MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 285K | $1.37M |
 | VFC | 280K | $4.05M |
 | KIM | 165K | $3.61M |
 | AGI | 159K | $5.53M |
 | INTC | 151K | $5.08M |
 | CLF | 149K | $1.82M |
 | KOPN | 136K | $329.51K |
 | APA | 134K | $3.25M |
 | MAC | 128K | $2.32M |
 | RIG | 113K | $353.81K |
 | DVN | 113K | $3.97M |
 | SLB | 112K | $3.87M |
 | CMCSA | 101K | $3.17M |
 | OSUR | 88K | $281.09K |
 | PFE | 82K | $2.10M |
 | CTVA | 80K | $5.43M |
 | LPTH | 69K | $547.96K |
 | CCJ | 69K | $5.75M |
 | FHI | 68K | $3.51M |
 | COP | 67K | $6.35M |
Nokia Oyj
NOK
Shares Held
285K
Value
$1.37M
V.F. Corporation
VFC
Shares Held
280K
Value
$4.05M
Kimco Realty Corporation
KIM
Shares Held
165K
Value
$3.61M
Alamos Gold Inc.
AGI
Shares Held
159K
Value
$5.53M
Intel Corporation
INTC
Shares Held
151K
Value
$5.08M
Cleveland-Cliffs Inc.
CLF
Shares Held
149K
Value
$1.82M
Kopin Corporation
KOPN
Shares Held
136K
Value
$329.51K
APA Corporation
APA
Shares Held
134K
Value
$3.25M
The Macerich Company
MAC
Shares Held
128K
Value
$2.32M
Transocean Ltd.
RIG
Shares Held
113K
Value
$353.81K
Devon Energy Corporation
DVN
Shares Held
113K
Value
$3.97M
SLB N.V.
SLB
Shares Held
112K
Value
$3.87M
Comcast Corporation
CMCSA
Shares Held
101K
Value
$3.17M
OraSure Technologies, Inc.
OSUR
Shares Held
88K
Value
$281.09K
Pfizer Inc.
PFE
Shares Held
82K
Value
$2.10M
Corteva, Inc.
CTVA
Shares Held
80K
Value
$5.43M
LightPath Technologies, Inc.
LPTH
Shares Held
69K
Value
$547.96K
Cameco Corporation
CCJ
Shares Held
69K
Value
$5.75M
Federated Hermes, Inc.
FHI
Shares Held
68K
Value
$3.51M
ConocoPhillips
COP
Shares Held
67K
Value
$6.35M