Murphy Pohlad Asset Management LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$260.4M
Holdings
125
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
TRVTRAVELERS COMPANIES INC | $9.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.5M |
AEMAGNICO EAGLE MINES LTD | $8.4M |
MDTMEDTRONIC PLC | $6.4M |
COPCONOCOPHILLIPS | $6.4M |
CCOCAMECO CORP | $6.0M |
AGIALAMOS GOLD INC NEW | $5.8M |
MSFTMICROSOFT CORP | $5.4M |
INTCINTEL CORP | $5.3M |
VFCV F CORP | $5.0M |
CTVACORTEVA INC | $5.0M |
ALVAUTOLIV INC | $4.9M |
CSCOCISCO SYS INC | $4.9M |
UNPUNION PAC CORP | $4.8M |
GOOGALPHABET INC | $4.8M |
SLBSLB LIMITED | $4.8M |
PGPROCTER AND GAMBLE CO | $4.8M |
EMREMERSON ELEC CO | $4.8M |
UPSUNITED PARCEL SERVICE INC | $4.7M |
BKBANK NEW YORK MELLON CORP | $4.5M |
AIGAMERICAN INTL GROUP INC | $4.5M |
GDGENERAL DYNAMICS CORP | $4.4M |
FLSFLOWSERVE CORP | $4.4M |
TRVCCITIGROUP INC | $4.3M |
AAPLAPPLE INC | $4.2M |
DVNDEVON ENERGY CORP NEW | $4.2M |
ELLAUDER ESTEE COS INC | $4.0M |
CVXCHEVRON CORP NEW | $3.9M |
CMICUMMINS INC | $3.8M |
NTRNUTRIEN LTD | $3.7M |
WTWWILLIS TOWERS WATSON PLC LTD | $3.6M |
KIMKIMCO RLTY CORP | $3.6M |
FHIFEDERATED HERMES INC | $3.5M |
APAAPA CORPORATION | $3.3M |
PEPPEPSICO INC | $3.3M |
AMRZAMRIZE LTD | $3.1M |
NSCNORFOLK SOUTHN CORP | $3.0M |
JNJJOHNSON & JOHNSON | $2.9M |
REGNREGENERON PHARMACEUTICALS | $2.7M |
DYHTARGET CORP | $2.6M |
EXEEXPAND ENERGY CORPORATION | $2.6M |
PNCPNC FINL SVCS GROUP INC | $2.5M |
MACMACERICH CO | $2.4M |
CAHCARDINAL HEALTH INC | $2.4M |
CMCSACOMCAST CORP NEW | $2.4M |
KMBKIMBERLY-CLARK CORP | $2.1M |
ITWILLINOIS TOOL WKS INC | $2.0M |
CLFCLEVELAND-CLIFFS INC NEW | $2.0M |
LOWLOWES COS INC | $1.9M |
DISDISNEY WALT CO | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
CNXCNX RES CORP | $1.8M |
MRKMERCK & CO INC | $1.8M |
FISVFISERV INC | $1.7M |
BACBANK AMERICA CORP | $1.7M |
WMTWALMART INC | $1.6M |
PFEPFIZER INC | $1.6M |
CLCOLGATE PALMOLIVE CO | $1.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.5M |
WFCWELLS FARGO CO NEW | $1.2M |
MDLZMONDELEZ INTL INC | $1.2M |
GISGENERAL MLS INC | $1.2M |
THOTHOR INDS INC | $1.1M |
GOOGLALPHABET INC | $1.1M |
CHRWC H ROBINSON WORLDWIDE INC | $1.1M |
TJXTJX COS INC NEW | $1.1M |
KOCOCA COLA CO | $969K |
INGRINGREDION INC | $919K |
DFACDIMENSIONAL ETF TRUST | $890K |
ABBVABBVIE INC | $879K |
NVDANVIDIA CORPORATION | $878K |
MAAMID-AMER APT CMNTYS INC | $873K |
MRSHMARSH & MCLENNAN COS INC | $861K |
JPMJPMORGAN CHASE & CO. | $826K |
VTVVANGUARD INDEX FDS | $801K |
HDHOME DEPOT INC | $790K |
VEUVANGUARD INTL EQUITY INDEX F | $757K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754K |
WRBBERKLEY W R CORP | $733K |
MOSMOSAIC CO NEW | $688K |
NSYNICE LTD | $681K |
CFCF INDS HLDGS INC | $680K |
CELCCELCUITY INC | $658K |
COLMCOLUMBIA SPORTSWEAR CO | $614K |
LPZBLIGHTPATH TECHNOLOGIES INC | $613K |
BAXBAXTER INTL INC | $594K |
LAMRLAMAR ADVERTISING CO NEW | $575K |
XOMEXXON MOBIL CORP | $533K |
TTTRANE TECHNOLOGIES PLC | $513K |
LMTLOCKHEED MARTIN CORP | $498K |
BACVERIZON COMMUNICATIONS INC | $437K |
WYWEYERHAEUSER CO MTN BE | $426K |
TTCTORO CO | $423K |
ABTABBOTT LABS | $404K |
DFATDIMENSIONAL ETF TRUST | $398K |
WINAWINMARK CORP | $380K |
LRCXLAM RESEARCH CORP | $360K |
AMATAPPLIED MATLS INC | $354K |
OXYOCCIDENTAL PETE CORP | $353K |
VIGVANGUARD SPECIALIZED FUNDS | $351K |
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