Institutional Fund
Murphy Pohlad Asset Management LLC
Eden Prairie, MNCIK 15691485 filings on record
Portfolio Value
$278.98M
Q1 2026
Holdings
134
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+7.1%
from $260.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Agnico Eagle Mines Ltd3.3%
- Travelers Companies Inc3.3%
- Conocophillips3.2%
- Berkshire Hathaway Inc Del2.9%
- Alamos Gold Inc New2.4%
- Schlumberger Ltd2.3%
- Other82.5%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Agnico Eagle Mines Ltd | 45.9K | $9.32M | 3.3% | −3.7K | Reduced |
| 2 | Travelers Companies Inc | 31.9K | $9.32M | 3.3% | −655 | Reduced |
| 3 | Conocophillips | 68.4K | $9.03M | 3.2% | −170 | Reduced |
| 4 | Berkshire Hathaway Inc Del | 16.8K | $8.06M | 2.9% | −166 | Reduced |
| 5 | Alamos Gold Inc New | 149.3K | $6.63M | 2.4% | −1.1K | Reduced |
| 6 | Schlumberger Ltd | 126.8K | $6.52M | 2.3% | +2.0K | Added |
| 7 | Cameco Corp | 58.0K | $6.30M | 2.3% | −7.2K | Reduced |
| 8 | Corteva Inc | 74.8K | $6.26M | 2.2% | −110 | Reduced |
| 9 | Apa Corporation | 140.7K | $5.97M | 2.1% | +4.0K | Added |
| 10 | Devon Energy Corp New | 115.4K | $5.80M | 2.1% | +1.8K | Added |
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