Investments: Murphy Pohlad Asset Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
256.167.460 $+7.484.173 $250.927.285 $+19.043.053 $232.832.902 $+1.968.688 $232.091.418 $+232.091.418 $
BANK OF AMERICA CORP /DE/BAC97.939.327 $+2.652.282 $95.287.045 $+3.753.470 $91.533.575 $-237.680 $91.771.255 $+91.771.255 $
BERKSHIRE HATHAWAY INCBRK-B9.295.828 $-930 $9.296.758 $+126.733 $9.170.025 $-1.363.978 $10.534.003 $+10.534.003 $
AGNICO EAGLE MINES LTDAEM8.422.080 $-830.009 $9.252.089 $+2.653.021 $6.599.068 $+227.054 $6.372.014 $+6.372.014 $
CONOCOPHILLIPSCOP6.421.084 $+68.515 $6.352.569 $+393.923 $5.958.646 $-692.585 $6.651.231 $+6.651.231 $
Medtronic plcMDT6.421.034 $+31.002 $6.390.032 $+571.958 $5.818.074 $-148.989 $5.967.063 $+5.967.063 $
MICROSOFT CORPMSFT5.408.806 $-599.414 $6.008.220 $+191.011 $5.817.209 $+1.389.484 $4.427.725 $+4.427.725 $
CAMECO CORPCCJ5.964.690 $+215.249 $5.749.441 $+536.269 $5.213.172 $+2.312.216 $2.900.956 $+2.900.956 $
ALPHA PRO TECH LTDAPT5.931.767 $+1.181.206 $4.750.561 $+1.177.412 $3.573.149 $+417.906 $3.155.243 $+3.155.243 $
ALAMOS GOLD INCAGI5.803.975 $+270.299 $5.533.676 $+1.316.745 $4.216.931 $-52.110 $4.269.041 $+4.269.041 $
PROCTER & GAMBLE CoPG4.784.422 $-345.202 $5.129.624 $-189.294 $5.318.918 $-455.785 $5.774.703 $+5.774.703 $
INTEL CORPINTC5.280.722 $+198.602 $5.082.120 $+1.684.511 $3.397.609 $-135.022 $3.532.631 $+3.532.631 $
AUTOLIV INCALV4.876.789 $-209.558 $5.086.347 $+421.796 $4.664.551 $+977.513 $3.687.038 $+3.687.038 $
V F CORPVFC5.046.941 $+1.000.198 $4.046.743 $+623.386 $3.423.357 $+964.530 $2.458.827 $+2.458.827 $
EMERSON ELECTRIC COEMR4.783.228 $+29.265 $4.753.963 $-77.916 $4.831.879 $+825.634 $4.006.245 $+4.006.245 $
COMCAST CORPCMCSA2.355.360 $-814.918 $3.170.278 $-984.573 $4.154.851 $-634.400 $4.789.251 $+4.789.251 $
UNITED PARCEL SERVICE INCUPS4.694.166 $+726.324 $3.967.842 $-183.012 $4.150.854 $-156.024 $4.306.878 $+4.306.878 $
Bank of New York Mellon CorpBK4.517.642 $+212.088 $4.305.554 $+611.500 $3.694.054 $+259.997 $3.434.057 $+3.434.057 $
GENERAL DYNAMICS CORPGD4.414.285 $-56.907 $4.471.192 $+646.947 $3.824.245 $+250.177 $3.574.068 $+3.574.068 $
FLOWSERVE CORPFLS4.411.041 $+954.816 $3.456.225 $+22.589 $3.433.636 $+252.199 $3.181.437 $+3.181.437 $
CHEVRON CORPCVX3.931.263 $-33.135 $3.964.398 $+308.901 $3.655.497 $-623.613 $4.279.110 $+4.279.110 $
CITIGROUP INCC4.275.988 $+513.485 $3.762.503 $+470.147 $3.292.356 $+37.891 $3.254.465 $+3.254.465 $
APPFOLIO INCAPPF4.228.510 $+99.939 $4.128.571 $+729.094 $3.399.477 $-296.544 $3.696.021 $+3.696.021 $
WILLIS TOWERS WATSON PLCWTW3.571.882 $-580.427 $4.152.309 $+468.179 $3.684.130 $-496.311 $4.180.441 $+4.180.441 $
CUMMINS INCCMI3.772.735 $+640.862 $3.131.873 $+678.898 $2.452.975 $+105.310 $2.347.665 $+2.347.665 $
NOKIA CORPNOK1.369.618 $-1.780.852 $3.150.470 $-134.842 $3.285.312 $+3.285.312 $
PEPSICO INCPEP3.282.015 $+150.484 $3.131.531 $+303.499 $2.828.032 $-205.704 $3.033.736 $+3.033.736 $
PFIZER INCPFE1.563.613 $-536.875 $2.100.488 $-733.064 $2.833.552 $-307.739 $3.141.291 $+3.141.291 $
Amrize LtdAMRZ3.073.907 $+649.106 $2.424.801 $+2.424.801 $
TARGET CORPTGT2.585.976 $+51.503 $2.534.473 $-260.281 $2.794.754 $-188.898 $2.983.652 $+2.983.652 $
JOHNSON & JOHNSONJNJ2.854.808 $+296.999 $2.557.809 $+450.672 $2.107.137 $-180.572 $2.287.709 $+2.287.709 $
MACERICH COMAC2.406.445 $+84.853 $2.321.592 $+317.538 $2.004.054 $-117.471 $2.121.525 $+2.121.525 $
CARDINAL HEALTH INCCAH2.405.377 $+568.161 $1.837.216 $-129.224 $1.966.440 $+353.843 $1.612.597 $+1.612.597 $
Walt Disney CoDIS1.855.474 $-11.906 $1.867.380 $-155.099 $2.022.479 $+412.781 $1.609.698 $+1.609.698 $
UNITEDHEALTH GROUP INCUNH1.820.556 $+85.424 $1.735.132 $+354.665 $1.380.467 $-522.840 $1.903.307 $+1.903.307 $
COLGATE PALMOLIVE COCL1.522.636 $-17.727 $1.540.363 $-211.189 $1.751.552 $-63.323 $1.814.875 $+1.814.875 $
FISERV INCFISV1.666.017 $+886.249 $779.768 $+779.768 $
Walmart Inc.WMT1.636.278 $+122.636 $1.513.642 $-20.232 $1.533.874 $+129.498 $1.404.376 $+1.404.376 $
CENTENE CORPCNC768.062 $-485.599 $1.253.661 $+1.253.661 $
MOSAIC COMOS688.371 $-455.202 $1.143.573 $-70.299 $1.213.872 $+331.321 $882.551 $+882.551 $
Ingredion IncINGR919.568 $-87.228 $1.006.796 $-111.390 $1.118.186 $+3.380 $1.114.806 $+1.114.806 $
RIO TINTO PLCRIO1.023.462 $+1.023.462 $
COCA COLA COKO969.721 $+49.797 $919.924 $-61.449 $981.373 $-12.068 $993.441 $+993.441 $
BERKLEY W R CORPWRB733.595 $-75.665 $809.260 $+33.270 $775.990 $-148.449 $924.439 $+924.439 $
UNILEVER PLCUL874.380 $-27.877 $902.257 $+23.895 $878.362 $+878.362 $
AbbVie Inc.ABBV879.458 $-11.739 $891.197 $+176.746 $714.451 $-91.991 $806.442 $+806.442 $
JPMORGAN CHASE & COJPM826.494 $-56.710 $883.204 $+71.456 $811.748 $+124.908 $686.840 $+686.840 $
NVIDIA CORPNVDA878.415 $-376 $878.791 $+134.027 $744.764 $+96.652 $648.112 $+648.112 $
COLUMBIA SPORTSWEAR COCOLM614.804 $+12.308 $602.496 $+602.496 $
LIGHTPATH TECHNOLOGIES INCLPTH613.440 $+65.477 $547.963 $+335.135 $212.828 $+73.937 $138.891 $+138.891 $
Trane Technologies plcTT513.354 $-56.292 $569.646 $-20.857 $590.503 $+135.661 $454.842 $+454.842 $
TORO COTTC423.671 $+13.563 $410.108 $+29.709 $380.399 $-176.793 $557.192 $+557.192 $
EXXON MOBIL CORPXOM533.948 $+33.677 $500.271 $+11.183 $489.088 $-50.497 $539.585 $+539.585 $
WEYERHAEUSER COWY426.183 $-19.789 $445.972 $-16.191 $462.163 $-64.584 $526.747 $+526.747 $
VERIZON COMMUNICATIONS INCVZ437.236 $-56.278 $493.514 $+7.636 $485.878 $-23.469 $509.347 $+509.347 $
LOCKHEED MARTIN CORPLMT498.663 $+39.890 $458.773 $+33.148 $425.625 $+8.398 $417.227 $+417.227 $
WINMARK CORPWINA380.643 $-87.260 $467.903 $+112.950 $354.953 $+56.156 $298.797 $+298.797 $
BORGWARNER INCBWA384.350 $+55.448 $328.902 $+328.902 $
LAM RESEARCH CORPLRCX360.333 $+78.474 $281.859 $+76.959 $204.900 $+204.900 $
DIAGEO PLCDEO254.669 $-38.969 $293.638 $-33.789 $327.427 $-12.826 $340.253 $+340.253 $
KOPIN CORPKOPN317.304 $-12.204 $329.508 $+112.860 $216.648 $+73.835 $142.813 $+142.813 $
ROYAL GOLD INCRGLD322.320 $+322.320 $
ENBRIDGE INCENB301.615 $-16.585 $318.200 $+32.413 $285.787 $+6.369 $279.418 $+279.418 $
ORASURE TECHNOLOGIES INCOSUR277.978 $-3.112 $281.090 $+42.389 $238.701 $-56.399 $295.100 $+295.100 $
LKQ CORPLKQ266.243 $-2.997 $269.240 $+269.240 $
Phillips 66PSX212.916 $-11.517 $224.433 $+20.691 $203.742 $+203.742 $
Skeena Resources LtdSKE206.451 $+206.451 $
Amcor plcAMCR83.400 $+1.600 $81.800 $-10.100 $91.900 $-5.100 $97.000 $+97.000 $
256.167.460 $+7.484.173 $250.927.285 $+19.043.053 $232.832.902 $+1.968.688 $232.091.418 $+232.091.418 $
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