Murphy Pohlad Asset Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
MP
Murphy Pohlad Asset Management LLC
Institutional Filer 7.12%$279.0M134

Current Portfolio Holdings

Showing all 134 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AEMAgnico Eagle Mines LimitedBasic Materials46K$9.3M3.34%
2TRVThe Travelers Companies, Inc.Financial Services32K$9.3M3.34%
3COPConocoPhillipsEnergy68K$9.0M3.24%
4BRKBBERKSHIRE HATHAWAY INC DEL17K$8.1M2.89%
5AGIAlamos Gold Inc.Basic Materials149K$6.6M2.38%
6SLBSLB N.V.Energy127K$6.5M2.34%
7CCJCameco CorporationEnergy58K$6.3M2.26%
8CTVACorteva, Inc.Basic Materials75K$6.3M2.24%
9APAAPA CorporationEnergy141K$6.0M2.14%
10DVNDevon Energy CorporationEnergy115K$5.8M2.08%
11MDTMedtronic plcHealthcare66K$5.7M2.06%
12INTCIntel CorporationTechnology129K$5.7M2.04%
13CVXChevron CorporationEnergy26K$5.3M1.92%
14UNPUnion Pacific CorporationIndustrials21K$5.1M1.82%
15CSCOCisco Systems, Inc.Technology63K$4.9M1.76%
Showing 1 to 15 of 134 holdings