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Murphy Pohlad Asset Management Llc

Portfolio Manager
Murphy Pohlad Asset Management LLC
Performance
+6.09% (2026 Q1)
AUM (13F)
$278.98M
# of Holdings
134
Performance Rank
Allocation (Top 20)
44.13%

Murphy Pohlad Asset Management Llc Holdings Map

Top 50 Murphy Pohlad Asset Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AEM
AGNICO EAGLE MINES LTD
3.34%45.9K$9.3M
-7.53%(-3.74K)
2025-Q1: 58.8K shares2025-Q2: 55.5K shares2025-Q3: 54.9K shares2025-Q4: 49.7K shares2026-Q1: 45.9K shares
$52.60(+238.65%)
2026-03-31
TRV
TRAVELERS COMPANIES INC
3.34%31.9K$9.3M
-2.01%(-655)
2025-Q1: 36.8K shares2025-Q2: 32.7K shares2025-Q3: 32.7K shares2025-Q4: 32.6K shares2026-Q1: 31.9K shares
$115.63(+160.62%)
2026-03-31
COP
CONOCOPHILLIPS
3.24%68.4K$9.0M
-0.25%(-170)
2025-Q1: 63.3K shares2025-Q2: 66.4K shares2025-Q3: 67.2K shares2025-Q4: 68.6K shares2026-Q1: 68.4K shares
$56.75(+117.31%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.89%16.8K$8.1M
-0.98%(-166)
2025-Q1: 18.3K shares2025-Q2: 17.4K shares2025-Q3: 17.0K shares2025-Q4: 17.0K shares2026-Q1: 16.8K shares
$120.88(+285.10%)
2026-03-31
AGI
ALAMOS GOLD INC
2.38%149.3K$6.6M
-0.76%(-1.14K)
2025-Q1: 159.7K shares2025-Q2: 158.8K shares2025-Q3: 158.7K shares2025-Q4: 150.4K shares2026-Q1: 149.3K shares
$14.98(+159.60%)
2026-03-31
SLB
SLB LIMITED
2.34%126.8K$6.5M
+1.64%(+2.05K)
2025-Q1: 103.4K shares2025-Q2: 108.1K shares2025-Q3: 112.5K shares2025-Q4: 124.8K shares2026-Q1: 126.8K shares
$37.31(+50.09%)
2026-03-31
CCJ
CAMECO CORP
2.26%58.0K$6.3M
-10.97%(-7.16K)
2025-Q1: 70.5K shares2025-Q2: 70.2K shares2025-Q3: 68.6K shares2025-Q4: 65.2K shares2026-Q1: 58.0K shares
$21.80(+425.00%)
2026-03-31
CTVA
CORTEVA INC
2.24%74.8K$6.3M
-0.15%(-110)
2025-Q1: 83.3K shares2025-Q2: 81.3K shares2025-Q3: 80.3K shares2025-Q4: 74.9K shares2026-Q1: 74.8K shares
$29.03(+189.03%)
2026-03-31
APA
APA CORPORATION
2.14%140.7K$6.0M
+2.96%(+4.05K)
2025-Q1: 100.1K shares2025-Q2: 132.4K shares2025-Q3: 133.9K shares2025-Q4: 136.6K shares2026-Q1: 140.7K shares
$29.13(+42.38%)
2026-03-31
DVN
DEVON ENERGY CORP NEW
2.08%115.4K$5.8M
+1.60%(+1.82K)
2025-Q1: 99.1K shares2025-Q2: 103.1K shares2025-Q3: 113.2K shares2025-Q4: 113.5K shares2026-Q1: 115.4K shares
$30.20(+68.84%)
2026-03-31

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