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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 2026-06-30, filed 2026-07-21, with 135 holding rows worth $287,143,058.

Accession
0001569148-26-000005
Filer
CIK 1569148
Filed
2026-07-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 135 entries on the cover page, a total value of $287,143,058 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,143,058 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 COM89417E109Stock31,840$10,511,020dollars as filed
Intel Corp458140100COM69,252$9,669,656dollars as filed
Berkshire Hathaway Inc084670702COM16,326$8,169,367dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock45,864$7,114,882dollars as filed
ConocoPhillips20825C104COM67,899$7,058,780dollars as filed
Cisco Systems,Inc.17275R102COM58,229$6,839,595dollars as filed
CORTEVA INC COM22052L104Stock74,607$6,318,474dollars as filed
Schlumberger Limited806857108COM127,907$5,946,396dollars as filed
CAMECO CORP COM13321L108Stock57,440$5,850,838dollars as filed
Union Pacific Corporation907818108COM20,848$5,670,656dollars as filed
BANK OF NY MELLON CORP COM064058100Stock36,896$5,335,530dollars as filed
EMERSON ELEC CO COM291011104Stock35,795$5,124,054dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,429$5,098,198dollars as filed
Medtronic PlcG5960L103COM64,119$5,016,029dollars as filed
CUMMINS INC COM231021106Stock6,996$4,989,617dollars as filed
United Parcel Service,Inc. Class B911312106COM45,905$4,934,787dollars as filed
Citigroup Inc.172967424COM35,168$4,922,189dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock116,392$4,809,317dollars as filed
AUTOLIV INC052800109COM40,783$4,737,761dollars as filed
Procter & Gamble Co742718109COM31,880$4,674,902dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock13,034$4,617,164dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock152,160$4,616,534dollars as filed
FLOWSERVE CORP34354P105COM62,178$4,611,120dollars as filed
V F CORP COM918204108Stock276,295$4,608,600dollars as filed
APA CORPORATION COM03743Q108Stock140,918$4,589,699dollars as filed
Apple Inc037833100COM15,394$4,454,491dollars as filed
KIMCO REALTY CORP COM49446R109REIT172,197$4,365,193dollars as filed
Chevron Corporation166764100COM25,831$4,281,746dollars as filed
Microsoft Corp594918104COM11,154$4,160,871dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock52,632$3,922,662dollars as filed
NUTRIEN LTD COM67077M108Stock61,505$3,871,739dollars as filed
FEDERATED HERMES INC CL B314211103Stock66,721$3,684,333dollars as filed
TARGET CORP COM87612E106Stock26,874$3,510,138dollars as filed
Johnson & Johnson478160104COM13,589$3,451,370dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock10,422$3,278,656dollars as filed
MACERICH CO554382101COM129,560$3,263,616dollars as filed
AMRIZE LTD SHSH2927K103Stock61,005$3,251,566dollars as filed
VSNT925283103COM90,076$3,243,636dollars as filed
PepsiCo,Inc.713448108COM23,112$3,129,364dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock37,905$2,992,599dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock11,863$2,920,907dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock10,765$2,813,648dollars as filed
CARDINAL HEALTH INC14149Y108COM11,109$2,639,054dollars as filed
UnitedHealth Group Inc91324P102COM5,280$2,194,561dollars as filed
Merck & Co.,Inc.58933Y105COM17,023$2,187,455dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,508$2,187,378dollars as filed
INGREDION INC COM457187102Stock22,555$2,136,184dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,850$2,123,189dollars as filed
IQVIA HLDGS INC COM46266C105Stock10,937$2,113,247dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock22,783$2,077,581dollars as filed
NIKE,Inc. Class B654106103COM47,635$1,955,416dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,269$1,766,581dollars as filed
Lowes Companies,Inc.548661107COM7,807$1,721,365dollars as filed
CNX RES CORP COM12653C108Stock48,675$1,651,542dollars as filed
FISERV INC337738108COM33,025$1,619,876dollars as filed
Walmart Inc.931142103COM13,967$1,581,963dollars as filed
Comcast Corp20030N101COM61,768$1,516,404dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock18,690$1,480,621dollars as filed
Walt Disney Co254687106COM15,169$1,460,016dollars as filed
Abbott Laboratories002824100COM15,186$1,377,977dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock34,850$1,376,575dollars as filed
Mondelez International,Inc. Class A609207105COM23,215$1,342,755dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock12,092$1,327,338dollars as filed
Bank of America Corp060505104COM23,164$1,319,916dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,887$1,297,097dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock137,580$1,291,876dollars as filed
MOSAIC CO COM61945C103Stock60,800$1,288,352dollars as filed
BAXTER INTL INC071813109COM60,401$1,287,752dollars as filed
Pfizer Inc.717081103COM52,377$1,261,252dollars as filed
Vanguard Value ETF922908744SHS5,781$1,259,955dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,367$1,186,719dollars as filed
Coca-Cola Company191216100COM13,871$1,127,296dollars as filed
CF INDUSTRIES HOLD COM125269100Stock10,100$1,093,426dollars as filed
Wells Fargo & Company949746101COM12,917$1,067,522dollars as filed
TJX Companies Inc872540109COM6,988$1,058,682dollars as filed
Automatic Data Processing,Inc.053015103COM4,660$1,043,607dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share7,225$1,003,841dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,504$998,277dollars as filed
RAYONIER INC COM754907103REIT43,775$931,532dollars as filed
AbbVie,Inc.00287Y109COM3,594$904,394dollars as filed
Applied Materials,Inc.038222105COM1,178$851,694dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,383$851,612dollars as filed
JPMorgan Chase & Co46625H100COM2,500$818,537dollars as filed
Home Depot, Inc437076102COM2,298$810,458dollars as filed
Marsh & McLennan Companies,Inc.571748102COM4,645$774,182dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$748,850dollars as filed
BERKLEY W R CORP COM084423102Stock10,462$737,884dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT4,549$709,553dollars as filed
COLUMBIA SPORTSWEAR CO198516106COM11,160$689,911dollars as filed
GENERAL MILLS INC COM370334104Stock18,532$644,913dollars as filed
Vanguard Growth922908736COM7,369$634,842dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS7,154$599,147dollars as filed
EXXON MOBIL CORP30231G102COM4,299$587,759dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS2,901$573,417dollars as filed
Lockheed Martin Corporation539830109COM1,031$525,253dollars as filed
Adobe Inc00724F101COM2,551$523,006dollars as filed
THOR INDS INC885160101COM6,952$522,512dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT20,090$480,954dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock969$475,934dollars as filed
UNITED RENTALS INC COM911363109Stock420$475,813dollars as filed
ORASURE TECHNOLOGIES INC68554V108COM106,267$473,950dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU6,693$467,895dollars as filed
Verizon Communications Inc92343V104COM10,823$458,274dollars as filed
TORO CO891092108COM4,682$456,120dollars as filed
WINMARK CORP974250102COM940$397,695dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A24,000$392,400dollars as filed
NICE LTD SPONSORED ADR653656108ADR4,315$392,017dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS4,043$377,535dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,561$369,363dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock73,800$360,882dollars as filed
ENBRIDGE INC COM29250N105Stock6,577$356,539dollars as filed
RANGE RES CORP COM75281A109Stock9,580$356,280dollars as filed
ROYAL GOLD INC780287108COM1,765$352,311dollars as filed
KOPIN CORP500600101COMMON STOCK74,800$335,104dollars as filed
OCCIDENTAL PETE CORP674599105COM6,803$330,421dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,466$327,870dollars as filed
Costco Wholesale Corporation22160K105COM326$304,963dollars as filed
Avantis US Large Cap Value ETF025072349SHS3,215$293,240dollars as filed
SPY78462F103SHS392$292,733dollars as filed
PHILLIPS 66 COM718546104Stock1,650$278,932dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS576$275,080dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,920$270,649dollars as filed
MODERNA INC60770K107COM3,824$267,794dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,092$265,345dollars as filed
I-80 GOLD CORP44955L106COM175,300$252,432dollars as filed
LKQ CORP COM501889208Stock9,363$246,527dollars as filed
Lam Research Corporation512807306COM530$229,664dollars as filed
AH RLTY TR INC04208T108COM31,640$224,011dollars as filed
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock2,027$218,563dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,362$215,305dollars as filed
USBANCORPDEL902973304COM NEW3,541$213,889dollars as filed
EOG RES INC COM26875P101Stock1,585$205,622dollars as filed
LEE ENTERPRISES INC523768406COM10,300$92,288dollars as filed
OSISKO DEVELOPMENT CORP68828E809COM NEW16,000$39,360dollars as filed
ARQ INC00770C101COM10,000$25,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001569148-26-000005this filing2026-07-21acceptance time not in the bulk data set