Stock Taper

MURPHY POHLAD ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Dynamics CorporationGD13.03K$4.62M
Wells Fargo & CompanyWFC12.92K$1.07M
Kimberly-Clark CorporationKMB12.09K$1.33M
The PNC Financial Services Group, Inc.PNC11.86K$2.92M
Columbia Sportswear CompanyCOLM11.16K$689.91K
Microsoft CorporationMSFT11.15K$4.16M
Cardinal Health, Inc.CAH11.11K$2.64M
IQVIA Holdings Inc.IQV10.94K$2.11M
Verizon Communications Inc.VZ10.82K$458.27K
Willis Towers Watson Public Limited CompanyWTW10.77K$2.81M
W. R. Berkley CorporationWRB10.46K$737.88K
Norfolk Southern CorporationNSC10.42K$3.28M
CF Industries Holdings, Inc.CF10.1K$1.09M
Range Resources CorporationRRC9.58K$356.28K
LKQ CorporationLKQ9.36K$246.53K
Illinois Tool Works Inc.ITW7.85K$2.12M
Lowe's Companies, Inc.LOW7.81K$1.72M
Mid-America Apartment Communities, Inc.MAA7.22K$1M
Cummins Inc.CMI7K$4.99M
The TJX Companies, Inc.TJX6.99K$1.06M