Murphy Pohlad Asset Management LLC — 13F holdings

Murphy Pohlad Asset Management LLC reported 140 holdings worth $288M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. TRV TRAVELERS COMPANIES INC — $10.8M (3.8%)
2. AEM AGNICO EAGLE MINES LTD — $8.31M (2.9%)
3. COP ConocoPhillips — $8.16M (2.8%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $7.86M (2.7%)
5. INTC INTEL CORP — $7.37M (2.6%)
6. SLB SCHLUMBERGER LTD — $6.15M (2.1%)
7. CTVA CORTEVA INC — $5.77M (2.0%)
8. MDT MEDTRONIC PLC — $5.71M (2.0%)
9. EMR EMERSON ELEC CO — $5.58M (1.9%)
10. MSFT MICROSOFT CORP — $5.57M (1.9%)