Murphy Pohlad Asset Management Llc Portfolio Stock Holdings
Murphy Pohlad Asset Management Llc disclosed 134 stock positions valued at approximately $279.0 million in its latest SEC 13F filing. The largest holdings include AGNICO EAGLE MINES LTD, TRAVELERS COMPANIES INC, and CONOCOPHILLIPS. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 134
- Portfolio Value
- $279.0M
Holdings by Sector
Murphy Pohlad Asset Management Llc Portfolio Holdings in Q1 2026
133 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 3.34% | 45,939 | -3,740 | -7.53% | $9,324,698 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 3.34% | 31,940 | -655 | -2.01% | $9,316,259 |
| CONOCOPHILLIPS | COP | Energy | 3.24% | 68,424 | -170 | -0.25% | $9,031,968 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.89% | 16,826 | -166 | -0.98% | $8,063,019 |
| ALAMOS GOLD INC | AGI | Basic Materials | 2.38% | 149,300 | -1,140 | -0.76% | $6,633,399 |
| SLB LIMITED | SLB | Energy | 2.34% | 126,849 | +2,050 | +1.64% | $6,518,770 |
| CAMECO CORP | CCJ | Energy | 2.26% | 58,040 | -7,155 | -10.97% | $6,303,724 |
| CORTEVA INC | CTVA | Basic Materials | 2.24% | 74,807 | -110 | -0.15% | $6,262,093 |
| APA CORPORATION | APA | Energy | 2.14% | 140,683 | +4,050 | +2.96% | $5,970,586 |
| DEVON ENERGY CORP NEW | DVN | Energy | 2.08% | 115,357 | +1,820 | +1.60% | $5,804,764 |
| MEDTRONIC PLC | MDT | Other | 2.06% | 66,217 | -627 | -0.94% | $5,737,703 |
| INTEL CORP | INTC | Technology | 2.04% | 129,127 | -13,982 | -9.77% | $5,698,374 |
| CHEVRON CORPORATION | CVX | Energy | 1.92% | 25,831 | +37 | +0.14% | $5,344,433 |
| UNION PAC CORP | UNP | Industrials | 1.82% | 20,888 | - | - | $5,067,846 |
| CISCO SYS INC | CSCO | Technology | 1.76% | 63,253 | -55 | -0.09% | $4,907,800 |
| V F CORP | VFC | Consumer Cyclical | 1.69% | 277,145 | -2,000 | -0.72% | $4,708,693 |
| EMERSON ELEC CO | EMR | Industrials | 1.68% | 35,795 | -245 | -0.68% | $4,689,860 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.65% | 31,880 | -1,505 | -4.51% | $4,604,765 |
| FLOWSERVE CORP | FLS | Industrials | 1.64% | 62,378 | -1,200 | -1.89% | $4,585,406 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 1.62% | 46,075 | -1,250 | -2.64% | $4,532,858 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.60% | 13,034 | -78 | -0.59% | $4,473,529 |
| NUTRIEN LTD | NTR | Basic Materials | 1.60% | 59,225 | -150 | -0.25% | $4,469,118 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 1.59% | 37,476 | -1,439 | -3.70% | $4,445,777 |
| AUTOLIV INC | ALV | Consumer Cyclical | 1.54% | 40,885 | -200 | -0.49% | $4,299,466 |
| ALPHABET INC | GOOG | Communication Services | 1.53% | 14,924 | -465 | -3.02% | $4,281,098 |
| MICROSOFT CORP | MSFT | Technology | 1.49% | 11,214 | +30 | +0.27% | $4,151,086 |
| CITIGROUP INC | C | Financial Services | 1.47% | 36,148 | -496 | -1.35% | $4,099,544 |
| CUMMINS INC | CMI | Industrials | 1.44% | 7,486 | +95 | +1.29% | $4,027,617 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 1.42% | 52,732 | +580 | +1.11% | $3,968,083 |
| APPLE INC | AAPL | Technology | 1.41% | 15,494 | -60 | -0.39% | $3,932,222 |
| KIMCO REALTY CORP | KIM | Real Estate | 1.39% | 172,197 | -3,200 | -1.82% | $3,869,266 |
| FEDERATED HERMES INC | FHI | Financial Services | 1.37% | 67,446 | -150 | -0.22% | $3,824,862 |
| PEPSICO INC | PEP | Consumer Defensive | 1.28% | 22,907 | +39 | +0.17% | $3,557,228 |
| AMRIZE LTD | AMRZ | Other | 1.19% | 59,510 | +2,670 | +4.70% | $3,333,750 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.19% | 13,589 | -205 | -1.49% | $3,321,861 |
| TARGET CORP | TGT | Consumer Defensive | 1.17% | 26,870 | +415 | +1.57% | $3,256,644 |
| WILLIS TOWERS WATSON PLC LTD | WTW | Other | 1.12% | 10,795 | -75 | -0.69% | $3,138,106 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 1.07% | 10,422 | -78 | -0.74% | $2,991,114 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 0.98% | 37,905 | - | - | $2,720,441 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.97% | 3,508 | - | - | $2,710,421 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.92% | 23,471 | +150 | +0.64% | $2,576,646 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.89% | 11,894 | -200 | -1.65% | $2,475,022 |
| MACERICH CO | MAC | Real Estate | 0.88% | 130,360 | - | - | $2,463,804 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.88% | 11,649 | -56 | -0.48% | $2,461,550 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.88% | 85,720 | +1,630 | +1.94% | $2,461,021 |
| MERCK & CO INC | MRK | Healthcare | 0.73% | 17,023 | +195 | +1.16% | $2,047,696 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.73% | 7,850 | -85 | -1.07% | $2,043,276 |
| FISERV INC | FI | Technology | 0.70% | 34,753 | +9,950 | +40.12% | $1,939,217 |
| CNX RES CORP | CNX | Energy | 0.67% | 48,675 | - | - | $1,876,421 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.66% | 7,807 | - | - | $1,844,637 |
| WALMART INC | WMT | Consumer Defensive | 0.63% | 14,127 | -560 | -3.81% | $1,755,703 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.59% | 9,677 | +9,677 | +100.00% | $1,650,315 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.59% | 19,269 | - | - | $1,642,296 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 0.59% | 33,552 | +33,552 | +100.00% | $1,634,988 |
| PFIZER INC | PFE | Healthcare | 0.58% | 57,937 | -4,858 | -7.74% | $1,626,891 |
| DISNEY WALT CO | DIS | Communication Services | 0.55% | 15,994 | -315 | -1.93% | $1,541,501 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.52% | 15,112 | -6,200 | -29.09% | $1,457,854 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.51% | 5,280 | -235 | -4.26% | $1,428,715 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.48% | 23,215 | +495 | +2.18% | $1,338,112 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.47% | 10,100 | +1,300 | +14.77% | $1,311,384 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.45% | 2,567 | - | - | $1,261,757 |
| CLEVELAND-CLIFFS INC NEW | CLF | Basic Materials | 0.44% | 144,180 | -3,000 | -2.04% | $1,218,321 |
| VANGUARD INDEX FDS | VTV | Other | 0.42% | 5,999 | +1,802 | +42.94% | $1,177,003 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.41% | 6,887 | +87 | +1.28% | $1,143,724 |
| BANK AMERICA CORP | BAC | Financial Services | 0.41% | 23,311 | -6,984 | -23.05% | $1,136,411 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.40% | 6,988 | - | - | $1,115,983 |
| COCA COLA CO | KO | Consumer Defensive | 0.38% | 13,871 | - | - | $1,054,889 |
| WELLS FARGO & CO | WFC | Financial Services | 0.37% | 13,037 | -171 | -1.29% | $1,037,875 |
| INGREDION INC | INGR | Consumer Defensive | 0.34% | 8,340 | - | - | $939,584 |
| BAXTER INTL INC | BAX | Healthcare | 0.32% | 53,666 | +22,560 | +72.53% | $901,591 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 3,123 | -400 | -11.35% | $898,049 |
| MID-AMER APT CMNTYS INC | MAA | Real Estate | 0.32% | 7,225 | +940 | +14.96% | $882,317 |
| THOR INDS INC | THO | Consumer Cyclical | 0.31% | 10,952 | -100 | -0.90% | $874,955 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.31% | 22,504 | - | - | $874,505 |
| NICE LTD | NICE | Technology | 0.30% | 7,690 | +1,660 | +27.53% | $847,899 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.30% | 11,149 | +846 | +8.21% | $837,289 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.29% | 21,732 | -3,855 | -15.07% | $808,865 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.29% | 4,645 | - | - | $805,675 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 3,634 | -215 | -5.59% | $790,358 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 2,298 | - | - | $755,789 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 2,500 | -65 | -2.53% | $735,400 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 4,299 | -138 | -3.11% | $729,368 |
| MOSAIC CO | MOS | Basic Materials | 0.26% | 28,575 | - | - | $728,662 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.26% | 1 | - | - | $718,140 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 4,110 | -600 | -12.74% | $716,784 |
| BERKLEY W R CORP | WRB | Financial Services | 0.25% | 10,462 | - | - | $693,421 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.22% | 1,031 | - | - | $623,126 |
| COLUMBIA SPORTSWEAR CO | COLM | Consumer Cyclical | 0.22% | 11,160 | - | - | $611,679 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 0.21% | 4,549 | - | - | $576,176 |
| VANGUARD INDEX FDS | VOE | Other | 0.20% | 3,086 | +1,138 | +58.42% | $568,821 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.20% | 11,256 | +521 | +4.85% | $565,051 |
| VANGUARD INDEX FDS | VUG | Other | 0.20% | 1,275 | +1,275 | +100.00% | $556,907 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.20% | 1,319 | - | - | $549,680 |
| TRANSOCEAN LTD | H8817H100 | Other | 0.18% | 75,800 | -5,000 | -6.19% | $502,554 |
| WEYERHAEUSER CO | WY | Real Estate | 0.18% | 20,090 | +2,100 | +11.67% | $490,798 |
| APPLIED MATLS INC | AMAT | Technology | 0.17% | 1,380 | - | - | $471,670 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.16% | 6,803 | -1,797 | -20.90% | $442,195 |
| RANGE RES CORP | RRC | Energy | 0.16% | 9,720 | +9,720 | +100.00% | $439,149 |
| TORO CO | TTC | Industrials | 0.16% | 4,682 | -700 | -13.01% | $437,486 |
| LAM RESEARCH CORP | LRCX | Other | 0.15% | 1,970 | -135 | -6.41% | $420,910 |