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Disclosery

13F-HR filed by Murphy Pohlad Asset Management LLC

Murphy Pohlad Asset Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-04, with 120 holding rows worth $236,343,457.

Accession
0001085146-25-004470
Filer
CIK 1569148
Filed
2025-08-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 120 entries on the cover page, a total value of $236,343,457 stated on the cover page (in dollars after the unit check, H1), rows summing to $236,343,457 with VALUE read as dollars as filed, 13F file number 028-15160. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
TRAVELERS COMPANIES INC COM89417E109Stock32,695$8,747,220dollars as filed
Berkshire Hathaway Inc084670702COM17,377$8,441,225dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock55,487$6,599,068dollars as filed
CORTEVA INC COM22052L104Stock81,267$6,056,829dollars as filed
ConocoPhillips20825C104COM66,399$5,958,646dollars as filed
Medtronic PlcG5960L103COM66,744$5,818,074dollars as filed
Microsoft Corp594918104COM11,695$5,817,209dollars as filed
Procter & Gamble Co742718109COM33,385$5,318,918dollars as filed
CAMECO CORP COM13321L108Stock70,230$5,213,172dollars as filed
EMERSON ELEC CO COM291011104Stock36,240$4,831,879dollars as filed
AUTOLIV INC052800109COM41,685$4,664,551dollars as filed
Union Pacific Corporation907818108COM19,508$4,488,400dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock52,252$4,472,248dollars as filed
Cisco Systems,Inc.17275R102COM63,308$4,392,309dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock158,770$4,216,931dollars as filed
Comcast Corp20030N101COM116,415$4,154,851dollars as filed
United Parcel Service,Inc. Class B911312106COM41,122$4,150,854dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock13,112$3,824,245dollars as filed
BANK OF NY MELLON CORP COM064058100Stock40,545$3,694,054dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock12,020$3,684,130dollars as filed
Chevron Corporation166764100COM25,529$3,655,497dollars as filed
Schlumberger Limited806857108COM108,069$3,652,732dollars as filed
NUTRIEN LTD COM67077M108Stock59,035$3,438,198dollars as filed
FLOWSERVE CORP34354P105COM65,590$3,433,636dollars as filed
V F CORP COM918204108Stock291,349$3,423,357dollars as filed
Apple Inc037833100COM16,569$3,399,477dollars as filed
Intel Corp458140100COM151,679$3,397,609dollars as filed
KIMCO REALTY CORP COM49446R109REIT159,987$3,362,926dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock25,559$3,295,066dollars as filed
Citigroup Inc.172967424COM38,679$3,292,356dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock103,067$3,278,561dollars as filed
NOKIA CORP654902204SPONSORED ADR608,199$3,150,470dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock37,905$3,062,724dollars as filed
FEDERATED HERMES INC CL B314211103Stock67,696$3,000,286dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,634$2,950,705dollars as filed
Pfizer Inc.717081103COM116,895$2,833,552dollars as filed
PepsiCo,Inc.713448108COM21,418$2,828,032dollars as filed
TARGET CORP COM87612E106Stock28,330$2,794,754dollars as filed
CNH INDL N V SHSN20944109Stock214,090$2,774,606dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,675$2,732,479dollars as filed
CUMMINS INC COM231021106Stock7,490$2,452,975dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock12,999$2,423,273dollars as filed
APA CORPORATION COM03743Q108Stock132,433$2,422,199dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock20,321$2,376,337dollars as filed
Johnson & Johnson478160104COM13,794$2,107,137dollars as filed
Walt Disney Co254687106COM16,309$2,022,479dollars as filed
MACERICH CO554382101COM123,860$2,004,054dollars as filed
CARDINAL HEALTH INC14149Y108COM11,705$1,966,440dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,935$1,961,928dollars as filed
CNX RES CORP COM12653C108Stock54,175$1,824,614dollars as filed
Merck & Co.,Inc.58933Y105COM22,528$1,783,316dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,269$1,751,552dollars as filed
Lowes Companies,Inc.548661107COM7,807$1,732,139dollars as filed
GENERAL MILLS INC COM370334104Stock29,782$1,543,005dollars as filed
Walmart Inc.931142103COM15,687$1,533,874dollars as filed
Bank of America Corp060505104COM31,792$1,504,397dollars as filed
UnitedHealth Group Inc91324P102COM4,425$1,380,467dollars as filed
Mondelez International,Inc. Class A609207105COM19,810$1,335,986dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock166,090$1,262,284dollars as filed
MOSAIC CO COM61945C103Stock33,275$1,213,872dollars as filed
INGREDION INC COM457187102Stock8,245$1,118,186dollars as filed
Wells Fargo & Company949746101COM13,863$1,110,703dollars as filed
THOR INDS INC885160101COM12,252$1,088,100dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,542$1,030,679dollars as filed
Marsh & McLennan Companies,Inc.571748102COM4,645$1,015,582dollars as filed
Coca-Cola Company191216100COM13,871$981,373dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share6,285$930,242dollars as filed
UNILEVER PLC904767704SPON ADR NEW14,750$902,257dollars as filed
TJX Companies Inc872540109COM7,088$875,297dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock3,715$866,375dollars as filed
Home Depot, Inc437076102COM2,298$842,538dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock1,580$829,500dollars as filed
JPMorgan Chase & Co46625H100COM2,800$811,748dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,504$806,543dollars as filed
CF INDUSTRIES HOLD COM125269100Stock8,700$800,400dollars as filed
BERKLEY W R CORP COM084423102Stock10,562$775,990dollars as filed
CENTENE CORP DEL COM15135B101Stock14,150$768,062dollars as filed
NVIDIA Corp67066G104COM4,714$744,764dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$728,800dollars as filed
AbbVie,Inc.00287Y109COM3,849$714,451dollars as filed
OCCIDENTAL PETE CORP674599105COM15,700$659,557dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,800$652,460dollars as filed
Vanguard Value ETF922908744SHS3,591$634,673dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,532$622,444dollars as filed
TELADOC HEALTH INC87918A105COM69,600$606,216dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,350$590,503dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS7,341$493,462dollars as filed
EXXON MOBIL CORP30231G102COM4,537$489,088dollars as filed
Verizon Communications Inc92343V104COM11,229$485,878dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT17,990$462,163dollars as filed
Abbott Laboratories002824100COM3,254$442,576dollars as filed
Lockheed Martin Corporation539830109COM919$425,625dollars as filed
BORGWARNER INC COM099724106Stock11,480$384,350dollars as filed
TORO CO891092108COM5,382$380,399dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,693$361,196dollars as filed
WINMARK CORP974250102COM940$354,953dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR3,247$327,427dollars as filed
Costco Wholesale Corporation22160K105COM326$322,720dollars as filed
UNITED RENTALS INC COM911363109Stock420$316,428dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock116,000$300,440dollars as filed
ENBRIDGE INC COM29250N105Stock6,306$285,787dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS5,635$280,989dollars as filed
Applied Materials,Inc.038222105COM1,525$279,181dollars as filed
BAXTER INTL INC071813109COM9,171$277,702dollars as filed
Broadcom Inc.11135F101COM970$267,380dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,586$260,972dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,271$260,135dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,536$246,927dollars as filed
SPY78462F103SHS392$242,197dollars as filed
ORASURE TECHNOLOGIES INC68554V108COM79,567$238,701dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS2,504$225,660dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,141$222,506dollars as filed
KOPIN CORP500600101COMMON STOCK141,600$216,648dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A69,100$212,828dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,920$208,017dollars as filed
Lam Research Corporation512807306COM2,105$204,900dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM16,900$194,012dollars as filed
I-80 GOLD CORP44955L106COM186,800$111,781dollars as filed
AMCOR PLCG0250X107ORD10,000$91,900dollars as filed
ARQ INC00770C101COM10,600$56,922dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-004470this filing2025-08-04acceptance time not in the bulk data set