Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Murphy Pohlad Asset Management LLC (CIK 1569148) reported $279.0M across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AEM ($9.3M, 3.34%), TRV ($9.3M, 3.34%), COP ($9.0M, 3.24%), BRK/B ($8.1M, 2.89%), AGI ($6.6M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | $9.3M | 3.34% | 45,939 | Trimmed |
| 2 | TRV | TRAVELERS COMPANIES INC | $9.3M | 3.34% | 31,940 | Trimmed |
| 3 | COP | CONOCOPHILLIPS | $9.0M | 3.24% | 68,424 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.1M | 2.89% | 16,826 | Trimmed |
| 5 | AGI | ALAMOS GOLD INC | $6.6M | 2.38% | 149,300 | Trimmed |
| 6 | SLB | SLB LIMITED | $6.5M | 2.34% | 126,849 | Added |
| 7 | CCJ | CAMECO CORP | $6.3M | 2.26% | 58,040 | Trimmed |
| 8 | CTVA | CORTEVA INC | $6.3M | 2.24% | 74,807 | Trimmed |
| 9 | APA | APA CORPORATION | $6.0M | 2.14% | 140,683 | Added |
| 10 | DVN | DEVON ENERGY CORP NEW | $5.8M | 2.08% | 115,357 | Added |
| 11 | MDT | MEDTRONIC PLC | $5.7M | 2.06% | 66,217 | Trimmed |
| 12 | INTC | INTEL CORP | $5.7M | 2.04% | 129,127 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION | $5.3M | 1.92% | 25,831 | Added |
| 14 | UNP | UNION PAC CORP | $5.1M | 1.82% | 20,888 | Hold |
| 15 | CSCO | CISCO SYS INC | $4.9M | 1.76% | 63,253 | Trimmed |
| 16 | VFC | V F CORP | $4.7M | 1.69% | 277,145 | Trimmed |
| 17 | EMR | EMERSON ELEC CO | $4.7M | 1.68% | 35,795 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO | $4.6M | 1.65% | 31,880 | Trimmed |
| 19 | FLS | FLOWSERVE CORP | $4.6M | 1.64% | 62,378 | Trimmed |
| 20 | UPS | UNITED PARCEL SVCS INC | $4.5M | 1.62% | 46,075 | Trimmed |
| 21 | GD | GENERAL DYNAMICS CORP | $4.5M | 1.60% | 13,034 | Trimmed |
| 22 | NTR | NUTRIEN LTD | $4.5M | 1.60% | 59,225 | Trimmed |
| 23 | BK | BANK NEW YORK MELLON CORP | $4.4M | 1.59% | 37,476 | Trimmed |
| 24 | ALV | AUTOLIV INC | $4.3M | 1.54% | 40,885 | Trimmed |
| 25 | GOOG | ALPHABET INC | $4.3M | 1.53% | 14,924 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31