Murphy Pohlad Asset Management LLC
136 holdingsFiling period: 2026-06-30Current AUM: $300.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TRV | TRAVELERS COMPANIES INC | 31.8K | $10.5M | $12.0M | 4.00% | -100 | 2026-06-30 |
| 2 | INTC | INTEL CORP | 69.3K | $9.7M | $6.7M | 2.24% | -59,875 | 2026-06-30 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.3K | $8.2M | $8.2M | 2.71% | -500 | 2026-06-30 |
| 4 | AEM | AGNICO EAGLE MINES LTD | 45.9K | $7.1M | $9.0M | 3.00% | -75 | 2026-06-30 |
| 5 | COP | CONOCOPHILLIPS | 67.9K | $7.1M | $9.6M | 3.19% | -525 | 2026-06-30 |
| 6 | CSCO | CISCO SYS INC | 58.2K | $6.8M | $6.4M | 2.13% | -5,024 | 2026-06-30 |
| 7 | CTVA | CORTEVA INC | 74.6K | $6.3M | $6.2M | 2.07% | -200 | 2026-06-30 |
| 8 | SLB | SLB LIMITED | 127.9K | $5.9M | $6.9M | 2.30% | +1.1K | 2026-06-30 |
| 9 | CCJ | CAMECO CORP | 57.4K | $5.8M | $5.2M | 1.74% | -600 | 2026-06-30 |
| 10 | UNP | UNION PAC CORP | 20.8K | $5.7M | $5.9M | 1.97% | -40 | 2026-06-30 |
| 11 | BK | BANK OF NY MELLON CORP | 36.9K | $5.3M | $5.3M | 1.77% | -580 | 2026-06-30 |
| 12 | EMR | EMERSON ELEC CO | 35.8K | $5.1M | $5.3M | 1.75% | -- | 2026-06-30 |
| 13 | GOOG | ALPHABET INC | 14.4K | $5.1M | $4.9M | 1.64% | -495 | 2026-06-30 |
| 14 | — | MEDTRONIC PLC | 64.1K | $5.0M | $5.0M | 1.67% | -2,098 | 2026-06-30 |
| 15 | CMI | CUMMINS INC | 7.0K | $5.0M | $3.8M | 1.25% | -490 | 2026-06-30 |
| 16 | UPS | UNITED PARCEL SVCS INC | 45.9K | $4.9M | $4.7M | 1.56% | -170 | 2026-06-30 |
| 17 | C | CITIGROUP INC | 35.2K | $4.9M | $4.8M | 1.59% | -980 | 2026-06-30 |
| 18 | DVN | DEVON ENERGY CORP NEW | 116.4K | $4.8M | $6.0M | 1.99% | +1.0K | 2026-06-30 |
| 19 | ALV | AUTOLIV INC | 40.8K | $4.7M | $4.7M | 1.57% | -102 | 2026-06-30 |
| 20 | PG | PROCTER & GAMBLE CO | 31.9K | $4.7M | $4.7M | 1.55% | -- | 2026-06-30 |
| 21 | GD | GENERAL DYNAMICS CORP | 13.0K | $4.6M | $4.7M | 1.55% | -- | 2026-06-30 |
| 22 | AGI | ALAMOS GOLD INC | 152.2K | $4.6M | $5.4M | 1.78% | +2.9K | 2026-06-30 |
| 23 | FLS | FLOWSERVE CORP | 62.2K | $4.6M | $4.4M | 1.47% | -200 | 2026-06-30 |
| 24 | VFC | V F CORP | 276.3K | $4.6M | $3.5M | 1.17% | -850 | 2026-06-30 |
| 25 | APA | APA CORPORATION | 140.9K | $4.6M | $6.7M | 2.22% | +235 | 2026-06-30 |
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