Murphy Pohlad Asset Management LLC
CIK: 0001569148SEC EDGAR →
Portfolio Value
$260.4M
Holdings
125
As of
Q4 2025
New Positions
125
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TRAVELERS COMPANIES INC | 32,595 | $9.5M | 3.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 16,992 | $8.5M | 3.28% |
| 3 | AGNICO EAGLE MINES LTD | 49,679 | $8.4M | 3.23% |
| 4 | MEDTRONIC PLC | 66,844 | $6.4M | 2.47% |
| 5 | CONOCOPHILLIPS | 68,594 | $6.4M | 2.47% |
| 6 | CAMECO CORP | 65,195 | $6.0M | 2.29% |
| 7 | ALAMOS GOLD INC NEW | 150,440 | $5.8M | 2.23% |
| 8 | MICROSOFT CORP | 11,184 | $5.4M | 2.08% |
| 9 | INTEL CORP | 143,109 | $5.3M | 2.03% |
| 10 | V F CORP | 279,145 | $5.0M | 1.94% |
Quarterly Changes
New Positions (125)
$9.5M · 33K shares
$8.5M · 17K shares
$8.4M · 50K shares
$6.4M · 67K shares
$6.4M · 69K shares
$6.0M · 65K shares
$5.8M · 150K shares
$5.4M · 11K shares
$5.3M · 143K shares
$5.0M · 279K shares
$5.0M · 75K shares
$4.9M · 41K shares
$4.9M · 63K shares
$4.8M · 21K shares
$4.8M · 15K shares
$4.8M · 125K shares
$4.8M · 33K shares
$4.8M · 36K shares
$4.7M · 47K shares
$4.5M · 39K shares
$4.5M · 52K shares
$4.4M · 13K shares
$4.4M · 64K shares
$4.3M · 37K shares
$4.2M · 16K shares
$4.2M · 114K shares
$4.0M · 38K shares
$3.9M · 26K shares
$3.8M · 7K shares
$3.7M · 59K shares
$3.6M · 11K shares
$3.6M · 175K shares
$3.5M · 68K shares
$3.3M · 137K shares
$3.3M · 23K shares
$3.1M · 57K shares
$3.0M · 11K shares
$2.9M · 14K shares
$2.7M · 4K shares
$2.6M · 26K shares
$2.6M · 23K shares
$2.5M · 12K shares
$2.4M · 130K shares
$2.4M · 12K shares
$2.4M · 84K shares
$2.1M · 21K shares
$2.0M · 8K shares
$2.0M · 147K shares
$1.9M · 8K shares
$1.9M · 16K shares
$1.8M · 6K shares
$1.8M · 49K shares
$1.8M · 17K shares
$1.7M · 25K shares
$1.7M · 30K shares
$1.6M · 15K shares
$1.6M · 63K shares
$1.5M · 19K shares
$1.5M · 3K shares
$1.2M · 13K shares
$1.2M · 23K shares
$1.2M · 26K shares
$1.1M · 11K shares
$1.1M · 4K shares
$1.1M · 7K shares
$1.1M · 7K shares
$969K · 14K shares
$919K · 8K shares
$890K · 23K shares
$879K · 4K shares
$878K · 5K shares
$873K · 6K shares
$861K · 5K shares
$826K · 3K shares
$801K · 4K shares
$790K · 2K shares
$757K · 10K shares
$754K · 1 shares
$733K · 10K shares
$688K · 29K shares
$681K · 6K shares
$680K · 9K shares
$658K · 7K shares
$614K · 11K shares
$613K · 57K shares
$594K · 31K shares
$575K · 5K shares
$533K · 4K shares
$513K · 1K shares
$498K · 1K shares
$437K · 11K shares
$426K · 18K shares
$423K · 5K shares
$404K · 3K shares
$398K · 7K shares
$380K · 940 shares
$360K · 2K shares
$354K · 1K shares
$353K · 9K shares
$351K · 2K shares
$345K · 2K shares
$339K · 420 shares
$335K · 970 shares
$333K · 81K shares
$322K · 1K shares
$317K · 136K shares
$301K · 6K shares
$292K · 1K shares
$290K · 199K shares
$288K · 6K shares
$281K · 326 shares
$277K · 115K shares
$271K · 1K shares
$267K · 392 shares
$266K · 9K shares
$254K · 3K shares
$247K · 899 shares
$243K · 3K shares
$229K · 5K shares
$220K · 24K shares
$212K · 2K shares
$206K · 9K shares
$83K · 10K shares
$73K · 11K shares
$37K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $39.0M | 15.0% |
| Industrials | 13 | $34.8M | 13.3% |
| Basic Materials | 9 | $29.6M | 11.4% |
| Energy | 12 | $28.7M | 11.0% |
| Healthcare | 13 | $23.8M | 9.1% |
| Technology | 11 | $23.8M | 9.1% |
| Consumer Defensive | 12 | $22.2M | 8.5% |
| Unknown | 11 | $18.5M | 7.1% |
| Communication Services | 5 | $16.1M | 6.2% |
| Consumer Cyclical | 9 | $15.9M | 6.1% |
| Real Estate | 6 | $8.1M | 3.1% |