Murphy Pohlad Asset Management LLC
Top Portfolio Positions
119 positions ·
$259,649,835 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
45,939 | $9,324,698 | 3.59% |
| TRV |
Travelers Companies, Inc.
Financial Services
|
31,940 | $9,316,259 | 3.59% |
| COP |
Conocophillips
Energy
|
68,424 | $9,031,968 | 3.48% |
| AGI |
Alamos Gold Inc
Basic Materials
|
149,300 | $6,633,399 | 2.55% |
| SLB |
Slb Limited/Nv
Energy
|
126,849 | $6,518,770 | 2.51% |
| CCJ |
Cameco Corp
Energy
|
58,040 | $6,303,724 | 2.43% |
| CTVA |
Corteva, Inc.
Basic Materials
|
74,807 | $6,262,093 | 2.41% |
| APA |
APA Corp
Energy
|
140,683 | $5,970,586 | 2.30% |
| DVN |
Devon Energy Corp/De
Energy
|
115,357 | $5,804,764 | 2.24% |
| MDT |
Medtronic plc
Healthcare
|
66,217 | $5,737,703 | 2.21% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,321 | 144,180 | Shares | Sole | 2026-04-14 | |
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