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	Shares	Value	% Portfolio
101	VOEVANGUARD INDEX FDS	1,948	$345K	0.13%
102	URIUNITED RENTALS INC	420	$339K	0.13%
103	AVGOBROADCOM INC	970	$335K	0.13%
104	RIGTRANSOCEAN LTD	80,800	$333K	0.13%
105	RGLDROYAL GOLD INC	1,450	$322K	0.12%
106	KOPNKOPIN CORP	135,600	$317K	0.12%
107	ENBENBRIDGE INC	6,306	$301K	0.12%
108	VBRVANGUARD INDEX FDS	1,383	$292K	0.11%
109	IAUI-80 GOLD CORP	198,800	$290K	0.11%
110	VUSBVANGUARD BD INDEX FDS	5,780	$288K	0.11%
111	COSTCOSTCO WHSL CORP NEW	326	$281K	0.11%
112	EP3ORASURE TECHNOLOGIES INC	114,867	$277K	0.11%
113	SPGSIMON PPTY GROUP INC NEW	1,466	$271K	0.10%
114	SPYSPDR S&P 500 ETF TR	392	$267K	0.10%
115	LKQ1LKQ CORP	8,816	$266K	0.10%
116	DEODIAGEO PLC	2,952	$254K	0.10%
117	CITHE CIGNA GROUP	899	$247K	0.09%
118	VIGIVANGUARD WHITEHALL FDS	2,658	$243K	0.09%
119	DFUVDIMENSIONAL ETF TRUST	4,920	$229K	0.09%
120	CNHICNH INDL N V	23,900	$220K	0.08%
121	PSXPHILLIPS 66	1,650	$212K	0.08%
122	SKE.TOSKEENA RES LTD NEW	8,700	$206K	0.08%
123	AMCRAMCOR PLC	10,000	$83K	0.03%
124	AHHARMADA HOFFLER PPTYS INC	11,040	$73K	0.03%
125	OXQ1ARQ INC	11,600	$37K	0.01%

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