Murphy Pohlad Asset Management LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$236.3M
Holdings
120
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (120 positions)
| Stock | Value |
|---|---|
TRVTRAVELERS COMPANIES INC | $8.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.4M |
AEMAGNICO EAGLE MINES LTD | $6.6M |
CTVACORTEVA INC | $6.1M |
COPCONOCOPHILLIPS | $6.0M |
MDTMEDTRONIC PLC | $5.8M |
MSFTMICROSOFT CORP | $5.8M |
PGPROCTER AND GAMBLE CO | $5.3M |
CCOCAMECO CORP | $5.2M |
EMREMERSON ELEC CO | $4.8M |
ALVAUTOLIV INC | $4.7M |
UNPUNION PAC CORP | $4.5M |
AIGAMERICAN INTL GROUP INC | $4.5M |
CSCOCISCO SYS INC | $4.4M |
AGIALAMOS GOLD INC NEW | $4.2M |
CMCSACOMCAST CORP NEW | $4.2M |
UPSUNITED PARCEL SERVICE INC | $4.2M |
GDGENERAL DYNAMICS CORP | $3.8M |
BKBANK NEW YORK MELLON CORP | $3.7M |
WTWWILLIS TOWERS WATSON PLC LTD | $3.7M |
CVXCHEVRON CORP NEW | $3.7M |
SLBSCHLUMBERGER LTD | $3.7M |
NTRNUTRIEN LTD | $3.4M |
FLSFLOWSERVE CORP | $3.4M |
VFCV F CORP | $3.4M |
AAPLAPPLE INC | $3.4M |
INTCINTEL CORP | $3.4M |
KIMKIMCO RLTY CORP | $3.4M |
KMBKIMBERLY-CLARK CORP | $3.3M |
TRVCCITIGROUP INC | $3.3M |
DVNDEVON ENERGY CORP NEW | $3.3M |
NOKNOKIA CORP | $3.2M |
ELLAUDER ESTEE COS INC | $3.1M |
FHIFEDERATED HERMES INC | $3.0M |
GOOGALPHABET INC | $3.0M |
PFEPFIZER INC | $2.8M |
PEPPEPSICO INC | $2.8M |
DYHTARGET CORP | $2.8M |
CNHICNH INDL N V | $2.8M |
NSCNORFOLK SOUTHN CORP | $2.7M |
CMICUMMINS INC | $2.5M |
PNCPNC FINL SVCS GROUP INC | $2.4M |
APAAPA CORPORATION | $2.4M |
EXEEXPAND ENERGY CORPORATION | $2.4M |
JNJJOHNSON & JOHNSON | $2.1M |
DISDISNEY WALT CO | $2.0M |
MACMACERICH CO | $2.0M |
CAHCARDINAL HEALTH INC | $2.0M |
ITWILLINOIS TOOL WKS INC | $2.0M |
CNXCNX RES CORP | $1.8M |
MRKMERCK & CO INC | $1.8M |
CLCOLGATE PALMOLIVE CO | $1.8M |
LOWLOWES COS INC | $1.7M |
GISGENERAL MLS INC | $1.5M |
WMTWALMART INC | $1.5M |
BACBANK AMERICA CORP | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
MDLZMONDELEZ INTL INC | $1.3M |
CLFCLEVELAND-CLIFFS INC NEW | $1.3M |
MOSMOSAIC CO NEW | $1.2M |
INGRINGREDION INC | $1.1M |
WFCWELLS FARGO CO NEW | $1.1M |
THOTHOR INDS INC | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.0M |
MRSHMARSH & MCLENNAN COS INC | $1.0M |
KOCOCA COLA CO | $981K |
MAAMID-AMER APT CMNTYS INC | $930K |
ULUNILEVER PLC | $902K |
TJXTJX COS INC NEW | $875K |
CBOECBOE GLOBAL MKTS INC | $866K |
HDHOME DEPOT INC | $843K |
REGNREGENERON PHARMACEUTICALS | $830K |
JPMJPMORGAN CHASE & CO. | $812K |
DFACDIMENSIONAL ETF TRUST | $807K |
CFCF INDS HLDGS INC | $800K |
WRBBERKLEY W R CORP | $776K |
CNCCENTENE CORP DEL | $768K |
NVDANVIDIA CORPORATION | $745K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
ABBVABBVIE INC | $714K |
OXYOCCIDENTAL PETE CORP | $660K |
CHRWC H ROBINSON WORLDWIDE INC | $652K |
VTVVANGUARD INDEX FDS | $635K |
GOOGLALPHABET INC | $622K |
TDOCTELADOC HEALTH INC | $606K |
TTTRANE TECHNOLOGIES PLC | $591K |
VEUVANGUARD INTL EQUITY INDEX F | $493K |
XOMEXXON MOBIL CORP | $489K |
BACVERIZON COMMUNICATIONS INC | $486K |
WYWEYERHAEUSER CO MTN BE | $462K |
ABTABBOTT LABS | $443K |
LMTLOCKHEED MARTIN CORP | $426K |
BWABORGWARNER INC | $384K |
TTCTORO CO | $380K |
DFATDIMENSIONAL ETF TRUST | $361K |
WINAWINMARK CORP | $355K |
DEODIAGEO PLC | $327K |
COSTCOSTCO WHSL CORP NEW | $323K |
URIUNITED RENTALS INC | $316K |
RIGTRANSOCEAN LTD | $300K |
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