Murphy Pohlad Asset Management LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$235.7B
Holdings
121
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 36,825 | $9.7B | 4.13% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,280 | $9.7B | 4.13% | |
| 3 | COPCONOCOPHILLIPS | 63,333 | $6.7B | 2.82% | |
| 4 | AEMAGNICO EAGLE MINES LTD | 58,777 | $6.4B | 2.70% | |
| 5 | MDTMEDTRONIC PLC | 66,404 | $6.0B | 2.53% | |
| 6 | PGPROCTER AND GAMBLE CO | 33,885 | $5.8B | 2.45% | |
| 7 | CTVACORTEVA INC | 83,267 | $5.2B | 2.22% | |
| 8 | CMCSACOMCAST CORP NEW | 129,790 | $4.8B | 2.03% | |
| 9 | UNPUNION PAC CORP | 19,508 | $4.6B | 1.96% | |
| 10 | AIGAMERICAN INTL GROUP INC | 52,487 | $4.6B | 1.94% | |
| 11 | MSFTMICROSOFT CORP | 11,795 | $4.4B | 1.88% | |
| 12 | SLBSCHLUMBERGER LTD | 103,434 | $4.3B | 1.83% | |
| 13 | UPSUNITED PARCEL SERVICE INC | 39,157 | $4.3B | 1.83% | |
| 14 | CVXCHEVRON CORP NEW | 25,579 | $4.3B | 1.82% | |
| 15 | AGIALAMOS GOLD INC NEW | 159,650 | $4.3B | 1.81% | |
| 16 | WTWWILLIS TOWERS WATSON PLC LTD | 12,370 | $4.2B | 1.77% | |
| 17 | EMREMERSON ELEC CO | 36,540 | $4.0B | 1.70% | |
| 18 | CSCOCISCO SYS INC | 63,508 | $3.9B | 1.66% | |
| 19 | DVNDEVON ENERGY CORP NEW | 99,142 | $3.7B | 1.57% | |
| 20 | AAPLAPPLE INC | 16,639 | $3.7B | 1.57% | |
| 21 | ALVAUTOLIV INC | 41,685 | $3.7B | 1.56% | |
| 22 | KMBKIMBERLY-CLARK CORP | 25,559 | $3.6B | 1.54% | |
| 23 | GDGENERAL DYNAMICS CORP | 13,112 | $3.6B | 1.52% | |
| 24 | INTCINTEL CORP | 155,554 | $3.5B | 1.50% | |
| 25 | BKBANK NEW YORK MELLON CORP | 40,945 | $3.4B | 1.46% | |
| 26 | KIMKIMCO RLTY CORP | 159,987 | $3.4B | 1.44% | |
| 27 | NOKNOKIA CORP | 623,399 | $3.3B | 1.39% | |
| 28 | TRVCCITIGROUP INC | 45,844 | $3.3B | 1.38% | |
| 29 | FLSFLOWSERVE CORP | 65,140 | $3.2B | 1.35% | |
| 30 | PFEPFIZER INC | 123,965 | $3.1B | 1.33% | |
| 31 | PEPPEPSICO INC | 20,233 | $3.0B | 1.29% | |
| 32 | DYHTARGET CORP | 28,590 | $3.0B | 1.27% | |
| 33 | NTRNUTRIEN LTD | 58,799 | $2.9B | 1.24% | |
| 34 | CCOCAMECO CORP | 70,480 | $2.9B | 1.23% | |
| 35 | FHIFEDERATED HERMES INC | 69,496 | $2.8B | 1.20% | |
| 36 | PNCPNC FINL SVCS GROUP INC | 15,824 | $2.8B | 1.18% | |
| 37 | CNHICNH INDL N V | 216,090 | $2.7B | 1.13% | |
| 38 | GOOGALPHABET INC | 16,709 | $2.6B | 1.11% | |
| 39 | NSCNORFOLK SOUTHN CORP | 10,675 | $2.5B | 1.07% | |
| 40 | VFCV F CORP | 158,429 | $2.5B | 1.04% | |
| 41 | CMICUMMINS INC | 7,490 | $2.3B | 1.00% | |
| 42 | JNJJOHNSON & JOHNSON | 13,794 | $2.3B | 0.97% | |
| 43 | ELLAUDER ESTEE COS INC | 34,575 | $2.3B | 0.97% | |
| 44 | MRKMERCK & CO INC | 25,408 | $2.3B | 0.97% | |
| 45 | EXEEXPAND ENERGY CORPORATION | 19,885 | $2.2B | 0.94% | |
| 46 | MACMACERICH CO | 123,560 | $2.1B | 0.90% | |
| 47 | APAAPA CORPORATION | 100,148 | $2.1B | 0.89% | |
| 48 | ITWILLINOIS TOOL WKS INC | 7,935 | $2.0B | 0.83% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 3,634 | $1.9B | 0.81% | |
| 50 | LOWLOWES COS INC | 7,807 | $1.8B | 0.77% | |
| 51 | CLCOLGATE PALMOLIVE CO | 19,369 | $1.8B | 0.77% | |
| 52 | GISGENERAL MLS INC | 29,782 | $1.8B | 0.76% | |
| 53 | CNXCNX RES CORP | 54,175 | $1.7B | 0.72% | |
| 54 | CAHCARDINAL HEALTH INC | 11,705 | $1.6B | 0.68% | |
| 55 | DISDISNEY WALT CO | 16,309 | $1.6B | 0.68% | |
| 56 | CLFCLEVELAND-CLIFFS INC NEW | 171,440 | $1.4B | 0.60% | |
| 57 | WMTWALMART INC | 15,997 | $1.4B | 0.60% | |
| 58 | BACBANK AMERICA CORP | 33,577 | $1.4B | 0.59% | |
| 59 | MDLZMONDELEZ INTL INC | 19,810 | $1.3B | 0.57% | |
| 60 | CNCCENTENE CORP DEL | 20,650 | $1.3B | 0.53% | |
| 61 | WFCWELLS FARGO CO NEW | 17,453 | $1.3B | 0.53% | |
| 62 | MRSHMARSH & MCLENNAN COS INC | 4,645 | $1.1B | 0.48% | |
| 63 | INGRINGREDION INC | 8,245 | $1.1B | 0.47% | |
| 64 | OXYOCCIDENTAL PETE CORP | 22,500 | $1.1B | 0.47% | |
| 65 | MAAMID-AMER APT CMNTYS INC | 6,285 | $1.1B | 0.45% | |
| 66 | RIORIO TINTO PLC | 17,035 | $1.0B | 0.43% | |
| 67 | REGNREGENERON PHARMACEUTICALS | 1,600 | $1.0B | 0.43% | |
| 68 | KOCOCA COLA CO | 13,871 | $993.4M | 0.42% | |
| 69 | THOTHOR INDS INC | 12,252 | $928.8M | 0.39% | |
| 70 | WRBBERKLEY W R CORP | 12,991 | $924.4M | 0.39% | |
| 71 | MOSMOSAIC CO NEW | 32,675 | $882.6M | 0.37% | |
| 72 | ULUNILEVER PLC | 14,750 | $878.4M | 0.37% | |
| 73 | TJXTJX COS INC NEW | 7,088 | $863.3M | 0.37% | |
| 74 | HDHOME DEPOT INC | 2,298 | $842.2M | 0.36% | |
| 75 | CBOECBOE GLOBAL MKTS INC | 3,715 | $840.7M | 0.36% | |
| 76 | ABBVABBVIE INC | 3,849 | $806.4M | 0.34% | |
| 77 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.34% | |
| 78 | DFACDIMENSIONAL ETF TRUST | 22,504 | $742.4M | 0.31% | |
| 79 | CHRWC H ROBINSON WORLDWIDE INC | 6,950 | $711.7M | 0.30% | |
| 80 | DFATDIMENSIONAL ETF TRUST | 13,393 | $689.6M | 0.29% | |
| 81 | JPMJPMORGAN CHASE & CO. | 2,800 | $686.8M | 0.29% | |
| 82 | CFCF INDS HLDGS INC | 8,400 | $656.5M | 0.28% | |
| 83 | NVDANVIDIA CORPORATION | 5,980 | $648.1M | 0.27% | |
| 84 | VTVVANGUARD INDEX FDS | 3,591 | $620.3M | 0.26% | |
| 85 | SPGSIMON PPTY GROUP INC NEW | 3,536 | $587.3M | 0.25% | |
| 86 | TTCTORO CO | 7,659 | $557.2M | 0.24% | |
| 87 | GOOGLALPHABET INC | 3,523 | $544.8M | 0.23% | |
| 88 | XOMEXXON MOBIL CORP | 4,537 | $539.6M | 0.23% | |
| 89 | WYWEYERHAEUSER CO MTN BE | 17,990 | $526.7M | 0.22% | |
| 90 | BACVERIZON COMMUNICATIONS INC | 11,229 | $509.3M | 0.22% | |
| 91 | TDOCTELADOC HEALTH INC | 63,000 | $501.5M | 0.21% | |
| 92 | TTTRANE TECHNOLOGIES PLC | 1,350 | $454.8M | 0.19% | |
| 93 | VEUVANGUARD INTL EQUITY INDEX F | 7,341 | $445.3M | 0.19% | |
| 94 | ABTABBOTT LABS | 3,229 | $428.3M | 0.18% | |
| 95 | LMTLOCKHEED MARTIN CORP | 934 | $417.2M | 0.18% | |
| 96 | BAXBAXTER INTL INC | 10,898 | $373.0M | 0.16% | |
| 97 | DEODIAGEO PLC | 3,247 | $340.3M | 0.14% | |
| 98 | RIGTRANSOCEAN LTD | 106,400 | $337.3M | 0.14% | |
| 99 | BWABORGWARNER INC | 11,480 | $328.9M | 0.14% | |
| 100 | COSTCOSTCO WHSL CORP NEW | 326 | $308.3M | 0.13% |
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