MURPHY POHLAD ASSET MANAGEMENT LLC

PrivateCIK: 1569148
Location

EDEN PRAIRIE, MN

134
Positions
$278.98M
Total AUM (reported)
4.17M
Total Shares

Allocation by class

TOTAL AUM$278.98M134 positions
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 39.9%4–1016.3%11–2525.8%Rest48.0%TOP 1026.2%0%100%
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

SOLE
COM
Shares45.94K
TypeSH
Market value$9.32M
3.34%
Sole
45.94K
Shared
0.00
None
0.00

TRAVELERS COMPANIES INC

SOLE
COM
Shares31.94K
TypeSH
Market value$9.32M
3.34%
Sole
31.94K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares68.42K
TypeSH
Market value$9.03M
3.24%
Sole
68.42K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares16.83K
TypeSH
Market value$8.06M
2.89%
Sole
16.83K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares149.30K
TypeSH
Market value$6.63M
2.38%
Sole
149.30K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares126.85K
TypeSH
Market value$6.52M
2.34%
Sole
126.85K
Shared
0.00
None
0.00

CAMECO CORP

SOLE
COM
Shares58.04K
TypeSH
Market value$6.30M
2.26%
Sole
58.04K
Shared
0.00
None
0.00

CORTEVA INC

SOLE
COM
Shares74.81K
TypeSH
Market value$6.26M
2.24%
Sole
74.81K
Shared
0.00
None
0.00

APA CORPORATION

SOLE
COM
Shares140.68K
TypeSH
Market value$5.97M
2.14%
Sole
140.68K
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares115.36K
TypeSH
Market value$5.80M
2.08%
Sole
115.36K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares66.22K
TypeSH
Market value$5.74M
2.06%
Sole
66.22K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares129.13K
TypeSH
Market value$5.70M
2.04%
Sole
129.13K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares25.83K
TypeSH
Market value$5.34M
1.92%
Sole
25.83K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares20.89K
TypeSH
Market value$5.07M
1.82%
Sole
20.89K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares63.25K
TypeSH
Market value$4.91M
1.76%
Sole
63.25K
Shared
0.00
None
0.00

V F CORP

SOLE
COM
Shares277.14K
TypeSH
Market value$4.71M
1.69%
Sole
277.14K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares35.80K
TypeSH
Market value$4.69M
1.68%
Sole
35.80K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares31.88K
TypeSH
Market value$4.60M
1.65%
Sole
31.88K
Shared
0.00
None
0.00

FLOWSERVE CORP

SOLE
COM
Shares62.38K
TypeSH
Market value$4.59M
1.64%
Sole
62.38K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares46.08K
TypeSH
Market value$4.53M
1.62%
Sole
46.08K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares13.03K
TypeSH
Market value$4.47M
1.60%
Sole
13.03K
Shared
0.00
None
0.00

NUTRIEN LTD

SOLE
COM
Shares59.23K
TypeSH
Market value$4.47M
1.60%
Sole
59.23K
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

SOLE
COM
Shares37.48K
TypeSH
Market value$4.45M
1.59%
Sole
37.48K
Shared
0.00
None
0.00

AUTOLIV INC

SOLE
COM
Shares40.88K
TypeSH
Market value$4.30M
1.54%
Sole
40.88K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares14.92K
TypeSH
Market value$4.28M
1.53%
Sole
14.92K
Shared
0.00
None
0.00
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