Stock Taper

MURPHY POHLAD ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
V.F. CorporationVFC276.3K$4.61M
Kimco Realty CorporationKIM172.2K$4.37M
Alamos Gold Inc.AGI152.16K$4.62M
APA CorporationAPA140.92K$4.59M
Cleveland-Cliffs Inc.CLF137.58K$1.29M
The Macerich CompanyMAC129.56K$3.26M
Slb N.V.SLB127.91K$5.95M
Devon Energy CorporationDVN116.39K$4.81M
OraSure Technologies, Inc.OSUR106.27K$473.95K
Versant Media Group, Inc. Class AVSNT90.08K$3.24M
Kopin Corp.KOPN74.8K$335.1K
Corteva, Inc.CTVA74.61K$6.32M
Transocean Ltd.RIG73.8K$360.88K
Intel Corp.INTC69.25K$9.67M
ConocoPhillipsCOP67.9K$7.06M
Federated Hermes, Inc.FHI66.72K$3.68M
Medtronic plcMDT64.12K$5.02M
Flowserve CorporationFLS62.18K$4.61M
Comcast CorporationCMCSA61.77K$1.52M
Nutrien Ltd.NTR61.51K$3.87M