Murphy Pohlad Asset Management LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$235.7M

Holdings

121

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (121 positions)

StockValue
TRVTRAVELERS COMPANIES INC
$9.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$9.7M
COPCONOCOPHILLIPS
$6.7M
AEMAGNICO EAGLE MINES LTD
$6.4M
MDTMEDTRONIC PLC
$6.0M
PGPROCTER AND GAMBLE CO
$5.8M
CTVACORTEVA INC
$5.2M
CMCSACOMCAST CORP NEW
$4.8M
UNPUNION PAC CORP
$4.6M
AIGAMERICAN INTL GROUP INC
$4.6M
MSFTMICROSOFT CORP
$4.4M
SLBSCHLUMBERGER LTD
$4.3M
UPSUNITED PARCEL SERVICE INC
$4.3M
CVXCHEVRON CORP NEW
$4.3M
AGIALAMOS GOLD INC NEW
$4.3M
WTWWILLIS TOWERS WATSON PLC LTD
$4.2M
EMREMERSON ELEC CO
$4.0M
CSCOCISCO SYS INC
$3.9M
DVNDEVON ENERGY CORP NEW
$3.7M
AAPLAPPLE INC
$3.7M
ALVAUTOLIV INC
$3.7M
KMBKIMBERLY-CLARK CORP
$3.6M
GDGENERAL DYNAMICS CORP
$3.6M
INTCINTEL CORP
$3.5M
BKBANK NEW YORK MELLON CORP
$3.4M
KIMKIMCO RLTY CORP
$3.4M
NOKNOKIA CORP
$3.3M
TRVCCITIGROUP INC
$3.3M
FLSFLOWSERVE CORP
$3.2M
PFEPFIZER INC
$3.1M
PEPPEPSICO INC
$3.0M
DYHTARGET CORP
$3.0M
NTRNUTRIEN LTD
$2.9M
CCOCAMECO CORP
$2.9M
FHIFEDERATED HERMES INC
$2.8M
PNCPNC FINL SVCS GROUP INC
$2.8M
CNHICNH INDL N V
$2.7M
GOOGALPHABET INC
$2.6M
NSCNORFOLK SOUTHN CORP
$2.5M
VFCV F CORP
$2.5M
CMICUMMINS INC
$2.3M
JNJJOHNSON & JOHNSON
$2.3M
ELLAUDER ESTEE COS INC
$2.3M
MRKMERCK & CO INC
$2.3M
EXEEXPAND ENERGY CORPORATION
$2.2M
MACMACERICH CO
$2.1M
APAAPA CORPORATION
$2.1M
ITWILLINOIS TOOL WKS INC
$2.0M
UNHUNITEDHEALTH GROUP INC
$1.9M
LOWLOWES COS INC
$1.8M
CLCOLGATE PALMOLIVE CO
$1.8M
GISGENERAL MLS INC
$1.8M
CNXCNX RES CORP
$1.7M
CAHCARDINAL HEALTH INC
$1.6M
DISDISNEY WALT CO
$1.6M
CLFCLEVELAND-CLIFFS INC NEW
$1.4M
WMTWALMART INC
$1.4M
BACBANK AMERICA CORP
$1.4M
MDLZMONDELEZ INTL INC
$1.3M
CNCCENTENE CORP DEL
$1.3M
WFCWELLS FARGO CO NEW
$1.3M
MRSHMARSH & MCLENNAN COS INC
$1.1M
INGRINGREDION INC
$1.1M
OXYOCCIDENTAL PETE CORP
$1.1M
MAAMID-AMER APT CMNTYS INC
$1.1M
RIORIO TINTO PLC
$1.0M
REGNREGENERON PHARMACEUTICALS
$1.0M
KOCOCA COLA CO
$993K
THOTHOR INDS INC
$929K
WRBBERKLEY W R CORP
$924K
MOSMOSAIC CO NEW
$883K
ULUNILEVER PLC
$878K
TJXTJX COS INC NEW
$863K
HDHOME DEPOT INC
$842K
CBOECBOE GLOBAL MKTS INC
$841K
ABBVABBVIE INC
$806K
BRK-BBERKSHIRE HATHAWAY INC DEL
$798K
DFACDIMENSIONAL ETF TRUST
$742K
CHRWC H ROBINSON WORLDWIDE INC
$712K
DFATDIMENSIONAL ETF TRUST
$690K
JPMJPMORGAN CHASE & CO.
$687K
CFCF INDS HLDGS INC
$656K
NVDANVIDIA CORPORATION
$648K
VTVVANGUARD INDEX FDS
$620K
SPGSIMON PPTY GROUP INC NEW
$587K
TTCTORO CO
$557K
GOOGLALPHABET INC
$545K
XOMEXXON MOBIL CORP
$540K
WYWEYERHAEUSER CO MTN BE
$527K
BACVERIZON COMMUNICATIONS INC
$509K
TDOCTELADOC HEALTH INC
$501K
TTTRANE TECHNOLOGIES PLC
$455K
VEUVANGUARD INTL EQUITY INDEX F
$445K
ABTABBOTT LABS
$428K
LMTLOCKHEED MARTIN CORP
$417K
BAXBAXTER INTL INC
$373K
DEODIAGEO PLC
$340K
RIGTRANSOCEAN LTD
$337K
BWABORGWARNER INC
$329K
COSTCOSTCO WHSL CORP NEW
$308K
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