Filed: 11/5/2025ACC: 0001569148-25-000004
📋 What this filing means
MURPHY POHLAD ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $254.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$254.87M
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$183.68M72.1%
SHS$14.24M5.6%
COM NEW$9.49M3.7%
CL A$9.06M3.6%
CL B NEW$8.54M3.4%
CL B$7.48M2.9%
COM CL A$6.08M2.4%
Portfolio Concentration
Top 3$26.92M10.6%
4–10$40.60M15.9%
11–25$64.85M25.4%
Rest$122.50M48.1%
Top 3 weight
10.6%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Sole
Full voting authority
4.46M
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)
Sole126
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings126
Rows:
AGNICO EAGLE MINES LTD
SOLEShares54.89K
TypeSH
Market value$9.25M
3.63%
Sole
54.89K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares32.69K
TypeSH
Market value$9.13M
3.58%
Sole
32.69K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.99K
TypeSH
Market value$8.54M
3.35%
Sole
16.99K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares67.09K
TypeSH
Market value$6.39M
2.51%
Sole
67.09K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares67.16K
TypeSH
Market value$6.35M
2.49%
Sole
67.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.60K
TypeSH
Market value$6.01M
2.36%
Sole
11.60K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares68.56K
TypeSH
Market value$5.75M
2.26%
Sole
68.56K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares158.74K
TypeSH
Market value$5.53M
2.17%
Sole
158.74K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares80.32K
TypeSH
Market value$5.43M
2.13%
Sole
80.32K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares33.38K
TypeSH
Market value$5.13M
2.01%
Sole
33.38K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares41.19K
TypeSH
Market value$5.09M
2.00%
Sole
41.19K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares151.48K
TypeSH
Market value$5.08M
1.99%
Sole
151.48K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares36.24K
TypeSH
Market value$4.75M
1.87%
Sole
36.24K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares19.47K
TypeSH
Market value$4.60M
1.81%
Sole
19.47K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares13.11K
TypeSH
Market value$4.47M
1.75%
Sole
13.11K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares63.31K
TypeSH
Market value$4.33M
1.70%
Sole
63.31K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares39.52K
TypeSH
Market value$4.31M
1.69%
Sole
39.52K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares12.02K
TypeSH
Market value$4.15M
1.63%
Sole
12.02K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.21K
TypeSH
Market value$4.13M
1.62%
Sole
16.21K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares52.15K
TypeSH
Market value$4.10M
1.61%
Sole
52.15K
Shared
0.00
None
0.00
V F CORP
SOLEShares280.44K
TypeSH
Market value$4.05M
1.59%
Sole
280.44K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares113.24K
TypeSH
Market value$3.97M
1.56%
Sole
113.24K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares47.50K
TypeSH
Market value$3.97M
1.56%
Sole
47.50K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.53K
TypeSH
Market value$3.96M
1.56%
Sole
25.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.99K
TypeSH
Market value$3.89M
1.53%
Sole
15.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGNICO EAGLE MINES LTDSOLE | COM | 54.89K | SH | $9.25M 3.63% | 54.89K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 32.69K | SH | $9.13M 3.58% | 32.69K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.99K | SH | $8.54M 3.35% | 16.99K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 67.09K | SH | $6.39M 2.51% | 67.09K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 67.16K | SH | $6.35M 2.49% | 67.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.60K | SH | $6.01M 2.36% | 11.60K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 68.56K | SH | $5.75M 2.26% | 68.56K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 158.74K | SH | $5.53M 2.17% | 158.74K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 80.32K | SH | $5.43M 2.13% | 80.32K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 33.38K | SH | $5.13M 2.01% | 33.38K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 41.19K | SH | $5.09M 2.00% | 41.19K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 151.48K | SH | $5.08M 1.99% | 151.48K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 36.24K | SH | $4.75M 1.87% | 36.24K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 19.47K | SH | $4.60M 1.81% | 19.47K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 13.11K | SH | $4.47M 1.75% | 13.11K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.31K | SH | $4.33M 1.70% | 63.31K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 39.52K | SH | $4.31M 1.69% | 39.52K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 12.02K | SH | $4.15M 1.63% | 12.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.21K | SH | $4.13M 1.62% | 16.21K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 52.15K | SH | $4.10M 1.61% | 52.15K | 0.00 | 0.00 |
V F CORPSOLE | COM | 280.44K | SH | $4.05M 1.59% | 280.44K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 113.24K | SH | $3.97M 1.56% | 113.24K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 47.50K | SH | $3.97M 1.56% | 47.50K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.53K | SH | $3.96M 1.56% | 25.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 15.99K | SH | $3.89M 1.53% | 15.99K | 0.00 | 0.00 |
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