MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VFC | 279K | $5.05M |
 | KIM | 175K | $3.56M |
 | AGI | 150K | $5.80M |
 | CLF | 147K | $1.95M |
 | INTC | 143K | $5.28M |
 | APA | 137K | $3.34M |
 | KOPN | 136K | $317.30K |
 | MAC | 130K | $2.41M |
 | SLB | 125K | $4.79M |
 | OSUR | 115K | $277.98K |
 | DVN | 114K | $4.16M |
 | CMCSA | 84K | $2.36M |
 | RIG | 81K | $333.70K |
 | CTVA | 75K | $5.02M |
 | COP | 69K | $6.42M |
 | FHI | 68K | $3.52M |
 | MDT | 67K | $6.42M |
 | CCJ | 65K | $5.96M |
 | FLS | 64K | $4.41M |
 | CSCO | 63K | $4.88M |
V.F. Corporation
VFC
Shares Held
279K
Value
$5.05M
Kimco Realty Corporation
KIM
Shares Held
175K
Value
$3.56M
Alamos Gold Inc.
AGI
Shares Held
150K
Value
$5.80M
Cleveland-Cliffs Inc.
CLF
Shares Held
147K
Value
$1.95M
Intel Corporation
INTC
Shares Held
143K
Value
$5.28M
APA Corporation
APA
Shares Held
137K
Value
$3.34M
Kopin Corporation
KOPN
Shares Held
136K
Value
$317.30K
The Macerich Company
MAC
Shares Held
130K
Value
$2.41M
SLB N.V.
SLB
Shares Held
125K
Value
$4.79M
OraSure Technologies, Inc.
OSUR
Shares Held
115K
Value
$277.98K
Devon Energy Corporation
DVN
Shares Held
114K
Value
$4.16M
Comcast Corporation
CMCSA
Shares Held
84K
Value
$2.36M
Transocean Ltd.
RIG
Shares Held
81K
Value
$333.70K
Corteva, Inc.
CTVA
Shares Held
75K
Value
$5.02M
ConocoPhillips
COP
Shares Held
69K
Value
$6.42M
Federated Hermes, Inc.
FHI
Shares Held
68K
Value
$3.52M
Medtronic plc
MDT
Shares Held
67K
Value
$6.42M
Cameco Corporation
CCJ
Shares Held
65K
Value
$5.96M
Flowserve Corporation
FLS
Shares Held
64K
Value
$4.41M
Cisco Systems, Inc.
CSCO
Shares Held
63K
Value
$4.88M