Murphy Pohlad Asset Management LLC
135 holdingsFiling period: 2026-03-31Current AUM: $295.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | 45.9K | $9.3M | $6.7M | 2.26% | -3,740 | 2026-03-31 |
| 2 | TRV | TRAVELERS COMPANIES INC | 31.9K | $9.3M | $12.0M | 4.04% | -655 | 2026-03-31 |
| 3 | COP | CONOCOPHILLIPS | 68.4K | $9.0M | $8.2M | 2.79% | -170 | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.8K | $8.1M | $8.1M | 2.73% | -166 | 2026-03-31 |
| 5 | AGI | ALAMOS GOLD INC | 149.3K | $6.6M | $4.2M | 1.41% | -1,140 | 2026-03-31 |
| 6 | SLB | SLB LIMITED | 126.8K | $6.5M | $6.3M | 2.13% | +2.0K | 2026-03-31 |
| 7 | CCJ | CAMECO CORP | 58.0K | $6.3M | $5.0M | 1.70% | -7,155 | 2026-03-31 |
| 8 | CTVA | CORTEVA INC | 74.8K | $6.3M | $5.9M | 1.99% | -110 | 2026-03-31 |
| 9 | APA | APA CORPORATION | 140.7K | $6.0M | $5.2M | 1.78% | +4.0K | 2026-03-31 |
| 10 | DVN | DEVON ENERGY CORP NEW | 115.4K | $5.8M | $5.2M | 1.76% | +1.8K | 2026-03-31 |
| 11 | — | MEDTRONIC PLC | 66.2K | $5.7M | $5.7M | 1.94% | -627 | 2026-03-31 |
| 12 | INTC | INTEL CORP | 129.1K | $5.7M | $11.6M | 3.94% | -13,982 | 2026-03-31 |
| 13 | CVX | CHEVRON CORPORATION | 25.8K | $5.3M | $5.1M | 1.72% | +37 | 2026-03-31 |
| 14 | UNP | UNION PAC CORP | 20.9K | $5.1M | $6.1M | 2.06% | -- | 2026-03-31 |
| 15 | CSCO | CISCO SYS INC | 63.3K | $4.9M | $7.3M | 2.48% | -55 | 2026-03-31 |
| 16 | VFC | V F CORP | 277.1K | $4.7M | $4.0M | 1.34% | -2,000 | 2026-03-31 |
| 17 | EMR | EMERSON ELEC CO | 35.8K | $4.7M | $5.4M | 1.81% | -245 | 2026-03-31 |
| 18 | PG | PROCTER & GAMBLE CO | 31.9K | $4.6M | $4.6M | 1.56% | -1,505 | 2026-03-31 |
| 19 | FLS | FLOWSERVE CORP | 62.4K | $4.6M | $4.7M | 1.60% | -1,200 | 2026-03-31 |
| 20 | UPS | UNITED PARCEL SVCS INC | 46.1K | $4.5M | $4.8M | 1.62% | -1,250 | 2026-03-31 |
| 21 | GD | GENERAL DYNAMICS CORP | 13.0K | $4.5M | $5.0M | 1.69% | -78 | 2026-03-31 |
| 22 | NTR | NUTRIEN LTD | 59.2K | $4.5M | $4.1M | 1.38% | -150 | 2026-03-31 |
| 23 | BK | BANK NEW YORK MELLON CORP | 37.5K | $4.4M | $4.4M | 1.50% | -1,439 | 2026-03-31 |
| 24 | ALV | AUTOLIV INC | 40.9K | $4.3M | $5.0M | 1.70% | -200 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 14.9K | $4.3M | $5.3M | 1.80% | -465 | 2026-03-31 |
← Scroll →
Page 1 of 6