Murphy Pohlad Asset Management LLC 13F Holdings · Q2 2026
Murphy Pohlad Asset Management LLC reported 135 securities worth $287.14M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TRV (3.66%), INTC (3.37%), BRKB (2.85%). Among its top 25 positions this quarter: 4 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRV | TRAVELERS COMPANIES INC | $10.5M | 3.66% | 31,840 | Trimmed |
| 2 | INTC | INTEL CORP | $9.7M | 3.37% | 69,252 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.2M | 2.85% | 16,326 | Trimmed |
| 4 | AEM | AGNICO EAGLE MINES LTD | $7.1M | 2.48% | 45,864 | Trimmed |
| 5 | COP | CONOCOPHILLIPS | $7.1M | 2.46% | 67,899 | Trimmed |
| 6 | CSCO | CISCO SYS INC | $6.8M | 2.38% | 58,229 | Trimmed |
| 7 | CTVA | CORTEVA INC | $6.3M | 2.20% | 74,607 | Trimmed |
| 8 | SLB | SLB LIMITED | $5.9M | 2.07% | 127,907 | Added |
| 9 | CCJ | CAMECO CORP | $5.9M | 2.04% | 57,440 | Trimmed |
| 10 | UNP | UNION PAC CORP | $5.7M | 1.97% | 20,848 | Trimmed |
| 11 | BNY | BANK OF NY MELLON CORP | $5.3M | 1.86% | 36,896 | Trimmed |
| 12 | EMR | EMERSON ELEC CO | $5.1M | 1.78% | 35,795 | Hold |
| 13 | GOOG | ALPHABET INC | $5.1M | 1.78% | 14,429 | Trimmed |
| 14 | MDT | MEDTRONIC PLC | $5.0M | 1.75% | 64,119 | Trimmed |
| 15 | CMI | CUMMINS INC | $5.0M | 1.74% | 6,996 | Trimmed |
| 16 | UPS | UNITED PARCEL SVCS INC | $4.9M | 1.72% | 45,905 | Trimmed |
| 17 | C | CITIGROUP INC | $4.9M | 1.71% | 35,168 | Trimmed |
| 18 | DVN | DEVON ENERGY CORP NEW | $4.8M | 1.67% | 116,392 | Added |
| 19 | ALV | AUTOLIV INC | $4.7M | 1.65% | 40,783 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $4.7M | 1.63% | 31,880 | Hold |
| 21 | AGI | ALAMOS GOLD INC | $4.6M | 1.61% | 152,160 | Added |
| 22 | FLS | FLOWSERVE CORP | $4.6M | 1.61% | 62,178 | Trimmed |
| 23 | GD | GENERAL DYNAMICS CORP | $4.6M | 1.61% | 13,034 | Hold |
| 24 | APA | APA CORPORATION | $4.6M | 1.60% | 140,918 | Added |
| 25 | VFC | V F CORP | $4.6M | 1.60% | 276,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR