Stock Taper 
MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Costco Wholesale Corporation | COST | 326 | $304.96K |
 United Rentals, Inc. | URI | 420 | $475.81K |
 Lam Research Corporation | LRCX | 530 | $229.66K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 576 | $275.08K |
 Winmark Corporation | WINA | 940 | $397.69K |
 Trane Technologies plc | TT | 969 | $475.93K |
 Lockheed Martin Corporation | LMT | 1.03K | $525.25K |
 Applied Materials, Inc. | AMAT | 1.18K | $851.69K |
 Simon Property Group, Inc. | SPG | 1.47K | $327.87K |
 EOG Resources, Inc. | EOG | 1.58K | $205.62K |
 Phillips 66 | PSX | 1.65K | $278.93K |
 Royal Gold, Inc. | RGLD | 1.76K | $352.31K |
 Principal Financial Group, Inc. | PFG | 2.03K | $218.56K |
 The Home Depot, Inc. | HD | 2.3K | $810.46K |
 Thermo Fisher Scientific Inc. | TMO | 2.37K | $1.19M |
 Alphabet Inc. | GOOGL | 2.38K | $851.61K |
 JPMorgan Chase & Co. | JPM | 2.5K | $818.54K |
 Adobe Inc. | ADBE | 2.55K | $523.01K |
 Regeneron Pharmaceuticals, Inc. | REGN | 3.51K | $2.19M |