Murphy Pohlad Asset Management LLC

Institutional manager (13F) · CIK 1569148

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $222M

#	Issuer	Value	Shares
1	AGNICO EAGLE MINES LTD	$9M	45,939
2	TRAVELERS COMPANIES INC	$9M	31,940
3	CONOCOPHILLIPS	$9M	68,424
4	BERKSHIRE HATHAWAY INC DEL	$8M	16,826
5	ALAMOS GOLD INC	$7M	149,300
6	SLB LIMITED	$7M	126,849
7	CAMECO CORP	$6M	58,040
8	CORTEVA INC	$6M	74,807
9	APA CORPORATION	$6M	140,683
10	DEVON ENERGY CORP NEW	$6M	115,357
11	MEDTRONIC PLC	$6M	66,217
12	INTEL CORP	$6M	129,127
13	CHEVRON CORPORATION	$5M	25,831
14	UNION PAC CORP	$5M	20,888
15	CISCO SYS INC	$5M	63,253
16	V F CORP	$5M	277,145
17	EMERSON ELEC CO	$5M	35,795
18	PROCTER & GAMBLE CO	$5M	31,880
19	FLOWSERVE CORP	$5M	62,378
20	UNITED PARCEL SVCS INC	$5M	46,075
21	GENERAL DYNAMICS CORP	$4M	13,034
22	NUTRIEN LTD	$4M	59,225
23	BANK NEW YORK MELLON CORP	$4M	37,476
24	AUTOLIV INC	$4M	40,885
25	ALPHABET INC	$4M	14,924
26	MICROSOFT CORP	$4M	11,214
27	CITIGROUP INC	$4M	36,148
28	CUMMINS INC	$4M	7,486
29	AMERICAN INTL GROUP INC	$4M	52,732
30	APPLE INC	$4M	15,494
31	KIMCO REALTY CORP	$4M	172,197
32	FEDERATED HERMES INC	$4M	67,446
33	PEPSICO INC	$4M	22,907
34	AMRIZE LTD	$3M	59,510
35	VERSANT MEDIA GROUP INC	$3M	90,022
36	JOHNSON & JOHNSON	$3M	13,589
37	TARGET CORP	$3M	26,870
38	WILLIS TOWERS WATSON PLC LTD	$3M	10,795
39	NORFOLK SOUTHN CORP	$3M	10,422
40	LAUDER ESTEE COS INC	$3M	37,905
41	REGENERON PHARMACEUTICALS	$3M	3,508
42	EXPAND ENERGY CORPORATION	$3M	23,471
43	PNC FINL SVCS GROUP INC	$2M	11,894
44	MACERICH CO	$2M	130,360
45	CARDINAL HEALTH INC	$2M	11,649
46	COMCAST CORP NEW	$2M	85,720
47	MERCK & CO INC	$2M	17,023
48	ILLINOIS TOOL WKS INC	$2M	7,850
49	FISERV INC	$2M	34,753
50	CNX RES CORP	$2M	48,675

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.