Murphy Pohlad Asset Management LLC Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$110.6B
Holdings
135
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
KMBKIMBERLY-CLARK CORP | $1.3M |
CHRWC H ROBINSON WORLDWIDE IN | $1.3M |
VTVVANGUARD INDEX FDS | $1.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2M |
CFCF INDUSTRIES HOLD | $1.1M |
TJXTJX COS INC NEW | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.0M |
MAAMID-AMER APT CMNTYS INC | $1.0M |
ABBVABBVIE INC | $904K |
AMATAPPLIED MATLS INC | $852K |
GOOGLALPHABET INC | $852K |
JPMJPMORGAN CHASE & CO | $819K |
HDHOME DEPOT INC | $810K |
MRSHMARSH & MCLENNAN COS INC | $774K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $749K |
LAMRLAMAR ADVERTISING CO | $710K |
XOMEXXON MOBIL CORP | $588K |
VOEVANGUARD INDEX FDS | $573K |
LMTLOCKHEED MARTIN CORP | $525K |
ADBEADOBE INC | $523K |
TTTRANE TECHNOLOGIES PLC | $476K |
URIUNITED RENTALS INC | $476K |
WINAWINMARK CORP | $398K |
VIGVANGUARD SPECIALIZED FUNDS | $369K |
RGLDROYAL GOLD INC | $352K |
SPGSIMON PPTY GROUP INC NEW | $328K |
COSTCOSTCO WHOLESALE CORPORATION | $305K |
SPYSTATE STR SPDR S&P 500 ETF T | $293K |
PSXPHILLIPS 66 | $279K |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $275K |
VBRVANGUARD INDEX FDS | $265K |
LRCXLAM RESEARCH CORP | $230K |
PG4PRINCIPAL FINANCIAL GROUP IN | $219K |
VYMVANGUARD WHITEHALL FDS | $215K |
EOGEOG RES INC | $206K |
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