Murphy Pohlad Asset Management LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$236.3B

Holdings

120

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
101
ENBENBRIDGE INC
6,306$285.8M0.12%
102
VUSBVANGUARD BD INDEX FDS
5,635$281.0M0.12%
103
AMATAPPLIED MATLS INC
1,525$279.2M0.12%
104
BAXBAXTER INTL INC
9,171$277.7M0.12%
105
AVGOBROADCOM INC
970$267.4M0.11%
106
VOEVANGUARD INDEX FDS
1,586$261.0M0.11%
107
VIGVANGUARD SPECIALIZED FUNDS
1,271$260.1M0.11%
108
SPGSIMON PPTY GROUP INC NEW
1,536$246.9M0.10%
109
SPYSPDR S&P 500 ETF TR
392$242.2M0.10%
110
EP3ORASURE TECHNOLOGIES INC
79,567$238.7M0.10%
111
VIGIVANGUARD WHITEHALL FDS
2,504$225.7M0.10%
112
VBRVANGUARD INDEX FDS
1,141$222.5M0.09%
113
KOPNKOPIN CORP
141,600$216.6M0.09%
114
LPZBLIGHTPATH TECHNOLOGIES INC
69,100$212.8M0.09%
115
DFUVDIMENSIONAL ETF TRUST
4,920$208.0M0.09%
116
LRCXLAM RESEARCH CORP
2,105$204.9M0.09%
117
WBAWALGREENS BOOTS ALLIANCE INC
16,900$194.0M0.08%
118
IAUI-80 GOLD CORP
186,800$111.8M0.05%
119
AMCRAMCOR PLC
10,000$91.9M0.04%
120
OXQ1ARQ INC
10,600$56.9M0.02%
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