Filed: 4/14/2026ACC: 0001569148-26-000004
📋 What this filing means
MURPHY POHLAD ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $278.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$278.98M
Total AUM (reported)
4.17M
Total Shares
Allocation by class
COM$201.10M72.1%
SHS$12.96M4.6%
COM NEW$10.38M3.7%
COM CL A$10.32M3.7%
CL B$8.36M3.0%
CL B NEW$8.06M2.9%
CL A$7.81M2.8%
Portfolio Concentration
Top 3$27.67M9.9%
4–10$45.56M16.3%
11–25$71.85M25.8%
Rest$133.90M48.0%
Top 3 weight
9.9%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 4.17M
Sole
Full voting authority
4.17M
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)
Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:
AGNICO EAGLE MINES LTD
SOLEShares45.94K
TypeSH
Market value$9.32M
3.34%
Sole
45.94K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares31.94K
TypeSH
Market value$9.32M
3.34%
Sole
31.94K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares68.42K
TypeSH
Market value$9.03M
3.24%
Sole
68.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.83K
TypeSH
Market value$8.06M
2.89%
Sole
16.83K
Shared
0.00
None
0.00
ALAMOS GOLD INC
SOLEShares149.30K
TypeSH
Market value$6.63M
2.38%
Sole
149.30K
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares126.85K
TypeSH
Market value$6.52M
2.34%
Sole
126.85K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares58.04K
TypeSH
Market value$6.30M
2.26%
Sole
58.04K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares74.81K
TypeSH
Market value$6.26M
2.24%
Sole
74.81K
Shared
0.00
None
0.00
APA CORPORATION
SOLEShares140.68K
TypeSH
Market value$5.97M
2.14%
Sole
140.68K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares115.36K
TypeSH
Market value$5.80M
2.08%
Sole
115.36K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares66.22K
TypeSH
Market value$5.74M
2.06%
Sole
66.22K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares129.13K
TypeSH
Market value$5.70M
2.04%
Sole
129.13K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares25.83K
TypeSH
Market value$5.34M
1.92%
Sole
25.83K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares20.89K
TypeSH
Market value$5.07M
1.82%
Sole
20.89K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares63.25K
TypeSH
Market value$4.91M
1.76%
Sole
63.25K
Shared
0.00
None
0.00
V F CORP
SOLEShares277.14K
TypeSH
Market value$4.71M
1.69%
Sole
277.14K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares35.80K
TypeSH
Market value$4.69M
1.68%
Sole
35.80K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares31.88K
TypeSH
Market value$4.60M
1.65%
Sole
31.88K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares62.38K
TypeSH
Market value$4.59M
1.64%
Sole
62.38K
Shared
0.00
None
0.00
UNITED PARCEL SVCS INC
SOLEShares46.08K
TypeSH
Market value$4.53M
1.62%
Sole
46.08K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares13.03K
TypeSH
Market value$4.47M
1.60%
Sole
13.03K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares59.23K
TypeSH
Market value$4.47M
1.60%
Sole
59.23K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares37.48K
TypeSH
Market value$4.45M
1.59%
Sole
37.48K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares40.88K
TypeSH
Market value$4.30M
1.54%
Sole
40.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.92K
TypeSH
Market value$4.28M
1.53%
Sole
14.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGNICO EAGLE MINES LTDSOLE | COM | 45.94K | SH | $9.32M 3.34% | 45.94K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 31.94K | SH | $9.32M 3.34% | 31.94K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 68.42K | SH | $9.03M 3.24% | 68.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.83K | SH | $8.06M 2.89% | 16.83K | 0.00 | 0.00 |
ALAMOS GOLD INCSOLE | COM CL A | 149.30K | SH | $6.63M 2.38% | 149.30K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 126.85K | SH | $6.52M 2.34% | 126.85K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 58.04K | SH | $6.30M 2.26% | 58.04K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 74.81K | SH | $6.26M 2.24% | 74.81K | 0.00 | 0.00 |
APA CORPORATIONSOLE | COM | 140.68K | SH | $5.97M 2.14% | 140.68K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 115.36K | SH | $5.80M 2.08% | 115.36K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 66.22K | SH | $5.74M 2.06% | 66.22K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 129.13K | SH | $5.70M 2.04% | 129.13K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 25.83K | SH | $5.34M 1.92% | 25.83K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 20.89K | SH | $5.07M 1.82% | 20.89K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 63.25K | SH | $4.91M 1.76% | 63.25K | 0.00 | 0.00 |
V F CORPSOLE | COM | 277.14K | SH | $4.71M 1.69% | 277.14K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 35.80K | SH | $4.69M 1.68% | 35.80K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 31.88K | SH | $4.60M 1.65% | 31.88K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 62.38K | SH | $4.59M 1.64% | 62.38K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 46.08K | SH | $4.53M 1.62% | 46.08K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 13.03K | SH | $4.47M 1.60% | 13.03K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 59.23K | SH | $4.47M 1.60% | 59.23K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 37.48K | SH | $4.45M 1.59% | 37.48K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 40.88K | SH | $4.30M 1.54% | 40.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 14.92K | SH | $4.28M 1.53% | 14.92K | 0.00 | 0.00 |
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