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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in OSUR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,601 | 115,867 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $277,978 | 114,867 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $281,090 | 87,567 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $238,701 | 79,567 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $295,100 | 87,567 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $289,836 | 80,287 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $342,825 | 80,287 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $361,461 | 84,850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $521,827 | 84,850 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $695,770 | 84,850 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $517,985 | 87,350 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $437,623 | 87,350 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $579,892 | 95,850 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $483,205 | 100,250 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $438,313 | 115,650 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $234,550 | 86,550 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $501,381 | 73,950 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,150,556 | 132,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,567,566 | 138,600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,473,849 | 145,350 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,694,484 | 145,200 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,533,432 | 144,800 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,085,329 | 171,350 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,128,697 | 183,035 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,060,916 | 191,535 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||