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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 2025-09-30, filed 2025-11-05, with 126 holding rows worth $254,867,946.

Accession
0001569148-25-000004
Filer
CIK 1569148
Filed
2025-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 126 entries on the cover page, a total value of $254,867,946 stated on the cover page (in dollars after the unit check, H1), rows summing to $254,867,946 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
AGNICO EAGLE MINES LTD COM008474108Stock54,889$9,252,089dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock32,685$9,126,305dollars as filed
Berkshire Hathaway Inc084670702COM16,992$8,542,558dollars as filed
Medtronic PlcG5960L103COM67,094$6,390,032dollars as filed
ConocoPhillips20825C104COM67,159$6,352,569dollars as filed
Microsoft Corp594918104COM11,600$6,008,220dollars as filed
CAMECO CORP COM13321L108Stock68,560$5,749,441dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock158,740$5,533,676dollars as filed
CORTEVA INC COM22052L104Stock80,317$5,431,838dollars as filed
Procter & Gamble Co742718109COM33,385$5,129,624dollars as filed
AUTOLIV INC052800109COM41,185$5,086,347dollars as filed
Intel Corp458140100COM151,479$5,082,120dollars as filed
EMERSON ELEC CO COM291011104Stock36,240$4,753,963dollars as filed
Union Pacific Corporation907818108COM19,468$4,601,651dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock13,112$4,471,192dollars as filed
Cisco Systems,Inc.17275R102COM63,308$4,331,533dollars as filed
BANK OF NY MELLON CORP COM064058100Stock39,515$4,305,554dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock12,020$4,152,309dollars as filed
Apple Inc037833100COM16,214$4,128,571dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock52,152$4,096,018dollars as filed
V F CORP COM918204108Stock280,439$4,046,743dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock113,242$3,970,264dollars as filed
United Parcel Service,Inc. Class B911312106COM47,502$3,967,842dollars as filed
Chevron Corporation166764100COM25,529$3,964,398dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM15,989$3,894,120dollars as filed
Schlumberger Limited806857108COM112,479$3,865,903dollars as filed
Citigroup Inc.172967424COM37,069$3,762,503dollars as filed
KIMCO REALTY CORP COM49446R109REIT165,312$3,612,067dollars as filed
FEDERATED HERMES INC CL B314211103Stock67,596$3,510,260dollars as filed
FLOWSERVE CORP34354P105COM65,040$3,456,225dollars as filed
NUTRIEN LTD COM67077M108Stock57,425$3,371,421dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock37,905$3,340,188dollars as filed
APA CORPORATION COM03743Q108Stock133,933$3,251,893dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock25,834$3,212,199dollars as filed
Comcast Corp20030N101COM100,900$3,170,278dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,500$3,154,305dollars as filed
CUMMINS INC COM231021106Stock7,415$3,131,873dollars as filed
PepsiCo,Inc.713448108COM22,298$3,131,531dollars as filed
Johnson & Johnson478160104COM13,794$2,557,809dollars as filed
TARGET CORP COM87612E106Stock28,255$2,534,473dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock12,294$2,470,233dollars as filed
AMRIZE LTD SHSH2927K103Stock49,965$2,424,801dollars as filed
MACERICH CO554382101COM127,560$2,321,592dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock21,351$2,268,330dollars as filed
Pfizer Inc.717081103COM82,436$2,100,488dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,935$2,069,130dollars as filed
Lowes Companies,Inc.548661107COM7,807$1,961,977dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,433$1,930,272dollars as filed
Walt Disney Co254687106COM16,309$1,867,380dollars as filed
CARDINAL HEALTH INC14149Y108COM11,705$1,837,216dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock149,060$1,818,532dollars as filed
UnitedHealth Group Inc91324P102COM5,025$1,735,132dollars as filed
Bank of America Corp060505104COM31,392$1,619,513dollars as filed
CNX RES CORP COM12653C108Stock49,675$1,595,561dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,269$1,540,363dollars as filed
Walmart Inc.931142103COM14,687$1,513,642dollars as filed
GENERAL MILLS INC COM370334104Stock29,482$1,486,482dollars as filed
Merck & Co.,Inc.58933Y105COM17,028$1,429,160dollars as filed
NOKIA CORP654902204SPONSORED ADR284,744$1,369,618dollars as filed
THOR INDS INC885160101COM12,252$1,270,409dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,567$1,245,046dollars as filed
Mondelez International,Inc. Class A609207105COM19,810$1,237,530dollars as filed
MOSAIC CO COM61945C103Stock32,975$1,143,573dollars as filed
Wells Fargo & Company949746101COM13,463$1,128,468dollars as filed
TJX Companies Inc872540109COM7,088$1,024,499dollars as filed
INGREDION INC COM457187102Stock8,245$1,006,796dollars as filed
Marsh & McLennan Companies,Inc.571748102COM4,645$936,106dollars as filed
Home Depot, Inc437076102COM2,298$931,126dollars as filed
Coca-Cola Company191216100COM13,871$919,924dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock3,715$911,103dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,800$900,320dollars as filed
AbbVie,Inc.00287Y109COM3,849$891,197dollars as filed
JPMorgan Chase & Co46625H100COM2,800$883,204dollars as filed
NVIDIA Corp67066G104COM4,710$878,791dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share6,285$878,203dollars as filed
UNILEVER PLC904767704SPON ADR NEW14,750$874,380dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,504$867,979dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,523$856,441dollars as filed
BERKLEY W R CORP COM084423102Stock10,562$809,260dollars as filed
CF INDUSTRIES HOLD COM125269100Stock8,700$780,390dollars as filed
FISERV INC337738108COM6,048$779,768dollars as filed
Vanguard Value ETF922908744SHS4,051$755,470dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,200dollars as filed
OCCIDENTAL PETE CORP674599105COM15,100$713,475dollars as filed
CNH INDL N V SHSN20944109Stock64,550$700,367dollars as filed
COLUMBIA SPORTSWEAR CO198516106COM11,520$602,496dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS8,116$579,238dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,350$569,646dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT4,549$556,888dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A69,100$547,963dollars as filed
EXXON MOBIL CORP30231G102COM4,437$500,271dollars as filed
Verizon Communications Inc92343V104COM11,229$493,514dollars as filed
WINMARK CORP974250102COM940$467,903dollars as filed
Lockheed Martin Corporation539830109COM919$458,773dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT17,990$445,972dollars as filed
CELCUITY INC15102K100COM9,000$444,600dollars as filed
Abbott Laboratories002824100COM3,229$432,492dollars as filed
TORO CO891092108COM5,382$410,108dollars as filed
UNITED RENTALS INC COM911363109Stock420$400,957dollars as filed
TELADOC HEALTH INC87918A105COM51,000$394,230dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,693$389,645dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock113,400$353,808dollars as filed
KOPIN CORP500600101COMMON STOCK135,600$329,508dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,498$323,253dollars as filed
Broadcom Inc.11135F101COM970$320,012dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,824$318,444dollars as filed
ENBRIDGE INC COM29250N105Stock6,306$318,200dollars as filed
Applied Materials,Inc.038222105COM1,525$312,228dollars as filed
Costco Wholesale Corporation22160K105COM326$301,755dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR3,077$293,638dollars as filed
Lam Research Corporation512807306COM2,105$281,859dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS5,635$281,721dollars as filed
ORASURE TECHNOLOGIES INC68554V108COM87,567$281,090dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,466$275,124dollars as filed
LKQ CORP COM501889208Stock8,816$269,240dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,280$267,148dollars as filed
SPY78462F103SHS392$261,142dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS2,658$238,077dollars as filed
PHILLIPS 66 COM718546104Stock1,650$224,433dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,920$219,874dollars as filed
NICE LTD SPONSORED ADR653656108ADR1,455$210,654dollars as filed
Cigna Corporation125523100COM724$208,693dollars as filed
I-80 GOLD CORP44955L106COM198,800$189,933dollars as filed
AMCOR PLCG0250X107ORD10,000$81,800dollars as filed
ARQ INC00770C101COM10,600$75,896dollars as filed
LEE ENTERPRISES INC523768406COM12,200$66,368dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001569148-25-000004this filing2025-11-05acceptance time not in the bulk data set