Portfolio (Quarterly) Guide ↗

Murphy Pohlad Asset Management LLC

· CIK 0001569148

13F Portfolio $279M AUM 134 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 30 Added 46 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CI	THE CIGNA GROUP	Healthcare	899	$247K	0.10%	SOLD
2	—	SKEENA RES LTD NEW	—	8,700	$206K	0.08%	SOLD
3	—	AMCOR PLC	—	10,000	$83K	0.03%	SOLD

Sector Allocation

Energy 18.1%

Industrials 15.4%

Financial Services 12.9%

Basic Materials 12.1%

Technology 9.7%

Consumer Defensive 9.4%

Healthcare 9.2%

Consumer Cyclical 5.9%

Communication Services 3.9%

Real Estate 3.4%