (CTVA) | 2.2 | $6.3M | 75k | 83.71 | |
| Apa Corporation (APA) | 2.1 | $6.0M | 141k | 42.44 | |
| Devon Energy Corporation (DVN) | 2.1 | $5.8M | 115k | 50.32 | |
| Medtronic SHS (MDT) | 2.1 | $5.7M | 66k | 86.65 | |
| Intel Corporation (INTC) | 2.0 | $5.7M | 129k | 44.13 | |
| Chevron Corporation (CVX) | 1.9 | $5.3M | 26k | 206.90 | |
| Union Pacific Corporation (UNP) | 1.8 | $5.1M | 21k | 242.62 | |
| Cisco Systems (CSCO) | 1.8 | $4.9M | 63k | 77.59 | |
| V.F. Corporation (VFC) | 1.7 | $4.7M | 277k | 16.99 | |
| Emerson Electric (EMR) | 1.7 | $4.7M | 36k | 131.02 | |
| Procter & Gamble Company (PG) | 1.7 | $4.6M | 32k | 144.44 | |
| Flowserve Corporation (FLS) | 1.6 | $4.6M | 62k | 73.51 | |
| United Parcel Svcs CL B (UPS) | 1.6 | $4.5M | 46k | 98.38 | |
| General Dynamics Corporation (GD) | 1.6 | $4.5M | 13k | 343.22 | |
| Nutrien (NTR) | 1.6 | $4.5M | 59k | 75.46 | |
| Bank of New York Mellon Corporation (BK) | 1.6 | $4.4M | 38k | 118.63 | |
| Autoliv (ALV) | 1.5 | $4.3M | 41k | 105.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.3M | 15k | 286.86 | |
| Microsoft Corporation (MSFT) | 1.5 | $4.2M | 11k | 370.17 | |
| Citigroup Com New (C) | 1.5 | $4.1M | 36k | 113.41 | |
| Cummins (CMI) | 1.4 | $4.0M | 7.5k | 538.02 | |
| American Intl Group Com New (AIG) | 1.4 | $4.0M | 53k | 75.25 | |
| Apple (AAPL) | 1.4 | $3.9M | 16k | 253.79 | |
| Kimco Realty Corporation (KIM) | 1.4 | $3.9M | 172k | 22.47 | |
| Federated Hermes CL B (FHI) | 1.4 | $3.8M | 67k | 56.71 | |
| Pepsi (PEP) | 1.3 | $3.6M | 23k | 155.29 | |
| Amrize SHS (AMRZ) | 1.2 | $3.3M | 60k | 56.02 | |
| Versant Media Group Com Cl A (VSNT) | 1.2 | $3.3M | 90k | 37.02 | |
| Johnson & Johnson (JNJ) | 1.2 | $3.3M | 14k | 244.45 | |
| Target Corporation (TGT) | 1.2 | $3.3M | 27k | 121.20 | |
| Willis Towers Watson SHS (WTW) | 1.1 | $3.1M | 11k | 290.70 | |
| Norfolk Southern (NSC) | 1.1 | $3.0M | 10k | 287.00 | |
| Lauder Estee Cos Cl A (EL) | 1.0 | $2.7M | 38k | 71.77 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.7M | 3.5k | 772.64 | |
| Chesapeake Energy Corp (EXE) | 0.9 | $2.6M | 24k | 109.78 | |
| PNC Financial Services (PNC) | 0.9 | $2.5M | 12k | 208.09 | |
| Macerich Company (MAC) | 0.9 | $2.5M | 130k | 18.90 | |
| Cardinal Health (CAH) | 0.9 | $2.5M | 12k | 211.31 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $2.5M | 86k | 28.71 | |
| Merck & Co (MRK) | 0.7 | $2.0M | 17k | 120.29 | |
| Illinois Tool Works (ITW) | 0.7 | $2.0M | 7.9k | 260.29 | |
| Fiserv (FI) | 0.7 | $1.9M | 35k | 55.80 | |
| Cnx Resources Corporation (CNX) | 0.7 | $1.9M | 49k | 38.55 | |
| Lowe's Companies (LOW) | 0.7 | $1.8M | 7.8k | 236.28 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.8M | 14k | 124.28 | |
| Iqvia Holdings (IQV) | 0.6 | $1.7M | 9.7k | 170.54 | |
| Colgate-Palmolive Company (CL) | 0.6 | $1.6M | 19k | 85.23 | |
| Canadian Natural Resources (CNQ) | 0.6 | $1.6M | 34k | 48.73 | |
| Pfizer (PFE) | 0.6 | $1.6M | 58k | 28.08 | |
| Walt Disney Company (DIS) | 0.6 | $1.5M | 16k | 96.38 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $1.5M | 15k | 96.47 | |
| UnitedHealth (UNH) | 0.5 | $1.4M | 5.3k | 270.59 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $1.3M | 23k | 57.64 | |
| CF Industries Holdings (CF) | 0.5 | $1.3M | 10k | 129.84 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.3M | 2.6k | 491.53 | |
| Cleveland-cliffs (CLF) | 0.4 | $1.2M | 144k | 8.45 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.2M | 6.0k | 196.20 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $1.1M | 6.9k | 166.07 | |
| Bank of America Corporation (BAC) | 0.4 | $1.1M | 23k | 48.75 | |
| TJX Companies (TJX) | 0.4 | $1.1M | 7.0k | 159.70 | |
| Coca-Cola Company (KO) | 0.4 | $1.1M | 14k | 76.05 | |
| Wells Fargo & Company (WFC) | 0.4 | $1.0M | 13k | 79.61 | |
| Ingredion Incorporated (INGR) | 0.3 | $940k | 8.3k | 112.66 | |
| Baxter International (BAX) | 0.3 | $902k | 54k | 16.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $898k | 3.1k | 287.56 | |
| Mid-America Apartment (MAA) | 0.3 | $882k | 7.2k | 122.12 | |
| Thor Industries (THO) | 0.3 | $875k | 11k | 79.89 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $875k | 23k | 38.86 | |
| Nice Sponsored Adr (NICE) | 0.3 | $848k | 7.7k | 110.26 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $837k | 11k | 75.10 | |
| General Mills (GIS) | 0.3 | $809k | 22k | 37.22 | |
| Marsh & McLennan Companies | 0.3 | $806k | 4.6k | 173.45 | |
| Abbvie (ABBV) | 0.3 | $790k | 3.6k | 217.49 | |
| Home Depot (HD) | 0.3 | $756k | 2.3k | 328.89 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $735k | 2.5k | 294.16 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $729k | 4.3k | 169.66 | |
| Mosaic (MOS) | 0.3 | $729k | 29k | 25.50 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $718k | 1.00 | 718140.00 | |
| NVIDIA Corporation (NVDA) | 0.3 | $717k | 4.1k | 174.40 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $693k | 11k | 66.28 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $623k | 1.0k | 604.39 | |
| Columbia Sportswear Company (COLM) | 0.2 | $612k | 11k | 54.81 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $576k | 4.5k | 126.66 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $569k | 3.1k | 184.32 | |
| Verizon Communications (VZ) | 0.2 | $565k | 11k | 50.20 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $557k | 1.3k | 436.79 | |
| Trane Technologies SHS (TT) | 0.2 | $550k | 1.3k | 416.74 | |
| Transocean Registered Shs (RIG) | 0.2 | $503k | 76k | 6.63 | |
| Weyerhaeuser Com New (WY) | 0.2 | $491k | 20k | 24.43 | |
| Applied Materials (AMAT) | 0.2 | $472k | 1.4k | 341.79 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $442k | 6.8k | 65.00 | |
| Range Resources (RRC) | 0.2 | $439k | 9.7k | 45.18 | |
| Toro Company (TTC) | 0.2 | $438k | 4.7k | 93.44 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $421k | 2.0k | 213.66 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $418k | 6.7k | 62.46 | |
| Winmark Corporation (WINA) | 0.1 | $402k | 940.00 | 427.55 | |
| Royal Gold (RGLD) | 0.1 | $369k | 1.5k | 254.49 | |
| Enbridge (ENB) | 0.1 | $356k | 6.6k | 54.14 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $356k | 1.7k | 215.06 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.1 | $353k | 35k | 10.03 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $353k | 1.6k | 217.25 | |
| OraSure Technologies (OSUR) | 0.1 | $348k | 116k | 3.00 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $341k | 3.9k | 88.46 | |
| Costco Wholesale Corporation (COST) | 0.1 | $325k | 326.00 | 996.43 | |
| Corning Incorporated (GLW) | 0.1 | $320k | 2.4k | 135.97 | |
| Abbott Laboratories (ABT) | 0.1 | $313k | 3.0k | 102.67 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $313k | 6.3k | 49.78 | |
| United Rentals (URI) | 0.1 | $306k | 420.00 | 728.56 | |
| Kopin Corporation (KOPN) | 0.1 | $305k | 136k | 2.25 | |
| I-80 Gold Corp (IAUX) | 0.1 | $302k | 199k | 1.52 | |
| Phillips 66 (PSX) | 0.1 | $301k | 1.7k | 182.18 | |
| Broadcom (AVGO) | 0.1 | $300k | 970.00 | 309.51 | |
| LKQ Corporation (LKQ) | 0.1 | $289k | 9.8k | 29.37 | |
| Simon Property (SPG) | 0.1 | $274k | 1.5k | 186.53 | |
| Sprott Com New (SII) | 0.1 | $257k | 1.8k | 142.90 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $255k | 392.00 | 650.34 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $238k | 4.9k | 48.46 | |
| EOG Resources (EOG) | 0.1 | $236k | 1.6k | 144.57 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $232k | 3.6k | 64.10 | |
| Celcuity (CELC) | 0.1 | $217k | 1.9k | 114.14 | |
| Tidewater (TDW) | 0.1 | $216k | 2.6k | 83.55 | |
| Diageo Spon Adr New (DEO) | 0.1 | $214k | 2.9k | 74.45 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $204k | 603.00 | 337.95 | |
| Cnh Indl N V SHS (CNH) | 0.1 | $199k | 18k | 11.00 | |
| Armada Hoffler Pptys (AHH) | 0.0 | $110k | 20k | 5.50 | |
| Lee Enterprises (LEE) | 0.0 | $98k | 11k | 8.61 | |
| Advanced Emissions (ARQ) | 0.0 | $30k | 12k | 2.56 |
