MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VFC | 277K | $4.71M |
 | KIM | 172K | $3.87M |
 | AGI | 149K | $6.63M |
 | CLF | 144K | $1.22M |
 | APA | 141K | $5.97M |
 | KOPN | 136K | $305.10K |
 | MAC | 130K | $2.46M |
 | INTC | 129K | $5.70M |
 | SLB | 127K | $6.52M |
 | OSUR | 116K | $347.60K |
 | DVN | 115K | $5.80M |
 | VSNT | 90K | $3.33M |
 | CMCSA | 86K | $2.46M |
 | RIG | 76K | $502.55K |
 | CTVA | 75K | $6.26M |
 | COP | 68K | $9.03M |
 | FHI | 67K | $3.82M |
 | MDT | 66K | $5.74M |
 | CSCO | 63K | $4.91M |
 | FLS | 62K | $4.59M |
V.F. Corporation
VFC
Shares Held
277K
Value
$4.71M
Kimco Realty Corporation
KIM
Shares Held
172K
Value
$3.87M
Alamos Gold Inc.
AGI
Shares Held
149K
Value
$6.63M
Cleveland-Cliffs Inc.
CLF
Shares Held
144K
Value
$1.22M
APA Corporation
APA
Shares Held
141K
Value
$5.97M
Kopin Corporation
KOPN
Shares Held
136K
Value
$305.10K
The Macerich Company
MAC
Shares Held
130K
Value
$2.46M
Intel Corporation
INTC
Shares Held
129K
Value
$5.70M
SLB N.V.
SLB
Shares Held
127K
Value
$6.52M
OraSure Technologies, Inc.
OSUR
Shares Held
116K
Value
$347.60K
Devon Energy Corporation
DVN
Shares Held
115K
Value
$5.80M
Versant Media Group, Inc. Class A
VSNT
Shares Held
90K
Value
$3.33M
Comcast Corporation
CMCSA
Shares Held
86K
Value
$2.46M
Transocean Ltd.
RIG
Shares Held
76K
Value
$502.55K
Corteva, Inc.
CTVA
Shares Held
75K
Value
$6.26M
ConocoPhillips
COP
Shares Held
68K
Value
$9.03M
Federated Hermes, Inc.
FHI
Shares Held
67K
Value
$3.82M
Medtronic plc
MDT
Shares Held
66K
Value
$5.74M
Cisco Systems, Inc.
CSCO
Shares Held
63K
Value
$4.91M
Flowserve Corporation
FLS
Shares Held
62K
Value
$4.59M