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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 2026-03-31, filed 2026-04-14, with 134 holding rows worth $278,977,471.

Accession
0001569148-26-000004
Filer
CIK 1569148
Filed
2026-04-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 134 entries on the cover page, a total value of $278,977,471 stated on the cover page (in dollars after the unit check, H1), rows summing to $278,977,471 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 COM008474108Stock45,939$9,324,698dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock31,940$9,316,259dollars as filed
ConocoPhillips20825C104COM68,424$9,031,968dollars as filed
Berkshire Hathaway Inc084670702COM16,826$8,063,019dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock149,300$6,633,399dollars as filed
Schlumberger Limited806857108COM126,849$6,518,770dollars as filed
CAMECO CORP COM13321L108Stock58,040$6,303,724dollars as filed
CORTEVA INC COM22052L104Stock74,807$6,262,093dollars as filed
APA CORPORATION COM03743Q108Stock140,683$5,970,586dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock115,357$5,804,764dollars as filed
Medtronic PlcG5960L103COM66,217$5,737,703dollars as filed
Intel Corp458140100COM129,127$5,698,374dollars as filed
Chevron Corporation166764100COM25,831$5,344,433dollars as filed
Union Pacific Corporation907818108COM20,888$5,067,846dollars as filed
Cisco Systems,Inc.17275R102COM63,253$4,907,800dollars as filed
V F CORP COM918204108Stock277,145$4,708,693dollars as filed
EMERSON ELEC CO COM291011104Stock35,795$4,689,860dollars as filed
Procter & Gamble Co742718109COM31,880$4,604,765dollars as filed
FLOWSERVE CORP34354P105COM62,378$4,585,406dollars as filed
United Parcel Service,Inc. Class B911312106COM46,075$4,532,858dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock13,034$4,473,529dollars as filed
NUTRIEN LTD COM67077M108Stock59,225$4,469,118dollars as filed
BANK OF NY MELLON CORP COM064058100Stock37,476$4,445,777dollars as filed
AUTOLIV INC052800109COM40,885$4,299,466dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,924$4,281,098dollars as filed
Microsoft Corp594918104COM11,214$4,151,086dollars as filed
Citigroup Inc.172967424COM36,148$4,099,544dollars as filed
CUMMINS INC COM231021106Stock7,486$4,027,617dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock52,732$3,968,083dollars as filed
Apple Inc037833100COM15,494$3,932,222dollars as filed
KIMCO REALTY CORP COM49446R109REIT172,197$3,869,266dollars as filed
FEDERATED HERMES INC CL B314211103Stock67,446$3,824,862dollars as filed
PepsiCo,Inc.713448108COM22,907$3,557,228dollars as filed
AMRIZE LTD SHSH2927K103Stock59,510$3,333,750dollars as filed
VSNT925283103COM90,022$3,332,614dollars as filed
Johnson & Johnson478160104COM13,589$3,321,861dollars as filed
TARGET CORP COM87612E106Stock26,870$3,256,644dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock10,795$3,138,106dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,422$2,991,114dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock37,905$2,720,441dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,508$2,710,421dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock23,471$2,576,646dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock11,894$2,475,022dollars as filed
MACERICH CO554382101COM130,360$2,463,804dollars as filed
CARDINAL HEALTH INC14149Y108COM11,649$2,461,550dollars as filed
Comcast Corp20030N101COM85,720$2,461,021dollars as filed
Merck & Co.,Inc.58933Y105COM17,023$2,047,696dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,850$2,043,276dollars as filed
FISERV INC337738108COM34,753$1,939,217dollars as filed
CNX RES CORP COM12653C108Stock48,675$1,876,421dollars as filed
Lowes Companies,Inc.548661107COM7,807$1,844,637dollars as filed
Walmart Inc.931142103COM14,127$1,755,703dollars as filed
IQVIA HLDGS INC COM46266C105Stock9,677$1,650,315dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,269$1,642,296dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock33,552$1,634,988dollars as filed
Pfizer Inc.717081103COM57,937$1,626,891dollars as filed
Walt Disney Co254687106COM15,994$1,541,501dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock15,112$1,457,854dollars as filed
UnitedHealth Group Inc91324P102COM5,280$1,428,715dollars as filed
Mondelez International,Inc. Class A609207105COM23,215$1,338,112dollars as filed
CF INDUSTRIES HOLD COM125269100Stock10,100$1,311,384dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,567$1,261,757dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock144,180$1,218,321dollars as filed
Vanguard Value ETF922908744SHS5,999$1,177,003dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,887$1,143,724dollars as filed
Bank of America Corp060505104COM23,311$1,136,411dollars as filed
TJX Companies Inc872540109COM6,988$1,115,983dollars as filed
Coca-Cola Company191216100COM13,871$1,054,889dollars as filed
Wells Fargo & Company949746101COM13,037$1,037,875dollars as filed
INGREDION INC COM457187102Stock8,340$939,584dollars as filed
BAXTER INTL INC071813109COM53,666$901,591dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,123$898,049dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share7,225$882,317dollars as filed
THOR INDS INC885160101COM10,952$874,955dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,504$874,505dollars as filed
NICE LTD SPONSORED ADR653656108ADR7,690$847,899dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS11,149$837,289dollars as filed
GENERAL MILLS INC COM370334104Stock21,732$808,865dollars as filed
Marsh & McLennan Companies,Inc.571748102COM4,645$805,675dollars as filed
AbbVie,Inc.00287Y109COM3,634$790,358dollars as filed
Home Depot, Inc437076102COM2,298$755,789dollars as filed
JPMorgan Chase & Co46625H100COM2,500$735,400dollars as filed
EXXON MOBIL CORP30231G102COM4,299$729,368dollars as filed
MOSAIC CO COM61945C103Stock28,575$728,662dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
NVIDIA Corp67066G104COM4,110$716,784dollars as filed
BERKLEY W R CORP COM084423102Stock10,462$693,421dollars as filed
Lockheed Martin Corporation539830109COM1,031$623,126dollars as filed
COLUMBIA SPORTSWEAR CO198516106COM11,160$611,679dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT4,549$576,176dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS3,086$568,821dollars as filed
Verizon Communications Inc92343V104COM11,256$565,051dollars as filed
Vanguard Growth922908736COM1,275$556,907dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,319$549,680dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock75,800$502,554dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT20,090$490,798dollars as filed
Applied Materials,Inc.038222105COM1,380$471,670dollars as filed
OCCIDENTAL PETE CORP674599105COM6,803$442,195dollars as filed
RANGE RES CORP COM75281A109Stock9,720$439,149dollars as filed
TORO CO891092108COM4,682$437,486dollars as filed
Lam Research Corporation512807306COM1,970$420,910dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,693$418,026dollars as filed
WINMARK CORP974250102COM940$401,897dollars as filed
ROYAL GOLD INC780287108COM1,450$369,010dollars as filed
ENBRIDGE INC COM29250N105Stock6,577$356,078dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,653$355,494dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A35,200$353,056dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,624$352,814dollars as filed
ORASURE TECHNOLOGIES INC68554V108COM115,867$347,601dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS3,858$341,278dollars as filed
Costco Wholesale Corporation22160K105COM326$324,836dollars as filed
CORNING INC219350105COM2,350$319,529dollars as filed
Abbott Laboratories002824100COM3,046$312,732dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS6,280$312,649dollars as filed
UNITED RENTALS INC COM911363109Stock420$305,995dollars as filed
KOPIN CORP500600101COMMON STOCK135,600$305,100dollars as filed
I-80 GOLD CORP44955L106COM198,800$302,176dollars as filed
PHILLIPS 66 COM718546104Stock1,650$300,597dollars as filed
Broadcom Inc.11135F101COM970$300,224dollars as filed
LKQ CORP COM501889208Stock9,836$288,883dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,466$273,452dollars as filed
SPROTT INC852066208COM NEW1,800$257,220dollars as filed
SPY78462F103SHS392$254,933dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,920$238,423dollars as filed
EOG RES INC COM26875P101Stock1,635$236,371dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,619$231,962dollars as filed
CELCUITY INC15102K100COM1,900$216,866dollars as filed
TIDEWATER INC NEW COM88642R109Stock2,590$216,394dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR2,877$214,192dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS603$203,783dollars as filed
CNH INDL N V SHSN20944109Stock18,100$199,100dollars as filed
AH RLTY TR INC04208T108COM20,040$110,220dollars as filed
LEE ENTERPRISES INC523768406COM11,400$98,154dollars as filed
ARQ INC00770C101COM11,600$29,696dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001569148-26-000004this filing2026-04-14acceptance time not in the bulk data set