Murphy Pohlad Asset Management LLC
136 holdingsFiling period: 2026-06-30Current AUM: $297.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TRV | Travelers Companies Inc | 31.8K | $10.5M | $12.7M | 4.28% | -100 | 2026-06-30 |
| 2 | INTC | Intel Corp | 69.3K | $9.7M | $6.3M | 2.10% | -59,875 | 2026-06-30 |
| 3 | BRK-B | Berkshire Hathaway Inc Del | 16.3K | $8.2M | $8.2M | 2.74% | -500 | 2026-06-30 |
| 4 | AEM | Agnico Eagle Mines Ltd | 45.9K | $7.1M | $8.1M | 2.70% | -75 | 2026-06-30 |
| 5 | COP | Conocophillips | 67.9K | $7.1M | $10.3M | 3.45% | -525 | 2026-06-30 |
| 6 | CSCO | Cisco Sys Inc | 58.2K | $6.8M | $6.4M | 2.15% | -5,024 | 2026-06-30 |
| 7 | CTVA | Corteva Inc | 74.6K | $6.3M | $891K | 0.30% | -200 | 2026-06-30 |
| 8 | SLB | Slb Limited | 127.9K | $5.9M | $6.8M | 2.28% | +1.1K | 2026-06-30 |
| 9 | CCJ | Cameco Corp | 57.4K | $5.8M | $4.5M | 1.52% | -600 | 2026-06-30 |
| 10 | UNP | Union Pac Corp | 20.8K | $5.7M | $6.2M | 2.08% | -40 | 2026-06-30 |
| 11 | BK | Bank of NY Mellon Corp | 36.9K | $5.3M | $5.3M | 1.79% | -580 | 2026-06-30 |
| 12 | EMR | Emerson Elec Co | 35.8K | $5.1M | $5.8M | 1.94% | -- | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 14.4K | $5.1M | $4.5M | 1.52% | -495 | 2026-06-30 |
| 14 | — | Medtronic PLC | 64.1K | $5.0M | $5.0M | 1.68% | -2,098 | 2026-06-30 |
| 15 | CMI | Cummins Inc | 7.0K | $5.0M | $3.7M | 1.23% | -490 | 2026-06-30 |
| 16 | UPS | United Parcel Svcs Inc | 45.9K | $4.9M | $4.6M | 1.55% | -170 | 2026-06-30 |
| 17 | C | Citigroup Inc | 35.2K | $4.9M | $4.3M | 1.43% | -980 | 2026-06-30 |
| 18 | DVN | Devon Energy Corp New | 116.4K | $4.8M | $6.0M | 2.02% | +1.0K | 2026-06-30 |
| 19 | ALV | Autoliv Inc | 40.8K | $4.7M | $4.7M | 1.58% | -102 | 2026-06-30 |
| 20 | PG | Procter & Gamble Co | 31.9K | $4.7M | $5.1M | 1.71% | -- | 2026-06-30 |
| 21 | GD | General Dynamics Corp | 13.0K | $4.6M | $4.7M | 1.56% | -- | 2026-06-30 |
| 22 | AGI | Alamos Gold Inc | 152.2K | $4.6M | $4.6M | 1.54% | +2.9K | 2026-06-30 |
| 23 | FLS | Flowserve Corp | 62.2K | $4.6M | $4.3M | 1.45% | -200 | 2026-06-30 |
| 24 | VFC | V F Corp | 276.3K | $4.6M | $4.7M | 1.57% | -850 | 2026-06-30 |
| 25 | APA | Apa Corporation | 140.9K | $4.6M | $7.3M | 2.44% | +235 | 2026-06-30 |
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