Murphy Pohlad Asset Management LLC
CIK: 0001569148SEC EDGAR →
Portfolio Value
$260.4B
Holdings
125
As of
Q4 2025
New Positions
125
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES INC | 32,595 | $9.5B | 3.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 16,992 | $8.5B | 3.28% |
| 3 | AGNICO EAGLE MINES LTD | 49,679 | $8.4B | 3.23% |
| 4 | MEDTRONIC PLC | 66,844 | $6.4B | 2.47% |
| 5 | CONOCOPHILLIPS | 68,594 | $6.4B | 2.47% |
| 6 | CAMECO CORP | 65,195 | $6.0B | 2.29% |
| 7 | ALAMOS GOLD INC NEW | 150,440 | $5.8B | 2.23% |
| 8 | MICROSOFT CORP | 11,184 | $5.4B | 2.08% |
| 9 | INTEL CORP | 143,109 | $5.3B | 2.03% |
| 10 | V F CORP | 279,145 | $5.0B | 1.94% |
Quarterly Changes
New Positions (125)
$9.5B · 33K shares
$8.5B · 17K shares
$8.4B · 50K shares
$6.4B · 67K shares
$6.4B · 69K shares
$6.0B · 65K shares
$5.8B · 150K shares
$5.4B · 11K shares
$5.3B · 143K shares
$5.0B · 279K shares
$5.0B · 75K shares
$4.9B · 41K shares
$4.9B · 63K shares
$4.8B · 21K shares
$4.8B · 15K shares
$4.8B · 125K shares
$4.8B · 33K shares
$4.8B · 36K shares
$4.7B · 47K shares
$4.5B · 39K shares
$4.5B · 52K shares
$4.4B · 13K shares
$4.4B · 64K shares
$4.3B · 37K shares
$4.2B · 16K shares
$4.2B · 114K shares
$4.0B · 38K shares
$3.9B · 26K shares
$3.8B · 7K shares
$3.7B · 59K shares
$3.6B · 11K shares
$3.6B · 175K shares
$3.5B · 68K shares
$3.3B · 137K shares
$3.3B · 23K shares
$3.1B · 57K shares
$3.0B · 11K shares
$2.9B · 14K shares
$2.7B · 4K shares
$2.6B · 26K shares
$2.6B · 23K shares
$2.5B · 12K shares
$2.4B · 130K shares
$2.4B · 12K shares
$2.4B · 84K shares
$2.1B · 21K shares
$2.0B · 8K shares
$2.0B · 147K shares
$1.9B · 8K shares
$1.9B · 16K shares
$1.8B · 6K shares
$1.8B · 49K shares
$1.8B · 17K shares
$1.7B · 25K shares
$1.7B · 30K shares
$1.6B · 15K shares
$1.6B · 63K shares
$1.5B · 19K shares
$1.5B · 3K shares
$1.2B · 13K shares
$1.2B · 23K shares
$1.2B · 26K shares
$1.1B · 11K shares
$1.1B · 4K shares
$1.1B · 7K shares
$1.1B · 7K shares
$969.0M · 14K shares
$919.0M · 8K shares
$890.0M · 23K shares
$879.0M · 4K shares
$878.0M · 5K shares
$873.0M · 6K shares
$861.0M · 5K shares
$826.0M · 3K shares
$801.0M · 4K shares
$790.0M · 2K shares
$757.0M · 10K shares
$754.0M · 1 shares
$733.0M · 10K shares
$688.0M · 29K shares
$681.0M · 6K shares
$680.0M · 9K shares
$658.0M · 7K shares
$614.0M · 11K shares
$613.0M · 57K shares
$594.0M · 31K shares
$575.0M · 5K shares
$533.0M · 4K shares
$513.0M · 1K shares
$498.0M · 1K shares
$437.0M · 11K shares
$426.0M · 18K shares
$423.0M · 5K shares
$404.0M · 3K shares
$398.0M · 7K shares
$380.0M · 940 shares
$360.0M · 2K shares
$354.0M · 1K shares
$353.0M · 9K shares
$351.0M · 2K shares
$345.0M · 2K shares
$339.0M · 420 shares
$335.0M · 970 shares
$333.0M · 81K shares
$322.0M · 1K shares
$317.0M · 136K shares
$301.0M · 6K shares
$292.0M · 1K shares
$290.0M · 199K shares
$288.0M · 6K shares
$281.0M · 326 shares
$277.0M · 115K shares
$271.0M · 1K shares
$267.0M · 392 shares
$266.0M · 9K shares
$254.0M · 3K shares
$247.0M · 899 shares
$243.0M · 3K shares
$229.0M · 5K shares
$220.0M · 24K shares
$212.0M · 2K shares
$206.0M · 9K shares
$83.0M · 10K shares
$73.0M · 11K shares
$37.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $39.0B | 15.0% |
| Industrials | 13 | $34.8B | 13.3% |
| Basic Materials | 9 | $29.6B | 11.4% |
| Energy | 12 | $28.7B | 11.0% |
| Healthcare | 13 | $23.8B | 9.1% |
| Technology | 11 | $23.8B | 9.1% |
| Consumer Defensive | 12 | $22.2B | 8.5% |
| Unknown | 11 | $18.5B | 7.1% |
| Communication Services | 5 | $16.1B | 6.2% |
| Consumer Cyclical | 9 | $15.9B | 6.1% |
| Real Estate | 6 | $8.1B | 3.1% |