Murphy Pohlad Asset Management LLC
Top Portfolio Positions
120 positions ·
$267,712,854 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
45,939 | $9,324,698 | 3.48% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
31,940 | $9,316,259 | 3.48% | |
| COP |
Conocophillips
Energy
|
68,424 | $9,031,968 | 3.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,826 | $8,063,019 | 3.01% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
149,300 | $6,633,399 | 2.48% | |
| SLB |
Slb Limited/Nv
Energy
|
126,849 | $6,518,770 | 2.43% | |
| CCJ |
Cameco Corp
Energy
|
58,040 | $6,303,724 | 2.35% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
74,807 | $6,262,093 | 2.34% | |
| APA |
APA Corp
Energy
|
140,683 | $5,970,586 | 2.23% | |
| DVN |
Devon Energy Corp/De
Energy
|
115,357 | $5,804,764 | 2.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,824,862 | 67,446 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,519,723 | 67,596 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,510,260 | 67,596 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,000,286 | 67,696 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,833,351 | 69,496 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,385,244 | 82,346 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,145,526 | 85,546 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,871,936 | 87,346 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,975,222 | 110,056 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,636,382 | 136,928 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,598,406 | 165,291 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,051,157 | 168,791 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,747,172 | 168,091 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,176,004 | 170,091 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,596,981 | 168,991 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,430,876 | 170,836 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,818,674 | 170,836 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,393,710 | 170,136 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,807,295 | 178,686 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,157,581 | 181,586 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,775,976 | 184,536 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,127,281 | 177,476 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,125,531 | 191,796 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,503,023 | 190,001 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,553,415 | 186,531 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||