MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMAT | 2K | $312.23K |
 | SPG | 1K | $275.12K |
 | NICE | 1K | $210.65K |
 | TT | 1K | $569.65K |
 | AVGO | 970 | $320.01K |
 | WINA | 940 | $467.90K |
 | LMT | 919 | $458.77K |
 | CI | 724 | $208.69K |
 | URI | 420 | $400.96K |
 | COST | 326 | $301.75K |
 | BRK-A | 1 | $754.20K |
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$312.23K
Simon Property Group, Inc.
SPG
Shares Held
1K
Value
$275.12K
NICE Ltd.
NICE
Shares Held
1K
Value
$210.65K
Trane Technologies plc
TT
Shares Held
1K
Value
$569.65K
Broadcom Inc.
AVGO
Shares Held
970
Value
$320.01K
Winmark Corporation
WINA
Shares Held
940
Value
$467.90K
Lockheed Martin Corporation
LMT
Shares Held
919
Value
$458.77K
Cigna Corporation
CI
Shares Held
724
Value
$208.69K
United Rentals, Inc.
URI
Shares Held
420
Value
$400.96K
Costco Wholesale Corporation
COST
Shares Held
326
Value
$301.75K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K