Murphy Pohlad Asset Management LLC Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$110.6B
Holdings
135
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
CTVACORTEVA INC | $6.3B |
SLBSLB LIMITED | $5.9B |
MDTMEDTRONIC PLC | $5.0B |
DVNDEVON ENERGY CORP NEW | $4.8B |
AGIALAMOS GOLD INC | $4.6B |
FLSFLOWSERVE CORP | $4.6B |
VFCV F CORP | $4.6B |
APAAPA CORPORATION | $4.6B |
KIMKIMCO REALTY CORP | $4.4B |
AIGAMERICAN INTL GROUP INC | $3.9B |
NTRNUTRIEN LTD | $3.9B |
FHIFEDERATED HERMES INC | $3.7B |
MACMACERICH CO | $3.3B |
AMRZAMRIZE LTD | $3.3B |
VSNTVERSANT MEDIA GROUP INC | $3.2B |
ELLAUDER ESTEE COS INC | $3.0B |
INGRINGREDION INC | $2.1B |
EXEEXPAND ENERGY CORPORATION | $2.1B |
NKENIKE INC | $2.0B |
CLCOLGATE PALMOLIVE CO | $1.8B |
CNXCNX RES CORP | $1.7B |
FISVFISERV INC | $1.6B |
CMCSACOMCAST CORP NEW | $1.5B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $1.5B |
DISDISNEY WALT CO | $1.5B |
ABTABBOTT LABORATORIES | $1.4B |
CRCCANADIAN NAT RES LTD MED TER | $1.4B |
MDLZMONDELEZ INTL INC | $1.3B |
BACBANK OF AMER CORP | $1.3B |
CLFCLEVELAND-CLIFFS INC NEW | $1.3B |
MOSMOSAIC CO | $1.3B |
BAXBAXTER INTL INC | $1.3B |
PFEPFIZER INC | $1.3B |
KOCOCA COLA CO | $1.1B |
WFCWELLS FARGO & CO | $1.1B |
DFACDIMENSIONAL ETF TRUST | $998.3M |
RYNRAYONIER INC | $931.5M |
WRBBERKLEY W R CORP | $737.9M |
COLMCOLUMBIA SPORTSWEAR CO | $689.9M |
GISGENERAL MILLS INC | $644.9M |
VUGVANGUARD INDEX FDS | $634.8M |
VEUVANGUARD INTL EQUITY INDEX F | $599.1M |
THOTHOR INDS INC | $522.5M |
WYWEYERHAEUSER CO | $481.0M |
EP3ORASURE TECHNOLOGIES INC | $473.9M |
DFATDIMENSIONAL ETF TRUST | $467.9M |
BACVERIZON COMMUNICATIONS INC | $458.3M |
TTCTORO CO | $456.1M |
LPZBLIGHTPATH TECHNOLOGIES INC | $392.4M |
NSYNICE LTD | $392.0M |
VIGIVANGUARD WHITEHALL FDS | $377.5M |
RIGTRANSOCEAN LTD | $360.9M |
ENBENBRIDGE INC | $356.5M |
RRCRANGE RES CORP | $356.3M |
KOPNKOPIN CORP | $335.1M |
OXYOCCIDENTAL PETE CORP | $330.4M |
AVLVAMERICAN CENTY ETF TR | $293.2M |
DFUVDIMENSIONAL ETF TRUST | $270.6M |
MRNAMODERNA INC | $267.8M |
IAUI-80 GOLD CORP | $252.4M |
LKQ1LKQ CORP | $246.5M |
AHHAH RLTY TR INC | $224.0M |
USBUS BANCORP | $213.9M |
LEELEE ENTERPRISES INC | $92.3M |
ODVOSISKO DEVELOPMENT CORP | $39.4M |
OXQ1ARQ INC | $25.5M |
TRVTRAVELERS COMPANIES INC | $10.5M |
INTCINTEL CORP | $9.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.2M |
AEMAGNICO EAGLE MINES LTD | $7.1M |
COPCONOCOPHILLIPS | $7.1M |
CSCOCISCO SYS INC | $6.8M |
CCOCAMECO CORP | $5.9M |
UNPUNION PAC CORP | $5.7M |
BKBANK OF NY MELLON CORP | $5.3M |
EMREMERSON ELEC CO | $5.1M |
GOOGALPHABET INC | $5.1M |
CMICUMMINS INC | $5.0M |
UPSUNITED PARCEL SVCS INC | $4.9M |
TRVCCITIGROUP INC | $4.9M |
ALVAUTOLIV INC | $4.7M |
PGPROCTER & GAMBLE CO | $4.7M |
GDGENERAL DYNAMICS CORP | $4.6M |
AAPLAPPLE INC | $4.5M |
CVXCHEVRON CORPORATION | $4.3M |
MSFTMICROSOFT CORP | $4.2M |
DYHTARGET CORP | $3.5M |
JNJJOHNSON & JOHNSON | $3.5M |
NSCNORFOLK SOUTHN CORP | $3.3M |
PEPPEPSICO INC | $3.1M |
PNCPNC FINL SVCS GROUP INC | $2.9M |
WTWWILLIS TOWERS WATSON PLC LTD | $2.8M |
CAHCARDINAL HEALTH INC | $2.6M |
UNHUNITEDHEALTH GROUP INC | $2.2M |
MRKMERCK & CO INC | $2.2M |
REGNREGENERON PHARMACEUTICALS | $2.2M |
ITWILLINOIS TOOL WKS INC | $2.1M |
IQVIQVIA HLDGS INC | $2.1M |
LOWLOWES COS INC | $1.7M |
WMTWALMART INC | $1.6M |
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