Stock Taper 
MURPHY POHLAD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amrize Ltd | AMRZ | 61.01K | $3.25M |
 The Mosaic Company | MOS | 60.8K | $1.29M |
 Baxter International Inc. | BAX | 60.4K | $1.29M |
 Cisco Systems, Inc. | CSCO | 58.23K | $6.84M |
 Cameco Corporation | CCJ | 57.44K | $5.85M |
 American International Group, Inc. | AIG | 52.63K | $3.92M |
 Pfizer Inc. | PFE | 52.38K | $1.26M |
 CNX Resources Corporation | CNX | 48.67K | $1.65M |
 NIKE, Inc. | NKE | 47.63K | $1.96M |
 United Parcel Service, Inc. | UPS | 45.91K | $4.93M |
 Agnico Eagle Mines Limited | AEM | 45.86K | $7.11M |
 Rayonier Inc. REIT | RYN | 43.77K | $931.53K |
 Autoliv, Inc. | ALV | 40.78K | $4.74M |
 The Estée Lauder Companies Inc. | EL | 37.91K | $2.99M |
 Emerson Electric Co. | EMR | 35.8K | $5.12M |
 Citigroup Inc. | C | 35.17K | $4.92M |
 Canadian Natural Resources Limited | CNQ | 34.85K | $1.38M |
 The Procter & Gamble Company | PG | 31.88K | $4.67M |
 The Travelers Companies, Inc. | TRV | 31.84K | $10.51M |
 Target Corporation | TGT | 26.87K | $3.51M |