Filed: 4/17/2025ACC: 0001085146-25-002187
📋 What this filing means
MURPHY POHLAD ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $235.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$235.71M
Total AUM (reported)
4.91M
Total Shares
Allocation by class
COM$165.36M70.2%
SHS$13.26M5.6%
CL B NEW$9.74M4.1%
CL A$9.21M3.9%
COM NEW$9.06M3.8%
CL B$7.14M3.0%
COM CL A$4.41M1.9%
Portfolio Concentration
Top 3$26.13M11.1%
4–10$37.31M15.8%
11–25$58.98M25.0%
Rest$113.29M48.1%
Top 3 weight
11.1%
Top 10 weight
26.9%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Sole
Full voting authority
4.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
TRAVELERS COMPANIES INC
SOLEShares36.83K
TypeSH
Market value$9.74M
4.13%
Sole
36.83K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.28K
TypeSH
Market value$9.74M
4.13%
Sole
18.28K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares63.33K
TypeSH
Market value$6.65M
2.82%
Sole
63.33K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares58.78K
TypeSH
Market value$6.37M
2.70%
Sole
58.78K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares66.40K
TypeSH
Market value$5.97M
2.53%
Sole
66.40K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares33.88K
TypeSH
Market value$5.77M
2.45%
Sole
33.88K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares83.27K
TypeSH
Market value$5.24M
2.22%
Sole
83.27K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares129.79K
TypeSH
Market value$4.79M
2.03%
Sole
129.79K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares19.51K
TypeSH
Market value$4.61M
1.96%
Sole
19.51K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares52.49K
TypeSH
Market value$4.56M
1.94%
Sole
52.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.79K
TypeSH
Market value$4.43M
1.88%
Sole
11.79K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares103.43K
TypeSH
Market value$4.32M
1.83%
Sole
103.43K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares39.16K
TypeSH
Market value$4.31M
1.83%
Sole
39.16K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.58K
TypeSH
Market value$4.28M
1.82%
Sole
25.58K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares159.65K
TypeSH
Market value$4.27M
1.81%
Sole
159.65K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares12.37K
TypeSH
Market value$4.18M
1.77%
Sole
12.37K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares36.54K
TypeSH
Market value$4.01M
1.70%
Sole
36.54K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares63.51K
TypeSH
Market value$3.92M
1.66%
Sole
63.51K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares99.14K
TypeSH
Market value$3.71M
1.57%
Sole
99.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.64K
TypeSH
Market value$3.70M
1.57%
Sole
16.64K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares41.69K
TypeSH
Market value$3.69M
1.56%
Sole
41.69K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares25.56K
TypeSH
Market value$3.63M
1.54%
Sole
25.56K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares13.11K
TypeSH
Market value$3.57M
1.52%
Sole
13.11K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares155.55K
TypeSH
Market value$3.53M
1.50%
Sole
155.55K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares40.95K
TypeSH
Market value$3.43M
1.46%
Sole
40.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRAVELERS COMPANIES INCSOLE | COM | 36.83K | SH | $9.74M 4.13% | 36.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.28K | SH | $9.74M 4.13% | 18.28K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 63.33K | SH | $6.65M 2.82% | 63.33K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 58.78K | SH | $6.37M 2.70% | 58.78K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 66.40K | SH | $5.97M 2.53% | 66.40K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 33.88K | SH | $5.77M 2.45% | 33.88K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 83.27K | SH | $5.24M 2.22% | 83.27K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 129.79K | SH | $4.79M 2.03% | 129.79K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 19.51K | SH | $4.61M 1.96% | 19.51K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 52.49K | SH | $4.56M 1.94% | 52.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.79K | SH | $4.43M 1.88% | 11.79K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 103.43K | SH | $4.32M 1.83% | 103.43K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 39.16K | SH | $4.31M 1.83% | 39.16K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.58K | SH | $4.28M 1.82% | 25.58K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 159.65K | SH | $4.27M 1.81% | 159.65K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 12.37K | SH | $4.18M 1.77% | 12.37K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 36.54K | SH | $4.01M 1.70% | 36.54K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.51K | SH | $3.92M 1.66% | 63.51K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 99.14K | SH | $3.71M 1.57% | 99.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.64K | SH | $3.70M 1.57% | 16.64K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 41.69K | SH | $3.69M 1.56% | 41.69K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 25.56K | SH | $3.63M 1.54% | 25.56K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 13.11K | SH | $3.57M 1.52% | 13.11K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 155.55K | SH | $3.53M 1.50% | 155.55K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 40.95K | SH | $3.43M 1.46% | 40.95K | 0.00 | 0.00 |
Page 1 of 5
…