Holders — by stockHoldings — by fund
Murphy Pohlad Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001569148
$287.1M
disclosed book value
135
positions
3.7%
largest position share
Positions, as of 2026-06-30
top 100 of 135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 31,840 | $10.5M | 3.7% |
| 2 | INTCINTEL CORP | 69,252 | $9.7M | 3.4% |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,326 | $8.2M | 2.8% |
| 4 | AEMAGNICO EAGLE MINES LTD | 45,864 | $7.1M | 2.5% |
| 5 | COPCONOCOPHILLIPS | 67,899 | $7.1M | 2.5% |
| 6 | CSCOCISCO SYS INC | 58,229 | $6.8M | 2.4% |
| 7 | CTVACORTEVA INC | 74,607 | $6.3M | 2.2% |
| 8 | SLBSLB LIMITED | 127,907 | $5.9M | 2.1% |
| 9 | CCJCAMECO CORP | 57,440 | $5.9M | 2% |
| 10 | UNPUNION PAC CORP | 20,848 | $5.7M | 2% |
| 11 | BNYBANK OF NY MELLON CORP | 36,896 | $5.3M | 1.9% |
| 12 | EMREMERSON ELEC CO | 35,795 | $5.1M | 1.8% |
| 13 | GOOGALPHABET INC | 14,429 | $5.1M | 1.8% |
| 14 | MEDTRONIC PLC | 64,119 | $5.0M | 1.7% |
| 15 | CMICUMMINS INC | 6,996 | $5.0M | 1.7% |
| 16 | UPSUNITED PARCEL SVCS INC | 45,905 | $4.9M | 1.7% |
| 17 | CCITIGROUP INC | 35,168 | $4.9M | 1.7% |
| 18 | DVNDEVON ENERGY CORP NEW | 116,392 | $4.8M | 1.7% |
| 19 | ALVAUTOLIV INC | 40,783 | $4.7M | 1.6% |
| 20 | PGPROCTER & GAMBLE CO | 31,880 | $4.7M | 1.6% |
| 21 | GDGENERAL DYNAMICS CORP | 13,034 | $4.6M | 1.6% |
| 22 | AGIALAMOS GOLD INC | 152,160 | $4.6M | 1.6% |
| 23 | FLSFLOWSERVE CORP | 62,178 | $4.6M | 1.6% |
| 24 | VFCV F CORP | 276,295 | $4.6M | 1.6% |
| 25 | APAAPA CORPORATION | 140,918 | $4.6M | 1.6% |
| 26 | AAPLAPPLE INC | 15,394 | $4.5M | 1.6% |
| 27 | KIMKIMCO REALTY CORP | 172,197 | $4.4M | 1.5% |
| 28 | CVXCHEVRON CORPORATION | 25,831 | $4.3M | 1.5% |
| 29 | MSFTMICROSOFT CORP | 11,154 | $4.2M | 1.4% |
| 30 | AIGAMERICAN INTL GROUP INC | 52,632 | $3.9M | 1.4% |
| 31 | NTRNUTRIEN LTD | 61,505 | $3.9M | 1.3% |
| 32 | FHIFEDERATED HERMES INC | 66,721 | $3.7M | 1.3% |
| 33 | TGTTARGET CORP | 26,874 | $3.5M | 1.2% |
| 34 | JNJJOHNSON & JOHNSON | 13,589 | $3.5M | 1.2% |
| 35 | NSCNORFOLK SOUTHN CORP | 10,422 | $3.3M | 1.1% |
| 36 | MACMACERICH CO | 129,560 | $3.3M | 1.1% |
| 37 | AMRIZE LTD | 61,005 | $3.3M | 1.1% |
| 38 | VSNTVERSANT MEDIA GROUP INC | 90,076 | $3.2M | 1.1% |
| 39 | PEPPEPSICO INC | 23,112 | $3.1M | 1.1% |
| 40 | ELLAUDER ESTEE COS INC | 37,905 | $3.0M | 1% |
| 41 | PNCPNC FINL SVCS GROUP INC | 11,863 | $2.9M | 1% |
| 42 | WILLIS TOWERS WATSON PLC LTD | 10,765 | $2.8M | 1% |
| 43 | CAHCARDINAL HEALTH INC | 11,109 | $2.6M | 0.9% |
| 44 | UNHUNITEDHEALTH GROUP INC | 5,280 | $2.2M | 0.8% |
| 45 | MRKMERCK & CO INC | 17,023 | $2.2M | 0.8% |
| 46 | REGNREGENERON PHARMACEUTICALS | 3,508 | $2.2M | 0.8% |
| 47 | INGRINGREDION INC | 22,555 | $2.1M | 0.7% |
| 48 | ITWILLINOIS TOOL WKS INC | 7,850 | $2.1M | 0.7% |
| 49 | IQVIQVIA HLDGS INC | 10,937 | $2.1M | 0.7% |
| 50 | EXEEXPAND ENERGY CORPORATION | 22,783 | $2.1M | 0.7% |
| 51 | NKENIKE INC | 47,635 | $2.0M | 0.7% |
| 52 | CLCOLGATE PALMOLIVE CO | 19,269 | $1.8M | 0.6% |
| 53 | LOWLOWES COS INC | 7,807 | $1.7M | 0.6% |
| 54 | CNXCNX RES CORP | 48,675 | $1.7M | 0.6% |
| 55 | FISVFISERV INC | 33,025 | $1.6M | 0.6% |
| 56 | WMTWALMART INC | 13,967 | $1.6M | 0.6% |
| 57 | CMCSACOMCAST CORP NEW | 61,768 | $1.5M | 0.5% |
| 58 | IFFINTERNATIONAL FLAVORS&FRAGRA | 18,690 | $1.5M | 0.5% |
| 59 | DISDISNEY WALT CO | 15,169 | $1.5M | 0.5% |
| 60 | ABTABBOTT LABORATORIES | 15,186 | $1.4M | 0.5% |
| 61 | CNQCANADIAN NAT RES LTD MED TER | 34,850 | $1.4M | 0.5% |
| 62 | MDLZMONDELEZ INTL INC | 23,215 | $1.3M | 0.5% |
| 63 | KMBKIMBERLY-CLARK CORP | 12,092 | $1.3M | 0.5% |
| 64 | BACBANK OF AMER CORP | 23,164 | $1.3M | 0.5% |
| 65 | CHRWC H ROBINSON WORLDWIDE IN | 6,887 | $1.3M | 0.5% |
| 66 | CLFCLEVELAND-CLIFFS INC NEW | 137,580 | $1.3M | 0.4% |
| 67 | MOSMOSAIC CO | 60,800 | $1.3M | 0.4% |
| 68 | BAXBAXTER INTL INC | 60,401 | $1.3M | 0.4% |
| 69 | PFEPFIZER INC | 52,377 | $1.3M | 0.4% |
| 70 | VTVVANGUARD INDEX FDS | 5,781 | $1.3M | 0.4% |
| 71 | TMOTHERMO FISHER SCIENTIFIC INC | 2,367 | $1.2M | 0.4% |
| 72 | KOCOCA COLA CO | 13,871 | $1.1M | 0.4% |
| 73 | CFCF INDUSTRIES HOLD | 10,100 | $1.1M | 0.4% |
| 74 | WFCWELLS FARGO & CO | 12,917 | $1.1M | 0.4% |
| 75 | TJXTJX COS INC NEW | 6,988 | $1.1M | 0.4% |
| 76 | ADPAUTOMATIC DATA PROCESSING IN | 4,660 | $1.0M | 0.4% |
| 77 | MAAMID-AMER APT CMNTYS INC | 7,225 | $1.0M | 0.3% |
| 78 | DFACDIMENSIONAL ETF TRUST | 22,504 | $998,277 | 0.3% |
| 79 | RYNRAYONIER INC | 43,775 | $931,532 | 0.3% |
| 80 | ABBVABBVIE INC | 3,594 | $904,394 | 0.3% |
| 81 | AMATAPPLIED MATLS INC | 1,178 | $851,694 | 0.3% |
| 82 | GOOGLALPHABET INC | 2,383 | $851,612 | 0.3% |
| 83 | JPMJPMORGAN CHASE & CO | 2,500 | $818,537 | 0.3% |
| 84 | HDHOME DEPOT INC | 2,298 | $810,458 | 0.3% |
| 85 | MRSHMARSH & MCLENNAN COS INC | 4,645 | $774,182 | 0.3% |
| 86 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.3% |
| 87 | WRBBERKLEY W R CORP | 10,462 | $737,884 | 0.3% |
| 88 | LAMRLAMAR ADVERTISING CO | 4,549 | $709,553 | 0.2% |
| 89 | COLMCOLUMBIA SPORTSWEAR CO | 11,160 | $689,911 | 0.2% |
| 90 | GISGENERAL MILLS INC | 18,532 | $644,913 | 0.2% |
| 91 | VUGVANGUARD INDEX FDS | 7,369 | $634,842 | 0.2% |
| 92 | VEUVANGUARD INTL EQUITY INDEX F | 7,154 | $599,147 | 0.2% |
| 93 | EXMOCEXXON MOBIL CORP | 4,299 | $587,759 | 0.2% |
| 94 | VOEVANGUARD INDEX FDS | 2,901 | $573,417 | 0.2% |
| 95 | LMTLOCKHEED MARTIN CORP | 1,031 | $525,253 | 0.2% |
| 96 | ADBEADOBE INC | 2,551 | $523,006 | 0.2% |
| 97 | THOTHOR INDS INC | 6,952 | $522,512 | 0.2% |
| 98 | WYWEYERHAEUSER CO | 20,090 | $480,954 | 0.2% |
| 99 | TRANE TECHNOLOGIES PLC | 969 | $475,934 | 0.2% |
| 100 | URIUNITED RENTALS INC | 420 | $475,813 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.