Murphy Pohlad Asset Management LLC Q3 2026 Filing

Filed October 22, 2026

Portfolio Value

$118.0B

Holdings

140

Report Date

Q3 2026

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
SLBSLB LIMITED
$6.2B
CTVACORTEVA INC
$5.8B
MDTMEDTRONIC PLC
$5.7B
APAAPA CORPORATION
$5.5B
DVNDEVON ENERGY CORP NEW
$5.2B
CCOCAMECO CORP
$4.8B
AGIALAMOS GOLD INC
$4.8B
FLSFLOWSERVE CORP
$4.5B
NTRNUTRIEN LTD
$4.3B
UPSUNITED PARCEL SVCS INC
$4.1B
VFCV F CORP
$3.8B
AIGAMERICAN INTL GROUP INC
$3.8B
FHIFEDERATED HERMES INC
$3.8B
ELLAUDER ESTEE COS INC
$3.5B
KIMKIMCO REALTY CORP
$3.3B
VSNTVERSANT MEDIA GROUP INC
$2.9B
MACMACERICH CO
$2.5B
FISVFISERV INC
$2.3B
EXEEXPAND ENERGY CORPORATION
$2.2B
BAXBAXTER INTL INC
$2.2B
INGRINGREDION INC
$2.2B
AMRZAMRIZE LTD
$1.7B
CRCCANADIAN NAT RES LTD MED TER
$1.7B
PFEPFIZER INC
$1.5B
IFFINTERNATIONAL FLAVORS&FRAGRA
$1.5B
CNXCNX RES CORP
$1.5B
CLFCLEVELAND-CLIFFS INC NEW
$1.4B
MDLZMONDELEZ INTL INC
$1.3B
CLCOLGATE PALMOLIVE CO
$1.3B
ABTABBOTT LABORATORIES
$1.3B
BACBANK OF AMER CORP
$1.3B
CMCSACOMCAST CORP NEW
$1.2B
KOCOCA COLA CO
$1.1B
BSXBOSTON SCIENTIFIC CORP
$1.1B
KMBKIMBERLY-CLARK CORP
$1.1B
MOSMOSAIC CO
$1.1B
WFCWELLS FARGO & CO
$1.0B
KHCKRAFT HEINZ CO
$1.0B
DFACDIMENSIONAL ETF TRUST
$1.0B
NKENIKE INC
$990.7M
RYNRAYONIER INC
$753.5M
WRBBERKLEY W R CORP
$693.1M
VEUVANGUARD INTL EQUITY INDEX F
$684.9M
VUGVANGUARD INDEX FDS
$664.8M
COLMCOLUMBIA SPORTSWEAR CO
$600.5M
BACVERIZON COMMUNICATIONS INC
$594.3M
THOTHOR INDS INC
$492.5M
VIGIVANGUARD WHITEHALL FDS
$464.5M
TTCTORO CO
$451.4M
DFATDIMENSIONAL ETF TRUST
$444.7M
AVLVAMERICAN CENTY ETF TR
$400.4M
WYWEYERHAEUSER CO
$382.7M
OXYOCCIDENTAL PETE CORP
$376.4M
RIGTRANSOCEAN LTD
$371.0M
RRCRANGE RES CORP
$349.7M
EP3ORASURE TECHNOLOGIES INC
$335.8M
ENBENBRIDGE INC
$305.8M
LKQ1LKQ CORP
$283.7M
DFUVDIMENSIONAL ETF TRUST
$270.6M
KOPNKOPIN CORP
$267.7M
GISGENERAL MILLS INC
$236.2M
IAUI-80 GOLD CORP
$213.0M
USBUS BANCORP
$204.6M
LPZBLIGHTPATH TECHNOLOGIES INC
$189.7M
AHHAH RLTY TR INC
$135.7M
BZFDBUZZFEED INC
$78.8M
TRVTRAVELERS COMPANIES INC
$10.8M
AEMAGNICO EAGLE MINES LTD
$8.3M
COPCONOCOPHILLIPS
$8.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.9M
INTCINTEL CORP
$7.4M
EMREMERSON ELEC CO
$5.6M
MSFTMICROSOFT CORP
$5.6M
UNPUNION PAC CORP
$5.4M
CSCOCISCO SYS INC
$5.3M
BKBANK OF NY MELLON CORP
$5.2M
CVXCHEVRON CORPORATION
$5.2M
AAPLAPPLE INC
$5.1M
GOOGALPHABET INC
$4.7M
PGPROCTER & GAMBLE CO
$4.6M
ALVAUTOLIV INC
$4.4M
GDGENERAL DYNAMICS CORP
$4.3M
TRVCCITIGROUP INC
$4.3M
DYHTARGET CORP
$4.2M
CMICUMMINS INC
$3.5M
JNJJOHNSON & JOHNSON
$3.5M
WTWWILLIS TOWERS WATSON PLC LTD
$3.1M
NSCNORFOLK SOUTHN CORP
$2.9M
IQVIQVIA HLDGS INC
$2.9M
PEPPEPSICO INC
$2.9M
REGNREGENERON PHARMACEUTICALS
$2.6M
PNCPNC FINL SVCS GROUP INC
$2.6M
CAHCARDINAL HEALTH INC
$2.5M
MRKMERCK & CO INC
$2.4M
ACNACCENTURE PLC IRELAND
$2.0M
ITWILLINOIS TOOL WKS INC
$2.0M
UNHUNITEDHEALTH GROUP INC
$1.9M
TMOTHERMO FISHER SCIENTIFIC INC
$1.6M
DISDISNEY WALT CO
$1.6M
WMTWALMART INC
$1.4M
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