Murphy Pohlad Asset Management

Murphy Pohlad Asset Management as of June 30, 2026

Portfolio Holdings for Murphy Pohlad Asset Management

Murphy Pohlad Asset Management holds 135 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Travelers Companies (TRV) 3.7 $11M 32k 330.12
Intel Corporation (INTC) 3.4 $9.7M 69k 139.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $8.2M 16k 500.39
Agnico (AEM) 2.5 $7.1M 46k 155.13
ConocoPhillips (COP) 2.5 $7.1M 68k 103.96
Cisco Systems (CSCO) 2.4 $6.8M 58k 117.46
Corteva (CTVA) 2.2 $6.3M 75k 84.69
SLB Com Stk (SLB) 2.1 $5.9M 128k 46.49
Cameco Corporation (CCJ) 2.0 $5.9M 57k 101.86
Union Pacific Corporation (UNP) 2.0 $5.7M 21k 272.00
Bank of New York Mellon Corporation (BNY) 1.9 $5.3M 37k 144.61
Emerson Electric (EMR) 1.8 $5.1M 36k 143.15
Alphabet Cap Stk Cl C (GOOG) 1.8 $5.1M 14k 353.33
Medtronic SHS (MDT) 1.7 $5.0M 64k 78.23
Cummins (CMI) 1.7 $5.0M 7.0k 713.21
United Parcel Svcs CL B (UPS) 1.7 $4.9M 46k 107.50
Citigroup Com New (C) 1.7 $4.9M 35k 139.96
Devon Energy Corporation (DVN) 1.7 $4.8M 116k 41.32
Autoliv (ALV) 1.6 $4.7M 41k 116.17
Procter & Gamble Company (PG) 1.6 $4.7M 32k 146.64
General Dynamics Corporation (GD) 1.6 $4.6M 13k 354.24
Alamos Gold Com Cl A (AGI) 1.6 $4.6M 152k 30.34
Flowserve Corporation (FLS) 1.6 $4.6M 62k 74.16
V.F. Corporation (VFC) 1.6 $4.6M 276k 16.68
Apa Corporation (APA) 1.6 $4.6M 141k 32.57
Apple (AAPL) 1.6 $4.5M 15k 289.37
Kimco Realty Corporation (KIM) 1.5 $4.4M 172k 25.35
Chevron Corporation (CVX) 1.5 $4.3M 26k 165.76
Microsoft Corporation (MSFT) 1.4 $4.2M 11k 373.04
American Intl Group Com New (AIG) 1.4 $3.9M 53k 74.53
Nutrien (NTR) 1.3 $3.9M 62k 62.95
Federated Hermes CL B (FHI) 1.3 $3.7M 67k 55.22
Target Corporation (TGT) 1.2 $3.5M 27k 130.61
Johnson & Johnson (JNJ) 1.2 $3.5M 14k 253.98
Norfolk Southern (NSC) 1.1 $3.3M 10k 314.59
Macerich Company (MAC) 1.1 $3.3M 130k 25.19
Amrize SHS (AMRZ) 1.1 $3.3M 61k 53.30
Versant Media Group Com Cl A (VSNT) 1.1 $3.2M 90k 36.01
Pepsi (PEP) 1.1 $3.1M 23k 135.40
Lauder Estee Cos Cl A (EL) 1.0 $3.0M 38k 78.95
PNC Financial Services (PNC) 1.0 $2.9M 12k 246.22
Willis Towers Watson SHS (WTW) 1.0 $2.8M 11k 261.37
Cardinal Health (CAH) 0.9 $2.6M 11k 237.56
UnitedHealth (UNH) 0.8 $2.2M 5.3k 415.64
Merck & Co (MRK) 0.8 $2.2M 17k 128.50
Regeneron Pharmaceuticals (REGN) 0.8 $2.2M 3.5k 623.54
Ingredion Incorporated (INGR) 0.7 $2.1M 23k 94.71
Illinois Tool Works (ITW) 0.7 $2.1M 7.9k 270.47
Iqvia Holdings (IQV) 0.7 $2.1M 11k 193.22
Chesapeake Energy Corp (EXE) 0.7 $2.1M 23k 91.19
Nike CL B (NKE) 0.7 $2.0M 48k 41.05
Colgate-Palmolive Company (CL) 0.6 $1.8M 19k 91.68
Lowe's Companies (LOW) 0.6 $1.7M 7.8k 220.49
Cnx Resources Corporation (CNX) 0.6 $1.7M 49k 33.93
Fiserv (FISV) 0.6 $1.6M 33k 49.05
Wal-Mart Stores (WMT) 0.6 $1.6M 14k 113.26
Comcast Corp Cl A (CMCSA) 0.5 $1.5M 62k 24.55
International Flavors & Fragrances (IFF) 0.5 $1.5M 19k 79.22
Walt Disney Company (DIS) 0.5 $1.5M 15k 96.25
Abbott Laboratories (ABT) 0.5 $1.4M 15k 90.74
Canadian Natural Resources (CNQ) 0.5 $1.4M 35k 39.50
Mondelez Intl Cl A (MDLZ) 0.5 $1.3M 23k 57.84
Kimberly-Clark Corporation (KMB) 0.5 $1.3M 12k 109.77
Bank of America Corporation (BAC) 0.5 $1.3M 23k 56.98
C H Robinson Worldwide In Com New (CHRW) 0.5 $1.3M 6.9k 188.34
Cleveland-cliffs (CLF) 0.4 $1.3M 138k 9.39
Mosaic (MOS) 0.4 $1.3M 61k 21.19
Baxter International (BAX) 0.4 $1.3M 60k 21.32
Pfizer (PFE) 0.4 $1.3M 52k 24.08
Vanguard Index Fds Value Etf (VTV) 0.4 $1.3M 5.8k 217.95
Thermo Fisher Scientific (TMO) 0.4 $1.2M 2.4k 501.36
Coca-Cola Company (KO) 0.4 $1.1M 14k 81.27
CF Industries Holdings (CF) 0.4 $1.1M 10k 108.26
Wells Fargo & Company (WFC) 0.4 $1.1M 13k 82.64
TJX Companies (TJX) 0.4 $1.1M 7.0k 151.50
Automatic Data Processing (ADP) 0.4 $1.0M 4.7k 223.95
Mid-America Apartment (MAA) 0.3 $1.0M 7.2k 138.94
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.3 $998k 23k 44.36
Rayonier (RYN) 0.3 $932k 44k 21.28
Abbvie (ABBV) 0.3 $904k 3.6k 251.64
Applied Materials (AMAT) 0.3 $852k 1.2k 723.00
Alphabet Cap Stk Cl A (GOOGL) 0.3 $852k 2.4k 357.37
JPMorgan Chase & Co. (JPM) 0.3 $819k 2.5k 327.41
Home Depot (HD) 0.3 $811k 2.3k 352.68
Marsh & McLennan Companies (MRSH) 0.3 $774k 4.6k 166.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $749k 1.00 748850.00
W.R. Berkley Corporation (WRB) 0.3 $738k 11k 70.53
Lamar Advertising Cl A (LAMR) 0.2 $710k 4.5k 155.98
Columbia Sportswear Company (COLM) 0.2 $690k 11k 61.82
General Mills (GIS) 0.2 $645k 19k 34.80
Vanguard Index Fds Growth Etf (VUG) 0.2 $635k 7.4k 86.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $599k 7.2k 83.75
Exxon Mobil Corporation (XOM) 0.2 $588k 4.3k 136.72
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $573k 2.9k 197.66
Lockheed Martin Corporation (LMT) 0.2 $525k 1.0k 509.46
Adobe Systems Incorporated (ADBE) 0.2 $523k 2.6k 205.02
Thor Industries (THO) 0.2 $523k 7.0k 75.16
Weyerhaeuser Com New (WY) 0.2 $481k 20k 23.94
Trane Technologies SHS (TT) 0.2 $476k 969.00 491.16
United Rentals (URI) 0.2 $476k 420.00 1132.89
OraSure Technologies (OSUR) 0.2 $474k 106k 4.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $468k 6.7k 69.91
Verizon Communications (VZ) 0.2 $458k 11k 42.34
Toro Company (TTC) 0.2 $456k 4.7k 97.42
Winmark Corporation (WINA) 0.1 $398k 940.00 423.08
Lightpath Technologies Com Cl A (LPTH) 0.1 $392k 24k 16.35
Nice Sponsored Adr (NICE) 0.1 $392k 4.3k 90.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $378k 4.0k 93.38
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $369k 1.6k 236.62
Transocean Registered Shs (RIG) 0.1 $361k 74k 4.89
Enbridge (ENB) 0.1 $357k 6.6k 54.21
Range Resources (RRC) 0.1 $356k 9.6k 37.19
Royal Gold (RGLD) 0.1 $352k 1.8k 199.61
Kopin Corporation (KOPN) 0.1 $335k 75k 4.48
Occidental Petroleum Corporation (OXY) 0.1 $330k 6.8k 48.57
Simon Property (SPG) 0.1 $328k 1.5k 223.65
Costco Wholesale Corporation (COST) 0.1 $305k 326.00 935.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $293k 3.2k 91.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $293k 392.00 746.77
Phillips 66 (PSX) 0.1 $279k 1.7k 169.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $275k 576.00 477.57
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $271k 4.9k 55.01
Moderna (MRNA) 0.1 $268k 3.8k 70.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $265k 1.1k 242.99
I-80 Gold Corp (IAUX) 0.1 $252k 175k 1.44
LKQ Corporation (LKQ) 0.1 $247k 9.4k 26.33
Lam Research Corp Com New (LRCX) 0.1 $230k 530.00 433.33
Armada Hoffler Pptys (AHRT) 0.1 $224k 32k 7.08
Principal Financial (PFG) 0.1 $219k 2.0k 107.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $215k 1.4k 158.08
Us Bancorp Com New (USB) 0.1 $214k 3.5k 60.40
EOG Resources (EOG) 0.1 $206k 1.6k 129.73
Lee Enterprises (LEE) 0.0 $92k 10k 8.96
Osisko Development Corp Com New (ODV) 0.0 $39k 16k 2.46
Advanced Emissions (ARQ) 0.0 $26k 10k 2.55