Fund HoldingsMurphy Pohlad Asset Management LLC

Total Portfolio Value
$232.23M
Total Bought
$9.33M
Total Sold
$15.69M
Net Transaction
-$6.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAUDER ESTEE COS INC(EL)033,925+33,92502,5441.10%+2,544
TRAVELERS COMPANIES INC(TRV)35,02537,725+2,7008,2009,0883.91%+888
CISCO SYS INC(CSCO)57,94864,348+6,4003,0843,8091.64%+725
V F CORP(VFC)136,664158,429+21,7652,7263,4001.46%+673
OCCIDENTAL PETE CORP(OXY)11,50021,700+10,2005931,0720.46%+479
TELADOC HEALTH INC(TDOC)050,400+50,40004580.20%+458
EMERSON ELEC CO(EMR)038,145+38,14504,7272.04%+4,727
WALGREENS BOOTS ALLIANCE INC044,300+44,30004130.18%+413
EXPAND ENERGY CORPORATION(EXE)18,81018,81001,5471,8730.81%+325
MOSAIC CO NEW(MOS)17,77532,575+14,8004768010.34%+325
FLOWSERVE CORP(FLS)68,91567,415-1,5003,5623,8781.67%+315
ALPHABET INC(GOOG)017,619+17,61903,3551.44%+3,355
APPLE INC(AAPL)16,94916,981+323,9494,2151.81%+266
DISNEY WALT CO(DIS)16,30916,30901,5691,8160.78%+247
FEDERATED HERMES INC(FHI)85,54682,346-3,2003,1463,3851.46%+240
WILLIS TOWERS WATSON PLC LTD(WTW)12,51012,51003,6853,9191.69%+234
MACERICH CO(MAC)115,460117,460+2,0002,1062,3401.01%+234
VANGUARD SPECIALIZED FUNDS01,076+1,07602110.09%+211
EOG RES INC(EOG)01,695+1,69502080.09%+208
WELLS FARGO CO NEW(WFC)19,73318,733-1,0001,1151,3160.57%+201
CAMECO CORP(CCJ)070,480+70,48003,6221.56%+3,622
LIGHTPATH TECHNOLOGIES INC69,10069,1000952440.11%+149
WALMART INC(WMT)18,08517,685-4001,4601,5980.69%+137
CITIGROUP INC(C)048,314+48,31403,4011.46%+3,401
BANK NEW YORK MELLON CORP43,22142,205-1,0163,1063,2431.40%+137
KIMBERLY-CLARK CORP(KMB)22,62225,559+2,9373,2193,3491.44%+131
CUMMINS INC(CMI)7,7007,515-1852,4932,6201.13%+127
KOPIN CORP135,600153,200+17,600992080.09%+109
CARDINAL HEALTH INC(CAH)11,70511,70501,2941,3840.60%+91
CNH INDL N V
SHS
0198,490+198,49002,2490.97%+2,249
ALPHABET INC(GOOG)3,5883,523-655956670.29%+72
JPMORGAN CHASE & CO.(JPM)2,4402,44005145850.25%+70
CF INDS HLDGS INC(CF)7,6007,950+3506526780.29%+26
VANGUARD INDEX FDS3,1563,401+2455515760.25%+25
BERKLEY W R CORP12,99112,99107377600.33%+23
TJX COS INC NEW(TJX)7,0887,08808338560.37%+23
CNX RES CORP(CNX)60,30054,175-6,1251,9641,9870.86%+23
BANK AMERICA CORP035,877+35,87701,5770.68%+1,577
ARQ INC10,60010,600062800.03%+18
AUTOLIV INC(ALV)041,785+41,78503,9191.69%+3,919
I-80 GOLD CORP(IAUX)51,000156,800+105,80059760.03%+17
ENBRIDGE INC(ENB)6,3066,30602562680.12%+11
COSTCO WHSL CORP NEW(COST)32632602892990.13%+10
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
22,50422,50407727780.34%+7
VANGUARD INDEX FDS1,2961,381+852172230.10%+6
SPDR S&P 500 ETF TR(SPY)40240202312360.10%+5
DIAGEO PLC(DEO)2,9523,247+2954144130.18%-1
VANGUARD BD INDEX FDS
VANGUARD ULTRA
4,8664,86602432410.10%-2
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
4,9204,92002052010.09%-4
OMEGA THERAPEUTICS INC16,50016,500020120.01%-8
BERKSHIRE HATHAWAY INC DEL1106916810.29%-10
VANGUARD INTL EQUITY INDEX F5,9916,376+3853773660.16%-11
WINMARK CORP(WINA)1,000940-603833690.16%-13
ARMADA HOFFLER PPTYS INC24,64524,64502672520.11%-15
INGREDION INC(INGR)8,6798,545-1341,1931,1750.51%-17
AMCOR PLC(AMCR)10,00010,0000113940.04%-19
AMERICAN INTL GROUP INC052,262+52,26203,8051.64%+3,805
ABBVIE INC(ABBV)1,5811,58103122810.12%-31
ALAMOS GOLD INC NEW148,860159,150+10,2902,9682,9351.26%-34
CBOE GLOBAL MKTS INC(CBOE)3,7153,71507617260.31%-35
HOME DEPOT INC(HD)2,2082,198-108958550.37%-40
EXXON MOBIL CORP4,3994,39905164730.20%-42
MID-AMER APT CMNTYS INC(MAA)6,6156,515-1001,0511,0070.43%-44
UNITED RENTALS INC(URI)42042003402960.13%-44
FULLER H B CO(FUL)3,7303,73002962520.11%-44
C H ROBINSON WORLDWIDE INC(CHRW)6,9506,95007677180.31%-49
MARSH & MCLENNAN COS INC(MRSH)4,7304,73001,0551,0050.43%-51
BORGWARNER INC11,48011,48004173650.16%-52
ORASURE TECHNOLOGIES INC80,28780,28703432900.12%-53
TRANSOCEAN LTD(RIG)106,950106,400-5504553990.17%-56
ILLINOIS TOOL WKS INC(ITW)7,6357,63502,0011,9360.83%-65
SIMON PPTY GROUP INC NEW(SPG)4,0363,536-5006826090.26%-73
PNC FINL SVCS GROUP INC(PNC)17,22916,124-1,1053,1853,1101.34%-75
CHEVRON CORP NEW(CVX)025,459+25,45903,6871.59%+3,687
DIMENSIONAL ETF TRUST
US TARGETED VLU
14,89313,393-1,5008297450.32%-83
VERIZON COMMUNICATIONS INC(VZ)11,86511,229-6365334490.19%-84
TORO CO10,0049,759-2458687820.34%-86
NOKIA CORP(NOK)654,040624,599-29,4412,8582,7671.19%-91
WARNER BROS DISCOVERY INC(WBD)37,48920,100-17,3893092120.09%-97
WEYERHAEUSER CO MTN BE(WY)17,99017,99006095060.22%-103
UNILEVER PLC(UL)14,75014,75009588360.36%-122
APPLIED MATLS INC01,525+1,52502480.11%+248
LOCKHEED MARTIN CORP(LMT)1,3391,33907836510.28%-132
COCA COLA CO(KO)13,87113,87109978640.37%-133
NORFOLK SOUTHN CORP(NSC)10,67510,67502,6532,5051.08%-147
WHITESTONE REIT11,4000-11,4001540-154
AGNICO EAGLE MINES LTD(AEM)59,23258,977-2554,7724,6131.99%-159
CORTEVA INC(CTVA)83,74283,442-3004,9234,7532.05%-170
THOR INDS INC(THO)12,25212,25201,3461,1730.50%-174
BAXTER INTL INC13,49111,273-2,2185123290.14%-184
PROCTER AND GAMBLE CO(PG)34,03534,03505,8955,7062.46%-189
APA CORPORATION(APA)098,448+98,44802,2730.98%+2,273
LOWES COS INC(LOW)7,9527,857-952,1541,9390.84%-215
PHILLIPS 66(PSX)1,6500-1,6502170-217
BERKSHIRE HATHAWAY INC DEL18,79218,580-2128,6498,4223.63%-227
JOHNSON & JOHNSON(JNJ)13,79413,79402,2361,9950.86%-241
CLEVELAND-CLIFFS INC NEW(CLF)134,115156,565+22,4501,7131,4720.63%-241
RIO TINTO PLC(RIO)17,68517,285-4001,2591,0170.44%-242
COLGATE PALMOLIVE CO(CL)019,369+19,36901,7610.76%+1,761
PEPSICO INC(PEP)17,66717,965+2983,0042,7321.18%-273
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