MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDT | 67K | $6.39M |
 | FLS | 65K | $3.46M |
 | CSCO | 63K | $4.33M |
 | NTR | 57K | $3.37M |
 | AEM | 55K | $9.25M |
 | AIG | 52K | $4.10M |
 | TDOC | 51K | $394.23K |
 | AMRZ | 50K | $2.42M |
 | CNX | 50K | $1.60M |
 | UPS | 48K | $3.97M |
 | ALV | 41K | $5.09M |
 | BK | 40K | $4.31M |
 | EL | 38K | $3.34M |
 | C | 37K | $3.76M |
 | EMR | 36K | $4.75M |
 | PG | 33K | $5.13M |
 | MOS | 33K | $1.14M |
 | TRV | 33K | $9.13M |
 | BAC | 31K | $1.62M |
 | GIS | 29K | $1.49M |
Medtronic plc
MDT
Shares Held
67K
Value
$6.39M
Flowserve Corporation
FLS
Shares Held
65K
Value
$3.46M
Cisco Systems, Inc.
CSCO
Shares Held
63K
Value
$4.33M
Nutrien Ltd.
NTR
Shares Held
57K
Value
$3.37M
Agnico Eagle Mines Limited
AEM
Shares Held
55K
Value
$9.25M
American International Group, Inc.
AIG
Shares Held
52K
Value
$4.10M
Teladoc Health, Inc.
TDOC
Shares Held
51K
Value
$394.23K
Amrize Ltd
AMRZ
Shares Held
50K
Value
$2.42M
CNX Resources Corporation
CNX
Shares Held
50K
Value
$1.60M
United Parcel Service, Inc.
UPS
Shares Held
48K
Value
$3.97M
Autoliv, Inc.
ALV
Shares Held
41K
Value
$5.09M
The Bank of New York Mellon Corporation
BK
Shares Held
40K
Value
$4.31M
The Estée Lauder Companies Inc.
EL
Shares Held
38K
Value
$3.34M
Citigroup Inc.
C
Shares Held
37K
Value
$3.76M
Emerson Electric Co.
EMR
Shares Held
36K
Value
$4.75M
The Procter & Gamble Company
PG
Shares Held
33K
Value
$5.13M
The Mosaic Company
MOS
Shares Held
33K
Value
$1.14M
The Travelers Companies, Inc.
TRV
Shares Held
33K
Value
$9.13M
Bank of America Corporation
BAC
Shares Held
31K
Value
$1.62M
General Mills, Inc.
GIS
Shares Held
29K
Value
$1.49M