Murphy Pohlad Asset Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Murphy Pohlad Asset Management Llc disclosed 135 stock positions valued at approximately $287.14M as of quarter-end June 30, 2026. The largest holdings include TRAVELERS COMPANIES INC, INTEL CORP, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 135
- Portfolio Value
- $287.14M
Holdings by Sector
Murphy Pohlad Asset Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | TRV | Financial Services | 3.66% | 31,840 | -100 | -0.31% | $10,511,020 |
| INTEL CORP | INTC | Technology | 3.37% | 69,252 | -59,875 | -46.37% | $9,669,656 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.85% | 16,326 | -500 | -2.97% | $8,169,367 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 2.48% | 45,864 | -75 | -0.16% | $7,114,882 |
| CONOCOPHILLIPS | COP | Energy | 2.46% | 67,899 | -525 | -0.77% | $7,058,780 |
| CISCO SYS INC | CSCO | Technology | 2.38% | 58,229 | -5,024 | -7.94% | $6,839,595 |
| CORTEVA INC | CTVA | Basic Materials | 2.20% | 74,607 | -200 | -0.27% | $6,318,474 |
| SLB LIMITED | SLB | Energy | 2.07% | 127,907 | +1,058 | +0.83% | $5,946,396 |
| CAMECO CORP | CCJ | Energy | 2.04% | 57,440 | -600 | -1.03% | $5,850,838 |
| UNION PAC CORP | UNP | Industrials | 1.97% | 20,848 | -40 | -0.19% | $5,670,656 |
| BANK OF NY MELLON CORP | BK | Financial Services | 1.86% | 36,896 | -580 | -1.55% | $5,335,530 |
| EMERSON ELEC CO | EMR | Industrials | 1.78% | 35,795 | - | - | $5,124,054 |
| ALPHABET INC | GOOG | Communication Services | 1.78% | 14,429 | -495 | -3.32% | $5,098,198 |
| MEDTRONIC PLC | MDT | Other | 1.75% | 64,119 | -2,098 | -3.17% | $5,016,029 |
| CUMMINS INC | CMI | Industrials | 1.74% | 6,996 | -490 | -6.55% | $4,989,617 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 1.72% | 45,905 | -170 | -0.37% | $4,934,787 |
| CITIGROUP INC | C | Financial Services | 1.71% | 35,168 | -980 | -2.71% | $4,922,189 |
| DEVON ENERGY CORP NEW | DVN | Energy | 1.67% | 116,392 | +1,035 | +0.90% | $4,809,317 |
| AUTOLIV INC | ALV | Consumer Cyclical | 1.65% | 40,783 | -102 | -0.25% | $4,737,761 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.63% | 31,880 | - | - | $4,674,902 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.61% | 13,034 | - | - | $4,617,164 |
| ALAMOS GOLD INC | AGI | Basic Materials | 1.61% | 152,160 | +2,860 | +1.92% | $4,616,534 |
| FLOWSERVE CORP | FLS | Industrials | 1.61% | 62,178 | -200 | -0.32% | $4,611,120 |
| V F CORP | VFC | Consumer Cyclical | 1.60% | 276,295 | -850 | -0.31% | $4,608,600 |
| APA CORPORATION | APA | Energy | 1.60% | 140,918 | +235 | +0.17% | $4,589,699 |
| APPLE INC | AAPL | Technology | 1.55% | 15,394 | -100 | -0.65% | $4,454,491 |
| KIMCO REALTY CORP | KIM | Real Estate | 1.52% | 172,197 | - | - | $4,365,193 |
| CHEVRON CORPORATION | CVX | Energy | 1.49% | 25,831 | - | - | $4,281,746 |
| MICROSOFT CORP | MSFT | Technology | 1.45% | 11,154 | -60 | -0.54% | $4,160,871 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 1.37% | 52,632 | -100 | -0.19% | $3,922,662 |
Showing 30 of 135 holdings in the latest reporting period.