Stock Taper

MURPHY POHLAD ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Royal Gold, Inc.RGLD1.76K$352.31K
Phillips 66PSX1.65K$278.93K
EOG Resources, Inc.EOG1.58K$205.62K
Simon Property Group, Inc.SPG1.47K$327.87K
Applied Materials, Inc.AMAT1.18K$851.69K
Lockheed Martin CorporationLMT1.03K$525.25K
Trane Technologies plcTT969$475.93K
Winmark CorporationWINA940$397.69K
Taiwan Semiconductor Manufacturing Company LimitedTSM576$275.08K
Lam Research CorporationLRCX530$229.66K
United Rentals, Inc.URI420$475.81K
Costco Wholesale CorporationCOST326$304.96K
Berkshire Hathaway Inc.BRK-A1$748.85K