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 IAUX
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,176 | 198,800 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $290,248 | 198,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $189,854 | 198,800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $111,706 | 186,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $108,717 | 186,800 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $76,048 | 156,800 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $59,160 | 51,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,200 | 15,000 | Shares | Sole | 2024-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||