MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GD | 13K | $4.47M |
 | PNC | 12K | $2.47M |
 | THO | 12K | $1.27M |
 | LEE | 12K | $66.37K |
 | WTW | 12K | $4.15M |
 | CAH | 12K | $1.84M |
 | MSFT | 12K | $6.01M |
 | COLM | 12K | $602.50K |
 | VZ | 11K | $493.51K |
 | WRB | 11K | $809.26K |
 | NSC | 11K | $3.15M |
 | AMCR | 10K | $81.80K |
 | CELC | 9K | $444.60K |
 | LKQ | 9K | $269.24K |
 | CF | 9K | $780.39K |
 | INGR | 8K | $1.01M |
 | ITW | 8K | $2.07M |
 | LOW | 8K | $1.96M |
 | CMI | 7K | $3.13M |
 | TJX | 7K | $1.02M |
General Dynamics Corporation
GD
Shares Held
13K
Value
$4.47M
The PNC Financial Services Group, Inc.
PNC
Shares Held
12K
Value
$2.47M
Thor Industries, Inc.
THO
Shares Held
12K
Value
$1.27M
Lee Enterprises, Incorporated
LEE
Shares Held
12K
Value
$66.37K
Willis Towers Watson Public Limited Company
WTW
Shares Held
12K
Value
$4.15M
Cardinal Health, Inc.
CAH
Shares Held
12K
Value
$1.84M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.01M
Columbia Sportswear Company
COLM
Shares Held
12K
Value
$602.50K
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$493.51K
W. R. Berkley Corporation
WRB
Shares Held
11K
Value
$809.26K
Norfolk Southern Corporation
NSC
Shares Held
11K
Value
$3.15M
Amcor plc
AMCR
Shares Held
10K
Value
$81.80K
Celcuity Inc.
CELC
Shares Held
9K
Value
$444.60K
LKQ Corporation
LKQ
Shares Held
9K
Value
$269.24K
CF Industries Holdings, Inc.
CF
Shares Held
9K
Value
$780.39K
Ingredion Incorporated
INGR
Shares Held
8K
Value
$1.01M
Illinois Tool Works Inc.
ITW
Shares Held
8K
Value
$2.07M
Lowe's Companies, Inc.
LOW
Shares Held
8K
Value
$1.96M
Cummins Inc.
CMI
Shares Held
7K
Value
$3.13M
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$1.02M