Murphy Pohlad Asset Management LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$236.3B
Holdings
120
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 32,695 | $8.7B | 3.70% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,377 | $8.4B | 3.57% | |
| 3 | AEMAGNICO EAGLE MINES LTD | 55,487 | $6.6B | 2.79% | |
| 4 | CTVACORTEVA INC | 81,267 | $6.1B | 2.56% | |
| 5 | COPCONOCOPHILLIPS | 66,399 | $6.0B | 2.52% | |
| 6 | MDTMEDTRONIC PLC | 66,744 | $5.8B | 2.46% | |
| 7 | MSFTMICROSOFT CORP | 11,695 | $5.8B | 2.46% | |
| 8 | PGPROCTER AND GAMBLE CO | 33,385 | $5.3B | 2.25% | |
| 9 | CCOCAMECO CORP | 70,230 | $5.2B | 2.21% | |
| 10 | EMREMERSON ELEC CO | 36,240 | $4.8B | 2.04% | |
| 11 | ALVAUTOLIV INC | 41,685 | $4.7B | 1.97% | |
| 12 | UNPUNION PAC CORP | 19,508 | $4.5B | 1.90% | |
| 13 | AIGAMERICAN INTL GROUP INC | 52,252 | $4.5B | 1.89% | |
| 14 | CSCOCISCO SYS INC | 63,308 | $4.4B | 1.86% | |
| 15 | AGIALAMOS GOLD INC NEW | 158,770 | $4.2B | 1.78% | |
| 16 | CMCSACOMCAST CORP NEW | 116,415 | $4.2B | 1.76% | |
| 17 | UPSUNITED PARCEL SERVICE INC | 41,122 | $4.2B | 1.76% | |
| 18 | GDGENERAL DYNAMICS CORP | 13,112 | $3.8B | 1.62% | |
| 19 | BKBANK NEW YORK MELLON CORP | 40,545 | $3.7B | 1.56% | |
| 20 | WTWWILLIS TOWERS WATSON PLC LTD | 12,020 | $3.7B | 1.56% | |
| 21 | CVXCHEVRON CORP NEW | 25,529 | $3.7B | 1.55% | |
| 22 | SLBSCHLUMBERGER LTD | 108,069 | $3.7B | 1.55% | |
| 23 | NTRNUTRIEN LTD | 59,035 | $3.4B | 1.45% | |
| 24 | FLSFLOWSERVE CORP | 65,590 | $3.4B | 1.45% | |
| 25 | VFCV F CORP | 291,349 | $3.4B | 1.45% | |
| 26 | AAPLAPPLE INC | 16,569 | $3.4B | 1.44% | |
| 27 | INTCINTEL CORP | 151,679 | $3.4B | 1.44% | |
| 28 | KIMKIMCO RLTY CORP | 159,987 | $3.4B | 1.42% | |
| 29 | KMBKIMBERLY-CLARK CORP | 25,559 | $3.3B | 1.39% | |
| 30 | TRVCCITIGROUP INC | 38,679 | $3.3B | 1.39% | |
| 31 | DVNDEVON ENERGY CORP NEW | 103,067 | $3.3B | 1.39% | |
| 32 | NOKNOKIA CORP | 608,199 | $3.2B | 1.33% | |
| 33 | ELLAUDER ESTEE COS INC | 37,905 | $3.1B | 1.30% | |
| 34 | FHIFEDERATED HERMES INC | 67,696 | $3.0B | 1.27% | |
| 35 | GOOGALPHABET INC | 16,634 | $3.0B | 1.25% | |
| 36 | PFEPFIZER INC | 116,895 | $2.8B | 1.20% | |
| 37 | PEPPEPSICO INC | 21,418 | $2.8B | 1.20% | |
| 38 | DYHTARGET CORP | 28,330 | $2.8B | 1.18% | |
| 39 | CNHICNH INDL N V | 214,090 | $2.8B | 1.17% | |
| 40 | NSCNORFOLK SOUTHN CORP | 10,675 | $2.7B | 1.16% | |
| 41 | CMICUMMINS INC | 7,490 | $2.5B | 1.04% | |
| 42 | PNCPNC FINL SVCS GROUP INC | 12,999 | $2.4B | 1.03% | |
| 43 | APAAPA CORPORATION | 132,433 | $2.4B | 1.02% | |
| 44 | EXEEXPAND ENERGY CORPORATION | 20,321 | $2.4B | 1.01% | |
| 45 | JNJJOHNSON & JOHNSON | 13,794 | $2.1B | 0.89% | |
| 46 | DISDISNEY WALT CO | 16,309 | $2.0B | 0.86% | |
| 47 | MACMACERICH CO | 123,860 | $2.0B | 0.85% | |
| 48 | CAHCARDINAL HEALTH INC | 11,705 | $2.0B | 0.83% | |
| 49 | ITWILLINOIS TOOL WKS INC | 7,935 | $2.0B | 0.83% | |
| 50 | CNXCNX RES CORP | 54,175 | $1.8B | 0.77% | |
| 51 | MRKMERCK & CO INC | 22,528 | $1.8B | 0.75% | |
| 52 | CLCOLGATE PALMOLIVE CO | 19,269 | $1.8B | 0.74% | |
| 53 | LOWLOWES COS INC | 7,807 | $1.7B | 0.73% | |
| 54 | GISGENERAL MLS INC | 29,782 | $1.5B | 0.65% | |
| 55 | WMTWALMART INC | 15,687 | $1.5B | 0.65% | |
| 56 | BACBANK AMERICA CORP | 31,792 | $1.5B | 0.64% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 4,425 | $1.4B | 0.58% | |
| 58 | MDLZMONDELEZ INTL INC | 19,810 | $1.3B | 0.57% | |
| 59 | CLFCLEVELAND-CLIFFS INC NEW | 166,090 | $1.3B | 0.53% | |
| 60 | MOSMOSAIC CO NEW | 33,275 | $1.2B | 0.51% | |
| 61 | INGRINGREDION INC | 8,245 | $1.1B | 0.47% | |
| 62 | WFCWELLS FARGO CO NEW | 13,863 | $1.1B | 0.47% | |
| 63 | THOTHOR INDS INC | 12,252 | $1.1B | 0.46% | |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC | 2,542 | $1.0B | 0.44% | |
| 65 | MRSHMARSH & MCLENNAN COS INC | 4,645 | $1.0B | 0.43% | |
| 66 | KOCOCA COLA CO | 13,871 | $981.4M | 0.42% | |
| 67 | MAAMID-AMER APT CMNTYS INC | 6,285 | $930.2M | 0.39% | |
| 68 | ULUNILEVER PLC | 14,750 | $902.3M | 0.38% | |
| 69 | TJXTJX COS INC NEW | 7,088 | $875.3M | 0.37% | |
| 70 | CBOECBOE GLOBAL MKTS INC | 3,715 | $866.4M | 0.37% | |
| 71 | HDHOME DEPOT INC | 2,298 | $842.5M | 0.36% | |
| 72 | REGNREGENERON PHARMACEUTICALS | 1,580 | $829.5M | 0.35% | |
| 73 | JPMJPMORGAN CHASE & CO. | 2,800 | $811.7M | 0.34% | |
| 74 | DFACDIMENSIONAL ETF TRUST | 22,504 | $806.5M | 0.34% | |
| 75 | CFCF INDS HLDGS INC | 8,700 | $800.4M | 0.34% | |
| 76 | WRBBERKLEY W R CORP | 10,562 | $776.0M | 0.33% | |
| 77 | CNCCENTENE CORP DEL | 14,150 | $768.1M | 0.32% | |
| 78 | NVDANVIDIA CORPORATION | 4,714 | $744.8M | 0.32% | |
| 79 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.31% | |
| 80 | ABBVABBVIE INC | 3,849 | $714.5M | 0.30% | |
| 81 | OXYOCCIDENTAL PETE CORP | 15,700 | $659.6M | 0.28% | |
| 82 | CHRWC H ROBINSON WORLDWIDE INC | 6,800 | $652.5M | 0.28% | |
| 83 | VTVVANGUARD INDEX FDS | 3,591 | $634.7M | 0.27% | |
| 84 | GOOGLALPHABET INC | 3,532 | $622.4M | 0.26% | |
| 85 | TDOCTELADOC HEALTH INC | 69,600 | $606.2M | 0.26% | |
| 86 | TTTRANE TECHNOLOGIES PLC | 1,350 | $590.5M | 0.25% | |
| 87 | VEUVANGUARD INTL EQUITY INDEX F | 7,341 | $493.5M | 0.21% | |
| 88 | XOMEXXON MOBIL CORP | 4,537 | $489.1M | 0.21% | |
| 89 | BACVERIZON COMMUNICATIONS INC | 11,229 | $485.9M | 0.21% | |
| 90 | WYWEYERHAEUSER CO MTN BE | 17,990 | $462.2M | 0.20% | |
| 91 | ABTABBOTT LABS | 3,254 | $442.6M | 0.19% | |
| 92 | LMTLOCKHEED MARTIN CORP | 919 | $425.6M | 0.18% | |
| 93 | BWABORGWARNER INC | 11,480 | $384.4M | 0.16% | |
| 94 | TTCTORO CO | 5,382 | $380.4M | 0.16% | |
| 95 | DFATDIMENSIONAL ETF TRUST | 6,693 | $361.2M | 0.15% | |
| 96 | WINAWINMARK CORP | 940 | $355.0M | 0.15% | |
| 97 | DEODIAGEO PLC | 3,247 | $327.4M | 0.14% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 326 | $322.7M | 0.14% | |
| 99 | URIUNITED RENTALS INC | 420 | $316.4M | 0.13% | |
| 100 | RIGTRANSOCEAN LTD | 116,000 | $300.4M | 0.13% |
Page 1 of 2Next