Filed: 8/4/2025ACC: 0001085146-25-004470
📋 What this filing means
MURPHY POHLAD ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $236.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$236.34M
Total AUM (reported)
4.95M
Total Shares
Allocation by class
COM$169.09M71.5%
SHS$12.87M5.4%
CL A$9.28M3.9%
COM NEW$9.08M3.8%
CL B NEW$8.44M3.6%
CL B$7.15M3.0%
COM CL A$4.43M1.9%
Portfolio Concentration
Top 3$23.79M10.1%
4–10$39.01M16.5%
11–25$59.35M25.1%
Rest$114.20M48.3%
Top 3 weight
10.1%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 4.95M
Sole
Full voting authority
4.95M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
TRAVELERS COMPANIES INC
SOLEShares32.70K
TypeSH
Market value$8.75M
3.70%
Sole
32.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.38K
TypeSH
Market value$8.44M
3.57%
Sole
17.38K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares55.49K
TypeSH
Market value$6.60M
2.79%
Sole
55.49K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares81.27K
TypeSH
Market value$6.06M
2.56%
Sole
81.27K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares66.40K
TypeSH
Market value$5.96M
2.52%
Sole
66.40K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares66.74K
TypeSH
Market value$5.82M
2.46%
Sole
66.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.70K
TypeSH
Market value$5.82M
2.46%
Sole
11.70K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares33.38K
TypeSH
Market value$5.32M
2.25%
Sole
33.38K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares70.23K
TypeSH
Market value$5.21M
2.21%
Sole
70.23K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares36.24K
TypeSH
Market value$4.83M
2.04%
Sole
36.24K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares41.69K
TypeSH
Market value$4.66M
1.97%
Sole
41.69K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares19.51K
TypeSH
Market value$4.49M
1.90%
Sole
19.51K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares52.25K
TypeSH
Market value$4.47M
1.89%
Sole
52.25K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares63.31K
TypeSH
Market value$4.39M
1.86%
Sole
63.31K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares158.77K
TypeSH
Market value$4.22M
1.78%
Sole
158.77K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares116.42K
TypeSH
Market value$4.15M
1.76%
Sole
116.42K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares41.12K
TypeSH
Market value$4.15M
1.76%
Sole
41.12K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares13.11K
TypeSH
Market value$3.82M
1.62%
Sole
13.11K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares40.55K
TypeSH
Market value$3.69M
1.56%
Sole
40.55K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares12.02K
TypeSH
Market value$3.68M
1.56%
Sole
12.02K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.53K
TypeSH
Market value$3.66M
1.55%
Sole
25.53K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares108.07K
TypeSH
Market value$3.65M
1.55%
Sole
108.07K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares59.03K
TypeSH
Market value$3.44M
1.45%
Sole
59.03K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares65.59K
TypeSH
Market value$3.43M
1.45%
Sole
65.59K
Shared
0.00
None
0.00
V F CORP
SOLEShares291.35K
TypeSH
Market value$3.42M
1.45%
Sole
291.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRAVELERS COMPANIES INCSOLE | COM | 32.70K | SH | $8.75M 3.70% | 32.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.38K | SH | $8.44M 3.57% | 17.38K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 55.49K | SH | $6.60M 2.79% | 55.49K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 81.27K | SH | $6.06M 2.56% | 81.27K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 66.40K | SH | $5.96M 2.52% | 66.40K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 66.74K | SH | $5.82M 2.46% | 66.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.70K | SH | $5.82M 2.46% | 11.70K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 33.38K | SH | $5.32M 2.25% | 33.38K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 70.23K | SH | $5.21M 2.21% | 70.23K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 36.24K | SH | $4.83M 2.04% | 36.24K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 41.69K | SH | $4.66M 1.97% | 41.69K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 19.51K | SH | $4.49M 1.90% | 19.51K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 52.25K | SH | $4.47M 1.89% | 52.25K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.31K | SH | $4.39M 1.86% | 63.31K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 158.77K | SH | $4.22M 1.78% | 158.77K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 116.42K | SH | $4.15M 1.76% | 116.42K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 41.12K | SH | $4.15M 1.76% | 41.12K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 13.11K | SH | $3.82M 1.62% | 13.11K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 40.55K | SH | $3.69M 1.56% | 40.55K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 12.02K | SH | $3.68M 1.56% | 12.02K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.53K | SH | $3.66M 1.55% | 25.53K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 108.07K | SH | $3.65M 1.55% | 108.07K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 59.03K | SH | $3.44M 1.45% | 59.03K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 65.59K | SH | $3.43M 1.45% | 65.59K | 0.00 | 0.00 |
V F CORPSOLE | COM | 291.35K | SH | $3.42M 1.45% | 291.35K | 0.00 | 0.00 |
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