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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 2025-12-31, filed 2026-02-09, with 125 holding rows worth $260,439,531.

Accession
0001569148-26-000003
Filer
CIK 1569148
Filed
2026-02-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 125 entries on the cover page, a total value of $260,439,531 stated on the cover page (in dollars after the unit check, H1), rows summing to $260,439,531 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 COM89417E109Stock32,595$9,454,505dollars as filed
Berkshire Hathaway Inc084670702COM16,992$8,541,028dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock49,679$8,422,080dollars as filed
ConocoPhillips20825C104COM68,594$6,421,084dollars as filed
Medtronic PlcG5960L103COM66,844$6,421,034dollars as filed
CAMECO CORP COM13321L108Stock65,195$5,964,690dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock150,440$5,803,975dollars as filed
Microsoft Corp594918104COM11,184$5,408,806dollars as filed
Intel Corp458140100COM143,109$5,280,722dollars as filed
V F CORP COM918204108Stock279,145$5,046,941dollars as filed
CORTEVA INC COM22052L104Stock74,917$5,021,686dollars as filed
AUTOLIV INC052800109COM41,085$4,876,789dollars as filed
Cisco Systems,Inc.17275R102COM63,308$4,876,615dollars as filed
Union Pacific Corporation907818108COM20,888$4,831,812dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM15,389$4,829,068dollars as filed
Schlumberger Limited806857108COM124,799$4,789,785dollars as filed
Procter & Gamble Co742718109COM33,385$4,784,422dollars as filed
EMERSON ELEC CO COM291011104Stock36,040$4,783,228dollars as filed
United Parcel Service,Inc. Class B911312106COM47,325$4,694,166dollars as filed
BANK OF NY MELLON CORP COM064058100Stock38,915$4,517,642dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock52,152$4,461,603dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock13,112$4,414,285dollars as filed
FLOWSERVE CORP34354P105COM63,578$4,411,041dollars as filed
Citigroup Inc.172967424COM36,644$4,275,988dollars as filed
Apple Inc037833100COM15,554$4,228,510dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock113,537$4,158,860dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock37,905$3,969,411dollars as filed
Chevron Corporation166764100COM25,794$3,931,263dollars as filed
CUMMINS INC COM231021106Stock7,391$3,772,735dollars as filed
NUTRIEN LTD COM67077M108Stock59,375$3,664,625dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock10,870$3,571,882dollars as filed
KIMCO REALTY CORP COM49446R109REIT175,397$3,555,297dollars as filed
FEDERATED HERMES INC CL B314211103Stock67,596$3,519,723dollars as filed
APA CORPORATION COM03743Q108Stock136,633$3,342,043dollars as filed
PepsiCo,Inc.713448108COM22,868$3,282,015dollars as filed
AMRIZE LTD SHSH2927K103Stock56,840$3,073,907dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,500$3,031,560dollars as filed
Johnson & Johnson478160104COM13,794$2,854,808dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,508$2,707,719dollars as filed
TARGET CORP COM87612E106Stock26,455$2,585,976dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock23,321$2,573,705dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock12,094$2,524,380dollars as filed
MACERICH CO554382101COM130,360$2,406,445dollars as filed
CARDINAL HEALTH INC14149Y108COM11,705$2,405,377dollars as filed
Comcast Corp20030N101COM84,090$2,355,360dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock21,312$2,150,167dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock147,180$1,954,550dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,935$1,954,390dollars as filed
Lowes Companies,Inc.548661107COM7,807$1,882,736dollars as filed
Walt Disney Co254687106COM16,309$1,855,474dollars as filed
UnitedHealth Group Inc91324P102COM5,515$1,820,556dollars as filed
CNX RES CORP COM12653C108Stock48,675$1,789,779dollars as filed
Merck & Co.,Inc.58933Y105COM16,828$1,771,315dollars as filed
Bank of America Corp060505104COM30,295$1,666,225dollars as filed
FISERV INC337738108COM24,803$1,666,017dollars as filed
Walmart Inc.931142103COM14,687$1,636,278dollars as filed
Pfizer Inc.717081103COM62,795$1,563,613dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,269$1,522,636dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,567$1,487,448dollars as filed
Wells Fargo & Company949746101COM13,208$1,230,985dollars as filed
Mondelez International,Inc. Class A609207105COM22,720$1,223,017dollars as filed
GENERAL MILLS INC COM370334104Stock25,587$1,189,795dollars as filed
THOR INDS INC885160101COM11,052$1,134,708dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,523$1,102,699dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,800$1,093,168dollars as filed
TJX Companies Inc872540109COM6,988$1,073,426dollars as filed
Coca-Cola Company191216100COM13,871$969,721dollars as filed
INGREDION INC COM457187102Stock8,340$919,568dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,504$890,933dollars as filed
AbbVie,Inc.00287Y109COM3,849$879,458dollars as filed
NVIDIA Corp67066G104COM4,710$878,415dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share6,285$873,049dollars as filed
Marsh & McLennan Companies,Inc.571748102COM4,645$861,740dollars as filed
JPMorgan Chase & Co46625H100COM2,565$826,494dollars as filed
Vanguard Value ETF922908744SHS4,197$801,585dollars as filed
Home Depot, Inc437076102COM2,298$790,741dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS10,303$757,888dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
BERKLEY W R CORP COM084423102Stock10,462$733,595dollars as filed
MOSAIC CO COM61945C103Stock28,575$688,371dollars as filed
NICE LTD SPONSORED ADR653656108ADR6,030$681,631dollars as filed
CF INDUSTRIES HOLD COM125269100Stock8,800$680,592dollars as filed
CELCUITY INC15102K100COM6,600$658,284dollars as filed
COLUMBIA SPORTSWEAR CO198516106COM11,160$614,804dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A56,800$613,440dollars as filed
BAXTER INTL INC071813109COM31,106$594,438dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT4,549$575,812dollars as filed
EXXON MOBIL CORP30231G102COM4,437$533,948dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,319$513,354dollars as filed
Lockheed Martin Corporation539830109COM1,031$498,663dollars as filed
Verizon Communications Inc92343V104COM10,735$437,236dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT17,990$426,183dollars as filed
TORO CO891092108COM5,382$423,671dollars as filed
Abbott Laboratories002824100COM3,229$404,561dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,693$398,547dollars as filed
WINMARK CORP974250102COM940$380,643dollars as filed
Lam Research Corporation512807306COM2,105$360,333dollars as filed
Applied Materials,Inc.038222105COM1,380$354,646dollars as filed
OCCIDENTAL PETE CORP674599105COM8,600$353,632dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,598$351,208dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,948$345,604dollars as filed
UNITED RENTALS INC COM911363109Stock420$339,914dollars as filed
Broadcom Inc.11135F101COM970$335,717dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock80,800$333,704dollars as filed
ROYAL GOLD INC780287108COM1,450$322,320dollars as filed
KOPIN CORP500600101COMMON STOCK135,600$317,304dollars as filed
ENBRIDGE INC COM29250N105Stock6,306$301,615dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,383$292,905dollars as filed
I-80 GOLD CORP44955L106COM198,800$290,248dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS5,780$288,075dollars as filed
Costco Wholesale Corporation22160K105COM326$281,122dollars as filed
ORASURE TECHNOLOGIES INC68554V108COM114,867$277,978dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,466$271,371dollars as filed
SPY78462F103SHS392$267,312dollars as filed
LKQ CORP COM501889208Stock8,816$266,243dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR2,952$254,669dollars as filed
Cigna Corporation125523100COM899$247,431dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS2,658$243,074dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,920$229,222dollars as filed
CNH INDL N V SHSN20944109Stock23,900$220,358dollars as filed
PHILLIPS 66 COM718546104Stock1,650$212,916dollars as filed
SKEENA RES LTD NEW83056P715COM8,700$206,451dollars as filed
AMCOR PLCG0250X107ORD10,000$83,400dollars as filed
AH RLTY TR INC04208T108COM11,040$73,084dollars as filed
ARQ INC00770C101COM11,600$37,932dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001569148-26-000003this filing2026-02-09acceptance time not in the bulk data set