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	Shares	Value	% Portfolio
101	ENBENBRIDGE INC	6,306	$286K	0.12%
102	VUSBVANGUARD BD INDEX FDS	5,635	$281K	0.12%
103	AMATAPPLIED MATLS INC	1,525	$279K	0.12%
104	BAXBAXTER INTL INC	9,171	$278K	0.12%
105	AVGOBROADCOM INC	970	$267K	0.11%
106	VOEVANGUARD INDEX FDS	1,586	$261K	0.11%
107	VIGVANGUARD SPECIALIZED FUNDS	1,271	$260K	0.11%
108	SPGSIMON PPTY GROUP INC NEW	1,536	$247K	0.10%
109	SPYSPDR S&P 500 ETF TR	392	$242K	0.10%
110	EP3ORASURE TECHNOLOGIES INC	79,567	$239K	0.10%
111	VIGIVANGUARD WHITEHALL FDS	2,504	$226K	0.10%
112	VBRVANGUARD INDEX FDS	1,141	$223K	0.09%
113	KOPNKOPIN CORP	141,600	$217K	0.09%
114	LPZBLIGHTPATH TECHNOLOGIES INC	69,100	$213K	0.09%
115	DFUVDIMENSIONAL ETF TRUST	4,920	$208K	0.09%
116	LRCXLAM RESEARCH CORP	2,105	$205K	0.09%
117	WBAWALGREENS BOOTS ALLIANCE INC	16,900	$194K	0.08%
118	IAUI-80 GOLD CORP	186,800	$112K	0.05%
119	AMCRAMCOR PLC	10,000	$92K	0.04%
120	OXQ1ARQ INC	10,600	$57K	0.02%

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