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
LOWLOWES COS INC
$1.4M
CRMSALESFORCE INC
$1.4M
VTVVANGUARD INDEX FDS
$1.3M
ADPAUTOMATIC DATA PROCESSING IN
$1.2M
CFCF INDUSTRIES HOLD
$1.1M
ADBEADOBE INC
$1.0M
CHRWC H ROBINSON WORLDWIDE IN
$1.0M
ADSKAUTODESK INC
$1.0M
GOOGLALPHABET INC
$906K
ABBVABBVIE INC
$860K
MRSHMARSH & MCLENNAN COS INC
$793K
BRK-BBERKSHIRE HATHAWAY INC DEL
$747K
JPMJPMORGAN CHASE & CO
$702K
TJXTJX COS INC NEW
$660K
MRNAMODERNA INC
$640K
HDHOME DEPOT INC
$597K
VOEVANGUARD INDEX FDS
$594K
MAAMID-AMER APT CMNTYS INC
$580K
AMATAPPLIED MATLS INC
$551K
LMTLOCKHEED MARTIN CORP
$494K
NSYNICE LTD
$480K
RGLDROYAL GOLD INC
$444K
URIUNITED RENTALS INC
$420K
LAMRLAMAR ADVERTISING CO
$390K
IVVISHARES TR
$385K
VIGVANGUARD SPECIALIZED FUNDS
$347K
TTTRANE TECHNOLOGIES PLC
$339K
PSXPHILLIPS 66
$314K
SPGSIMON PPTY GROUP INC NEW
$304K
SPYSTATE STR SPDR S&P 500 ETF T
$299K
NDQINVESCO QQQ TR
$284K
WINAWINMARK CORP
$282K
VBRVANGUARD INDEX FDS
$269K
TSMTAIWAN SEMICONDUCTOR MANUFAC
$256K
IWBISHARES TR
$250K
EOGEOG RES INC
$229K
PG4PRINCIPAL FINANCIAL GROUP IN
$228K
COSTCOSTCO WHOLESALE CORPORATION
$224K
XLKSELECT SECTOR SPDR TR
$208K
VOOVANGUARD INDEX FDS
$203K
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