Murphy Pohlad Asset Management LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$260.4B
Holdings
125
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 32,595 | $9.5B | 3.63% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,992 | $8.5B | 3.28% | |
| 3 | AEMAGNICO EAGLE MINES LTD | 49,679 | $8.4B | 3.23% | |
| 4 | MDTMEDTRONIC PLC | 66,844 | $6.4B | 2.47% | |
| 5 | COPCONOCOPHILLIPS | 68,594 | $6.4B | 2.47% | |
| 6 | CCOCAMECO CORP | 65,195 | $6.0B | 2.29% | |
| 7 | AGIALAMOS GOLD INC NEW | 150,440 | $5.8B | 2.23% | |
| 8 | MSFTMICROSOFT CORP | 11,184 | $5.4B | 2.08% | |
| 9 | INTCINTEL CORP | 143,109 | $5.3B | 2.03% | |
| 10 | VFCV F CORP | 279,145 | $5.0B | 1.94% | |
| 11 | CTVACORTEVA INC | 74,917 | $5.0B | 1.93% | |
| 12 | ALVAUTOLIV INC | 41,085 | $4.9B | 1.87% | |
| 13 | CSCOCISCO SYS INC | 63,308 | $4.9B | 1.87% | |
| 14 | UNPUNION PAC CORP | 20,888 | $4.8B | 1.85% | |
| 15 | GOOGALPHABET INC | 15,389 | $4.8B | 1.85% | |
| 16 | SLBSLB LIMITED | 124,799 | $4.8B | 1.84% | |
| 17 | PGPROCTER AND GAMBLE CO | 33,385 | $4.8B | 1.84% | |
| 18 | EMREMERSON ELEC CO | 36,040 | $4.8B | 1.84% | |
| 19 | UPSUNITED PARCEL SERVICE INC | 47,325 | $4.7B | 1.80% | |
| 20 | BKBANK NEW YORK MELLON CORP | 38,915 | $4.5B | 1.73% | |
| 21 | AIGAMERICAN INTL GROUP INC | 52,152 | $4.5B | 1.71% | |
| 22 | GDGENERAL DYNAMICS CORP | 13,112 | $4.4B | 1.69% | |
| 23 | FLSFLOWSERVE CORP | 63,578 | $4.4B | 1.69% | |
| 24 | TRVCCITIGROUP INC | 36,644 | $4.3B | 1.64% | |
| 25 | AAPLAPPLE INC | 15,554 | $4.2B | 1.62% | |
| 26 | DVNDEVON ENERGY CORP NEW | 113,537 | $4.2B | 1.60% | |
| 27 | ELLAUDER ESTEE COS INC | 37,905 | $4.0B | 1.52% | |
| 28 | CVXCHEVRON CORP NEW | 25,794 | $3.9B | 1.51% | |
| 29 | CMICUMMINS INC | 7,391 | $3.8B | 1.45% | |
| 30 | NTRNUTRIEN LTD | 59,375 | $3.7B | 1.41% | |
| 31 | WTWWILLIS TOWERS WATSON PLC LTD | 10,870 | $3.6B | 1.37% | |
| 32 | KIMKIMCO RLTY CORP | 175,397 | $3.6B | 1.37% | |
| 33 | FHIFEDERATED HERMES INC | 67,596 | $3.5B | 1.35% | |
| 34 | APAAPA CORPORATION | 136,633 | $3.3B | 1.28% | |
| 35 | PEPPEPSICO INC | 22,868 | $3.3B | 1.26% | |
| 36 | AMRZAMRIZE LTD | 56,840 | $3.1B | 1.18% | |
| 37 | NSCNORFOLK SOUTHN CORP | 10,500 | $3.0B | 1.16% | |
| 38 | JNJJOHNSON & JOHNSON | 13,794 | $2.9B | 1.10% | |
| 39 | REGNREGENERON PHARMACEUTICALS | 3,508 | $2.7B | 1.04% | |
| 40 | DYHTARGET CORP | 26,455 | $2.6B | 0.99% | |
| 41 | EXEEXPAND ENERGY CORPORATION | 23,321 | $2.6B | 0.99% | |
| 42 | PNCPNC FINL SVCS GROUP INC | 12,094 | $2.5B | 0.97% | |
| 43 | MACMACERICH CO | 130,360 | $2.4B | 0.92% | |
| 44 | CAHCARDINAL HEALTH INC | 11,705 | $2.4B | 0.92% | |
| 45 | CMCSACOMCAST CORP NEW | 84,090 | $2.4B | 0.90% | |
| 46 | KMBKIMBERLY-CLARK CORP | 21,312 | $2.1B | 0.83% | |
| 47 | ITWILLINOIS TOOL WKS INC | 7,935 | $2.0B | 0.75% | |
| 48 | CLFCLEVELAND-CLIFFS INC NEW | 147,180 | $2.0B | 0.75% | |
| 49 | LOWLOWES COS INC | 7,807 | $1.9B | 0.72% | |
| 50 | DISDISNEY WALT CO | 16,309 | $1.9B | 0.71% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 5,515 | $1.8B | 0.70% | |
| 52 | CNXCNX RES CORP | 48,675 | $1.8B | 0.69% | |
| 53 | MRKMERCK & CO INC | 16,828 | $1.8B | 0.68% | |
| 54 | FISVFISERV INC | 24,803 | $1.7B | 0.64% | |
| 55 | BACBANK AMERICA CORP | 30,295 | $1.7B | 0.64% | |
| 56 | WMTWALMART INC | 14,687 | $1.6B | 0.63% | |
| 57 | PFEPFIZER INC | 62,795 | $1.6B | 0.60% | |
| 58 | CLCOLGATE PALMOLIVE CO | 19,269 | $1.5B | 0.58% | |
| 59 | TMOTHERMO FISHER SCIENTIFIC INC | 2,567 | $1.5B | 0.57% | |
| 60 | WFCWELLS FARGO CO NEW | 13,208 | $1.2B | 0.47% | |
| 61 | MDLZMONDELEZ INTL INC | 22,720 | $1.2B | 0.47% | |
| 62 | GISGENERAL MLS INC | 25,587 | $1.2B | 0.46% | |
| 63 | THOTHOR INDS INC | 11,052 | $1.1B | 0.44% | |
| 64 | GOOGLALPHABET INC | 3,523 | $1.1B | 0.42% | |
| 65 | CHRWC H ROBINSON WORLDWIDE INC | 6,800 | $1.1B | 0.42% | |
| 66 | TJXTJX COS INC NEW | 6,988 | $1.1B | 0.41% | |
| 67 | KOCOCA COLA CO | 13,871 | $969.0M | 0.37% | |
| 68 | INGRINGREDION INC | 8,340 | $919.0M | 0.35% | |
| 69 | DFACDIMENSIONAL ETF TRUST | 22,504 | $890.0M | 0.34% | |
| 70 | ABBVABBVIE INC | 3,849 | $879.0M | 0.34% | |
| 71 | NVDANVIDIA CORPORATION | 4,710 | $878.0M | 0.34% | |
| 72 | MAAMID-AMER APT CMNTYS INC | 6,285 | $873.0M | 0.34% | |
| 73 | MRSHMARSH & MCLENNAN COS INC | 4,645 | $861.0M | 0.33% | |
| 74 | JPMJPMORGAN CHASE & CO. | 2,565 | $826.0M | 0.32% | |
| 75 | VTVVANGUARD INDEX FDS | 4,197 | $801.0M | 0.31% | |
| 76 | HDHOME DEPOT INC | 2,298 | $790.0M | 0.30% | |
| 77 | VEUVANGUARD INTL EQUITY INDEX F | 10,303 | $757.0M | 0.29% | |
| 78 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.0M | 0.29% | |
| 79 | WRBBERKLEY W R CORP | 10,462 | $733.0M | 0.28% | |
| 80 | MOSMOSAIC CO NEW | 28,575 | $688.0M | 0.26% | |
| 81 | NSYNICE LTD | 6,030 | $681.0M | 0.26% | |
| 82 | CFCF INDS HLDGS INC | 8,800 | $680.0M | 0.26% | |
| 83 | CELCCELCUITY INC | 6,600 | $658.0M | 0.25% | |
| 84 | COLMCOLUMBIA SPORTSWEAR CO | 11,160 | $614.0M | 0.24% | |
| 85 | LPZBLIGHTPATH TECHNOLOGIES INC | 56,800 | $613.0M | 0.24% | |
| 86 | BAXBAXTER INTL INC | 31,106 | $594.0M | 0.23% | |
| 87 | LAMRLAMAR ADVERTISING CO NEW | 4,549 | $575.0M | 0.22% | |
| 88 | XOMEXXON MOBIL CORP | 4,437 | $533.0M | 0.20% | |
| 89 | TTTRANE TECHNOLOGIES PLC | 1,319 | $513.0M | 0.20% | |
| 90 | LMTLOCKHEED MARTIN CORP | 1,031 | $498.0M | 0.19% | |
| 91 | BACVERIZON COMMUNICATIONS INC | 10,735 | $437.0M | 0.17% | |
| 92 | WYWEYERHAEUSER CO MTN BE | 17,990 | $426.0M | 0.16% | |
| 93 | TTCTORO CO | 5,382 | $423.0M | 0.16% | |
| 94 | ABTABBOTT LABS | 3,229 | $404.0M | 0.16% | |
| 95 | DFATDIMENSIONAL ETF TRUST | 6,693 | $398.0M | 0.15% | |
| 96 | WINAWINMARK CORP | 940 | $380.0M | 0.15% | |
| 97 | LRCXLAM RESEARCH CORP | 2,105 | $360.0M | 0.14% | |
| 98 | AMATAPPLIED MATLS INC | 1,380 | $354.0M | 0.14% | |
| 99 | OXYOCCIDENTAL PETE CORP | 8,600 | $353.0M | 0.14% | |
| 100 | VIGVANGUARD SPECIALIZED FUNDS | 1,598 | $351.0M | 0.13% |
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