Featured 13F manager
Murphy Pohlad Asset Management LLC Murphy Pohlad
Eden Prairie, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $287M
- 135 Positions
- 2026 Q2
- +2.9% QoQ
- Top 5 14.8%
Murphy Pohlad files Murphy Pohlad Asset Management LLC as a Form 13F. The latest book is 2026 Q2 at $287M, up 2.9% QoQ, led by Travelers Companies, Intel, and Berkshire Hathaway.
Portfolio
top 5 14.8% · top 10 25.5%
- TRV - Travelers Companies 3.7%
- INTC - Intel 3.4%
- BRK.B - Berkshire Hathaway · CL B 2.8%
- AEM - Agnico Eagle Mines 2.5%
- COP - Conocophillips 2.4%
- CSCO - Cisco Sys 2.4%
- CTVA - Corteva 2.2%
- SLB - Schlumberger 2.1%
- CCJ - Cameco 2.0%
- UNP - Union Pac 2.0%
- BK - Bank Of Ny Mellon 1.8%
- EMR - Emerson Elec 1.8%
- Other 70.9%
AUM over time
Latest book
| TRV - Travelers Companies | 3.66% | Reduce −0.3% | 31,840 | $330.12 | $11M | −100 | +$1M |
| INTC - Intel | 3.37% | Reduce −46.4% | 69,252 | $139.63 | $10M | −59,875 | +$4M |
| BRK.B - Berkshire Hathaway · CL B | 2.85% | Reduce −3.0% | 16,326 | $500.39 | $8M | −500 | +$106K |
| AEM - Agnico Eagle Mines | 2.48% | Reduce −0.2% | 45,864 | $155.13 | $7M | −75 | −$2M |
| COP - Conocophillips | 2.46% | Reduce −0.8% | 67,899 | $103.96 | $7M | −525 | −$2M |
| CSCO - Cisco Sys | 2.38% | Reduce −7.9% | 58,229 | $117.46 | $7M | −5,024 | +$2M |
| CTVA - Corteva | 2.20% | Reduce −0.3% | 74,607 | $84.69 | $6M | −200 | +$56K |
| SLB - Schlumberger | 2.07% | Add +0.8% | 127,907 | $46.49 | $6M | +1,058 | −$572K |
| CCJ - Cameco | 2.04% | Reduce −1.0% | 57,440 | $101.86 | $6M | −600 | −$453K |
| UNP - Union Pac | 1.97% | Reduce −0.2% | 20,848 | $272.00 | $6M | −40 | +$603K |
| BK - Bank Of Ny Mellon | 1.86% | Reduce −1.5% | 36,896 | $144.61 | $5M | −580 | +$890K |
| EMR - Emerson Elec | 1.78% | Hold | 35,795 | $143.15 | $5M | — | — |
| GOOG - Alphabet · CL C | 1.78% | Reduce −3.3% | 14,429 | $353.33 | $5M | −495 | +$817K |
| MDT - Medtronic | 1.75% | Reduce −3.2% | 64,119 | $78.23 | $5M | −2,098 | −$722K |
| CMI - Cummins | 1.74% | Reduce −6.5% | 6,996 | $713.21 | $5M | −490 | +$962K |
| UPS - United Parcel Svcs · CL B | 1.72% | Reduce −0.4% | 45,905 | $107.50 | $5M | −170 | +$402K |
| C - Citigroup | 1.71% | Reduce −2.7% | 35,168 | $139.96 | $5M | −980 | +$823K |
| DVN - Devon Energy | 1.67% | Add +0.9% | 116,392 | $41.32 | $5M | +1,035 | −$995K |
| ALV - Autoliv | 1.65% | Reduce −0.2% | 40,783 | $116.17 | $5M | −102 | +$438K |
| PG - Procter & Gamble | 1.63% | Hold | 31,880 | $146.64 | $5M | — | — |
| GD - General Dynamics | 1.61% | Hold | 13,034 | $354.24 | $5M | — | — |
| AGI - Alamos Gold · CL A | 1.61% | Add +1.9% | 152,160 | $30.34 | $5M | +2,860 | −$2M |
| FLS - Flowserve | 1.61% | Reduce −0.3% | 62,178 | $74.16 | $5M | −200 | +$26K |
| VFC - V F | 1.60% | Reduce −0.3% | 276,295 | $16.68 | $5M | −850 | −$100K |
| APA — | 1.60% | Add +0.2% | 140,918 | $32.57 | $5M | +235 | −$1M |
| AAPL - Apple | 1.55% | Reduce −0.6% | 15,394 | $289.37 | $4M | −100 | +$522K |
| KIM - Kimco Realty | 1.52% | Hold | 172,197 | $25.35 | $4M | — | — |
| CVX - Chevron | 1.49% | Hold | 25,831 | $165.76 | $4M | — | — |
| MSFT - Microsoft | 1.45% | Reduce −0.5% | 11,154 | $373.04 | $4M | −60 | +$10K |
| AIG - American Intl Group | 1.37% | Reduce −0.2% | 52,632 | $74.53 | $4M | −100 | −$45K |
| NTR - Nutrien | 1.35% | Add +3.8% | 61,505 | $62.95 | $4M | +2,280 | −$597K |
| FHI - Federated Hermes · CL B | 1.28% | Reduce −1.1% | 66,721 | $55.22 | $4M | −725 | −$141K |
| TGT - Target | 1.22% | Add 0.0% | 26,874 | $130.61 | $4M | +4 | +$253K |
| JNJ - Johnson & Johnson | 1.20% | Hold | 13,589 | $253.98 | $3M | — | — |
| NSC - Norfolk Southn | 1.14% | Hold | 10,422 | $314.59 | $3M | — | — |
| MAC - Macerich | 1.14% | Reduce −0.6% | 129,560 | $25.19 | $3M | −800 | +$800K |
| AMRZ - Amrize | 1.13% | Add +2.5% | 61,005 | $53.30 | $3M | +1,495 | −$82K |
| VSNT - Versant Media Group · CL A | 1.13% | Add +0.1% | 90,076 | $36.01 | $3M | +54 | −$89K |
| PEP - Pepsico | 1.09% | Add +0.9% | 23,112 | $135.40 | $3M | +205 | −$428K |
| EL - Estee Lauder · CL A | 1.04% | Hold | 37,905 | $78.95 | $3M | — | — |
| PNC - Pnc Finl Svcs Group | 1.02% | Reduce −0.3% | 11,863 | $246.22 | $3M | −31 | +$446K |
| WTW - Willis Towers Watson | 0.98% | Reduce −0.3% | 10,765 | $261.37 | $3M | −30 | −$324K |
| CAH - Cardinal Health | 0.92% | Reduce −4.6% | 11,109 | $237.56 | $3M | −540 | +$178K |
| UNH - Unitedhealth Group | 0.76% | Hold | 5,280 | $415.64 | $2M | — | — |
| MRK - Merck & | 0.76% | Hold | 17,023 | $128.50 | $2M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.76% | Hold | 3,508 | $623.54 | $2M | — | — |
| IGT - Ingredion | 0.74% | Add +170.4% | 22,555 | $94.71 | $2M | +14,215 | +$1M |
| ITW - Illinois Tool Wks | 0.74% | Hold | 7,850 | $270.47 | $2M | — | — |
| IQV - IQVIA | 0.74% | Add +13.0% | 10,937 | $193.22 | $2M | +1,260 | +$463K |
| EXE - Expand Energy | 0.72% | Reduce −2.9% | 22,783 | $91.19 | $2M | −688 | −$499K |
| NKE - NIKE · CL B | 0.68% | New | 47,635 | $41.05 | $2M | +47,635 | +$2M |
| CL - Colgate Palmolive | 0.62% | Hold | 19,269 | $91.68 | $2M | — | — |
| LOW - Lowes Cos | 0.60% | Hold | 7,807 | $220.49 | $2M | — | — |
| CNX - Cnx Res | 0.58% | Hold | 48,675 | $33.93 | $2M | — | — |
| FISV - Fiserv | 0.56% | Reduce −5.0% | 33,025 | $49.05 | $2M | −1,728 | −$319K |
| WMT - Walmart | 0.55% | Reduce −1.1% | 13,967 | $113.26 | $2M | −160 | −$174K |
| CMCSA - Comcast · CL A | 0.53% | Reduce −27.9% | 61,768 | $24.55 | $2M | −23,952 | −$945K |
| IFF - International Flavors & Fragrances | 0.52% | New | 18,690 | $79.22 | $1M | +18,690 | +$1M |
| DIS - Disney Walt | 0.51% | Reduce −5.2% | 15,169 | $96.25 | $1M | −825 | −$81K |
| ABT - Abbott Laboratories | 0.48% | Add +398.6% | 15,186 | $90.74 | $1M | +12,140 | +$1M |
| CNQ - Canadian Natural | 0.48% | Add +3.9% | 34,850 | $39.50 | $1M | +1,298 | −$258K |
| MDLZ - Mondelez Intl · CL A | 0.47% | Hold | 23,215 | $57.84 | $1M | — | — |
| KMB - Kimberly-Clark | 0.46% | Reduce −20.0% | 12,092 | $109.77 | $1M | −3,020 | −$131K |
| BAC - Bank of America | 0.46% | Reduce −0.6% | 23,164 | $56.98 | $1M | −147 | +$184K |
| CHRW - C H Robinson Worldwide In | 0.45% | Hold | 6,887 | $188.34 | $1M | — | — |
| CLF - Cleveland-Cliffs | 0.45% | Reduce −4.6% | 137,580 | $9.39 | $1M | −6,600 | +$74K |
| MOS - Mosaic | 0.45% | Add +112.8% | 60,800 | $21.19 | $1M | +32,225 | +$560K |
| BAX - Baxter Intl | 0.45% | Add +12.5% | 60,401 | $21.32 | $1M | +6,735 | +$386K |
| PFE - Pfizer | 0.44% | Reduce −9.6% | 52,377 | $24.08 | $1M | −5,560 | −$366K |
| VTV - Vanguard Index Fds | 0.44% | Reduce −3.6% | 5,781 | $217.95 | $1M | −218 | +$83K |
| TMO - Thermo Fisher Scientific | 0.41% | Reduce −7.8% | 2,367 | $501.36 | $1M | −200 | −$75K |
| KO - Coca Cola | 0.39% | Hold | 13,871 | $81.27 | $1M | — | — |
| CF - Cf Industries Hold | 0.38% | Hold | 10,100 | $108.26 | $1M | — | — |
| WFC - Wells Fargo & | 0.37% | Reduce −0.9% | 12,917 | $82.64 | $1M | −120 | +$30K |
| TJX - Tjx Cos | 0.37% | Hold | 6,988 | $151.50 | $1M | — | — |
| ADP - Automatic Data Processing | 0.36% | New | 4,660 | $223.95 | $1M | +4,660 | +$1M |
| MAA - Mid-Amer Apt Cmntys | 0.35% | Hold | 7,225 | $138.94 | $1M | — | — |
| DFAC - Dimensional ETF Trust | 0.35% | Hold | 22,504 | $44.36 | $998K | — | — |
| RYN - Rayonier | 0.32% | New | 43,775 | $21.28 | $932K | +43,775 | +$932K |
| ABBV - Abbvie | 0.31% | Reduce −1.1% | 3,594 | $251.64 | $904K | −40 | +$114K |
| AMAT - Applied Matls | 0.30% | Reduce −14.6% | 1,178 | $723.00 | $852K | −202 | +$380K |
| GOOGL - Alphabet · CL A | 0.30% | Reduce −23.7% | 2,383 | $357.37 | $852K | −740 | −$46K |
| JPM - Jpmorgan Chase & | 0.29% | Hold | 2,500 | $327.41 | $819K | — | — |
| HD - Home Depot | 0.28% | Hold | 2,298 | $352.68 | $810K | — | — |
| MMC - Marsh & Mclennan Cos | 0.27% | Hold | 4,645 | $166.67 | $774K | — | — |
| BRK.A - Berkshire Hathaway · CL A | 0.26% | Hold | 1 | $748,850 | $749K | — | — |
| WRB - Berkley W R | 0.26% | Hold | 10,462 | $70.53 | $738K | — | — |
| LAMR - Lamar Advertising · CL A | 0.25% | Hold | 4,549 | $155.98 | $710K | — | — |
| COLM - Columbia Sportswear | 0.24% | Hold | 11,160 | $61.82 | $690K | — | — |
| GIS - General Mills | 0.22% | Reduce −14.7% | 18,532 | $34.80 | $645K | −3,200 | −$164K |
| VUG - Vanguard Index Fds | 0.22% | Add +478.0% | 7,369 | $86.15 | $635K | +6,094 | +$78K |
| VEU — | 0.21% | Reduce −35.8% | 7,154 | $83.75 | $599K | −3,995 | −$238K |
| XOM - Exxon Mobil | 0.20% | Hold | 4,299 | $136.72 | $588K | — | — |
| VOE - Vanguard Index Fds | 0.20% | Reduce −6.0% | 2,901 | $197.66 | $573K | −185 | +$5K |
| LMT - Lockheed Martin | 0.18% | Hold | 1,031 | $509.46 | $525K | — | — |
| ADBE - Adobe | 0.18% | New | 2,551 | $205.02 | $523K | +2,551 | +$523K |
| THO - Thor Inds | 0.18% | Reduce −36.5% | 6,952 | $75.16 | $523K | −4,000 | −$352K |
| WY - Weyerhaeuser | 0.17% | Hold | 20,090 | $23.94 | $481K | — | — |
| TT - Trane Technologies | 0.17% | Reduce −26.5% | 969 | $491.16 | $476K | −350 | −$74K |
| URI - United Rentals | 0.17% | Hold | 420 | $1,133 | $476K | — | — |
| OSUR - Orasure Technologies | 0.17% | Reduce −8.3% | 106,267 | $4.46 | $474K | −9,600 | +$126K |
| DFAT - Dimensional ETF Trust | 0.16% | Hold | 6,693 | $69.91 | $468K | — | — |
| VZ - Verizon Communications | 0.16% | Reduce −3.8% | 10,823 | $42.34 | $458K | −433 | −$107K |
| TTC - TORO | 0.16% | Hold | 4,682 | $97.42 | $456K | — | — |
| WINA - Winmark | 0.14% | Hold | 940 | $423.08 | $398K | — | — |
| LPTH - Lightpath Technologies · CL A | 0.14% | Reduce −31.8% | 24,000 | $16.35 | $392K | −11,200 | +$39K |
| NICE — | 0.14% | Reduce −43.9% | 4,315 | $90.85 | $392K | −3,375 | −$456K |
| VIGI - Vanguard Whitehall Fds | 0.13% | Add +4.8% | 4,043 | $93.38 | $378K | +185 | +$36K |
| VIG - Vanguard Specialized Funds | 0.13% | Reduce −5.6% | 1,561 | $236.62 | $369K | −92 | +$14K |
| RIG - Transocean | 0.13% | Reduce −2.6% | 73,800 | $4.89 | $361K | −2,000 | −$142K |
| ENB - Enbridge | 0.12% | Hold | 6,577 | $54.21 | $357K | — | — |
| RRC - Range Res | 0.12% | Reduce −1.4% | 9,580 | $37.19 | $356K | −140 | −$83K |
| RGLD - Royal Gold | 0.12% | Add +21.7% | 1,765 | $199.61 | $352K | +315 | −$17K |
| KOPN - Kopin | 0.12% | Reduce −44.8% | 74,800 | $4.48 | $335K | −60,800 | +$30K |
| OXY - Occidental | 0.12% | Hold | 6,803 | $48.57 | $330K | — | — |
| SPG - Simon Ppty Group | 0.11% | Hold | 1,466 | $223.65 | $328K | — | — |
| COST - Costco Wholesale | 0.11% | Hold | 326 | $935.47 | $305K | — | — |
| AVLV — | 0.10% | New | 3,215 | $91.21 | $293K | +3,215 | +$293K |
| SPY — | 0.10% | Hold | 392 | $746.77 | $293K | — | — |
| PSX - Phillips 66 | 0.10% | Hold | 1,650 | $169.05 | $279K | — | — |
| TSM - Taiwan Semiconductor | 0.10% | Reduce −4.5% | 576 | $477.57 | $275K | −27 | +$71K |
| DFUV - Dimensional ETF Trust | 0.09% | Hold | 4,920 | $55.01 | $271K | — | — |
| MRNA - Moderna | 0.09% | New | 3,824 | $70.03 | $268K | +3,824 | +$268K |
| VBR - Vanguard Index Fds | 0.09% | Reduce −32.8% | 1,092 | $242.99 | $265K | −532 | −$87K |
| IAUX - I-80 Gold | 0.09% | Reduce −11.8% | 175,300 | $1.44 | $252K | −23,500 | −$50K |
| LKQ - LKQ Corp | 0.09% | Reduce −4.8% | 9,363 | $26.33 | $247K | −473 | −$42K |
| LRCX - Lam Research | 0.08% | Reduce −73.1% | 530 | $433.33 | $230K | −1,440 | −$191K |
| AHRT - Ah Rlty Tr | 0.08% | Add +57.9% | 31,640 | $7.08 | $224K | +11,600 | +$114K |
| PFG - Principal Financial | 0.08% | New | 2,027 | $107.83 | $219K | +2,027 | +$219K |
| VYM - Vanguard Whitehall Fds | 0.07% | New | 1,362 | $158.08 | $215K | +1,362 | +$215K |
| USB - US Bancorp | 0.07% | New | 3,541 | $60.40 | $214K | +3,541 | +$214K |
| EOG - Eog Res | 0.07% | Reduce −3.1% | 1,585 | $129.73 | $206K | −50 | −$31K |
| LEE - Lee Enterprises | 0.03% | Reduce −9.6% | 10,300 | $8.96 | $92K | −1,100 | −$6K |
| NPDEUR - Osisko Development | 0.01% | New | 16,000 | $2.46 | $39K | +16,000 | +$39K |
| ARQ — | 0.01% | Reduce −13.8% | 10,000 | $2.55 | $26K | −1,600 | −$4K |
Showing top 50 of 135 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NVDA - Nvidia | 0.26% | Exit | 0 | $174.45 | $717K | −4,110 | −$717K |
| GLW - Corning | 0.11% | Exit | 0 | $136.17 | $320K | −2,350 | −$320K |
| BND - Vanguard Bd Index Fds | 0.11% | Exit | 0 | $49.84 | $313K | −6,280 | −$313K |
| AVGO - Broadcom | 0.11% | Exit | 0 | $309.28 | $300K | −970 | −$300K |
| SII - Sprott | 0.09% | Exit | 0 | $142.78 | $257K | −1,800 | −$257K |
| VEA - Vanguard Tax-Managed Fds | 0.08% | Exit | 0 | $64.11 | $232K | −3,619 | −$232K |
| CELC - Celcuity | 0.08% | Exit | 0 | $114.21 | $217K | −1,900 | −$217K |
| TDW - Tidewater | 0.08% | Exit | 0 | $83.40 | $216K | −2,590 | −$216K |
| DEO - Diageo | 0.08% | Exit | 0 | $74.38 | $214K | −2,877 | −$214K |
| CNH - Cnh Indl | 0.07% | Exit | 0 | $10.99 | $199K | −18,100 | −$199K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 135 | $287M | +2.9% | 13F-HR | 7/21/2026 | 000156914826000005 |
| 2026 Q1 | 134 | $279M | +7.3% | 13F-HR | 4/14/2026 | 000156914826000004 |
| 2025 Q4 | 125 | $260M | +2.0% | 13F-HR | 2/9/2026 | 000156914826000003 |
| 2025 Q3 | 126 | $255M | +8.1% | 13F-HR | 11/5/2025 | 000156914825000004 |
| 2025 Q2 | 120 | $236M | 0.0% | 13F-HR | 8/4/2025 | 000108514625004470 |
| 2025 Q1 | 121 | $236M | +1.7% | 13F-HR | 4/17/2025 | 000108514625002187 |
| 2024 Q4 | 121 | $232M | −3.7% | 13F-HR | 1/23/2025 | 000108514625000436 |
| 2024 Q3 | 119 | $241M | +3.9% | 13F-HR | 10/28/2024 | 000108514624005193 |
| 2024 Q2 | 115 | $232M | −9.0% | 13F-HR | 7/17/2024 | 000108514624003070 |
| 2024 Q1 | 118 | $255M | +5.4% | 13F-HR | 4/12/2024 | 000108514624001741 |
| 2023 Q4 | 115 | $242M | +6.1% | 13F-HR | 1/19/2024 | 000108514624000329 |
| 2023 Q3 | 113 | $228M | −1.7% | 13F-HR | 10/10/2023 | 000108514623003633 |
| 2023 Q2 | 112 | $232M | −3.7% | 13F-HR | 7/20/2023 | 000108514623002800 |
| 2023 Q1 | 116 | $241M | −1.2% | 13F-HR | 4/17/2023 | 000108514623001709 |
| 2022 Q4 | 116 | $244M | +13.0% | 13F-HR | 2/6/2023 | 000108514623000680 |
| 2022 Q3 | 115 | $216M | −5.3% | 13F-HR | 10/24/2022 | 000108514622003549 |
| 2022 Q2 | 112 | $228M | −8.1% | 13F-HR | 8/3/2022 | 000108514622002747 |
| 2022 Q1 | 111 | $248M | −2.4% | 13F-HR | 5/5/2022 | 000108514622001747 |
| 2021 Q4 | 112 | $254M | +3.7% | 13F-HR | 2/11/2022 | 000108514622000820 |
| 2021 Q3 | 110 | $245M | — | 13F-HR | 11/9/2021 | 000156914821000010 |
About
Murphy Pohlad Asset Management LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2