Murphy Pohlad Asset Management LLC Murphy Pohlad

Eden Prairie, MN 21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

$288M
140 holdings
2026 Q3
+0.3% QoQ
Top 5 14.8%

Murphy Pohlad's biggest moves in 2026 Q3 were opening Accenture and Salesforce, adding to Baxter International and Medtronic, trimming Intel and Cisco, and selling out of Exxon Mobil and Lam Research.

Portfolio

2026 Q3, filed 10/22/2026, top 12 of 140 holdings

Top 5 14.8%, top 10 24.8%

AUM over time

2026 Q3 $288M +0.3% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Latest book

2026 Q3 2026 Q2, filed 10d ago, long equity only

Download CSV Download Excel All activity


TRV, Travelers	3.76%	Reduce −4.8%	30,306	$356.51	$11M	−1,534	+$293K
AEM, Agnico Eagle Mines	2.89%	Reduce −1.1%	45,339	$183.27	$8.3M	−525	+$1.2M
COP, ConocoPhillips	2.84%	Reduce −4.0%	65,209	$125.15	$8.2M	−2,690	+$1.1M
BRK.B, Berkshire Hathaway Class B	2.73%, was 2.85%	Reduce −3.3%	15,786	$497.95	$7.9M	−540	−$309K
INTC, Intel	2.56%, was 3.37%	Reduce −11.5%	61,296	$120.23	$7.4M	−7,956	−$2.3M
SLB	2.14%	Reduce −1.3%	126,256	$48.72	$6.2M	−1,651	+$205K
CTVA, Corteva	2.00%, was 2.20%	Reduce −0.5%	74,257	$77.65	$5.8M	−350	−$552K
MDT, Medtronic	1.99%, was 1.75%	Add +3.2%	66,200	$86.29	$5.7M	+2,081	+$696K
EMR, Emerson Electric	1.94%, was 1.78%	Add +0.5%	35,970	$155.10	$5.6M	+175	+$455K
MSFT, Microsoft	1.94%	Reduce −2.6%	10,862	$512.90	$5.6M	−292	+$1.4M
APA	1.92%	Reduce −5.4%	133,298	$41.54	$5.5M	−7,620	+$947K
UNP, Union Pacific	1.89%, was 1.97%	Reduce −4.3%	19,960	$272.13	$5.4M	−888	−$239K
CSCO, Cisco	1.83%, was 2.38%	Reduce −15.9%	48,984	$107.63	$5.3M	−9,245	−$1.6M
BK, BNY	1.82%, was 1.86%	Reduce −1.9%	36,210	$144.63	$5.2M	−686	−$98K
CVX, Chevron	1.82%	Reduce −0.8%	25,626	$204.21	$5.2M	−205	+$951K
DVN, Devon Energy	1.82%	Reduce −2.5%	113,482	$46.04	$5.2M	−2,910	+$415K
AAPL, Apple	1.76%	Reduce −1.5%	15,169	$333.03	$5.1M	−225	+$597K
CCJ, Cameco	1.68%, was 2.04%	Reduce −2.7%	55,870	$86.67	$4.8M	−1,570	−$1M
AGI, Alamos Gold	1.67%	Reduce −2.6%	148,190	$32.39	$4.8M	−3,970	+$183K
GOOG, Alphabet Class C	1.65%, was 1.78%	Reduce −3.5%	13,918	$340.74	$4.7M	−511	−$356K
PG, Procter & Gamble	1.61%, was 1.63%	Reduce −0.2%	31,830	$145.28	$4.6M	−50	−$51K
FLS, Flowserve	1.55%, was 1.61%	Reduce −2.1%	60,878	$73.12	$4.5M	−1,300	−$160K
ALV, Autoliv	1.54%, was 1.65%	Reduce −3.2%	39,495	$111.89	$4.4M	−1,288	−$319K
NTR, Nutrien	1.50%	Reduce −0.1%	61,473	$70.25	$4.3M	−32	+$447K
GD, General Dynamics	1.50%, was 1.61%	Reduce −0.5%	12,974	$331.83	$4.3M	−60	−$312K
C, Citigroup	1.49%, was 1.71%	Reduce −6.1%	33,017	$129.48	$4.3M	−2,151	−$647K
TGT, Target	1.45%	Reduce −0.9%	26,624	$156.69	$4.2M	−250	+$662K
UPS	1.44%, was 1.72%	Reduce −3.4%	44,335	$93.44	$4.1M	−1,570	−$792K
VFC, V	1.33%, was 1.60%	Reduce −1.6%	271,745	$14.06	$3.8M	−4,550	−$788K
AIG	1.32%, was 1.37%	Reduce −3.3%	50,882	$74.42	$3.8M	−1,750	−$136K
FHI, Federated Hermes	1.31%	Hold	66,721	$56.37	$3.8M	—	—
CMI, Cummins	1.22%, was 1.74%	Reduce −2.9%	6,796	$516.57	$3.5M	−200	−$1.5M
EL, Estee Lauder	1.21%	Reduce −0.9%	37,555	$92.77	$3.5M	−350	+$491K
JNJ, Johnson & Johnson	1.21%	Reduce −3.2%	13,159	$264.75	$3.5M	−430	+$33K
KIM, Kimco Realty	1.15%, was 1.52%	Reduce −13.5%	148,952	$22.21	$3.3M	−23,245	−$1.1M
WTW, Willis Towers Watson	1.06%	Reduce −1.5%	10,605	$288.23	$3.1M	−160	+$243K
NSC, Norfolk Southern	1.02%, was 1.14%	Reduce −9.0%	9,487	$309.00	$2.9M	−935	−$347K
IQV, IQVIA	1.01%	Reduce −1.3%	10,797	$268.85	$2.9M	−140	+$790K
PEP, PepsiCo	1.00%, was 1.09%	Reduce −1.4%	22,790	$126.72	$2.9M	−322	−$241K
VSNT, Versant Media Group	1.00%	Add +1.1%	91,037	$31.70	$2.9M	+961	−$358K
REGN, Regeneron	0.92%	Reduce −0.6%	3,488	$758.27	$2.6M	−20	+$457K
PNC	0.92%	Hold	11,863	$222.26	$2.6M	—	—
MAC, Macerich	0.88%, was 1.14%	Reduce −12.3%	113,620	$22.36	$2.5M	−15,940	−$723K
CAH, Cardinal Health	0.86%, was 0.92%	Reduce −0.1%	11,099	$222.50	$2.5M	−10	−$170K
MRK, Merck	0.83%	Reduce −3.0%	16,507	$145.31	$2.4M	−516	+$211K
FISV, Fiserv	0.78%, was 0.56%	Add +50.8%	49,810	$45.18	$2.3M	+16,785	+$631K
EXE, Expand Energy	0.78%, was 0.72%	Add +16.8%	26,618	$84.09	$2.2M	+3,835	+$161K
BAX, Baxter International	0.77%, was 0.45%	Add +53.8%	92,868	$24.00	$2.2M	+32,467	+$941K
IGT, Ingredion	0.75%	Reduce −0.5%	22,450	$95.81	$2.2M	−105	+$15K
ACN, Accenture	0.69%	New	10,895	$183.37	$2M	+10,895	+$2M
ITW, Illinois Tool Works	0.69%, was 0.74%	Reduce −1.1%	7,760	$257.28	$2M	−90	−$127K
UNH, UnitedHealth Group	0.68%	Add +0.5%	5,305	$367.09	$1.9M	+25	−$247K
AMRZ, Amrize	0.59%, was 1.13%	Reduce −25.4%	45,515	$37.39	$1.7M	−15,490	−$1.6M
CNQ, Canadian Natural Resources	0.58%, was 0.48%	Add +2.0%	35,555	$47.07	$1.7M	+705	+$297K
TMO, Thermo Fisher Scientific	0.56%, was 0.41%	Add +1.5%	2,402	$675.05	$1.6M	+35	+$435K
DIS, Disney	0.55%	Reduce −0.7%	15,064	$104.90	$1.6M	−105	+$120K
PFE, Pfizer	0.54%, was 0.44%	Add +3.2%	54,032	$28.52	$1.5M	+1,655	+$280K
IFF, International Flavors & Fragrances	0.54%	Reduce −1.3%	18,440	$83.48	$1.5M	−250	+$59K
CNX, CNX Resources	0.51%, was 0.58%	Reduce −3.5%	46,975	$31.17	$1.5M	−1,700	−$187K
WMT, Walmart	0.50%, was 0.55%	Reduce −0.3%	13,927	$103.92	$1.4M	−40	−$135K
LOW, Lowe's	0.49%, was 0.60%	Reduce −1.3%	7,707	$184.29	$1.4M	−100	−$301K
CRM, Salesforce	0.49%	New	6,128	$229.57	$1.4M	+6,128	+$1.4M
CLF, Cleveland-Cliffs	0.48%	Reduce −8.0%	126,630	$11.01	$1.4M	−10,950	+$102K
VTV, Vanguard Index Funds	0.47%, was 0.44%	Add +8.0%	6,246	$216.10	$1.3M	+465	+$90K
MDLZ, Mondelez	0.46%, was 0.47%	Reduce −0.6%	23,085	$57.82	$1.3M	−130	−$8K
CL, Colgate-Palmolive	0.46%, was 0.62%	Reduce −19.2%	15,569	$85.32	$1.3M	−3,700	−$438K
ABT, Abbott Laboratories	0.46%, was 0.48%	Reduce −12.1%	13,350	$98.83	$1.3M	−1,836	−$59K
BAC, Bank of America	0.44%	Add +0.2%	23,215	$54.43	$1.3M	+51	−$56K
ADP, Automatic Data Processing	0.42%	Hold	4,660	$258.06	$1.2M	—	—
CMCSA, Comcast	0.42%, was 0.53%	Reduce −11.0%	54,968	$21.76	$1.2M	−6,800	−$320K
KO, Coca-Cola	0.39%	Reduce −4.9%	13,188	$86.08	$1.1M	−683	+$8K
CF, CF Industries	0.39%	Reduce −3.0%	9,800	$115.20	$1.1M	−300	+$36K
BSX, Boston Scientific	0.38%	New	25,210	$43.65	$1.1M	+25,210	+$1.1M
KMB, Kimberly-Clark	0.38%, was 0.46%	Reduce −7.3%	11,207	$97.43	$1.1M	−885	−$235K
MOS, Mosaic	0.38%, was 0.45%	Reduce −17.7%	50,035	$21.65	$1.1M	−10,765	−$205K
WFC, Wells Fargo	0.36%	Add +1.3%	13,082	$80.05	$1M	+165	−$20K
ADBE, Adobe	0.36%, was 0.18%	Add +69.8%	4,331	$239.94	$1M	+1,780	+$516K
KHC, Kraft Heinz	0.36%	New	45,060	$22.72	$1M	+45,060	+$1M
CHRW, C.H. Robinson	0.35%	Hold	6,887	$147.96	$1M	—	—
ADSK, Autodesk	0.35%	New	4,848	$209.00	$1M	+4,848	+$1M
DFAC, Dimensional ETF Trust	0.35%	Hold	22,504	$44.45	$1M	—	—
NKE, Nike	0.34%, was 0.68%	Reduce −41.3%	27,985	$35.40	$991K	−19,650	−$965K
GOOGL, Alphabet Class A	0.31%, was 0.30%	Add +10.5%	2,633	$344.08	$906K	+250	+$54K
ABBV, AbbVie	0.30%, was 0.31%	Reduce −8.6%	3,286	$261.59	$860K	−308	−$45K
MMC, Marsh McLennan	0.28%	Hold	4,645	$170.73	$793K	—	—
RYN, Rayonier	0.26%, was 0.32%	Reduce −6.2%	41,040	$18.36	$753K	−2,735	−$178K
BRK.A, Berkshire Hathaway Class A	0.26%	Hold	1	$747,005	$747K	—	—
JPM, JPMorgan Chase	0.24%, was 0.29%	Reduce −15.2%	2,121	$330.87	$702K	−379	−$117K
WRB, Berkley	0.24%, was 0.26%	Reduce −1.9%	10,262	$67.54	$693K	−200	−$45K
VEU	0.24%, was 0.21%	Add +15.4%	8,255	$82.97	$685K	+1,101	+$86K
VUG, Vanguard Index Funds	0.23%, was 0.22%	Add +0.1%	7,377	$90.11	$665K	+8	+$30K
TJX, TJX Companies	0.23%, was 0.37%	Reduce −28.6%	4,988	$132.31	$660K	−2,000	−$399K
MRNA, Moderna	0.22%	Reduce −13.1%	3,324	$192.57	$640K	−500	+$372K
COLM, Columbia Sportswear	0.21%, was 0.24%	Reduce −6.3%	10,460	$57.41	$601K	−700	−$89K
HD, Home Depot	0.21%, was 0.28%	Reduce −8.7%	2,098	$284.49	$597K	−200	−$214K
VZ, Verizon	0.21%, was 0.16%	Add +19.7%	12,956	$45.87	$594K	+2,133	+$136K
VOE, Vanguard Index Funds	0.21%, was 0.20%	Add +4.6%	3,035	$195.55	$594K	+134	+$20K
MAA, Mid-Amer Apt Cmntys	0.20%, was 0.35%	Reduce −31.8%	4,925	$117.74	$580K	−2,300	−$424K
AMAT, Applied Materials	0.19%, was 0.30%	Reduce −8.5%	1,078	$511.38	$551K	−100	−$300K
LMT, Lockheed Martin	0.17%, was 0.18%	Reduce −5.8%	971	$509.25	$494K	−60	−$31K
THO, Thor Industries	0.17%	Add +2.5%	7,127	$69.10	$492K	+175	−$30K
NICE	0.17%	Hold	4,315	$111.27	$480K	—	—
VIGI, Vanguard Whitehall Funds	0.16%, was 0.13%	Add +21.7%	4,920	$94.42	$465K	+877	+$87K
TTC, Toro	0.16%	Hold	4,682	$96.42	$451K	—	—
DFAT, Dimensional ETF Trust	0.15%	Hold	6,693	$66.45	$445K	—	—
RGLD, Royal Gold	0.15%, was 0.12%	Add +6.7%	1,883	$236.00	$444K	+118	+$92K
URI, United Rentals	0.15%	Hold	420	$1,001	$420K	—	—
AVLV	0.14%, was 0.10%	Add +37.7%	4,427	$90.45	$400K	+1,212	+$107K
LAMR, Lamar Advertising	0.14%, was 0.25%	Reduce −40.6%	2,703	$144.11	$390K	−1,846	−$320K
IVV, iShares Core S&P 500 ETF	0.13%	New	502	$766.80	$385K	+502	+$385K
WY, Weyerhaeuser	0.13%	Hold	20,090	$19.05	$383K	—	—
OXY, Occidental	0.13%	Hold	6,803	$55.32	$376K	—	—
RIG, Transocean	0.13%	Reduce −4.1%	70,800	$5.24	$371K	−3,000	+$10K
RRC, Range Resources	0.12%	Reduce −1.5%	9,440	$37.04	$350K	−140	−$7K
VIG, Vanguard Specialized Funds	0.12%, was 0.13%	Reduce −4.8%	1,486	$233.31	$347K	−75	−$23K
TT, Trane Technologies	0.12%, was 0.17%	Reduce −22.6%	750	$451.98	$339K	−219	−$137K
OSUR, Orasure Technologies	0.12%, was 0.17%	Reduce −19.4%	85,667	$3.92	$336K	−20,600	−$138K
PSX, Phillips 66	0.11%	Reduce −25.5%	1,230	$255.31	$314K	−420	+$35K
ENB, Enbridge	0.11%	Hold	6,577	$46.49	$306K	—	—
SPG, Simon Property Group	0.11%	Add +3.2%	1,513	$200.76	$304K	+47	−$24K
SPY, SPDR S&P 500 ETF Trust	0.10%	Hold	392	$762.63	$299K	—	—
QQQ, Invesco QQQ Trust	0.10%	New	384	$740.65	$284K	+384	+$284K
LKQ	0.10%, was 0.09%	Add +32.7%	12,425	$22.83	$284K	+3,062	+$37K
WINA, Winmark	0.10%	Hold	940	$300.19	$282K	—	—
DFUV, Dimensional ETF Trust	0.09%	Hold	4,920	$55.00	$271K	—	—
VBR, Vanguard Index Funds	0.09%	Add +6.8%	1,166	$231.09	$269K	+74	+$4K
KOPN, Kopin	0.09%, was 0.12%	Reduce −22.2%	58,200	$4.60	$268K	−16,600	−$67K
TSM, Taiwan Semiconductor	0.09%, was 0.10%	Reduce −2.6%	561	$456.19	$256K	−15	−$19K
IWB, iShares Trust	0.09%	New	600	$416.13	$250K	+600	+$250K
GIS, General Mills	0.08%, was 0.22%	Reduce −60.4%	7,345	$32.16	$236K	−11,187	−$409K
EOG, EOG Resources	0.08%, was 0.07%	Add +4.8%	1,661	$137.76	$229K	+76	+$23K
PFG, Principal Financial	0.08%	Add +0.6%	2,040	$111.98	$228K	+13	+$10K
COST, Costco	0.08%, was 0.11%	Reduce −24.5%	246	$910.34	$224K	−80	−$81K
IAUX, I-80 Gold	0.07%, was 0.09%	Reduce −26.8%	128,300	$1.66	$213K	−47,000	−$39K
XLK, Select Sector SPDR Trust	0.07%	New	1,063	$195.75	$208K	+1,063	+$208K
USB, U.S. Bancorp	0.07%	Add 0.0%	3,542	$57.76	$205K	+1	−$9K
VOO, Vanguard S&P 500 ETF	0.07%	New	289	$702.55	$203K	+289	+$203K
LPTH, Lightpath Technologies	0.07%, was 0.14%	Reduce −23.3%	18,400	$10.31	$190K	−5,600	−$203K
AHRT, Ah Realty Trust	0.05%, was 0.08%	Reduce −29.7%	22,240	$6.10	$136K	−9,400	−$88K
BZFD, Buzzfeed	0.03%	New	69,750	$1.13	$79K	+69,750	+$79K

Showing top 50 of 140 by value

Exits / last held

Gone since 2026 Q2, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
XOM, Exxon Mobil	0.20%	Exit	$136.78	$588K	−4,299	−$588K
LRCX, Lam Research	0.08%	Exit	$433.96	$230K	−530	−$230K
VYM, Vanguard Whitehall Funds	0.07%	Exit	$157.86	$215K	−1,362	−$215K
LEE, Lee Enterprises	0.03%	Exit	$8.93	$92K	−10,300	−$92K
NPDEUR, Osisko Development	0.01%	Exit	$2.44	$39K	−16,000	−$39K
ARQ	0.01%	Exit	$2.60	$26K	−10,000	−$26K

Filings history

21 periods, with AUM normalized

Newest 13Fs

Period	Holds	AUM	QoQ	Form	Filed	Filing ID
2026 Q3	140	$288M	+0.3%	13F-HR	10/22/2026	000156914826000008
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

21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

Entity: Murphy Pohlad Asset Management LLC
Notable person: Murphy Pohlad
Location: Eden Prairie, MN
All SEC filings: View on sec.gov