Filed: 2/9/2026ACC: 0001569148-26-000003
📋 What this filing means
MURPHY POHLAD ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $260.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$260.44M
Total AUM (reported)
4.06M
Total Shares
Allocation by class
COM$187.03M71.8%
SHS$13.80M5.3%
COM NEW$10.62M4.1%
CL A$8.88M3.4%
CL B NEW$8.54M3.3%
CL B$8.21M3.2%
COM CL A$6.42M2.5%
Portfolio Concentration
Top 3$26.42M10.1%
4–10$40.35M15.5%
11–25$69.80M26.8%
Rest$123.88M47.6%
Top 3 weight
10.1%
Top 10 weight
25.6%
Voting Authority Distribution
Total shares with voting rights: 4.06M
Sole
Full voting authority
4.06M
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)
Sole125
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings125
Rows:
TRAVELERS COMPANIES INC
SOLEShares32.59K
TypeSH
Market value$9.45M
3.63%
Sole
32.59K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.99K
TypeSH
Market value$8.54M
3.28%
Sole
16.99K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares49.68K
TypeSH
Market value$8.42M
3.23%
Sole
49.68K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares68.59K
TypeSH
Market value$6.42M
2.47%
Sole
68.59K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares66.84K
TypeSH
Market value$6.42M
2.47%
Sole
66.84K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares65.19K
TypeSH
Market value$5.96M
2.29%
Sole
65.19K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares150.44K
TypeSH
Market value$5.80M
2.23%
Sole
150.44K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.18K
TypeSH
Market value$5.41M
2.08%
Sole
11.18K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares143.11K
TypeSH
Market value$5.28M
2.03%
Sole
143.11K
Shared
0.00
None
0.00
V F CORP
SOLEShares279.14K
TypeSH
Market value$5.05M
1.94%
Sole
279.14K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares74.92K
TypeSH
Market value$5.02M
1.93%
Sole
74.92K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares41.09K
TypeSH
Market value$4.88M
1.87%
Sole
41.09K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares63.31K
TypeSH
Market value$4.88M
1.87%
Sole
63.31K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares20.89K
TypeSH
Market value$4.83M
1.86%
Sole
20.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.39K
TypeSH
Market value$4.83M
1.85%
Sole
15.39K
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares124.80K
TypeSH
Market value$4.79M
1.84%
Sole
124.80K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares33.38K
TypeSH
Market value$4.78M
1.84%
Sole
33.38K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares36.04K
TypeSH
Market value$4.78M
1.84%
Sole
36.04K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares47.33K
TypeSH
Market value$4.69M
1.80%
Sole
47.33K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares38.91K
TypeSH
Market value$4.52M
1.73%
Sole
38.91K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares52.15K
TypeSH
Market value$4.46M
1.71%
Sole
52.15K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares13.11K
TypeSH
Market value$4.41M
1.69%
Sole
13.11K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares63.58K
TypeSH
Market value$4.41M
1.69%
Sole
63.58K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares36.64K
TypeSH
Market value$4.28M
1.64%
Sole
36.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.55K
TypeSH
Market value$4.23M
1.62%
Sole
15.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRAVELERS COMPANIES INCSOLE | COM | 32.59K | SH | $9.45M 3.63% | 32.59K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.99K | SH | $8.54M 3.28% | 16.99K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 49.68K | SH | $8.42M 3.23% | 49.68K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 68.59K | SH | $6.42M 2.47% | 68.59K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 66.84K | SH | $6.42M 2.47% | 66.84K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 65.19K | SH | $5.96M 2.29% | 65.19K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 150.44K | SH | $5.80M 2.23% | 150.44K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.18K | SH | $5.41M 2.08% | 11.18K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 143.11K | SH | $5.28M 2.03% | 143.11K | 0.00 | 0.00 |
V F CORPSOLE | COM | 279.14K | SH | $5.05M 1.94% | 279.14K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 74.92K | SH | $5.02M 1.93% | 74.92K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 41.09K | SH | $4.88M 1.87% | 41.09K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.31K | SH | $4.88M 1.87% | 63.31K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 20.89K | SH | $4.83M 1.86% | 20.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 15.39K | SH | $4.83M 1.85% | 15.39K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 124.80K | SH | $4.79M 1.84% | 124.80K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 33.38K | SH | $4.78M 1.84% | 33.38K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 36.04K | SH | $4.78M 1.84% | 36.04K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 47.33K | SH | $4.69M 1.80% | 47.33K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 38.91K | SH | $4.52M 1.73% | 38.91K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 52.15K | SH | $4.46M 1.71% | 52.15K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 13.11K | SH | $4.41M 1.69% | 13.11K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 63.58K | SH | $4.41M 1.69% | 63.58K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 36.64K | SH | $4.28M 1.64% | 36.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.55K | SH | $4.23M 1.62% | 15.55K | 0.00 | 0.00 |
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