Murphy Pohlad Asset Management LLC: 13F holdings
CIK 15691482026Q2
| Positions | 135 |
|---|
| Reported value | $287.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 135 (+1 vs prior quarter) |
|---|
| Reported value | $287.1m (+2.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TRV TRAVELERS COMPANIES INC | 31,840 | $10.5m | 3.7% |
| INTC INTEL CORP | 69,252 | $9.7m | 3.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,326 | $8.2m | 2.8% |
| AEM AGNICO EAGLE MINES LTD | 45,864 | $7.1m | 2.5% |
| COP CONOCOPHILLIPS | 67,899 | $7.1m | 2.5% |
| CSCO CISCO SYS INC | 58,229 | $6.8m | 2.4% |
| CTVA CORTEVA INC | 74,607 | $6.3m | 2.2% |
| SLB SLB LIMITED | 127,907 | $5.9m | 2.1% |
| CCJ CAMECO CORP | 57,440 | $5.9m | 2.0% |
| UNP UNION PAC CORP | 20,848 | $5.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569148")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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