Murphy Pohlad Asset Management LLC
Q3 2026 13F filing
Updated 14 days ago140 disclosed positions worth $287.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TRAVELERS COMPANIES INC | $10.8M | 30.3K | 3.76% | Trimmed(-4.8%) |
| 2 | A AGNICO EAGLE MINES LTD | $8.3M | 45.3K | 2.89% | Trimmed(-1.1%) |
| 3 | C CONOCOPHILLIPS | $8.2M | 65.2K | 2.84% | Trimmed(-4.0%) |
| 4 | B BERKSHIRE HATHAWAY INC DEL | $7.9M | 15.8K | 2.73% | Trimmed(-3.3%) |
| 5 | I INTEL CORP | $7.4M | 61.3K | 2.56% | Trimmed(-11.5%) |
| 6 | R SLB LIMITED | $6.2M | 126.3K | 2.14% | Trimmed(-1.3%) |
| 7 | C CORTEVA INC | $5.8M | 74.3K | 2.00% | Trimmed(-0.5%) |
| 8 | M MEDTRONIC PLC | $5.7M | 66.2K | 1.99% | Added(+3.3%) |
| 9 | E EMERSON ELEC CO | $5.6M | 36.0K | 1.94% | Added(+0.5%) |
| 10 | M MICROSOFT CORP | $5.6M | 10.9K | 1.94% | Trimmed(-2.6%) |
| 11 | A APA CORPORATION | $5.5M | 133.3K | 1.92% | Trimmed(-5.4%) |
| 12 | U UNION PAC CORP | $5.4M | 20.0K | 1.89% | Trimmed(-4.3%) |
| 13 | C CISCO SYS INC | $5.3M | 49.0K | 1.83% | Trimmed(-15.9%) |
| 14 | B BANK OF NY MELLON CORP | $5.2M | 36.2K | 1.82% | Trimmed(-1.9%) |
| 15 | C CHEVRON CORPORATION | $5.2M | 25.6K | 1.82% | Trimmed(-0.8%) |
| 16 | D DEVON ENERGY CORP NEW | $5.2M | 113.5K | 1.82% | Trimmed(-2.5%) |
| 17 | A APPLE INC | $5.1M | 15.2K | 1.76% | Trimmed(-1.5%) |
| 18 | C CAMECO CORP | $4.8M | 55.9K | 1.68% | Trimmed(-2.7%) |
| 19 | A ALAMOS GOLD INC | $4.8M | 148.2K | 1.67% | Trimmed(-2.6%) |
| 20 | G ALPHABET INC | $4.7M | 13.9K | 1.65% | Trimmed(-3.5%) |
| 21 | P PROCTER & GAMBLE CO | $4.6M | 31.8K | 1.61% | Trimmed(-0.2%) |
| 22 | F FLOWSERVE CORP | $4.5M | 60.9K | 1.55% | Trimmed(-2.1%) |
| 23 | A AUTOLIV INC | $4.4M | 39.5K | 1.54% | Trimmed(-3.2%) |
| 24 | N NUTRIEN LTD | $4.3M | 61.5K | 1.50% | Trimmed(-0.1%) |
| 25 | G GENERAL DYNAMICS CORP | $4.3M | 13.0K | 1.50% | Trimmed(-0.5%) |
| 26 | C CITIGROUP INC | $4.3M | 33.0K | 1.49% | Trimmed(-6.1%) |
| 27 | T TARGET CORP | $4.2M | 26.6K | 1.45% | Trimmed(-0.9%) |
| 28 | U UNITED PARCEL SVCS INC | $4.1M | 44.3K | 1.44% | Trimmed(-3.4%) |
| 29 | V V F CORP | $3.8M | 271.7K | 1.33% | Trimmed(-1.6%) |
| 30 | A AMERICAN INTL GROUP INC | $3.8M | 50.9K | 1.32% | Trimmed(-3.3%) |
| 31 | F FEDERATED HERMES INC | $3.8M | 66.7K | 1.31% | Unchanged |
| 32 | C CUMMINS INC | $3.5M | 6.8K | 1.22% | Trimmed(-2.9%) |
| 33 | E LAUDER ESTEE COS INC | $3.5M | 37.6K | 1.21% | Trimmed(-0.9%) |
| 34 | J JOHNSON & JOHNSON | $3.5M | 13.2K | 1.21% | Trimmed(-3.2%) |
| 35 | K KIMCO REALTY CORP | $3.3M | 149.0K | 1.15% | Trimmed(-13.5%) |
| 36 | W WILLIS TOWERS WATSON PLC LTD | $3.1M | 10.6K | 1.06% | Trimmed(-1.5%) |
| 37 | N NORFOLK SOUTHN CORP | $2.9M | 9.5K | 1.02% | Trimmed(-9.0%) |
| 38 | I IQVIA HLDGS INC | $2.9M | 10.8K | 1.01% | Trimmed(-1.3%) |
| 39 | P PEPSICO INC | $2.9M | 22.8K | 1.00% | Trimmed(-1.4%) |
| 40 | V VERSANT MEDIA GROUP INC | $2.9M | 91.0K | 1.00% | Added(+1.1%) |
| 41 | R REGENERON PHARMACEUTICALS | $2.6M | 3.5K | 0.92% | Trimmed(-0.6%) |
| 42 | P PNC FINL SVCS GROUP INC | $2.6M | 11.9K | 0.92% | Unchanged |
| 43 | M MACERICH CO | $2.5M | 113.6K | 0.88% | Trimmed(-12.3%) |
| 44 | C CARDINAL HEALTH INC | $2.5M | 11.1K | 0.86% | Trimmed(-0.1%) |
| 45 | M MERCK & CO INC | $2.4M | 16.5K | 0.83% | Trimmed(-3.0%) |
| 46 | F FISERV INC | $2.3M | 49.8K | 0.78% | Added(+50.8%) |
| 47 | E EXPAND ENERGY CORPORATION | $2.2M | 26.6K | 0.78% | Added(+16.8%) |
| 48 | B BAXTER INTL INC | $2.2M | 92.9K | 0.77% | Added(+53.8%) |
| 49 | I INGREDION INC | $2.2M | 22.4K | 0.75% | Trimmed(-0.5%) |
| 50 | A ACCENTURE PLC IRELAND | $2M | 10.9K | 0.69% | — |